Chun Hin Pui is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2016. Outside of his advisory role, he is involved as an owner and partner in a short-term rental business in Texas. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Trinnell Taylor is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Outside of his advisory work, he is involved with Creative Memories, where he teaches and hosts scrapbooking classes. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Scott Brown is a CFP® with 25 years of industry experience, currently serving at OSAIC Wealth Inc since 2018. He has prior experience with 1st Global Insurance Services, Inc and several related firms dating back to 2000. Brown is also a partner at Roger A. Brown & Co., LLP, where he provides tax, audit, and consulting services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through numerous affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a portfolio construction approach that utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing.

Jimmy Hua is a Series 66-licensed financial advisor at Charles Schwab with four years of industry experience. His background includes roles at Bank of America from 2016 to 2022 before joining Charles Schwab and Co., Inc. in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining extensive scale with integrated custody and brokerage capabilities.

Julie Liu is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with 16 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Michael Babykin is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and uses structured planning tools and modeling techniques as part of its process.

Tat Gary Tsui is a financial advisor with Merrill in Temple City, CA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He has worked with Bank of America and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Outzen is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including six years at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is involved in managing rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models in its financial planning process.

Samuel Lau is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2015 in multiple periods and is also affiliated with MassMutual Life Insurance Company. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements supported by software tools and also delivers event-driven planning programs.

Ping Shuang Wu is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cetera and affiliated firms since 2013, as well as East West Bank since 2016. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with options for discretionary and non-discretionary management across multiple program structures and custodial relationships.

Durrell Noel is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mariela Palacios is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, Michael Page, and Automatic Data Processor. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Natalya Tumanyan is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Merrill, Sigma Smart Technologies LLC, and Scottrade, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Danielle Lee is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, HSBC Bank USA, HSBC Securities, East West Bank, and Cetera Investment Services. Outside of her advisory role, she owns Research Unlimited, an investment-related business based in Pasadena, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kent Leung is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as Vice President and Secretary of a family-owned noodle restaurant business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Susan Tunell is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. Outside of her advisory role, she has worked as an on-call banquet server at the Arizona Biltmore Resort and Spa. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client solutions. The firm combines institutional trading capabilities with wealth management services, operating as a futures commission merchant and providing custody, underwriting, and other capital markets services.

Christina Stieg is a Senior Financial Advisor with Merrill Lynch Wealth Management and has been with the firm since 2004. She provides individualized investment management, tax minimization strategies, retirement and estate planning services, and wealth preservation to a select group of affluent clients. Christina manages custom investment strategies on a discretionary basis and utilizes a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies to address clients' complex financial needs. Christina holds a Bachelor's Degree in Communication and a Master's Degree in Business Administration, both from the University of Southern California. She holds FINRA Series 7 and Series 66 registrations, a California Life Insurance license, and has earned the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations. She resides in Altadena, California, with her husband and two children and enjoys spending time with her family, traveling, skiing, hiking, and cooking.

Jason Tang is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with two years of industry experience. Prior to his current role starting in 2022, he held positions at the University of California Irvine and LPL Financial among others. His background also includes work outside finance in catering and international business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Clement Muinde is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Bank since 2016 and joined Wells Fargo Clearing in 2021. Outside of his advisory role, he co-owns a home health care agency. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment strategies and offers both brokerage and advisory solutions.

Minglun Wu is a financial advisor with Equitable Advisors in Arcadia, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Equitable Advisors serves a broad range of clients, including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model that incorporates multiple advisory channels and program sponsors.