Wei Han Jack Chang is a CFP® and Series 66 licensed advisor with 13 years of experience. He has worked at J.P. Morgan Securities since 2019 and previously held roles at Fidelity, Morgan Stanley, Cetera, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Diego Kapelusznik is a financial advisor at Raymond James & Associates with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Bank of America, Merrill Lynch, and Northwestern Mutual. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and nonprofits, offering financial planning and various consulting services primarily on a non-discretionary basis.

Dan Chu is a financial advisor with Primerica Advisors in Rosemead, CA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1988 and previously worked at In Home Solution Services from 2018 to 2022. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Rodzl De Los Reyes is a financial advisor with Merrill in Baldwin Park, CA, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has worked at Merrill since 2016 and is also affiliated with the California Military Department and Bank of America, N.A. Outside of advising, he serves as an officer, director, and owner of Rexxons Holdings, Inc., a real estate property management company. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cameron Thornton is a CFP® credentialed financial advisor with 43 years of industry experience. He is currently with Cetera, joining the firm in 2023, and has held leadership roles at CTA Wealth Advisors, Inc. and Cetera Wealth Services, LLC. Outside of advisory work, he provides tax preparation and accounting services through his sole proprietorship and serves as a public relations spokesperson for a retreat center. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party investment managers and multiple program structures.

Lauren Halloran is a Wealth Management Advisor with Merrill Lynch Wealth Management and a partner on an international family team at the Wingard Halloran Group in Beverly Hills. She holds the Sports & Entertainment Accredited Wealth Management Advisor™ designation and provides customized wealth management strategies including personalized cash management, credit and lending solutions through Bank of America, N.A. Lauren also leads the Group’s socially responsible investment research and focuses on areas such as college education planning, family wealth management strategies, legacy planning, tax minimization, and values-based investing. Lauren is a multi-generational wealth planner with expertise in the financial needs of entertainment professionals, digital content creators, gamers, and artists. Prior to joining The Wingard Group in 2015, she worked in Digital and Interactive Media at a major Hollywood studio, bringing insight into the evolving landscape of wealth accumulation for individuals in the entertainment and digital industries. She is committed to financial education and supporting the younger generation in managing and preserving their wealth. Lauren graduated Cum Laude from the University of Southern California with a Bachelor of Arts degree in Communications and a minor in Marketing. She holds the California Life Insurance License and maintains professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Her professional affiliations include the Association for Corporate Growth, Jonathan Club, and USC Marshall Alumni Association. In addition, Lauren is involved with community organizations such as Step Up Women's Network and Susan G. Komen Los Angeles. Outside of work, she enjoys running, hiking, cooking, dancing, reading, watching movies, yoga, and traveling.

Alexandre Vace is a financial advisor with LPL Financial in Beverly Hills, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Cetera and Avantax Advisory Services and owns Vace & Company, CPA, where he provides tax planning, accounting, and bookkeeping services. He also serves as an investor, CFO, and board member of Avah Farm Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm provides a range of financial planning and investment solutions to individuals, institutions, and retirement plans, utilizing model portfolios, third-party managers, and customized strategies.

David Berman is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2014. Outside of his advisory role, he is the owner of Barrett Walker, Inc., a personal service corporation for tax purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide client base including individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs, drawing on multiple portfolio management styles and affiliated research.

Eric Lee is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Bank USA NA, Cetera Investment Services, and East West Bank. Merrill, along 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 investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alvin Lam is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop wealth strategies focused on growth, preservation, and intergenerational transfer. Alvin emphasizes creating clear, coordinated financial plans to support clients' long-term goals and aspirations. His areas of expertise include college education planning, family wealth management strategies, special needs planning, individual and corporate investment strategy, tax minimization, retirement income planning, and legacy planning. Alvin collaborates closely with clients' CPAs, tax advisors, and attorneys to ensure integrated financial and estate planning. He holds the Personal Investment Advisor (PIA) designation. Alvin attended the California State University system without obtaining a degree and holds a high school diploma or GED. He speaks English, Cantonese (Yue), and Chinese. He participates in community organizations such as Ability First, the South Pasadena Royal Lions Club, and Taiwanese American Professionals - Los Angeles. Outside of work, Alvin enjoys golfing, skiing, spending time with family, traveling, and watching movies.

Matthew Regan is a Series 66 licensed financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves as Treasurer and is a member of the Board of Directors for Friends of La Canada Baseball, a charity supporting the La Canada High School Baseball team. 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 employs model-based asset allocations and proprietary research to tailor financial plans to client goals and risk tolerances.

Jeffrey Tyler is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 designation. His prior roles include positions at Bank of America, Wells Fargo Clearing, Morgan Stanley Smith Barney, and Principal Global Investors. Outside of his advisory work, he has been involved with Sk8dogltd, LLC and has held academic roles at several universities. Merrill, along 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 a range of individual and institutional clients.

Shane Waarbroek is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads a team of investment professionals that provides comprehensive wealth planning and personalized financial strategies, aiming to give clients confidence as they navigate various financial markets. His practice focuses on serving high net worth individuals, families, foundations, retirement plans, entrepreneurs, corporate executives, and clients in sports and entertainment. With 18 years of experience in the financial services industry, Shane joined Merrill in 2003. He has expertise in corporate benefits, including equity compensation, defined benefit and contribution plans, executive compensation, and retirement planning. His team offers customized consultation that covers investments, lending through Bank of America, alternative investments, and diversification strategies. Shane’s responsibilities include selecting and overseeing specialized fund managers with tactical and strategic asset allocation. Shane earned a Bachelor’s degree in Psychology with specializations in Computing and Business Administration from the University of California, Los Angeles. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Outside of his professional work, Shane has been involved with UCLA alumni organizations and the Rotary Club of Westwood Village.

Kylie Silva is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 65 and Series 63 licenses with nine years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, following earlier roles at NYLife Securities LLC and New York Life Insurance. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on 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 client plans and Corporate Financial Planning agreements.

Luis Pascual Curiel is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His work history includes roles at Merrill since 2019 and Bank of America, N.A. since 2024, as well as positions at Home Depot Inc. and Sierra Foods Inc. prior to joining the financial services sector. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Felix Urena Jr. is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Citigroup Global Markets and Citicorp Investment Services. He serves as a board member of LA Waterkeeper, a nonprofit organization dedicated to protecting and restoring Los Angeles waterways. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks when appropriate.

Sean Keenan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2007, beginning his career after graduating with a Bachelor's degree from the University of California, Irvine. Sean joined Merrill Lynch Wealth Management in January 2019, bringing with him experience from Merrill Edge and Scottrade, where he served as an Investment Consultant. Sean specializes in helping clients manage their wealth to meet individual needs, focusing on a comprehensive and personalized approach that starts with understanding client goals. His areas of expertise include legacy planning, liquidity management, retirement income, and portfolio management services. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Residing in Monrovia, California, Sean balances his professional life with personal interests such as camping, fishing, hiking, and spending time with his family. He is also involved in community service with organizations including CAP San Bernardino Food Bank and Heal the Bay.

Michael Gorak is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Western International Securities, Centaurus Financial, RBC Securities, Brookstreet Securities, and Citigroup Global Markets. In addition to his advisory role, he is registered as an independent agent for non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisory network with model portfolios, third-party asset management, and institutional platforms while combining these services with various non-advisory financial products.

Herbert Goodrich is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a volunteer campaign committee member at St. Matthew Antiochian Orthodox Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, corporate, and institutional clients through a network of Investment Adviser Representatives. The firm leverages a variety of third-party advisory programs and offers ERISA fiduciary services to qualified plans.

Orzalla Sulaimankhil is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked previously at J.P. Morgan Securities and JP Morgan Chase Bank LLC. Outside of her advisory role, she owns and manages TGT Holdings, LLC and IPQG Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment vehicles such as insurance-related products and bank deposit sweep options.