Albert Boele is a financial advisor with J.P. Morgan Securities in South Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., and a previous position at Boelin LLC. 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 integrates systematic quantitative screens and qualitative research supported by a centralized manager solutions team.

Antonio Sepulveda Jr. is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at firms including American Honda Finance Corporation and Equitable Advisors. Fidelity’s 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 model portfolios across mutual funds, ETFs, and ETPs.

Nick Milazzo is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously led The Nick A Milazzo Group for nine years and has held roles with Waddell & Reed and various insurance carriers. Milazzo is also active in insurance sales alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad range of financial services beyond advisory functions.

Helen Lee is a financial advisor with Ameriprise in Pasadena, CA, holding a Series 63 designation and 29 years of industry experience. She previously worked at American Express Financial Advisors Inc. for 23 years before joining Ameriprise in 2020. Outside of her advisory role, she owns a business involved in marketing and operates a car rental service. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-efficient withdrawal strategies.

Andres Vargas is a financial advisor at Merrill with 13 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2011. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brittany Richard is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL Enterprise, she held positions at multiple firms including Richard Rental Management and Blazr. Outside of her advisory role, she is involved with Richard Rental Management. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily implements investment strategies through model portfolios and offers access to third-party asset managers, with additional services including financial planning and trust custody.

Samuel Ybarra is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has been with Merrill since 2013 and previously attended West Los Angeles College from 2020 to 2022. 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.

Meisha Griffith is a financial advisor at Ameriprise with 26 years of industry experience. She has previously worked at Citigroup Global Markets and Ameriprise Financial Advisors Inc. Griffith serves on the Board of Directors for Turning Point School. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide personalized recommendations.

Alan Zhao is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. He previously worked at J.P. Morgan Securities and has held positions at Bank of America, N.A., JPMorgan Chase Bank, N.A., and Unifi Aviation, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Chow is a financial advisor at Charles Schwab with 32 years of industry experience. He holds the Series 63 designation and has been with Charles Schwab since 1997, including roles at Charles Schwab Bank. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management along with integrated brokerage, custody, and advisory services.

Amanjit Bains is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan, Bains worked for Stater Bros Markets for five years. Outside of advising, Bains engages in video game streaming and creates game guides for online sale. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions, offering clients a selection of Eligible Strategies and ESG considerations.

Carlos Bolanos is a CFP® with 38 years of experience in financial advisory and tax preparation. He has worked at Cetera since 2025 and previously spent nearly three decades with Avantax Advisory Services and its related entities. In addition to his advisory work, Bolanos owns an accounting and tax preparation business where he personally prepares tax returns and provides tax planning for clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures.

Michael Medina is a CFP® and Series 66 registered advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James in 2026, he worked at Pure Financial Advisors and held several other financial and non-financial roles, including a period focused on education from 2010 to 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with a range of financial planning and consulting services, emphasizing non-discretionary, tailored advice supported by proprietary research and multiple portfolio management styles.

Chase Golightly is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before joining Fidelity, Chase worked as a Senior Associate at KPMG from 2020 to 2023. In his current role, Chase collaborates with individuals and families to define financial goals and develop comprehensive retirement plans and personalized investment strategies tailored to each client's unique financial needs. He holds a California Insurance License, which supports his work in the financial services sector. Chase is committed to giving back to his community by assisting clients in achieving their financial objectives through careful planning and strategy development.

Erin Brooks is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is an officer of T & G Brooks LLC, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Lanfeng Zhao is a financial advisor with Cetera, holding a Series 66 credential and bringing 24 years of industry experience. Zhao has worked at Cetera and its related entities since 2002 and also owns EZ & Company CPA Inc, a firm providing accounting, tax, and consulting services. Additionally, Zhao is involved in e-commerce through EZ FAB LLC. Cetera Investment Advisers LLC is a nationwide registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options and access to third-party money managers.

Kenneth Sanchez is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior work includes roles at Stifel Independent Advisors and Wells Fargo Advisors. Sanchez also serves as a financial and retirement instructor at Pasadena City College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting client implementation through advisory programs or other providers.

Jason Lock is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management in the Glendale office. He has been providing investment advice and asset management services to clients for over 30 years. Jason works with clients to develop personalized wealth management strategies that address their full financial picture, focusing on what matters most to them and adapting to changing market conditions. His expertise includes family wealth management, managing new wealth, retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Jason holds a Bachelor's Degree from The University of Kansas and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). Jason values communication and service excellence in his client relationships. He follows the Merrill tradition of community participation and spends time volunteering with local organizations. Outside of work, he enjoys baseball, fishing, football, running, traveling, and spending time with his family.

Polus Ting is a Financial Consultant at Fidelity Investments, a role he has held since 2019. In this position, he works closely with clients to help them and their families achieve financial confidence through personalized planning tailored to their unique situations. His approach emphasizes building personal relationships based on understanding and genuine care. Prior to joining Fidelity, Polus served as a Financial Solutions Advisor at Bank of America Merrill Lynch from 2013 to 2019. His experience spans various aspects of financial consulting and wealth management. He holds a California Insurance License, supporting his capacity to provide comprehensive financial guidance. Outside of his professional work, Polus has personal interests that include cars, family activities, hiking, and music.

Zhouyuan Wu is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill, Zhouyuan held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has also worked at Lions Financial. 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.