James Mc Cabe is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at Alps Distributors, PRIMECAP Management, RBC Capital Markets, and Oppenheimer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supporting a variety of investment approaches and operational tools.

Saba Jahanian is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Merrill. Jahanian has also been affiliated with Bank of the West and BancWest Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sonia Yearian is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been working in financial services since 1988, initially serving as a Vice President and International Trust Officer in Private Client Services. Since joining Merrill Lynch in 2005, Sonia has held various roles including International Financial Advisor, Assistant Vice President, Financial Solutions Advisor, and Bank Team Financial Advisor before assuming her current position. Sonia’s expertise encompasses family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, as well as individual and corporate investment strategy. She is a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. Sonia earned her High School Diploma/GED from Pima Community College. Residing in Tucson with her husband and two children, Sonia prioritizes giving back to the community through involvement with local schools, charities, and communities. In her spare time, she enjoys outdoor activities such as skiing, traveling, watching movies, and spending time with her family.

Ellen Yee is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her work history includes roles at Mark A Shuster, Hub International, and Shuster Financial Group, LLC. Outside of her advisory duties, she is the managing partner of Flying Stars Omnimedia, LLC, involved in screenwriting and producing. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver customized investment solutions.

Robert Rumishek is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Daniel Howard is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked for 14 years with the California Highway Patrol. Outside of his advisory role, he owns and manages a short-term rental property through a separate business entity. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services. The firm’s approach involves matching clients to program models or discretionary managers, utilizing a mix of firm-offered programs and third-party solutions.

Joseph Gitto is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior experience includes roles at Transamerica Financial Advisors, Woodbury Financial Services, and operating his own consulting firm, JCG Consulting Corp. Additionally, he teaches adult financial literacy classes at the Burbank Adult School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate entities, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branches nationwide.

Vartges Markarian is a financial advisor at J.P. Morgan Securities with 21 years of industry experience and holds a Series 66 designation. His prior work includes roles at Ascent Capital Management, US Bank, and Wells Fargo Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Hania Taduran is a financial advisor at Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining MassMutual and its subsidiary MML Investors Services, she was involved with Better U for two years. She has a background as a full-time college student from 2020 to 2024. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved tools.

Kelli Martin is a financial advisor with Charles Schwab in Brea, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. Her prior roles include positions at Fidelity Investments and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 options, combining multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Wai Shing Stephen Law is a financial advisor at Merrill with Series 63 and Series 66 designations. He has recently transitioned into the financial services industry, having started his career with Bank of America in 2024 and joining Merrill in 2026. Prior to his finance career, he was involved in a design and decoration business for five years. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anali Elias is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at several companies including Mejuri, David Yurman, and Prada. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a systematic investment process incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advise registered investment companies.

Kyle Colburn is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Franklin Distributors, LLC and Western Asset Management. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and offers broader derivatives and commodities capabilities through its regulatory registrations.

Petra Frisina is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at various Wells Fargo entities since 2006. Outside of her advisory role, she participates as a game show contestant with her family. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that include specialized areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels through a network of more than 4,000 advisors.

Robert Brock is a financial professional with 32 years of industry experience, currently affiliated with Cetera. He holds a Series 63 designation and has been associated with various Cetera entities since 2013. Outside of his advisory role, he serves as the financial officer for Warm and Loving Ministries, a counseling and training center. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party investment strategies and program options suited to various client needs.

Eddie Richard is a financial advisor with LPL Enterprise LLC holding a Series 66 designation and no prior industry experience. His professional background includes roles at BLAZR Inc and Hyatt Corporation. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions, utilizing model-driven investment implementation and access to third-party asset managers and insurance products through affiliated entities.

Joann Lee is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JP Morgan Chase Bank since 2016. Outside of her advisory role, she is a part owner of an e-commerce family business, K & J Essentials LLC, involved in Amazon online selling with minimal day-to-day involvement. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates ESG eligibility criteria, with certain services provided by affiliated entities.

Tyler Wong is a CFP® professional with seven years of experience in financial advising, currently with OSAIC since 2024. His prior roles include positions at JPMorgan Securities LLC and Securities America Advisors. Outside of his advisory duties, he operates a sole proprietorship providing financial planning and insurance services, and he is a commissioned California Public Notary. OSAIC Wealth serves a diverse client base, including retail investors, high-net-worth households, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization supported by various investment tools and strategies.

Kelly Nelson is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2018, Nelson worked at Augusta Precious Metals and the United States Postal Service. Outside of advising, Nelson is a self-published fiction author and operates as an independent contractor reseller on various online retail platforms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning involves structured discovery conversations, firm-approved tools, and modeling techniques, while clients are responsible for plan implementation.

Zachary White is a financial advisor at Charles Schwab based in Los Angeles, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles in education and positions at Charles Schwab Bank and Undefeated Academy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance alongside access to discretionary model portfolios and alternative investments, supported by a large integrated operational structure.