Armine Babayan is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has been with UBS since 2017, following a year as a self-employed advisor. Based in Pasadena, CA, she provides advisory services through one of the largest financial institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Albert Singleterry is a financial advisor with J.P. Morgan Securities in Azusa, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Wm Financial Services Inc. and JPMorgan Chase Bank, N.A., where he has worked since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager and fund searches, and customized performance reporting through a non-discretionary advisory program. The firm’s investment process integrates quantitative and qualitative research, including ESG criteria, supported by affiliated implementation services.

Kenneth Stewart is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include work at Children's HopeChest and Biola University. Edward Jones is a full-service wealth management firm catering to over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

James Warren is a financial advisor with Ameriprise in San Dimas, CA, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at LPL Financial and Level Four Advisory Services. He owns a non-investment-related business entity, JPW and Associates, which does not generate revenue or require time commitments. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Katherine Brody is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with JPMorgan Chase Bank and JPMorgan Securities since 2011. 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 includes capabilities in derivatives and commodities.

Adam Gonzalez is a financial advisor with Primerica Advisors in Santa Fe Springs, CA, holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at Primerica Financial Services and PFS Investments Inc. He has also worked outside the financial sector in various roles, including positions at Clearview Protective Services, IncC. and California State University of Long Beach. Primerica Advisors is a firm that sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and billions in assets under management, delivering advisory services through model-driven recommendations supported by third-party asset managers.

Ronny Liu is a financial advisor with Equitable Advisors, holding the ChFC® and Series 66 designations and bringing 40 years of industry experience. He worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1986 to 2024 before joining Equitable Advisors in 2024. Liu also operates as an independent agent involved in fixed insurance sales and property and casualty insurance. Equitable Advisors serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a combination of firm-offered and third-party advisory programs.

David Cheng is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, Fidelity Brokerage Services, U.S. Bancorp Investments, and Bancwest Investment Services. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Jimenez is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Merrill since 2021 and previously spent six years at Morgan Stanley. Jennifer also has experience with Pasadena City College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Richard Lousararian is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor LINSCO/Private Ledger Corp. since 2001. 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 with various investment options, supported by a large network of over 22,800 advisors and significant discretionary assets under management.

Yvonne Qi is a financial advisor with Merrill in Hacienda Heights, CA. She holds Series 63 and Series 65 licenses and has been with Merrill since 2017, including prior experience with Bank of America, N.A. 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.

Tomik Sarkissian is a Financial Advisor with Merrill Lynch Wealth Management, focused on helping clients manage their financial resources to achieve their short-, mid-, and long-term goals. He works one-on-one with clients to understand their priorities and develop tailored portfolio strategies. His services include general investing, retirement planning, and saving for unexpected events, as well as providing access to Bank of America specialists for banking, credit, home financing, and small business solutions. With an emphasis on ongoing advice and guidance, Tomik adapts clients' portfolios as their situations change. He holds the professional designation of Personal Investment Advisor (PIA) and earned his Bachelor's Degree from Islamic Azad University. Tomik communicates fluently in English, Armenian, and Farsi.

Jonathan Bratincevic is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and bringing 15 years of industry experience. He has been with Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Gloria Chen is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, BMO Bank NA, Citigroup, and JP Morgan Securities. Outside of her financial career, she tutors children in violin through her music tutoring business, Chen's Music. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to guide its diversified investment approach and offers both brokerage and advisory solutions.

Jay Ding is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at MML Investors Services LLC, Mass Mutual Life Insurance Company, Common Capital LLC, and Westinghouse Electronics. In addition to his advisory role, he serves as Associate Director and Career Strategist at the University of Southern California, coaching mid-career MBA candidates. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software to analyze client goals and offers specialized programs including estate settlement and employer-sponsored planning.

Woong Roh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with J.P. Morgan Securities and affiliated entities since 2014, including a prior role at Edward Jones from 2019 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research, with an emphasis on forward-looking capital market assumptions and ESG considerations.

Maria Pilar Pettys is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms, including U.S. Bank Private Wealth Management, Comerica Securities, Wells Fargo Investments, and Natcity Investments. Pettys began her current role at J.P. Morgan Securities in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates both quantitative and qualitative research, with a focus on Eligible Strategies and an ESG eligibility framework.

Nathaniel Nesbitt is a financial advisor at UBS Financial Services with 46 years of industry experience, having worked at UBS since 1980. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with the Civil Air Patrol in search and rescue operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Grace Mekikian is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on working closely with clients to understand their financial goals and develop strategies to help them pursue objectives across short-, mid-, and long-term horizons. Grace provides advice on general investing, retirement planning, and saving for unexpected expenses, in addition to connecting clients with Bank of America specialists for services such as banking, credit, home financing, and small business solutions. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Chicago. Grace aims to serve as an ongoing resource and guide, assisting clients as their financial needs evolve over time.

Rhonda Cano is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked with Avantax firms for a decade and operates Cano Income Tax, a tax-related business she has maintained since 1989. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to third-party managers and customized investment solutions.