Laura Garcia is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 65 and Series 66 licenses and 18 years of industry experience. She has been 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 with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Katherine Brody is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank and its affiliate firms since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset‑allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Pedro Cisneros is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked previously at CUSO Financial Services and Firefighters First Credit Union, where he maintains an ongoing role. He operates a side business, Firehouse Financial, which is related to his LPL advisory activities. 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 financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Jaspreet Puri is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. 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 integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client strategies.

Nairi Agabaian is a financial advisor with Edward Jones in Valencia, CA, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2024, Agabaian worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, among other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of investment advisory programs and strategies, supported by a nationwide network of financial advisors and branch offices.

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.

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 at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2011, including time at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning and leveraging firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to clients and through Corporate Financial Planning agreements.

Graham Peek is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at U.S. Trust, Bank of America Private Wealth Management for six years before joining UBS in 2019. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

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.

Joanna Sheffron is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment offerings.

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. She is based in Pasadena, CA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Ryan Alatorre is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His career at J.P. Morgan spans multiple roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Shannon Drobny is a financial advisor at LPL Financial with 17 years of industry experience and holds a Series 66 designation. Her career includes roles at Union Bank of California, Wells Fargo Advisors, and CUSO Financial Services, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Connie Winokur is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. Winokur is also actively involved with Winokur & Winokur LLC, a firm she has operated since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment services through a large network of advisors and uses a combination of proprietary research and third-party strategies to support its advisory platform.

Arthur Kang is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at SchoolsFirst and CUNA Brokerage Services from 2016 to 2019. Outside of his advisory role, he is listed as the owner of a spouse-operated beauty business but is not involved in its operations. 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 a range of individual and institutional clients.