Dennis Burrage Jr. is a financial advisor at OSAIC in Los Angeles, CA, holding a Series 66 designation. He has been with OSAIC since 2025 and has no prior industry experience. His background includes several roles in educational institutions from 2014 to 2026. OSAIC serves a broad client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of managed account strategies, supported by a complex network of affiliated broker-dealers, asset managers, and other financial entities.

Nicholas Cervi is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies that address their short-, mid-, and long-term financial goals. He provides guidance on a range of financial matters including investing, retirement planning, and savings, while also facilitating access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Nicholas focuses on helping clients manage various financial priorities, such as purchasing a home, saving for education, caring for elderly family members, and preparing for healthcare needs. He collaborates with clients to define their goals and tailor portfolio strategies accordingly, offering ongoing advice and adjusting plans as clients' situations evolve. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Arizona State University. His approach reflects the philosophy of Merrill Lynch's founder, Charlie Merrill, emphasizing that "The interests of our customers must come first." Nicholas is committed to prioritizing client needs and fostering meaningful conversations to support their financial well-being.

Gina Chamberlain is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at AXA Advisors, Bank of America, and Merrill. Outside of her advisory work, she serves on the Board of Directors and as Marketing Chairman for the Shakespeare Club of Pasadena. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice primarily for clients with assets managed within Ameriprise.

Albert Shih is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. Outside of his advisory role, Shih serves on the board of directors for Habitat for Humanity Los Angeles Young Professionals, focusing on philanthropy and community engagement. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supporting clients through proprietary research and diverse investment solutions.

Frank Kallman is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group, LLC from 1999 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Charles Charis is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to each client's unique family situation, financial circumstances, and long-term goals. Charles provides clients with access to the investment insights of Merrill and the banking and lending solutions of Bank of America, striving to offer a flexible approach that adapts to changing market conditions and individual needs. With expertise in college education planning, personal retirement planning, women and wealth, and retirement income, Charles designs and implements customized financial strategies aimed at helping clients achieve both short-term and long-term investment and retirement objectives. He holds a Bachelor's Degree in Economics from the University of California, Santa Barbara, and a Master's Degree in Business Administration from the University of Southern California. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Charles is committed to delivering excellent service and supporting clients throughout their financial journeys. He participates in community volunteer activities in line with Merrill's tradition of community involvement. Outside of his professional responsibilities, Charles has interests in music, photography, and traveling.

Shana Won is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with Equitable Advisors since 1999, following her time with AXA Advisors. Outside of her advisory work, she serves on the Bond Oversight Committee for Los Angeles City College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and a variety of investment options including mutual funds, ETFs, and alternative investments.

Paul Cygal is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 63 credential and 32 years of industry experience. He has been with LPL Financial and its predecessor entities since 1999. Outside of his advisory role, he is involved in the fixed annuity business with Jackson National Life. 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 portfolios, third-party asset management, and institutional platforms.

Shervin Saedinia is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides personalized investment advice and financial services to affluent and high net-worth clients, focusing on areas including college education planning, executive compensation, personal retirement planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. She works closely with clients and their trusted advisors to address complex strategies related to tax, philanthropy, retirement plan design, and estate and wealth transfer. Shervin holds a bachelor's degree from Syracuse University, where she was a scholarship athlete in tennis, and a master's degree in management from California State University of Northridge. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Before joining Merrill Lynch Wealth Management in 2011, she worked as an advisor in the technology sector and philanthropy. In addition to her professional work, Shervin volunteers with the Farhang Foundation and is a member of Soroptimist International. She enjoys activities such as adventure sports, boxing, cooking, music, running, spending time with family, tennis, traveling, and yoga.

David Cherbak is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, having worked at Wells Fargo Bank NA since 2004. Outside of his advisory role, he serves as a trustee for a family-related investment entity. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to support diversified investment strategies across a broad range of products and services.

Diana Lin is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She collaborates with clients to develop plans aimed at enhancing their financial well-being, focusing on wealth planning, retirement planning, and income protection. Prior to this, she held positions at Fidelity Investments including Relationship Manager from 2024 to 2025 and Financial Representative from 2023 to 2024. She began her career as a Preferred Banker at First Republic Bank between 2021 and 2023. Diana is licensed to sell insurance in California, holding a CA Insurance License. Outside of her professional work, she has interests in fitness, hiking, music, outdoor adventures, reading, and scuba diving.

Robert Linzay is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2015. Outside of his advisory role, he coordinates and facilitates financial education programs at his local church. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Eunsun Kim is a financial advisor with RBC Capital Markets based in Los Angeles, CA, holding a Series 66 license and having 37 years of industry experience. Prior to joining RBC Capital Markets in 2019, Kim worked at UBS Financial Services from 2011 to 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Victoria Sierra is a CFP®-designated financial advisor with 13 years of industry experience, currently with Cetera since 2019. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Outside of advising, she is a certified yoga instructor at CorePower Yoga. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

John Juarez is a Series 66-credentialed financial advisor with Edward Jones in Glendale, CA, where he has worked since 2012, accumulating 13 years of industry experience. Outside of his advisory role, he provides mediation and conflict resolution services focused on divorce and family matters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management.

Eric Ma is a CFP® with 21 years of industry experience, currently affiliated with Cetera in Pasadena, CA. His work history includes roles at East West Bank, U.S. Bancorp Investments, HSBC Securities (USA) Inc, and Wells Fargo Clearing and Investments. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Jiaoling Cai is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She has been with J.P. Morgan entities since 2019 and previously worked at Unionbanc Investment Services and MUFG Union Bank from 2016 to 2019. Cai holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Argam Aghazarian is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2018, following prior roles at Eagle Strategies and New York Life. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority, and offers its services on both a one-time and ongoing basis.

Manuel Chinchay is a CFP®-credentialed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at FSC Securities and The Advisory Group. 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 other institutions. The firm provides a range of financial planning and portfolio management options, supported by research and technology tools, and manages over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Taras Polakoff is a Series 66-licensed financial advisor with five years of industry experience, currently serving at J.P. Morgan Securities in Pasadena, CA. His background includes roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior experience at LPL Financial and other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and a combination of quantitative and qualitative research to support its recommendations.