Zachary Snyder is a Series 65-licensed financial advisor with Fisher Investments in Los Angeles, CA, where he has worked for 16 years. He has 12 years of industry experience. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to manage diversified portfolios with tax-aware strategies and risk management techniques.

Jacek Holzwieser is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Bank of the West, BancWest Investment Services, Wells Fargo Clearing, and Wells Fargo Advisors. He is also a co-owner of The Holzwieser Trust, a family investment entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research from LPL Research and third-party subadvisors to provide both discretionary and non-discretionary portfolio management.

Todd Goldsworthy is a financial advisor at Edward Jones in Pasadena, CA, holding a Series 66 designation with three years of industry experience. His prior roles include working at Goldsworthy Financial Services LLC and Klatch Coffee Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors nationwide.

Christopher Reddick is a Series 66 licensed financial advisor with Edward Jones in Burbank, CA, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Fwu Chian Tsai is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been associated with Cetera since 2004 and owns Lotus Accountancy Company, a CPA firm providing bookkeeping, tax preparation, business management consultation, and tax planning services. He also serves as president of a market consulting firm unrelated to investment activities. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets for approximately 800,000 clients.

Christopher Nesbitt is a financial advisor at Equitable Advisors based in Los Angeles, CA, holding a Series 66 license with one year of industry experience. Prior to joining Equitable Advisors, he was employed at Morgan Stanley and has business activity auditing expenses in the aerospace manufacturing sector for Northrop Grumman. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance, and access to third-party asset management programs.

Li Sun is a financial advisor at Merrill with 22 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 66 licenses. 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.

David Jakl is a financial advisor with Osaic holding a Series 66 designation and six years of industry experience. He previously worked at Woodbury Financial Services and maintains roles as a swim team head coach for the Manta Rays Parent Association and as a tax preparer through his own business, J&C Financial Services. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors through a wide network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, offering a range of investment options and third-party solutions, with portfolios constructed using proprietary asset-allocation tools and risk-assessment methods.

Matthew Wong is a financial advisor with Merrill in Pasadena, CA, holding the Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is involved in managing several rental properties as a sole proprietor. 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 individuals, high-net-worth clients, and various institutional accounts.

Amy Peng is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves a large client base, primarily 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, written advice policies, and due diligence on alternative investments within an integrated operational structure.

Mustapha Fawal is a Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry. He specializes in delivering tailored advice and strategic financial plans that align with the unique goals and aspirations of his clients. Mustapha is committed to a client-centric approach, emphasizing transparency and personalized service to foster lasting relationships and support individuals in achieving financial security and confidence. Born and raised in Los Angeles, Mustapha focuses on impacting clients within his community and throughout the city. He is passionate about helping individuals identify what matters most to them and developing financial literacy among youth. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA), and he is fluent in both English and Spanish. Mustapha earned a High School Diploma from Eagle Rock High School. Outside of his professional work, Mustapha enjoys adventure sports, biking, bowling, camping, fishing, golfing, hiking, pickleball, skiing, and spending time with his family.

Vikram Sheth is a financial advisor at Mass Mutual Investors Services with 52 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes long tenure at Metlife Securities Inc. and experience at MassMutual Life Insurance Company. He also works as an independent insurance agent specializing in dental and group disability income, life settlement, and property and casualty insurance. 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, and educational seminars, focusing on collaborative, goal-based planning and event-driven services like estate settlement and divorce planning.

Bahraam Foroughi is a financial advisor with RBC Capital Markets in Los Angeles, holding a Series 66 designation and three years of industry experience. Prior to joining RBC, he worked at UBS Financial Services for four years. Outside of his advisory role, he has experience in retail operations through his ongoing work at 7-Eleven. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and advisory services through various wrap fee programs. The firm leverages both in-house and third-party investment resources and provides integrated financial solutions.

Andy Cheng is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade, Bank of America, Merrill, and Cetera. Cheng is also the owner of a rental services business. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and brokerage services.

Daniel Syrkin is a financial advisor at Morgan Stanley in Pasadena, CA. He holds the Series 66 designation and has recently begun his career in the industry, with previous experience including academic roles at the University of Southern California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee resources.

Robin Park is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2017, following a year at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Sierra Lindman Marshall is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation and The Resource Group. Outside of her advisory role, she offers long-term care and traditional life insurance along with life settlements through Marshall Wealth Advisors. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Patrick Recker is a financial advisor with Fidelity Investments in Pasadena, CA, holding Series 63 and Series 65 designations. He has one year of industry experience and previously worked at Crexi LLC, Keenan Financial, and several other organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction in its investment process.

Norman S. Labrador is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1992 and joined Merrill Lynch in 2007. In his current role, Norman focuses on developing financial strategies and providing advice tailored to individuals, families, and businesses, with an emphasis on understanding their short- and long-term financial objectives. His areas of expertise include legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Norman holds a bachelor's degree in Finance from California State University, Los Angeles and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Norman and his wife, Janet, reside in Pasadena with their two children. They actively participate in the community and support various charitable organizations such as Foothill Families, South Pasadena/San Marino YMCA, and The Children’s Hospital of Los Angeles. Norman is also engaged in community volunteering, reflecting a commitment aligned with Merrill Lynch’s tradition of community involvement.

Christopher Felton is a Series 66 licensed financial advisor with Morgan Stanley in Pasadena, CA, holding 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he owns a single-unit rental property. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.