Victor De Lucie is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Western International Securities, Inc. and Financial West Group. Outside of finance, he is active as an actor and musician and has worked as a broadcaster. 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 and access to third-party asset management, supported by advisor-facing technology tools.

Louis Silva is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 35 years of industry experience. He has worked at various Morgan Stanley entities since 1997, including Morgan Stanley Private Bank, N.A. since 2015. Silva serves as a board member of the Kiwanis Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Jazmin Carpenter is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. Her prior roles include positions at Wedbush Securities Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside her advisory work, she serves as Vice President and Financial Consultant for The Lighthouse Group in Pasadena, CA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Mike Lo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has previously worked at Citigroup Global Markets Inc and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and offers access to broader derivatives and commodities capabilities.

Gary Seybold is a financial advisor with LPL Financial, holding a Series 63 license and with 39 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Wamu Investments, Inc. from 2006 to 2008. Seybold also engages in non-variable life and health insurance activities. 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, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Angel Aguinaldo Jr. is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation and has worked previously at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Aguinaldo is also involved in community service as a board director of the LA True-Blue Lions Club and is a 4th Degree member of the Knights of Columbus. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with various portfolio management options and is notable for its scale and complex affiliate network.

Maria Pham is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her prior employment includes Wells Fargo Clearing and Wells Fargo Bank, NA. She is also a commissioned notary public in the state of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolios, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports a large network of advisors with various investment strategies and a combination of advisory and non-advisory financial services.

Sanjay Sachdeva is a CFP® and registered investment advisor with Cetera, bringing 30 years of industry experience. He has been with Cetera Wealth Services since 2015 and continues to operate Tax and Accounting Network, providing tax and bookkeeping services to clients. Additionally, he serves on the boards of World Fitness Services Limited and IT Solutions of North LA LLC. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 independent advisors and serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Stacy Eller is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Merrill and Morgan Stanley. She is also an employee of JPMorgan Chase Bank, enabling her to offer certain bank products and services alongside her advisory role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Tony Liang is a financial advisor with J.P. Morgan Securities in Alhambra, CA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Chase Investment Services, Wamu Investments, and Ameriprise. Liang has been with J.P. Morgan Securities since 2013. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Randy Louie is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Inc for 27 years. Outside of his advisory role, Louie coaches Muay Thai kickboxing classes several evenings per week at Mythic BJJ, a martial arts fitness gym. OSAIC serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm employs a model-based investment process with asset allocation and portfolio optimization tools, supporting discretionary strategies and third-party manager selection.

Frank Nyerges is a financial advisor at LPL Financial with 41 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Morgan Stanley and Western International Securities. His background includes roles in investment-related and insurance activities. 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, supported by a network of over 22,800 advisors.

Yi Shen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Yi spent 15 years at Citigroup/Citibank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria.

Eric Glade is a financial advisor with Ameriprise in San Clemente, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a certified pickleball instructor and competitive player, though he has not yet provided lessons or earned prize money from tournaments. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports its financial advisors.

Andrew Orr is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Wells Fargo Investments, LLC from 2007 to 2011. Outside of his advisory role, he maintains ownership interests in two investment-related LLCs. 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 employs a large network of advisors and uses research-driven, diversified investment approaches while offering a broad range of brokerage and advisory solutions.

Steven Dauglash is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and having three years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2022. In addition to his advisory role, he works as a relationship manager involved in outside insurance sales, including life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software tools to analyze client goals and offers event-driven planning programs alongside educational seminars.

Victoria Valle is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in two separate periods (2010–2016 and 2017–present), as well as at UBS Financial Services and RBC Capital Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured planning tools and models to support client outcomes.

Petik Petrosyan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He serves high-net-worth individuals, retirees, and business owners by helping them meet their financial and personal goals through various wealth management strategies. His areas of focus include investment guidance, risk management, asset preservation strategies, wealth transfer, and tax minimization. Petik holds a Master's Degree from the Russian State University of Humanities and has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Fluent in Russian, Armenian, and English, he brings a multicultural perspective to his advisory services. Outside of his professional role, Petik has personal interests in basketball, dancing, photography, soccer, and volleyball.

Junia Pan Li is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities (USA) Inc., Capital Group Private Client Services, Inc., and JP Morgan Chase. Outside of her advisory role, she is president of The Meaning of Travel, a small private venture related to travel gear and website expenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs that combine discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to clients’ risk profiles.

Jessica Quinn is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at Wedbush Securities, Inc. from 2024 to 2026. Quinn has a background that includes several roles in educational institutions before entering the financial industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.