Kevin World Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, LPL Financial, and Fire Fighters First Credit Union. He is also involved in offering investment products and services through LPL Financial under the trade name Firehouse Financial. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Devon Lewis is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Glendale, CA, and has one year of industry experience. Prior to joining Thrivent, he held various roles including positions at Cal Lutheran and in community settings. Outside of his advisory work, Devon founded a clothing brand called Inercritic and occasionally trains youth in basketball. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to combine planning with managed-account services, maintaining separation between these offerings.

Gregory Bonanno is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and Wm Financial Services, Inc. since 1999. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory program combines systematic quantitative screens with qualitative research to build model asset allocations and incorporates a proprietary ESG eligibility framework.

Diane Hart is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with UBS since 2010. Diane is a trustee of a family revocable trust established in 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to customize plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and financial planning services.

Jing Wang is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 license with four years of industry experience. Prior to joining Morgan Stanley in 2023, Wang worked at UBS from 2021 to 2023 and held roles in various organizations including LanguageLine Solutions and the University of California, Irvine's Center for Virus Research. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to assist clients in financial goal modeling.

Zhenyu Li is a financial advisor with UBS Financial Services, holding a Series 66 designation and one year of industry experience. Prior to joining UBS in Pasadena, CA, Li worked at UBS AG Singapore Branch and held positions at Trafigura entities and Hays Talent Solutions LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Ara Mekhitarian is a financial advisor at LPL Financial with 22 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Investments. Mekhitarian is also associated with Lion Street Private Client Group as a financial advisor focusing on non-variable insurance. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.

Laura Gruendler is a ChFC® with 26 years of industry experience, currently serving at Mass Mutual Investors Services in El Segundo, CA. She has been with MML Investors Services Inc and Mass Mutual Financial Group since 2008. 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 offers a range of programs including money-manager services and educational seminars, focusing on collaborative annual planning engagements that utilize firm-approved analytical tools.

Gurdeep Singh is a CFP®-designated financial advisor with Mass Mutual Investors Services, bringing 32 years of industry experience. His prior experience includes 23 years with Metlife Securities Inc. In addition to his advisory role, he works as an independent insurance agent selling disability and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements tailored to clients’ goals.

Dennis Buenaventura is a financial advisor with J.P. Morgan Securities in Downey, CA, holding a Series 66 designation and 18 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013, with prior roles at Chase Investment Services Corp., Wamu Investments, Inc., and Wells Fargo Clearing. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a manager solutions team and includes an ESG eligibility framework in certain recommendations.

Samuel Kim is a CFA® charterholder with 20 years of experience currently serving at J.P. Morgan Securities in Los Angeles, CA. He has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. Outside of finance, he is involved with Very Good Light, a cosmetics and skincare company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process integrates quantitative and qualitative due diligence and includes capabilities in derivatives and commodities.

Arnetta Tolley is a financial advisor with Edward Jones in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Jake Hoffman is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA. He holds the Series 66 designation and has been in the industry since 2026. Prior to joining Mass Mutual, he worked at Lenox Advisors and had roles at UCLA and San Diego Mesa College. 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, employing analytical tools to structure collaborative, annual client relationships.

Jenny Lee is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is the sole proprietor of SEJI Management LLC, a real estate property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Christopher Cobb is a financial advisor with LPL Financial in Los Angeles, CA, holding a Series 66 designation and two years of industry experience. He has served in the U.S. Navy since 2002 and currently holds a role as Assistant Maintenance Officer alongside his advisory work. 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 wide range of services including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor resources and technology.

Derenik Sardarimasihi is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Wells Fargo, he worked at HSBC Securities (USA) Inc., Unionbanc Investment Services, MUFG Union Bank, HSBC Bank USA, N.A., Bank of the West, and Courtesy Electric. Outside of his advisory role, he serves as an in-home care provider for his parents. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Bradley Scott is a financial advisor with Ameriprise in Arcadia, CA, holding a Series 63 designation and having 33 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advisory work, he manages and leads a team through Hudson Highland LLC, which supports certain operational aspects of his financial planning practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Peter Chow is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets, East West Bank, U.S. Bancorp Investments, and Edward Jones. Outside of his advisory role, he is president and owner of Family Paws Resort LLC, a dog daycare and boarding business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Charssy Zhang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. Zhang has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Waldbaum is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2014. Waldbaum serves as a board member for the Rutgers University Advisory Board for their Los Angeles Customer Experience Certificate Program. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.