Roland Vonwinckelmann is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 1999 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals.

Alonzo Bahena is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously served in the United States Marine Corps for ten years and has held teaching positions at several colleges. Outside of finance, he is involved in media production as a general partner and managing member of Delta Visions Media Company, LLC, and participates in advertising projects including work for Toyota SoCal. 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.

Kalvin Cruz is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to meet their individual needs. Kalvin provides ongoing advice and adjusts strategies as clients' situations evolve. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kalvin earned a Bachelor's Degree from New Mexico State University. His expertise encompasses a range of financial priorities, such as funding education, preparing for retirement and healthcare costs, and managing competing financial demands within families. Kalvin's approach is guided by a client-first philosophy reminiscent of Merrill Lynch's founder, Charlie Merrill. He emphasizes transparency and simplicity in wealth planning to support clients in achieving their long-term goals.

Manuel Vega is a financial advisor with LPL Financial in Claremont, CA, holding a Series 66 designation and three years of industry experience. He previously worked at Western International Securities, National Planning Corp., and other firms. His background includes roles at Stark Wealth Management and Artless Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Cristina Sanchez is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with oversight of sub-advisers and conflict-of-interest controls.

Matthew Crammer is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has worked extensively with Avantax Advisory Services and related firms for over two decades and has operated his own business, Crammer & Crammer, since 1997. Outside of advising, he is president of two tax preparation and accounting firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various model portfolios and third-party managers.

Gabriel Lynn is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Tamar Barnaba is a Financial Advisor with Merrill Lynch Wealth Management in Pasadena, California. She advises individuals, families, and businesses, helping clients clarify their financial goals and advance those objectives through customized strategies. Tamar works with a diverse client base, including business owners, executives, professionals, and retirees, providing guidance on areas such as retirement income, executive compensation, family wealth management, and legacy planning. She emphasizes attentive listening and collaboration, coordinating with clients’ external tax and legal advisors when appropriate. With over fifteen years of experience in financial services, Tamar began her career at Citi, where she held roles including Wealth Relationship Manager and Personal Banker. She holds the Series 6, 7, and 66 FINRA registrations, along with life and health insurance licenses. Additionally, Tamar has earned professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is fluent in English, Arabic, Armenian, and Turkish. Tamar is a first-generation American who values the opportunity represented by the American dream. Outside of her professional duties, she enjoys spending time with her husband and son, engaging in cooking, baking, family traditions, traveling, and beach outings. She has a personal philosophy focused on developing individualized financial strategies tailored to each client’s long-term goals.

Christian Hernandez Jacobo is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., accumulating six years in the financial sector. His background also includes roles outside finance, such as at Riverside Imports, LLC, and T-Mobile. 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 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.

Maegan Sloggett is a Planning Consultant currently working at Fidelity Investments since 2024. She specializes in creating tailored financial strategies aligned with clients' unique objectives, including retirement planning, home saving, and investing in education. Her professional experience includes roles at Morgan Stanley from 2018 to 2024, progressing from Branch Administrator to Wealth Management Associate, Registered Client Service Associate, Financial Planning Specialist, and PWM Client Service Associate. Maegan holds a CA Insurance License. Outside of her professional work, Maegan's personal interests include food, social events with friends, pets, reading, traveling, and yoga.

Dylan Garcia is a Series 66 credentialed financial advisor at Raymond James & Associates with four years of industry experience. He previously worked at UBS Financial Services for eight years and has academic experience at the University of Southern California and Arizona State University. Raymond James & Associates is a large, 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 fiduciary solutions.

Jason Chau is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. Outside of finance, he has experience with law enforcement through his prior role at the San Gabriel Police Department. 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 in its investment recommendations.

Freddie Brown is a CFP®-credentialed financial advisor with 12 years of industry experience, currently affiliated with LPL Financial in Brea, CA. His prior experience includes roles at Waddell & Reed Inc and various insurance carriers, as well as involvement with Fellowship Church of Southern California and BNI Prosperity. He also owns a business entity, Freddie Brown Inc., established for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a diverse range of advisory programs, financial planning services, and investment options supported by proprietary and third-party research.

Bonnie Yan is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, she worked at American First National Bank for three years. Outside of her advisory role, she is involved in a residential real estate investment business co-owned with her husband. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research and a broad platform of capital markets services.

Jordan Hayes is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Lason Chang is a financial advisor with Charles Schwab in Pasadena, CA, holding a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab in 2025, he worked at Bank of America and East West Bank, and was involved in an entrepreneurial venture with Half & Half Tea Express. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Leilei Chen is a financial advisor with Cetera, holding the Series 66 designation and bringing 10 years of industry experience. Their career includes roles at East West Bank, Morgan Stanley, JP Morgan, Merrill, and Bank of America. Chen also works as a relationship banker at East West Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Carson Jenkins is a Financial Advisor - ADP II with Merrill Lynch Wealth Management. In this role, he focuses on assisting individuals and families with building and preserving wealth through personalized financial strategies. He specializes in areas such as retirement planning, wealth accumulation, legacy and estate planning, and long-term financial goal setting. His approach is centered on creating plans that support clients' financial futures and help establish meaningful legacies for future generations. Carson holds a Bachelor's Degree from the University of Southern California and has earned the Personal Investment Advisor (PIA) designation. He is proficient in both English and Spanish. Outside of his professional work, he has interests including basketball, cooking, golfing, music, photography, reading, running, soccer, swimming, and tennis.

Brian Gonzalez is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024. His prior roles include positions at Merrill and Orange County's Credit Union. J.P. Morgan Securities 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 investment recommendations.

Russell Stark is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Outlaw Racing Products, a parts distribution business related to model boat racing. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and access to various investment strategies through its broad platform.