Andrew Kausteklis is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 18 years of industry experience and has worked at Wells Fargo Advisors and UBS Financial Services. Outside of his advisory role, he owns and manages a rental property business in Los Angeles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning solutions tailored to clients meeting certain net-worth criteria, utilizing Wells Fargo research and planning tools.

Opinder Marwah is a financial advisor at OSAIC with 27 years of industry experience. He held a position at Woodbury Financial Services, Inc. for 25 years before joining OSAIC in 2024. Marwah is licensed as a Series 63 and Series 65 professional and also works as a life insurance agent offering fixed insurance products such as term life, disability, and health coverage. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed portfolios using various investment tools and third-party platforms.

Jason Sgrignoli is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Raymond James since 2010 and previously worked at Kimmel & Associates. Outside of his advisory role, he is the owner of Baseline Wealth Services, LLC, and serves as a mentor coordinator for Foothill Networking Professionals (BNI). Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Marc Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing financial strategies for high-net-worth individuals, families, and business owners, focusing on areas such as college education planning, family wealth management, LGBT wealth planning, retirement income, and small business strategies. His approach emphasizes a disciplined, goals-based wealth management process, tailored to each client’s unique priorities and circumstances. Marc’s expertise is supported by his registrations with FINRA (Series 7, 9, 63, and 65) and his certification as an Alternative Investments Qualified Advisor. He holds the Personal Investment Advisor (PIA) designation and maintains life insurance licensing through Merrill Life Agency in California. His educational background includes a Bachelor's degree from Indiana University and attendance at the University of South Florida. Committed to community involvement, Marc has served as a volunteer board member for the Families Forward Learning Center. Outside of his professional work, he enjoys baseball, biking, gardening, hiking, running marathons, swimming, tennis, and spending time with his family.

Elliot Chang is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 following five years at Wells Fargo Advisors LLC. 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.

Jing Liu is a financial advisor at Merrill with 12 years of industry experience. Liu holds the Series 63 and Series 66 designations and has worked at Bank of America/Merrill since 2017, including a prior role at Shoujun Asset Management Limited. Merrill, along 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 supported by internal and third-party managers, serving individual, high-net-worth, and institutional clients.

Alexander Apodaca is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Brokerage Services, Inc. He has been involved with SchoolsFirst Federal Credit Union since 2014, serving as an advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Emily Wu is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she held positions at D.A. Davidson and worked in various roles at UC Riverside, including the School of Business and School of Medicine. Outside of finance, she has experience in the food service and real estate sectors. Morgan Stanley Wealth Management is an 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 structured discovery processes and firm-approved planning tools.

David Yoo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Austin Park is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes positions at Independent Financial Group, Unionbanc Investment Services, Wells Fargo, Morgan Stanley, Citigroup Global Markets, and Valic Financial Advisors. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory strategies implemented through both discretionary and non-discretionary approaches.

Yong Joon Cho is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at several related firms, including Wells Fargo Advisors and UnionBanc Investment Services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, delivering both brokerage and advisory solutions.

Fay Meng is a Series 66-licensed financial advisor with UBS Financial Services in Claremont, CA, bringing 25 years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Nilesh Shah is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Bank of America, CanAm Investor Services, and ENAM Holdings P Ltd. Outside of his advisory work, he serves as Joint Secretary for the San Francisco Chapter of the Institute of Chartered Accountants of India, a nonprofit volunteer role focused on chapter member services. Merrill, along 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, pension plans, corporations, and charitable organizations.

Brian Wong is a financial advisor at Morgan Stanley with 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and advisory programs supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services without providing individual security recommendations as part of its standalone planning program.

Chun Hin Pui is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is a partner in a short-term rental business in Texas. 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 an ESG eligibility framework in its investment approach.

Trinnell Taylor is a financial advisor with Fidelity Investments in Pasadena, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to his current role, he worked within various divisions of Fidelity since 2007. Outside of his advisory work, he is involved in helping women document their pictures and memories through teaching and hosting scrapbooking classes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, advisory roles for multiple registered investment companies, and incorporation of AI in its research.

Scott Brown is a CFP® with 25 years of industry experience, currently serving at OSAIC Wealth Inc since 2018. He has prior experience with 1st Global Insurance Services, Inc and several related firms dating back to 2000. Brown is also a partner at Roger A. Brown & Co., LLP, where he provides tax, audit, and consulting services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through numerous affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a portfolio construction approach that utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing.

Jimmy Hua is a Series 66-licensed financial advisor at Charles Schwab with four years of industry experience. His background includes roles at Bank of America from 2016 to 2022 before joining Charles Schwab and Co., Inc. in 2022. 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 offers both non-discretionary and discretionary investment solutions, combining extensive scale with integrated custody and brokerage capabilities.

Julie Liu is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with 16 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an 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, and manages approximately $2.74 trillion in client assets.

Michael Babykin is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and uses structured planning tools and modeling techniques as part of its process.