Julie Forman is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as a trustee and co-trustee for investment-related trusts. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory approach.

Matthew Brunner is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at California State University Channel Islands and Pier 1 Imports. Outside of his advisory role, he serves as Executive Vice President of Strategy and is a member of the Board of Directors for the Pasadena Junior Chamber of Commerce. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Frank Epinger is a financial advisor with Raymond James & Associates in Pasadena, CA. He holds Series 63 and Series 65 credentials and has 35 years of industry experience, including prior roles at Wedbush Securities, JPMorgan Chase Bank, and J.P. Morgan Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various programmatic and institutional services.

Oscar Soriano is a Financial Advisor with Merrill Lynch Wealth Management, bringing 13 years of experience in the financial industry. Based in Los Angeles, he focuses on providing clients with personalized wealth planning strategies that align with their unique perspectives and priorities. His areas of expertise include education planning, employee benefits planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, sports and entertainment, and retirement income. A proud alumnus of California State University Northridge, Oscar holds a Bachelor of Science degree in Business and the Personal Investment Advisor (PIA) designation. He is bilingual in English and Spanish, which enables him to serve a diverse clientele effectively. Motivated by his own financial experiences and those of people close to him, Oscar is dedicated to helping clients develop and adjust wealth plans that support their financial goals. Outside of his professional career, Oscar enjoys spending time with his family, including his wife and four-year-old son. He has a passion for sports such as baseball, basketball, football, golf, pickleball, skiing, and soccer, and he appreciates exploring the food scene in Los Angeles.

Savannah Casanova is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in media production at Bunim Murray Productions and held roles in the restaurant and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Edward Malicdem is a Wealth Management Advisor and Senior Vice President at Merrill Lynch in Pasadena, California. In this role, he works with families and businesses to develop wealth management strategies, utilizing Merrill's tools to create dynamic and flexible plans. He collaborates closely with clients' attorneys, CPAs, and family members to address estate planning and retirement strategies holistically. Edward earned dual degrees in Political Science and History from the University of California at Berkeley and studied law at Whittier College School of Law before transitioning into financial services. He holds the Personal Investment Advisor (PIA) designation and serves on the Merrill Lynch Financial Advisor Advisory Council to Management. A native of Southern California, Edward is active in his community through his role as President of the Board of Trustees at Search to Involve Pilipino Americans and his involvement in St. Dominic Parish. He resides in Eagle Rock with his wife, Monique, and has two adult children. In his leisure time, he enjoys travel, attending theatre and sporting events.

Marcos Lacson is a financial advisor at Merrill with Series 63 and Series 66 designations and 30 years of industry experience. He has been with Merrill since 1994. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Swanner is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Kestra Private Wealth Services, Hilltop Securities, and Mira Costa Community College. His background includes roles spanning wealth management and financial 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Basilio is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining advisory services with affiliated brokerage and investment management capabilities. Their approach includes asset allocation advice and customized performance reporting delivered through a centralized due-diligence framework.

Joseph Pates is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in managing Preferred Wealth Management, a corporation focused on office expense management and staff administration. Ameriprise is a large institutional firm offering a retirement-income planning service designed for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, algorithm-supported recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Gregory Ashjian is a financial advisor with Merrill in Glendale, CA, holding a Series 66 credential and four years of industry experience. He previously worked at Byblos and spent six years in full-time education before joining Merrill and Bank of America in 2018. 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.

Jason Bednar is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Uber Technologies, Inc. Aside from his advisory role, he has worked as an Uber Eats driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Hank Tsai is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with six years of prior experience at Cathay Bank and two years at Citibank. He joined Morgan Stanley in 2025. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its advisory services.

Mindy Cheng is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2019. 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 recommendations.

Philip Cheng is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Bank of the West, and BancWest Investment Services. Outside of his advisory role, he co-owns a dog sitting and doggie day care business in Glendora, California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Patricia Preciado is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes specialized planning such as business-owner transition and special-needs analysis. The firm combines advisory services with various financial product offerings and referral channels.

Derek Van Der Wal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting, utilizing quantitative modeling and centralized due diligence, along with incorporating an ESG eligibility framework in its recommendations.

Maryam Zarin Ozv is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2020, also working concurrently at JPMorgan Chase Bank since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Michael Chan is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1999 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including 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 analysis methods.

Andrew Roth is a financial advisor at LPL Financial with 33 years of industry experience. He has held his current position since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory work, Roth spends 15% of his time as a musician. 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 financial planning and asset management services utilizing both proprietary research and third-party strategies.