Wayne Sellar is a financial advisor with LPL Financial in Whittier, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has worked at several institutions including Credit Union of Southern California and Santander Securities, LLC. Outside of his advisory role, he is involved with Real Estate Ebroker Inc, a mortgage and real estate services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Jordan Berry is a financial advisor with Raymond James & Associates in Pasadena, CA, holding a Series 66 designation and six years of industry experience. He previously worked at Compass from 2018 to 2020 and Deasy Penner & Partners from 2015 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Natalie Beaini is a financial advisor with J.P. Morgan Securities in Buena Park, CA, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at J.P. Morgan Securities since 2021 and has prior experience with JPMorgan Chase Bank, N.A., LPL Financial, and Antelope Valley College. 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and strategies through its Institutional Consulting Services program.

Lee Dunayer is a financial advisor with Morgan Stanley in Los Angeles, CA, holding the Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Sherine Saade is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages fund-of-funds and model portfolios while maintaining oversight of sub-advisers and applying systematic investment methodologies.

Kevin Hanley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1983 after graduating from the University of California at San Diego. With over three decades of experience, he specializes in managing assets for high net-worth individuals and families. Kevin holds several professional designations including Certified Investment Management Analyst (CIMA), Chartered Market Technician (CMT), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He is also a qualified Portfolio Manager capable of developing and managing personalized investment strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies, and may manage these on a discretionary basis through the firm's Investment Advisory Program. Kevin has completed executive programs at esteemed institutions including the Stanford University Graduate School of Business, the Wharton School of Business, the Yale School of Management, Dartmouth's Tuck School of Business, Harvard University, the Haas School of Business at University of California Berkeley, and the USC School of Gerontology. He formerly served on the Executive Committee Board for the Los Angeles World Affairs Council & Town Hall. Kevin also participates in community activities and is associated with Malibu State Park.

Olabisi Oduguwa is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with LPL Financial since 2015. 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 range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Yvette Sanchez is a Financial Advisor with Merrill Lynch Wealth Management, where she serves as a Financial Solutions Advisor. Her role involves working closely with clients to understand their financial priorities and help develop short-, mid-, and long-term goals. Her expertise covers a range of areas including retirement planning, education planning, family wealth management strategies, small business strategies, and women and wealth. Yvette provides support for general investing, retirement income, and unexpected financial needs. She also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Yvette holds a Bachelor's Degree from the University of Southern California and is accredited as a Personal Investment Advisor (PIA). She is fluent in English and Spanish. Outside of her professional work, she enjoys dancing, hiking, music, singing, spending time with her family, traveling, and watching movies.

Uriel Orozco serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies designed to help clients pursue their long-term financial goals. Uriel focuses on client areas such as legacy planning, personal retirement planning, portfolio management services, and tax minimization, developing financial strategies that respond to evolving market conditions. Uriel’s approach involves a comprehensive understanding of each client’s full financial picture and access to the investment insights of Merrill alongside the banking and lending solutions of Bank of America. He follows the Merrill tradition of active community participation, volunteering with organizations in the local community. Outside of his professional responsibilities, Uriel enjoys camping, cooking, gardening, and spending time with his family. His personal philosophy centers on working closely with clients one-on-one to create tailored strategies that align with their individual goals.

John Botica is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been associated with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of home-related products and services, including mortgage loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Nicolas Bamont is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has worked within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Since 2022, he has been involved in marketing activities at Red Bull North America. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers planning services through Financial Advisors and its Estate Planning Strategies Group.

Shuru Han is a financial advisor with J.P. Morgan Securities in Arcadia, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2020, Han worked at JPMorgan Chase Bank, N.A. and Cathay Bank. Outside of finance, Han owns and operates two charcuterie businesses, Woof and Whisk and Shuruterie, focusing on locally sourced ingredients and supporting local animal shelters. J.P. Morgan Securities LLC 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 recommendations on a non-discretionary basis.

Erick Gabler is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Gabler also serves as a trustee and co-trustee for a trust based in Fullerton, California. Morgan Stanley Wealth Management provides a broad range of advisory programs to 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 uses structured planning tools and modeling techniques to support its services.

Kathleen Dickerson is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she is involved in several nonprofit and entrepreneurial activities, including serving on the boards of LifeWise Academy and Shine in Darkness, and running organizations focused on women's support, aging well, and spiritual community projects. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Hovsep Dermenjian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has previous experience with Universal Capital Financial Center, Purshe Kaplan Sterling Investments, and Voya Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Moustafa Saad is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Bank of America, Merrill, and JP Morgan Chase Bank. Outside of advising, he has maintained a role as a Notary Public since 2015. 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 individuals, high-net-worth clients, and institutions.

Tekeisha Wilcox is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Los Angeles, CA, and has 18 years of industry experience. She has worked within various Wells Fargo entities since 2008. Outside of her advisory role, Wilcox serves as treasurer for the La Canada PTA Council and La Canada School PTSA and is a notary public in California. 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 integrates research and analytics from Wells Fargo Investment Institute along with third-party data to evaluate investment options using diversification principles and modern portfolio theory.

Ryan Wong is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with Cetera in Rosemead, CA. He has worked at Avantax Advisory Services and co-manages a CPA practice, Thong, Yu, Wong & Lee, LLP. Wong serves as president of Friends of the Chinatown Library, a nonprofit organization supporting the Chinatown Los Angeles library and providing scholarships to high school students. Cetera Investment Advisers LLC is a large SEC-registered advisory firm offering a multi-manager platform with discretionary and non-discretionary portfolio management, serving a broad client base including individuals, retirement plans, corporations, and charities. The firm provides access to model portfolios, third-party managers, and various program structures with ongoing supervision and client reviews.

Kenneth Whittenbury is a CFP® and Series 66 designated advisor with Edward Jones in La Palma, CA, with 17 years of industry experience, all at Edward Jones since 2009. Outside of his advisory role, he owns an income property in Bullhead City, AZ. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices.

Robert Yeh is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has worked at Wells Fargo bank since 2008 and has been with Wells Fargo Clearing since 2016. He holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.