Ifeanyi Ukatu is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and has been with Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research and analytics to evaluate investment options based on diversification principles and modern portfolio theory.

Steven Duenas is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at MassMutual and various positions associated with the University of California, Irvine. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Fernando Bonada is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Primerica Financial Services since 2005. In addition to his advisory role, he has operated Playa Digital Media since 2002. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure while maintaining oversight of its investment offerings.

Lara Chanpong is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2016 and serves as a relationship manager for the team, focusing on business development and client interaction. Lara brings 15 years of national and regional corporate management experience from a Fortune 500 company, providing her with an understanding of business needs, client relationships, and the development and execution of goals-based plans. Her expertise includes portfolio management, asset allocation, risk management, wealth and retirement planning, education planning, estate planning services, liability management, business banking and treasury management services, and 401k asset preservation. Lara is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from the University of Southern California. Lara is involved with the Network of Executive Women SoCal Chapter and previously served as a board member for TEDxPasadena / Words to Action. Outside of her professional life, she enjoys adventure sports, baseball, football, music, painting, reading, soccer, traveling, yoga, and spending time with her family.

Courtney Sprinkle is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her prior roles include positions at LPL Enterprise LLC, Prudential Advisors, and Charles Schwab. 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 supported by internal and third-party teams.

Moyin Choi is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and advanced modeling tools but does not offer individual security recommendations as part of standalone financial planning.

Sara Uribe is a financial advisor with Ameriprise in Glendora, CA, holding a Series 66 designation and 14 years of experience with the firm. She has worked exclusively at Ameriprise since 2012. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to offer written recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Yoon Ji Park is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and holds a Series 66 designation. Prior to her advisory career, she spent four years as a homemaker. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Chad Mc Coy is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and U.S. Bancorp Investments. Outside of his advisory role, he serves as an officer and committee board member for the Porsche Club of America Los Angeles, where he helps organize social and dining events. 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Tina Hwang is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at Cetera since 2016 and also has experience at East West Bank, where she serves as a manager and leader to branches. Outside of her advisory role, she is involved in several community organizations, including serving on the finance committee of the East Los Angeles College Foundation, the oversight board for the City of Arcadia, the LA Chinese-American Sheriff's Advisory Council, and the board of directors for the West San Gabriel Valley Boys and Girls Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, managing over $256 billion in assets through a network of more than 10,000 advisors.

Dominic Hart is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at UBS and at Aico Innovation Corp. Outside of finance, he has worked in the food service industry, including employment at SushiDon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines 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 access to a wide range of investment products.

Dennis Burrage Jr. is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He has a background that includes work at Denver Christian High School and Valor Christian High School, as well as studies at the University of Colorado Boulder. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various tools and strategies to construct diversified portfolios for its clients.

Gina Chamberlain is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at AXA Advisors, Bank of America, and Merrill. Outside of her advisory work, she serves on the Board of Directors and as Marketing Chairman for the Shakespeare Club of Pasadena. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice primarily for clients with assets managed within Ameriprise.

Albert Shih is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. Outside of his advisory role, Shih serves on the board of directors for Habitat for Humanity Los Angeles Young Professionals, focusing on philanthropy and community engagement. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supporting clients through proprietary research and diverse investment solutions.

Frank Kallman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Charles Charis is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to each client's unique family situation, financial circumstances, and long-term goals. Charles provides clients with access to the investment insights of Merrill and the banking and lending solutions of Bank of America, striving to offer a flexible approach that adapts to changing market conditions and individual needs. With expertise in college education planning, personal retirement planning, women and wealth, and retirement income, Charles designs and implements customized financial strategies aimed at helping clients achieve both short-term and long-term investment and retirement objectives. He holds a Bachelor's Degree in Economics from the University of California, Santa Barbara, and a Master's Degree in Business Administration from the University of Southern California. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Charles is committed to delivering excellent service and supporting clients throughout their financial journeys. He participates in community volunteer activities in line with Merrill's tradition of community involvement. Outside of his professional responsibilities, Charles has interests in music, photography, and traveling.

Shana Won is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of her advisory role, she serves on the Bond Oversight Committee for Los Angeles City College and is president of a corporation established for tax purposes. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Paul Cygal is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 63 license and bringing 32 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he has engaged in fixed annuity sales through Jackson National Life and operates a related investment and insurance services business in La Canada, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits nationwide. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and model portfolios from various sources.

Shervin Saedinia is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides personalized investment advice and financial services with a focus on risk management. Her client focus includes college education planning, executive compensation, personal retirement planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. Shervin collaborates closely with clients and their other trusted advisors to address tax, philanthropic, retirement plan design, estate, and wealth transfer strategies. Shervin holds a Master’s degree in Management from California State University of Northridge and a Bachelor’s degree from Syracuse University. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Prior to joining Merrill Lynch Wealth Management in 2011, she worked as an advisor in the technology sector and in philanthropy. Born and raised in Los Angeles, Shervin speaks English and Persian. She volunteers with the Farhang Foundation and is a member of Soroptimist International. Her personal interests include adventure sports, boxing, cooking, music, running, spending time with family, tennis, traveling, and yoga.

Hrachia Sahakyan is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Comerica Bank prior to his current role. Outside of his advisory work, Sahakyan serves as treasurer and board member of the Burnet Village Homeowners Association, where he handles bookkeeping and participates in community decision-making on a volunteer basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence to deliver non-discretionary advice.