Patrick Infante is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior work includes roles at CUSO Financial Services, Prudential Insurance Company of America, Muriel Siebert Financial, and Wells Fargo. Outside of his advisory role, he also works as an Uber rideshare driver in San Francisco. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Victor Barajas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America for five years and The Home Depot for six years. 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 plans, corporations, and charitable organizations.

Stefan Lendi is a financial advisor with UBS Financial Services in Los Angeles, California, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves as the treasurer and a board member of the Return to Zero Center for Hope and Healing Inc., an organization focused on perinatal loss awareness and support. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Mark Wolkstein is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2019 and previously worked at Colony Capital, Inc. and ENG LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad 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 using firm-approved tools and methodologies.

Nathan Heath is a financial advisor with J.P. Morgan Securities and holds a Series 66 credential. He has 18 years of industry experience, including 11 years at Merrill Lynch and over eight years with J.P. Morgan. Outside of his advisory work, he owns and operates In-Home Aromas, Inc, a small candle business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and includes ESG considerations and expanded derivatives capabilities.

Kevin Quinlevan is a CFP® professional at Charles Schwab with 13 years of industry experience. He previously worked at TD Ameritrade for nine years before joining Charles Schwab and Charles Schwab Bank, SSB. Charles Schwab serves a broad client base that includes 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a formal due diligence process for alternative investments.

Cole Bryant is a financial advisor with Thrivent Investment Management in Pasadena, CA, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Peermusic, Azusa Pacific University, and Houzz. Outside of advising, he is the owner of BRYANT & SEG LLC, an LLC formed to manage a real estate investment property jointly held with another member. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority and providing ongoing plan reviews through its network of financial advisors.

Edmund Regan II is a financial advisor with RBC Capital Markets and City National Bank, holding Series 63 and Series 65 credentials and offering 41 years of industry experience. He has been with these firms since 2016. Outside of finance, he is involved in multiple business ventures including restaurant operations and technology seed capital funds, and serves on the boards of a children’s group home and a theater organization. He is also a passive owner in thoroughbred horse racing. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with diverse investment programs that offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Justin Hong is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Andrea Abeger is a financial advisor with Merrill in Encino, CA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Merrill since 1992 and has been associated with Bank of America, N.A. since 2009. Outside of her advisory role, she is a general partner in a family limited partnership and serves as trustee or fiduciary for multiple family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Ouellette is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments, Inc. and Instacart, as well as a long tenure at Primerica Financial Services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Winnie Cao is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Morgan Stanley and positions in education at institutions such as the University of California, Los Angeles, Pasadena City College, and Mark Keppel High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

William Tien is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. Outside of his advisory role, he co-owns and manages rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates ESG criteria, with implementation and portfolio services supported by affiliated entities.

Jason Krischer is a financial advisor at UBS Financial Services Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Samuel Schwartz is a CFP® with 18 years of industry experience, currently serving at Charles Schwab since 2020. His prior experience includes roles at Fidelity Brokerage Services and an earlier tenure at Charles Schwab dating back to 2007. He serves as a board member for Growing Place, an education-focused nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by centralized custody and a range of integrated advisory and brokerage solutions.

Gennaro Disilvio serves as a Private Wealth Advisor at Merrill Private Wealth Management. In this role, he focuses on providing personalized portfolio management and wealth advisory services to both private clients and institutional investors. His approach involves understanding clients' goals, future needs, and risk appetite to manage their capital thoughtfully and pursue optimal risk-adjusted returns. As a Portfolio Manager, Gennaro manages discretionary investment strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. His expertise encompasses areas such as family wealth management strategies, institutional investment consulting, liquidity management, managing new wealth, portfolio management services, and tax minimization. He also provides services tailored for endowments, foundations, non-profits, small businesses, and clients interested in socially responsible, values-based, and ESG investing. For larger institutional clients, Gennaro utilizes Merrill's resources, including a broad inventory of investment-grade fixed income securities and additional professional oversight related to fiduciary responsibilities and investment policy compliance. Gennaro holds a Bachelor's Degree from Duquesne University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, his personal interests include adventure sports, basketball, billiards, football, golfing, ice hockey, music, skiing, and traveling.

Alisa Melkonyan is a financial advisor at UBS Financial Services in Los Angeles, CA, with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including J.P. Morgan Securities LLC, First Republic Investment Management, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings.

Bryant Tchan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, J.P. Morgan Securities, Chase Investment Services, and Eagle Strategies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Harry Wang is a financial advisor with Morgan Stanley in Pasadena, CA. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining the firm, he worked at Bank of America and New York Life Insurance Company, with intermittent periods dedicated to homemaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to both individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and analyses.

Hung Chih Chen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America since 2019 and has prior experience at JES LED Technology and Tech Source International. 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.