Trevor Johnson is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Cetera and Technology Credit Union. Outside of his advisory role, he serves as a co-trustee of a family trust. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad range of financial activities.

Louis Silva is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 35 years of industry experience. He has worked at various Morgan Stanley entities since 1997, including Morgan Stanley Private Bank, N.A. since 2015. Silva serves as a board member of the Kiwanis Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Jazmin Carpenter is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. Her prior roles include positions at Wedbush Securities Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside her advisory work, she serves as Vice President and Financial Consultant for The Lighthouse Group in Pasadena, CA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Mike Lo is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining J.P. Morgan Securities in 2021, he worked at CitiGroup Global Markets Inc. for nine years. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gary Seybold is a financial advisor with LPL Financial, holding a Series 63 license and with 39 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Wamu Investments, Inc. from 2006 to 2008. Seybold also engages in non-variable life and health insurance activities. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Angel Aguinaldo Jr. is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation and has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Aguinaldo has served as an insurance agent and is active in community service as a board director of the LA True-Blue Lions Club and a 4th Degree Knight of the Knights of Columbus. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers.

Maria Pham is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. She is also commissioned as a notary in the State of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Stacy Eller is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following a previous role at Merrill. In addition to her advisory duties, she is also employed by JPMorgan Bank, allowing her to offer certain banking products and services. 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.

Tony Liang is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including U.S. Bancorp Investments, Chase Investment Services, Wamu Investments, and Ameriprise. Liang has been with J.P. Morgan Securities since 2013. 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 to support customized investment solutions.

Randy Louie is a financial advisor at OSAIC with 28 years of industry experience. He held a position at Woodbury Financial Services, Inc. for 27 years prior to joining OSAIC in 2024. Outside of his advisory work, he coaches Muay Thai kickboxing classes several evenings per week at a martial arts fitness gym. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes various asset-allocation tools and third-party solutions to manage portfolios that include a broad mix of investment types.

Frank Nyerges is a financial advisor with LPL Financial based in Monrovia, CA, holding a Series 63 designation and 41 years of industry experience. His prior work includes roles at Western International Securities and multiple positions at Morgan Stanley from 1998 to 2016. He is also involved as an agent in accident and health, life, and variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Yi Shen is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Yi worked at Citigroup/Citibank for 15 years. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Eric Glade is a financial advisor with Ameriprise in San Clemente, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a certified pickleball instructor and competitive player, though he has not yet provided lessons or earned prize money from tournaments. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports its financial advisors.

Andrew Orr is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Wells Fargo Clearing and its affiliated firms since 2007. Outside of his advisory role, he holds ownership interests in two investment-related LLCs, LITTLE DOZEN LLC and ARKKAO 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Steven Dauglash is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and having three years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2022. In addition to his advisory role, he works as a relationship manager involved in outside insurance sales, including life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software tools to analyze client goals and offers event-driven planning programs alongside educational seminars.

Victoria Valle is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 registrations and 28 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent time at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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.

Benjamin Dominguez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He worked at C2G International, LLC from 2016 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, Dominguez serves as a high school basketball referee with the California Basketball Officials Association. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party data, applying diversification principles and modern portfolio theory in its investment approach.

Petik Petrosyan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He serves high-net-worth individuals, retirees, and business owners by helping them meet their financial and personal goals through various wealth management strategies. His areas of focus include investment guidance, risk management, asset preservation strategies, wealth transfer, and tax minimization. Petik holds a Master's Degree from the Russian State University of Humanities and has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Fluent in Russian, Armenian, and English, he brings a multicultural perspective to his advisory services. Outside of his professional role, Petik has personal interests in basketball, dancing, photography, soccer, and volleyball.

Junia Pan Li is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at HSBC Securities, HSBC Bank USA, Capital Group Private Client Services, Capital Bank & Trust Company, Hsbc, and JP Morgan Chase. Outside of her advisory work, she serves as president of a travel-related private business called The Meaning of Travel. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services, implementing tailored strategies through various investment managers and program structures.

Jessica Quinn is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at Wedbush Securities, Inc. from 2024 to 2026. Quinn has a background that includes several roles in educational institutions before entering the financial industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.