Manuel Vega is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, including roles with Stark Wealth Management and Western International Securities. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Cristina Sanchez is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. She is part of Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients with investment management and advisory services. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and AI-driven research.

Matthew Crammer is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has worked extensively with Avantax Advisory Services and related firms for over two decades and has operated his own business, Crammer & Crammer, since 1997. Outside of advising, he is president of two tax preparation and accounting firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various model portfolios and third-party managers.

Gabriel Lynn is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management offers a broad range of advisory programs for 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 emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Tamar Barnaba is a Financial Advisor with Merrill Lynch Wealth Management in Pasadena, California. She advises individuals, families, and businesses, helping clients clarify their financial goals and advance those objectives through customized strategies. Tamar works with a diverse client base, including business owners, executives, professionals, and retirees, providing guidance on areas such as retirement income, executive compensation, family wealth management, and legacy planning. She emphasizes attentive listening and collaboration, coordinating with clients’ external tax and legal advisors when appropriate. With over fifteen years of experience in financial services, Tamar began her career at Citi, where she held roles including Wealth Relationship Manager and Personal Banker. She holds the Series 6, 7, and 66 FINRA registrations, along with life and health insurance licenses. Additionally, Tamar has earned professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is fluent in English, Arabic, Armenian, and Turkish. Tamar is a first-generation American who values the opportunity represented by the American dream. Outside of her professional duties, she enjoys spending time with her husband and son, engaging in cooking, baking, family traditions, traveling, and beach outings. She has a personal philosophy focused on developing individualized financial strategies tailored to each client’s long-term goals.

Ira Dugang is a financial advisor with Primerica Advisors in Montclair, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to his time in financial services, he worked in healthcare roles including at Kaiser Permanente and Alhambra Hospital Medical Center. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm utilizes model-driven investment strategies supported by third-party asset managers and custodial services, operating at scale with approximately $15.5 billion in assets under management.

Christian Hernandez Jacobo is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Wells Fargo Clearing and Wells Fargo Bank. 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 and profit-sharing plans, corporations, and charitable organizations.

Maegan Sloggett is a Planning Consultant currently working at Fidelity Investments since 2024. She specializes in creating tailored financial strategies aligned with clients' unique objectives, including retirement planning, home saving, and investing in education. Her professional experience includes roles at Morgan Stanley from 2018 to 2024, progressing from Branch Administrator to Wealth Management Associate, Registered Client Service Associate, Financial Planning Specialist, and PWM Client Service Associate. Maegan holds a CA Insurance License. Outside of her professional work, Maegan's personal interests include food, social events with friends, pets, reading, traveling, and yoga.

Dylan Garcia is a Series 66 credentialed financial advisor at Raymond James & Associates with four years of industry experience. He previously worked at UBS Financial Services for eight years and has academic experience at the University of Southern California and Arizona State University. Raymond James & Associates is a large, 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 fiduciary solutions.

Jason Chau is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Alhambra, CA, and has three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking approach to capital markets.

Freddie Brown is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience, currently with LPL Financial since 2021. His background includes roles at Waddell & Reed Inc., various insurance carriers, BNI Prosperity, and Fellowship Church of Southern California. He also operates Freddie Brown Inc., a business entity used for tax and investment purposes. 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 and model portfolio programs, supported by machine-learning tools and a broad platform that integrates advisory and non-advisory financial activities.

Bonnie Yan is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, she worked at American First National Bank for three years. Outside of her advisory role, she is involved in a residential real estate investment business co-owned with her husband. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research and a broad platform of capital markets services.

Jordan Hayes is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Lason Chang is a financial advisor with Charles Schwab in Pasadena, CA, holding a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab in 2025, he worked at Bank of America and East West Bank, and was involved in an entrepreneurial venture with Half & Half Tea Express. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Leilei Chen is a financial advisor with Cetera, holding a Series 66 credential and 11 years of industry experience. Prior to joining Cetera, Chen held positions at East West Bank, Morgan Stanley, JP Morgan, Merrill, and Bank of America. Chen also works as a relationship banker for East West Bank. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment program options, including discretionary and non-discretionary portfolio management.

Kelli Putnam is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Her work history includes roles at JP Morgan Chase Bank, First Republic Investment Management, and First Republic Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm supports its advisory process with centralized due diligence, combining quantitative and qualitative research, and incorporates ESG eligibility frameworks in its recommendations.

Carson Jenkins is a Financial Advisor - ADP II with Merrill Lynch Wealth Management. In this role, he focuses on assisting individuals and families with building and preserving wealth through personalized financial strategies. He specializes in areas such as retirement planning, wealth accumulation, legacy and estate planning, and long-term financial goal setting. His approach is centered on creating plans that support clients' financial futures and help establish meaningful legacies for future generations. Carson holds a Bachelor's Degree from the University of Southern California and has earned the Personal Investment Advisor (PIA) designation. He is proficient in both English and Spanish. Outside of his professional work, he has interests including basketball, cooking, golfing, music, photography, reading, running, soccer, swimming, and tennis.

Brian Gonzalez is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Merrill and Orange County's Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence combining quantitative and qualitative research, and it offers unique regulatory registrations reflecting broader derivatives and commodities capabilities.

Russell Stark is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Outlaw Racing Products, a parts distribution business related to model boat racing. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and access to various investment strategies through its broad platform.

Michelle Moore is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked concurrently at the Los Angeles School District since 1998. Raymond James & Associates is a large, 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.