Jonathan Tanaka is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and a six-year period at Prudential Equity Group, LLC. Outside of his advisory role, he is involved in app development through a personal venture and serves as an executive producer for a film project. 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 offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Susan Knox is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2018, and previously at The Prudential Insurance Company of America and Pruco Securities LLC from 2015 to 2018. Outside of her advisory work, she is involved in the online sales of consumer goods through Kukana Ana LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations in collaborative annual engagements.

Edson Arroyo is a financial advisor with Merrill based in La Verne, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes positions with Bank of America, Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo. Outside of his advisory role, he provides consulting and bookkeeping services for a small landscape design company. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Katie Pan is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2010 after 14 years in the financial services and accounting industry. She has served as the Resident Director of the Merrill Lynch Wealth Management Arcadia office from 2014 to 2016. Katie focuses on managing portfolios tailored to each high net-worth client's risk tolerance, time horizon, and liquidity needs. She advises family foundations, medical doctors, business owners, and high net-worth clients on wealth accumulation, preservation, and transfer through customized wealth management strategies. Katie offers a comprehensive range of services including portfolio development, foundation management, retirement and education planning, liability management, asset preservation, and sophisticated strategies related to concentrated stock positions and company stock options. She holds multiple professional designations including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), and Chartered Retirement Plans Specialist™ (CRPS™). Katie earned both her Bachelor of Business Administration and Master of Taxation degrees from Baylor University. Katie is a native of China and is fluent in English and Chinese. She has been involved with professional organizations such as the Peking University Alumni Association and the Wenzhou University Alumni Association. Outside her professional work, Katie's interests include interior decorating, knitting and crocheting, pickleball, spending time with her family, swimming, traveling, watching movies, and practicing yoga.

Damian Flanigan is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing one year of industry experience. He previously worked at Ameriprise Financial Services LLC and has been involved in managing the ultraHealth Agency since 2019, where he serves as CEO. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, drawing on a range of portfolio management styles supported by extensive research and affiliated resources.

Antonio Gonzalez is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and four years of industry experience. He has been associated with Bank of America and Merrill since 2010. Outside of his advisory role, Gonzalez is a sole owner and co-owner of family rental property businesses. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Robert Blethen II is a financial advisor at UBS Financial Services with eight years of industry experience. He has previously worked at AXA Advisors and Northwestern Mutual. Outside of his advisory role, he is the proprietor and designer of a retail clothing brand and has coaching experience as an assistant coach for high school JV and varsity midfield players. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Adrian Montecinos is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and previously served five years in the U.S. Navy. Outside of his advisory role, he is president of the Swordsmens Gridiron Club and serves on the advisory board of the Orange County Navy League. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ruitong Wang is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, Wang held roles at JPMorgan Chase Bank, American International Group, and China Minsheng Banking Corp., Ltd. Wang also attended the University of Southern California from 2021 to 2024. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, combining large institutional operations with multiple market-facing registrations.

Sunita Foley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Raymond James since 2009. Foley is also the owner of a support company, FoleyKefals Investment Services Inc. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Carlos Rojas Jr. is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alejandro Medina Kennedy is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at J.P. Morgan Securities LLC and JPMC BANK NA (Southwest). J.P. Morgan Securities LLC 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 when recommending strategies.

Hai Dao is a Financial Consultant currently working at Fidelity since 2024. Prior to this role, he served as a Financial Solutions Advisor at Merrill Lynch from 2017 to 2024. He holds a California Insurance License. His professional approach involves understanding the unique financial situations and goals of individuals and families to develop tailored strategies that align with their objectives. Outside of his professional responsibilities, Hai Dao has personal interests in food, football, golf, singing, and traveling.

Martha Moran is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has been with JPMorgan Securities LLC since 2014. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage, distribution, and investment management services.

Edgar Jovel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2018 and has been with J.P. Morgan Securities and its affiliated entities since 2009. J.P. Morgan Securities LLC 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.

David Spiegel is a financial advisor at UBS Financial Services in Pasadena, CA, holding Series 63 and Series 65 licenses with 52 years of industry experience. He has been with UBS Financial Services since 1973. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Brent Thomas is a financial advisor with Raymond James Financial in Claremont, CA, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Raymond James Financial since 2009 and also owns Thomas Investment Group, which operates a rental real estate business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary investment consulting and supports municipal and public finance work through its unique affiliations.

Ani Nahmias is a Series 66 licensed financial advisor with Morgan Stanley in Pasadena, CA, where she has worked since 2009. She has 26 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that combine advisory planning with execution options across a broad array of financial products.

Samuel Watts is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Fidelity, he worked at Charles Schwab and has held various roles outside the financial industry, including time in full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Jamie Benavides is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. His background includes roles at Amazon and involvement with Pomona Diving Academy, Pomona College, and Upland High School. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a model-based investment approach supported by third-party asset managers and custodians.