Dana Go is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Prior to joining LPL in 2022, Dana worked at firms including Securities America and Invest Financial Corporation. Dana operates under SoCal Wealth Management as a DBA for the LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Jennifer Schroer is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and 4 years of industry experience. She has been with Merrill since 2004. Outside of her advisory role, she is also a children’s book author, receiving royalties for her published work. 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 individuals, high-net-worth clients, and institutions.

Owen Malcolm is a financial advisor at Merrill with a Series 66 designation and experience in the industry since 2022. He previously worked at TD Direct Investing from 2015 to 2024. Based in Los Angeles, CA, he has two years of tenure with Merrill. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Andraos is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with LPL Financial since 2015. Outside his advisory role, he serves as CEO and general agent of Southwestern Financial Network and Insurance Services, an insurance agency offering auto, workers compensation, business liability insurance, fixed annuities, and life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions and operates extensive advisory and non-advisory services through a large network of investment adviser representatives.

Jaime Trujillo Garcia is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2022, following a 12-year tenure at Bank of America. 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.

Wendy Behner is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 36 years of industry experience. She has held roles at Wells Fargo Clearing and Wells Fargo Investments, LLC prior to her current position. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad range of planning options tailored to clients who meet certain net-worth criteria. The firm combines proprietary research and planning tools with multiple financial product options and referral channels.

Edward Hawrylo is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Bank of America and Merrill for the past 15 years. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Lee is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked as a self-employed advisor for seven years. He is based in Pasadena, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Leticia Miramontes is a Series 66–licensed financial advisor at Merrill with 21 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Merrill. 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.

Lily Cai is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm uses structured planning tools and market models to develop client plans and offers various investment and trading activities alongside its advisory services.

Brian Matz is a financial advisor with Equitable Advisors in Los Angeles, holding the Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at LPL Financial, Wedbush Securities, and U.S. Bancorp Investments. He is also the owner of Matz Wealth Management, Inc. and serves as a trustee for a personal trust. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to offer customized advisory solutions without sponsoring its own wrap fee program.

Nalendra Perera is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is an owner of rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Talal Abdo is a Financial Consultant currently working at Fidelity Investments since 2025. He has over 17 years of experience in the financial services industry, previously serving as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2008 to 2025. His approach to financial planning is personalized and goals-based, emphasizing trust, transparency, and clear communication to understand clients' priorities and provide thoughtful guidance. Talal holds a California Insurance License, which supports his work in financial consultation. Outside of his professional duties, he engages in activities such as biking, family activities, golf, motorcycles, parenthood, and tennis.

Roland Cruz is a Wealth Management Planning Consultant with Fidelity Private Wealth Management. In this role, he works with affluent clients and their families to develop multi-generational strategies, focusing on comprehensive wealth planning that emphasizes growth, preservation, and the transfer of wealth. Roland's experience includes positions at Fidelity Investments such as Planning Consultant (2024-2026), Relationship Manager (2022-2024), and Financial Representative (2021-2022). Prior to this, he worked in Treasury Management Operations at City National Bank from 2016 to 2019. He holds a California Insurance License. Outside of his professional work, Roland has interests in baseball, fitness, food, football, golf, and traveling.

Charmaine Chow is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Charles Rathmell II is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Rathmell serves as a director of the Brea Rotary Club and is involved with the Team Up for Down Syndrome advisory council, the CSU College of Business & Economics Executive Council, and the board of directors for the Intervention Center for Early Childhood. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and the Estate Planning Strategies Group.

Stacy Stryker is a financial advisor with Wells Fargo Clearing in Brea, CA, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. She also serves as a co-trustee for her father's trust. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment principles and provides both brokerage and advisory solutions.

Ben Johnson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment implementation is model-driven, offering access to third-party asset managers and a variety of financial planning and consulting services.

Stephanie Elias is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has worked with Bank of America since 2022 and has prior experience at USC Credit Union and the University of Southern California. Outside of her advisory role, she is the sole owner of a rental property business. 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 supported by internal and third-party managers for a range of individual and institutional investors.

Mahsa Nobakht Fard is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2004. She holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.