Steven Duenas is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at MassMutual and various positions associated with the University of California, Irvine. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Fernando Bonada is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Primerica Financial Services since 2005. In addition to his advisory role, he has operated Playa Digital Media since 2002. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure while maintaining oversight of its investment offerings.

Lara Chanpong is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2016 and serves as a relationship manager for the team, focusing on business development and client interaction. Lara brings 15 years of national and regional corporate management experience from a Fortune 500 company, providing her with an understanding of business needs, client relationships, and the development and execution of goals-based plans. Her expertise includes portfolio management, asset allocation, risk management, wealth and retirement planning, education planning, estate planning services, liability management, business banking and treasury management services, and 401k asset preservation. Lara is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from the University of Southern California. Lara is involved with the Network of Executive Women SoCal Chapter and previously served as a board member for TEDxPasadena / Words to Action. Outside of her professional life, she enjoys adventure sports, baseball, football, music, painting, reading, soccer, traveling, yoga, and spending time with her family.

Moyin Choi is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and advanced modeling tools but does not offer individual security recommendations as part of standalone financial planning.

Sara Uribe is a financial advisor with Ameriprise in Glendora, CA, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-planning advice focused on income sources and tax-aware withdrawal strategies.

Yoon Ji Park is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and holds a Series 66 designation. Prior to her advisory career, she spent four years as a homemaker. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Chad Mc Coy is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and U.S. Bancorp Investments. Outside of his advisory role, he serves as an officer and committee board member for the Porsche Club of America Los Angeles, where he helps organize social and dining events. 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Tina Hwang is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at Cetera since 2016 and also has experience at East West Bank, where she serves as a manager and leader to branches. Outside of her advisory role, she is involved in several community organizations, including serving on the finance committee of the East Los Angeles College Foundation, the oversight board for the City of Arcadia, the LA Chinese-American Sheriff's Advisory Council, and the board of directors for the West San Gabriel Valley Boys and Girls Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, managing over $256 billion in assets through a network of more than 10,000 advisors.

Dominic Hart is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and four years of industry experience. He previously worked at UBS and has experience with both institutional and retail settings. Outside of finance, Hart has been involved with Mid Valley Water Polo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes expertise in derivatives and commodities.

Jesus Rico is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Before joining Fidelity, he worked in technology and education-related roles, including positions at Accessory Tech and Mathnasium of Chathsworth. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including serving as an advisor to multiple registered investment companies and delivering model portfolios for Fidelity Institutional Wealth Adviser.

Dennis Burrage Jr. is a financial advisor at OSAIC in Los Angeles, CA, holding a Series 66 designation. He has been with OSAIC since 2025 and has no prior industry experience. His background includes several roles in educational institutions from 2014 to 2026. OSAIC serves a broad client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of managed account strategies, supported by a complex network of affiliated broker-dealers, asset managers, and other financial entities.

Nicholas Cervi is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies that address their short-, mid-, and long-term financial goals. He provides guidance on a range of financial matters including investing, retirement planning, and savings, while also facilitating access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Nicholas focuses on helping clients manage various financial priorities, such as purchasing a home, saving for education, caring for elderly family members, and preparing for healthcare needs. He collaborates with clients to define their goals and tailor portfolio strategies accordingly, offering ongoing advice and adjusting plans as clients' situations evolve. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Arizona State University. His approach reflects the philosophy of Merrill Lynch's founder, Charlie Merrill, emphasizing that "The interests of our customers must come first." Nicholas is committed to prioritizing client needs and fostering meaningful conversations to support their financial well-being.

Gina Chamberlain is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at AXA Advisors, Bank of America, and Merrill. Outside of her advisory work, she serves on the Board of Directors and as Marketing Chairman for the Shakespeare Club of Pasadena. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice primarily for clients with assets managed within Ameriprise.

Albert Shih is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. Outside of his advisory role, Shih serves on the board of directors for Habitat for Humanity Los Angeles Young Professionals, focusing on philanthropy and community engagement. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supporting clients through proprietary research and diverse investment solutions.

Frank Kallman is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group, LLC from 1999 to 2003. 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 provides both brokerage and advisory solutions.

Charles Charis is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to each client's unique family situation, financial circumstances, and long-term goals. Charles provides clients with access to the investment insights of Merrill and the banking and lending solutions of Bank of America, striving to offer a flexible approach that adapts to changing market conditions and individual needs. With expertise in college education planning, personal retirement planning, women and wealth, and retirement income, Charles designs and implements customized financial strategies aimed at helping clients achieve both short-term and long-term investment and retirement objectives. He holds a Bachelor's Degree in Economics from the University of California, Santa Barbara, and a Master's Degree in Business Administration from the University of Southern California. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Charles is committed to delivering excellent service and supporting clients throughout their financial journeys. He participates in community volunteer activities in line with Merrill's tradition of community involvement. Outside of his professional responsibilities, Charles has interests in music, photography, and traveling.

Shana Won is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with Equitable Advisors since 1999, following her time with AXA Advisors. Outside of her advisory work, she serves on the Bond Oversight Committee for Los Angeles City College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and a variety of investment options including mutual funds, ETFs, and alternative investments.

Paul Cygal is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 63 credential and 32 years of industry experience. He has been with LPL Financial and its predecessor entities since 1999. Outside of his advisory role, he is involved in the fixed annuity business with Jackson National Life. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shervin Saedinia is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides personalized investment advice and financial services to affluent and high net-worth clients, focusing on areas including college education planning, executive compensation, personal retirement planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. She works closely with clients and their trusted advisors to address complex strategies related to tax, philanthropy, retirement plan design, and estate and wealth transfer. Shervin holds a bachelor's degree from Syracuse University, where she was a scholarship athlete in tennis, and a master's degree in management from California State University of Northridge. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Before joining Merrill Lynch Wealth Management in 2011, she worked as an advisor in the technology sector and philanthropy. In addition to her professional work, Shervin volunteers with the Farhang Foundation and is a member of Soroptimist International. She enjoys activities such as adventure sports, boxing, cooking, music, running, spending time with family, tennis, traveling, and yoga.

Hrachia Sahakyan is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Comerica Bank and Bank of America. Outside of his advisory role, Sahakyan serves as a volunteer treasurer and board member for the Burnet Village Homeowners Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering written asset allocation advice, investment manager searches, and customized performance reporting with clients retaining final decision authority.