Yan Sun is a CFA® charterholder with 17 years of experience in the financial industry. He is currently with Taurus Financial and has held roles at Credit Suisse Securities and LPL Financial. Outside of advisory work, he owns a business unrelated to investments in Jersey City and is involved with a tax preparation and accounting firm. Taurus Financial serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities with tailored portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies and tools and offers specialized planning packages, including equity compensation advice for employees of tech firms and start-ups.

Fuqi Chen is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Angel Light Capital and Bank of Communications Management Service. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Yisha Wang is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Taurus Financial and Taurus Solutions, where she co-founded an accounting and tax preparation business. Her prior experience includes roles at LPL Financial, Clearbrook Advisory Inc, and Goldman Sachs Group. Taurus Financial serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, financial planning, and pension consulting. The firm employs a tailored investment approach incorporating fundamental, quantitative, and modern portfolio theory analyses, managing accounts primarily on a discretionary basis.