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.

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.

Jason Martinez is a CFA® charterholder working with LPL Financial in Orange, CA, with eight years of industry experience. His prior firms include Pacific Edge Advisors and Romero Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peggy Neal is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Amy Kaufman is a financial advisor with LPL Financial in Cypress, CA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has worked at several firms, including Meeder Advisory Services, Cetera, Summit Brokerage Services, and First Allied 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 offers a range of advisory and brokerage services, utilizing a broad network of investment adviser representatives and employing various investment strategies, including model portfolios and third-party subadvisors.

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.

Kevin Conway is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. His prior roles include positions at H. Beck, Inc., Grove Point Investments, and Diversified Securities, Inc. Conway is also a licensed non-variable insurance agent. 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 offers a range of financial planning and asset management solutions, combining advisory services with a variety of non-advisory financial products and support tools.

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.

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.

Jabez Rocha is a financial advisor with Primerica Advisors in Artesia, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2018 and with Primerica Financial Services since 2010. Outside of his advisory role, Rocha is a co-founder and secretary of the Manzanilla Foundation, a Christian nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Eric Beatty is a Series 66 licensed financial advisor with three years of industry experience, currently with Wells Fargo Clearing. His prior experience includes roles at Sanctuary Wealth, Beatty & Myers LLP, and Stanford University. Outside of his advisory work, he is involved in semi-professional volleyball as a player and coaches volleyball at a local club. 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 combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Dennis Burrage Jr. is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He has a background that includes work at Denver Christian High School and Valor Christian High School, as well as studies at the University of Colorado Boulder. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various tools and strategies to construct diversified portfolios for its clients.

Fredric Umel is a Series 66 licensed financial advisor with Merrill, based in Fullerton, CA, and has 13 years of industry experience. He previously worked at Waddell & Reed before joining Merrill and Bank of America in 2016. Outside of his advisory role, he is the owner of a rental property in Bellflower, California. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Chang is a financial advisor at Morgan Stanley in Brea, California, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to support client planning needs.

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, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

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.

Dingjian Li is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2004 and previously spent five years at Merrill. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad scope of financial activities.

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.