Eric Hale is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of JPMorgan Chase since 2016. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Doris Lau is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Cetera since 2013, including Cetera Investment Services and East West Bank affiliations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to multiple program platforms and third-party money managers.

Yuki Zeng is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. Zeng holds a Series 66 designation and previously worked at Bank of America N.A. and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Bonny Lee is a CFP® with 32 years of industry experience, currently with LPL Financial since 2025. She previously worked for Western International Securities, Inc. for 29 years. Lee serves as a board member for the Arcadia Performing Arts Foundation and volunteers at San Gabriel Presbyterian Church. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities and oversight of substantial discretionary assets.

Anson Cheong is a financial advisor with Cetera Investment Advisers LLC, holding a Series 66 designation and six years of industry experience. His career includes roles at East West Bank and CTBC Bank USA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary account options.

Enoch Chung is a CFP® with 28 years of industry experience, currently advising at OSAIC since 2024. He previously worked for Woodbury Financial Services for 27 years. Outside of his advisory role, he operates a tax preparation sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors and offers integrated brokerage, advisory, and financial planning services. The firm utilizes various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on discretionary or non-discretionary bases.

Irene Herrera Robles is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, N.A. since 2006. Outside of her advisory role, she provides freelance Spanish translation services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Mingxiu Hao is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. Hao holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2016, with a prior role at JPMorgan Chase Bank, N.A. dating back to 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kai Yuan Cheng is a financial advisor with Cetera and holds a Series 66 designation. He has 15 years of industry experience, including roles at East West Bank where he currently serves as a senior relationship manager. Cheng has been with Cetera since 2018. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering diverse portfolio management and financial planning options across multiple program structures.

Colin Mackenzie III is a CFP® professional with 34 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and its related entities since 2013 and has maintained a long-term association with American Financial Concept since 2005. Outside of his advisory role, he serves as a counselor providing financial counseling and budget recommendations at One Step Ministry and is a board member involved in finance and fundraising for the Flying Leatherneck Historical Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with access to various program structures and third-party managers.

Daniel Mcmillan is a CFP® professional with 26 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2013. He holds the Series 66 designation and is based in Pasadena, CA. Outside of his advisory role, he is President and a board member of the Santa Fe Springs YEF, an organization supporting educational programs in Santa Fe Springs. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and investment recommendations, with clients retaining discretion over implementation.

Jennifer Wu is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with five years of industry experience. She previously worked at East West Bank and studied at UC Berkeley. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Mohammad Jabbari is a Financial Advisor associated with the Kothari group at Merrill Lynch Wealth Management. He provides personalized wealth management strategies designed to help clients pursue their financial goals. He offers access to investment insights from Merrill and lending solutions through Bank of America. With over 15 years of experience, Moe has a diverse background in consumer and business banking as well as residential home mortgage lending. His extensive knowledge allows him to develop comprehensive financial strategies tailored to the unique needs of his clients. Moe holds the Personal Investment Advisor (PIA) designation. Moe earned a bachelor's degree from the University of San Diego. Outside of his professional work, he has interests in biking, camping, chess, cooking, rock climbing, running, soccer, and writing.

Helen Mah is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Caleb Hughes is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at JPMORGAN Chase Bank, N.A., and work related to Christian Assembly Church and Clemson University. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Hoang Tran is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Tran owns a clothing business called Volley Club, which creates and sells casual apparel. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Emma Aragon is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to that, she worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for 15 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Peter Tsu is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at East West Bank and Discover Capital. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting over 10,000 advisors and 800,000 clients nationwide.

Angelina Prado is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America, N.A. and has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Alaways is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and two years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2024. Outside of her advisory role, Sarah creates and sells hand-sewn textiles, knit items, and ceramics under the brand name Josi, and she contracts as a digital media and website creator for a small independent church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without managing client portfolios directly. The firm offers written recommendations on a broad range of financial topics and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.