Shawn Ecklund is a financial advisor with Raymond James Financial in Upland, CA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services since 2008. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing client collaboration through tailored financial plans and a range of advisory and implementation services.

James Christiansen is a financial advisor with Ameriprise in Arcadia, CA, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing tailored recommendations through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Covarrubias is a financial advisor at Fidelity with Series 66 and Series 63 credentials. He has prior work experience at JPMorgan Chase Bank and served in law enforcement with the Pasadena Police and California Highway Patrol. He has less than one year of industry experience in financial advising. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds unique roles such as registration with the CFTC as a commodity pool operator and advisory responsibilities for multiple registered investment funds.

Ted Ostrowski is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals in providing comprehensive wealth planning and investment strategies tailored to clients' financial goals and needs. He is committed to delivering a great wealth planning experience for every client. Ted has extensive experience at Fidelity Investments, having progressed through various roles since 2012. His positions include Assistant Branch Manager from 2019 to 2020, Financial Consultant from 2015 to 2019, Investment Consultant from 2013 to 2015, and Financial Representative from 2012 to 2013. He holds a California Insurance License. Outside of his professional responsibilities, Ted has personal interests that include baseball, fishing, football, golf, hiking, and parenthood.

Shao Ying Wang is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab in 2023, Wang held positions at Yulu Trading Inc, Shing Tech Electronics Co. Ltd, and Seville Classics Inc. Wang also worked at the University of the West from 2016 to 2019. Charles Schwab & Co., Inc. serves a large client base mainly consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Edson Arroyo is a financial advisor with Merrill in La Verne, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Bank of America, Merrill, Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo. Outside of advising, he provides accounting and bookkeeping consulting for a small landscape design company. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, which delivers model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries.

Alejandro Medina Kennedy is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at J.P. Morgan Securities LLC and JPMC BANK NA (Southwest). J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Hank Yu is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Charles Schwab since 1999 and with Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and research-driven alternative investment options within an integrated operational structure.

Jarret Rodriguez Conklin is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brent Thomas is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial since 2005. Outside of his advisory work, he owns Thomas Investment Group, where he rents office space. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting with access to firm-sponsored programs and outside managers.

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.

Ryan Campbell is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and various other firms before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios and managing multi-manager fund structures.

Veronica Martinez is a financial advisor with J.P. Morgan Securities in Rancho Cucamonga, CA, holding Series 66 and Series 63 licenses and has 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also been associated with JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC 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.

Betsy Wilde is a CFP® with 41 years of industry experience, currently serving as an advisor at LPL Financial since 2025. She previously worked at Western International Securities, Inc. for 12 years and has operated her own tax preparation and accounting business since 1991. In addition to financial advising, she is involved in tax preparation and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Angelina Prado is a financial advisor at Merrill in San Dimas, CA, holding a Series 66 credential with one year of industry experience. She previously worked at Bank of America, N.A. and has been with Merrill since 2000. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Rigo Fernandez is a Financial Consultant currently working at Fidelity Investments since 2020. He has over a decade of experience in the financial services industry, having held roles such as Senior Financial Consultant at TD Ameritrade (2019-2020), Financial Solutions Advisor at Merrill Lynch (2013-2017), and Financial Advisor at Wescom Credit Union (2003-2013). Earlier in his career, he also worked as a Business Account Manager at Verizon from 2017 to 2019. Fernandez specializes in working closely with clients to understand their financial goals and overall financial situation. He collaborates with clients to create tailored financial plans, analyzing their current status and identifying opportunities to better position their plans towards achieving these goals. He holds a California Insurance License. Outside of his professional work, Fernandez has interests in baseball, parenthood, and traveling.

Qian Qu is a financial advisor with Merrill based in Arcadia, CA, holding a Series 66 designation and 10 years of industry experience. Their prior experience includes working at Bank of America, N.A. since 2016 and a brief tenure at AXA Advisors, LLC. Qu is co-owner of several family rental properties. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Robin Gonzales is a financial advisor with Morgan Stanley based in Claremont, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been affiliated with Citigroup Global Markets since 1997. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools and methodologies such as Monte Carlo simulations as part of its process.

Robert Sales is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His background includes roles at Fidelity Investments and the Office of Financial Aid & Scholarships at California State University, San Bernardino. Outside of his advisory work, he has been involved with VITA CSUSB, a volunteer income tax assistance program. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Ce Shi is a financial advisor with J.P. Morgan Securities in Arcadia, CA, holding Series 63 and Series 66 licenses with seven years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, and the U.S. Army Reserve. Outside of advising, he is involved as an owner of a commercial real estate holding company and assists with managing financial accounts for a tax services firm operated by his wife. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, non-discretionary approach that incorporates ESG criteria and centralized due diligence.