Vi Chan is a CFA® charterholder and Series 66 licensee with seven years of industry experience. She is currently an advisor with LPL Financial, having previously worked at Edward Jones and Pacific Global Investment Management Company. Outside of advisory work, she owns a rental property in Las Vegas managed by a property manager. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brett Sanner is a financial advisor with Raymond James Financial in Upland, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Raymond James since 2001 and operates his own firms, Sanner Capital Management and Sanner Financial Services. Outside of advising, he is involved in insurance planning, including indexed annuities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA employer consulting.

Kristin Charlebois is a financial advisor with OSAIC based in La Verne, CA. She holds a Series 66 designation and has three years of industry experience. Prior to joining OSAIC, she has worked with Royal Alliance Associates, INC. since 2023 and has been involved with Pension Portfolios, Royal Alliance Associates since 2004. Charlebois also provides notary public services as a courtesy to clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Flavia Lo Coco is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Western International Securities, RJJ Pasadena Securities, Morgan Stanley, Citigroup Global Markets, and Citicorp Investment Services. Outside of her advisory role, she is a business owner of Flavia Production Design. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Tolan is a financial advisor with Ameriprise in La Verne, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is the owner of Trinity Family Ventures, Inc., a business unrelated to investment activities. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement, with a focus on clients who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Melissa Robman is a CFP® and holds a Series 66 license with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Stephanie Lee is a financial advisor with J.P. Morgan Securities in Temple City, CA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. Her prior roles include working at AC Real Estate Services, Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Sarah Zhu is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Her prior work includes positions at Bank of America and Wells Fargo. She has also worked at the University of California, Irvine. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Darice Tsai is a financial advisor at Edward Jones in Glendora, CA, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alan Phan is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has been with Merrill and Bank of America since 2019. Outside of his advisory role, he serves as a managing member of Pinnacle Stay LLC, a limited liability company focused on property management and rental arbitrage through Airbnb. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erica Vasquez is a financial advisor with Merrill in Rancho Cucamonga, CA, holding a Series 66 designation and with nine years of industry experience. She has worked at Merrill since 2012 and is also affiliated with Bank of America, N.A. since 2021. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Pedro Alaniz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Wells Fargo. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.

Gursharanjit Dhanjal is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Laubach is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. He previously worked at American Marine Corporation and served as a captain operating company vessels for Harbor Breeze Cruises. Laubach is based in Glendora, CA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Sa Wang is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm for one year. Prior to joining LPL Enterprise, Wang worked at Optum for seven years and held positions at the University of Southern California and UnitedHealth Group. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Jacob Herrera is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop strategies aimed at achieving their financial goals across short, mid, and long term horizons. His services include guidance on general investing, retirement planning, and saving for unexpected events. Jacob also facilitates access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Jacob earned a Bachelor's Degree from the University of Arizona. He offers financial advising services in both English and Spanish.

Christopher Ilgenfritz is a financial advisor with Merrill in Upland, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Derek Tu is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was with Axa Advisors and worked as an independent contractor for TD Group. Outside of his advisory role, Derek provides caregiving services to his grandmother through the In-Home Supportive Services Program. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory services alongside brokerage and investment management capabilities, operating with a centralized due-diligence framework and a non-discretionary advisory model.

Hailee Allen is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Pennymac Financial Services and has a varied background that includes roles in entertainment and content creation. Outside of advising, she creates content on platforms such as TikTok, YouTube, and Twitch, and is involved in entertainment events as an independent contractor. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Jiajia Shen is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 credential and has worked at Charles Schwab Bank and Charles Schwab since 2020. Prior to that, she was employed at HSBC Bank and Suzhou Rural Commercial Bank. Charles Schwab & Co., Inc. serves a large client base, 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 solutions, with a multi-asset model portfolio approach supported by centralized custody and operational services.