Kenneth Eversfield is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2025, following prior roles at Western International Securities, D.A. Davidson & Co., and Crowell, Weedon & Co. He is also involved with Arrowhead Wealth Advisors, a business related to his LPL activities. 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 investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various account types.

Alexander Ling is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at J.P. Morgan since 2019 and previously spent eight years at Mtel Wireless. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Carlos Tseng is a financial advisor with J.P. Morgan Securities in Arcadia, CA, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Bank of America, Merrill, and HSBC Securities, along with earlier tenure at J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence, and incorporates an ESG eligibility framework in its recommendations.

Michael Crean is a Series 66-licensed financial advisor with LPL Financial, based in Upland, CA, and has 10 years of industry experience. He has worked at LPL Financial since 2016 and previously at California Financial Partners, Inc. from 2012 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Kevin Bell is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, Wells Fargo, Edward Jones, and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Julian Aguallo Cruz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and with 13 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 an ESG eligibility framework to support its recommendations.

Gregory Babykin is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 credential. Outside of his advisory role, he is involved as an individual contractor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured planning tools and proprietary market projections.

Opinder Marwah is a financial advisor at OSAIC with 27 years of industry experience. He held a position at Woodbury Financial Services, Inc. for 25 years before joining OSAIC in 2024. Marwah is licensed as a Series 63 and Series 65 professional and also works as a life insurance agent offering fixed insurance products such as term life, disability, and health coverage. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed portfolios using various investment tools and third-party platforms.

Jason Sgrignoli is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Raymond James since 2010 and previously worked at Kimmel & Associates. Outside of his advisory role, he is the owner of Baseline Wealth Services, LLC, and serves as a mentor coordinator for Foothill Networking Professionals (BNI). Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

David Yoo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. 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 and investment management capabilities, delivering services on a non-discretionary basis.

Chun Hin Pui is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is a partner in a short-term rental business in Texas. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Oscar Bahena Del Angel is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at various Cetera entities and First Allied Securities. Outside of finance, he has worked in hospitality, attending to patrons and delivering food and drinks. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Michael Babykin is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and uses structured planning tools and modeling techniques as part of its process.

Tat Gary Tsui is a financial advisor with Merrill in Temple City, CA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He has worked with Bank of America and Merrill since 2013. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Outzen is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct and employer-sponsored agreements.

Bo Li is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work history including roles at Oceane Media LLC and Castleton Education Group Inc. Outside of advisory services, Li serves on the board of directors for Pathway Christian Board and is involved in business ownership related to real estate. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Minglun Wu is a financial advisor with Equitable Advisors in Arcadia, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Wu maintains a real estate license but does not engage in related activities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and offers services covering mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Tiffany Collins is a financial advisor with Charles Schwab in Arcadia, CA, holding Series 63 and Series 65 licenses, with 27 years of industry experience. She has been with Charles Schwab Bank and Charles Schwab Co., Inc. since 2000. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and maintaining a large-scale, integrated operational structure.

Hilary Campbell is a financial advisor at OSAIC with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Securities America Advisors Inc and Lone Eagle Wealth Services, where she is a partner. Outside of her advisory role, she serves as a patient ambassador for Gilead Sciences, participating in video training and outreach. OSAIC Wealth, Inc. serves a diverse client base ranging from individuals to institutions by providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to build portfolios encompassing various asset types, with management options tailored to client preferences.

Rene Ventura is a Planning Consultant at Fidelity Investments, where he works with clients and their Wealth Management teams to create and implement comprehensive financial plans tailored to individual financial needs. He has served in this role since 2025. Prior to joining Fidelity, Rene was a Senior Branch Premier Banker at Wells Fargo Bank, N.A. from 2012 to 2024, gaining extensive experience in banking and financial services. Rene holds a California Insurance License, supporting his ability to address various aspects of financial planning. Outside of his professional responsibilities, he spends time engaged in family activities, social events with friends, golf, movies, parenthood, and soccer.