Leslie Coulson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Coulson has worked at various firms, including Centaurus Financial and Fragasso Wealth Advisors, and maintains an active role outside of advisory services as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced advisor tools.

Carlos Guerrero is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at J.P. Morgan Securities and has prior experience at Merrill, Bank of America, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Ruby Herrera is a Certified Financial Planner (CFP®) and holds a Series 66 license with 17 years of industry experience. She has been with UBS Financial Services since 2007. Outside of her advisory role, she is involved with Le-Vel, a privately held company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Isaac Taylor is a financial advisor with Thrivent Investment Management in Arcadia, CA, holding the Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory work, Taylor serves as a board member for the Pasadena Fire Foundation and the Pasadena Fire Department EMS Reserve, both nonprofit organizations focused on community safety and emergency medical services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option, maintaining planning and investment management as separate services.

Maria Richards is a financial advisor with Primerica Advisors based in Whittier, CA. She holds Series 65 and Series 63 licenses and has two years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Prior to her advisory career, she worked at the San Diego Gamma Knife Center and spent several years as a homemaker. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, utilizing model-based investment strategies delivered by unaffiliated asset managers.

Robert Corraliza is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and MassMutual. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of fund and model portfolio strategies.

Nora Jashari is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Wells Fargo Clearing, JP Morgan Chase Bank, Merrill, and Bank of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies.

Liuqing Cong is a financial advisor at J.P. Morgan Securities with three years of industry experience. Their prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Agents. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Ho Yan Tam is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2013. Outside of his advisory role, he is involved in managing several restaurant businesses in Claremont, California, including serving as general manager and authorized signer for multiple establishments. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christian Bidolli is a Planning Consultant at Fidelity Investments, where he currently leverages the firm's tools and resources to simplify complex financial decisions and collaborates with clients to develop personalized strategies. His professional journey at Fidelity began as an intern in 2024, followed by roles as a Financial Representative and Relationship Manager before assuming his current position in 2026. Christian holds a California Insurance License. Outside of his professional work, he has interests in cars, fishing, and golf.

Julio Gonzalez is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Financial Consultant at the same firm from 2022 to 2025. His professional experience also includes roles as a Financial Wellness Specialist at Merrill Lynch from 2015 to 2022 and as a Financial Solutions Advisor at Merrill Edge from 2012 to 2015. Julio holds a California Insurance License, supporting his capacity to assist clients with insurance-related financial planning. He focuses on helping clients build customized financial plans and strategies that address their individual needs and those of their families. Julio aims to establish strong business relationships to effectively support clients in achieving key financial milestones. Outside of his professional life, Julio engages in activities such as board games, fitness, hiking, movies, parenthood, and puzzles.

Hung Chih Chen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America since 2019 and has prior experience at JES LED Technology and Tech Source International. 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.

Roxanne Jones is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Independent Capital Management, and Thompson Wealth Management, Inc. Outside of her advisory role, she serves as treasurer for Camille Russell Wooden Ministries, a nonprofit organization. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation, portfolio optimization, and a variety of management strategies supported by risk assessment tools.

Ashkhen Ispiryan is a financial advisor with Edward Jones in Rancho Cucamonga, CA, holding a Series 66 designation and eight years of experience at the firm. Prior to joining Edward Jones in 2018, she was not employed in the industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Christopher George is a financial advisor at Cetera with 30 years of industry experience. He holds a Series 63 designation and has held roles at Cetera since 2013, including his current position since 2023, as well as prior experience at Quantum Econometrics, LLC. Outside of advising, he serves as a voluntary board member of the Credit Union of Southern California and owns George's Collectibles LLC, a business focused on selling die cast cars. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, combining scale and diverse product affiliations.

Lori Sherman is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at various firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. In addition to her advisory role, she is a senior events specialist at Kitces.com, where she runs internal personal retreats and produces virtual content. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

John Storm is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Transamerica Financial Advisors. In addition to his advisory work, he is CEO of a health insurance business and a certified Covered California health agent. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with access to various managed account strategies and alternative investments.

Sandra Ruiz is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory role, Ruiz owns a catering business, Bella Vita Boards, operating on some weekends. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing advisory and portfolio management services that integrate fundamental research with quantitative analysis and systematic portfolio construction.

Vincent Chu is a financial advisor with Wells Fargo Clearing in Arcadia, CA, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and operated his own advisory practice since 2009. Outside of his advisory work, Vincent serves on the finance and administration committee of Kindle Hill Church in Ontario, CA. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Zhen Rong Yu is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, he was employed by Bank of America, N.A. from 2014 to 2017. Outside of his advisory role, he is a co-owner of a family rental property in Rosemead, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.