James Filippi is a financial advisor with LPL Financial in Rancho Cucamonga, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining LPL Financial in 2014, he worked at firms including Morgan Stanley and D.A. Davidson & Co. Outside of his advisory role, he is involved in a family winery business, providing maintenance support. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to multiple portfolio management strategies, supported by extensive operational and research tools.

Amy Song is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at HSBC Bank USA, HSBC Securities, UBS Financial Services, Merrill, Bank of America, and HMA Global. 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 supports its clients with brokerage and advisory solutions informed by research from the Wells Fargo Investment Institute and third-party sources.

Saikou Jabbi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Yuan Ze University and Boise State University, including work in corporate finance and academic positions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and oversight controls.

Jessica Rodriguez is a Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management Team to develop and implement comprehensive financial strategies tailored to clients' diverse financial needs. She has been with Fidelity Investments since 2020, progressing from Financial Representative to Relationship Manager before assuming her current role in 2025. Jessica holds a California Insurance License, supporting her work in financial planning and client advisement. Outside of her professional responsibilities, she enjoys activities such as comedy, concerts, family activities, hiking, outdoor adventures, and parenthood.

Ocean Ho is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Avantax Investment Services and TYWL Wealth Advisors. He is based in Claremont, CA. 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 a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Elizabeth Stannard is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. Her work history includes roles at Pfs Investments Inc. and Performance Team, alongside a long tenure at Primerica Financial Services since 2003. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based investment strategies developed by unaffiliated asset managers.

Harry Bald is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Primerica Advisors since 1986 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively available separately managed accounts. The firm’s approach includes curated third-party asset managers and a tiered wrap-fee structure.

Jennifer Overby is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Morgan Stanley in 2023, she worked for eight years at Fidelity Brokerage Services. Outside of her advisory role, she provides contract services for technology platforms Uber Technologies, Inc. and DoorDash. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, with financial planning centered on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate financial planning agreements.

Marie Johnson is a financial advisor at Raymond James Financial with 41 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Raymond James Financial and its affiliates since 1998. Raymond James Financial Services Advisors, Inc. 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 using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Stephanie Crean is a CFP®-designated financial advisor with LPL Financial, based in Upland, CA, and has eight years of industry experience. She previously worked at American Express for 12 years before joining California Financial Partners and LPL Financial in 2018. Outside of her advisory role, Crean is involved with 39 North, Inc., a business entity unrelated to investment 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 advisory and brokerage services, including financial planning, access to model portfolios and third-party asset managers, and institutional platforms, with a focus on combining broad financial services and advanced operational tools.

Tara Sibrian is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. She has been with Thrivent and its related entities since 2006, including her current role at Thrivent Financial for Lutherans since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various topics and allows clients to integrate planning with managed-account services while maintaining separate billing and oversight.

Rhonda Sasse is a financial advisor with Morgan Stanley in Claremont, CA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 1991. 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 that utilize structured discovery processes and modeling tools, managing approximately $2.74 trillion in client assets.

Madelyn Brass is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her work history includes roles at PFS Investments Inc. since 2016 and Primerica Financial Services since 2015, as well as a two-year period at Hidden Oaks Retreat. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that emphasizes model-driven investment strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Jeannie Shen is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank, Bank of America, LPL Financial, BMO Harris Bank, and JPMorgan Chase Bank. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Michael Wright is a financial advisor with Merrill in Ontario, CA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Merrill since 2009 and has also been employed with Bank of America since 2004. He serves as a successor trustee for a family living trust outside of his advisory role. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Stephen Fillet is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at U.S. Bank, MUFG Union Bank, and Jesteda Partners. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Qiong Jackson is a CFP® professional affiliated with Ameriprise, with 10 years of industry experience. She previously worked at Edward Jones for nine years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically serving those with at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with financial advisors.

Manal Massoud is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2013. Outside of her advisory role, she owns Z & Z Enterprises Inc., a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Darren Delle Donne is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at JP Morgan Securities and JPMorgan Chase Bank NA for over a decade combined, followed by roles at Fidelity Investments and California Bank and Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Scott Mcintire is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2005, he has supported clients by developing customized investment strategies aligned with their long-term financial goals. He also collaborates closely with estate attorneys and CPAs to ensure that clients’ financial plans are coordinated with their broader objectives. Scott's areas of focus include education planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Scott holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Notre Dame High School. Scott is involved with the National Brain Tumor Foundation and participates in community activities through St. Thomas Catholic Church. Outside of work, his interests include baseball, camping, fishing, gardening, golfing, music, and spending time with his family.