Kyle Bacskai is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Mora Financial, Northwestern Mutual, and EssilorLuxottica, as well as positions in education at California State Polytechnic University, Pomona, and Chino Hills High School. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

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.

Vivian Lo is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She has worked in the financial services industry since 2008, with prior roles including Financial Advisor at Merrill Lynch from 2014 to 2020 and Financial Planner at the Royal Bank of Canada from 2008 to 2013. Vivian focuses on building trusting client relationships and sharing key financial planning concepts. She assists clients in managing changes and provides ongoing guidance to develop personalized financial plans. She holds a California Insurance License.

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.

Kyle Ergas is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing clients with personalized financial planning and investment strategies tailored to their unique goals and priorities. Kyle focuses on areas such as retirement planning, general investing, and saving for unforeseen events. He holds a Bachelor's Degree from San Jose State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kyle takes time to understand each client's individual circumstances to help them develop strategies aimed at achieving their financial objectives. Kyle approaches financial advising with an emphasis on simplicity and transparency, aiming to guide clients through the complexities of wealth planning by addressing their specific goals and concerns. He provides ongoing advice and support as clients' needs evolve over time.

Patrick Chan is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Wells Fargo Clearing since 2024. His prior experience includes roles at B. Riley Wealth Advisors, National Asset Management, Hold Bros. Capital, LLC, and Integra Technology Inc. Outside of his financial career, he is the sole owner of a long-term rental property in Long Beach, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to inform its diversified, modern portfolio theory-based investment approach.

Stephen Cho is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2012 and previously spent five years at Edward Jones. 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 range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Jeffrey Tiedge is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Wedbush Securities, SeaCrest Wealth Management, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Bryant Tchan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, J.P. Morgan Securities, Chase Investment Services, and Eagle Strategies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

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.

Lisa Miller is a financial advisor with UBS Financial Services in Brea, CA, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is active as a trustee of the Miller Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.