Jaron Tsukamoto is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. His work history includes roles at Thrivent Financial, Bishop & Co., and Island Insurance Companies LLC. 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 covering topics such as retirement, tax, and estate planning, with the option to combine planning with managed-account services under a consolidated billing system.

Cong Wang is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Cetera, HSBC, Avantax Advisory Services, Bohai Securities, and Everbright Securities. In addition to his advisory role, he is active as an insurance agent selling fixed insurance products and serves as a wealth management associate at TYWL Wealth Advisors, LLC. 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 combines internal research and third-party analytics to support investment decisions and offers a broad range of brokerage and advisory solutions across a large national platform.

Christopher Calagna is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at City National Bank and UnionBanc Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Ronald Thompson is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and New York Life Insurance Company. Outside of his advisory role, he is the sole proprietor of an Amazon publishing business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it is notable for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Stephen Whyte is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He is also the CEO of Whyte & Associates Inc., a tax accounting and business advisory firm, and Pinnacle Wealth Management Inc., where he manages investment planning, retirement and estate planning, and financial planning services. Whyte serves as a trustee for the Bentley Family Trust and the Lisa Bruns Living Trust. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services, including access to various third-party money managers and customized investment solutions.

James Erickson is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides various investment products and services, including specialized planning and institutional offerings.

Maria Almario is a financial advisor with LPL Financial in San Dimas, CA, holding one year of industry experience. Her prior work includes roles at Kaiser Permanente and several entrepreneurial ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios and research while providing both discretionary and non-discretionary management services.

Fernando Hirugami is a financial advisor with Merrill in Riverside, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Vision Solved Wealth Management and Money Concepts Capital Corp. Outside of advising, he owns and manages Shift Studios LA, a clothing studio. Merrill provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, and institutional investors.

Erica Pitrone is a financial advisor with Merrill in Brea, CA, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Merrill since 2015. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm integrates investment strategies developed by its Chief Investment Office with those managed by affiliated third parties, supported by Bank of America’s broader corporate platform.

Boyuan Zhou is a Series 66-licensed financial advisor with Merrill, based in Hacienda Heights, CA, with six years of industry experience. He has also worked at Bank of America, N.A. since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to various financial products and services.

Sherine Saade is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages fund-of-funds and model portfolios while maintaining oversight of sub-advisers and applying systematic investment methodologies.

Matthew Serret is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment management services to clients. Specific details about his experience, areas of expertise, education, and community involvement are not provided.

Vivian Liu is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2008. She has over 30 years of experience in financial consulting, including previous roles at TD Ameritrade from 2004 to 2008 and Charles Schwab from 1996 to 2004. Vivian holds a California Insurance License. Throughout her career, Vivian has worked with diverse clients and brings extensive experience in financial planning tailored to individual situations. She is committed to understanding the unique needs of her clients and providing professional guidance. Outside of her professional work, Vivian enjoys spending time at the beach, listening to music, playing soccer, traveling, and volunteering.

Erick Gabler is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Gabler also serves as a trustee and co-trustee for a trust based in Fullerton, California. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its services.

Thomas Aguna is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2020 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

David Fong is a financial advisor with UBS Financial Services in Rancho Cucamonga, CA, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been with UBS Financial Services since 1981. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

David Neiman is a financial advisor with LPL Financial in West Covina, CA, holding Series 63 and Series 66 designations and 31 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Joseph Caira is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Mass Mutual Financial and MML Investors Services since 2004. Outside of his advisory work, he owns and operates a baseball training facility for children. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Kristine Lee is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMC Bank NA since 2013. 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 advisory process.

Stanley Anderson is a CFP® with 43 years of industry experience, currently serving at Cetera since 2023. He has been affiliated with Cetera Wealth Services, LLC since 2013. Outside of advisory work, he sells collectible coins from his personal collection on eBay. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.