Carlos Fuentes is a Series 66-licensed financial advisor with LPL Financial in Claremont, CA, bringing 25 years of industry experience. He has been with LPL Financial since 2007, following six years at Waddell & Reed. Outside of his advisory role, Fuentes assists with trade show designs for his wife's wholesale and retail business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, and institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Richard Chun is a financial advisor with J.P. Morgan Securities based in Temple City, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Chase Investment Services Corp. and Edward Jones. Chun is also the General Partner, President, and CEO of Rtec Group Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG considerations.

Jennifer Jackson is a financial advisor with Ameriprise who holds a Series 66 designation and has two years of industry experience. She previously worked at Edward Jones and has a background that includes roles in public administration and academic departments related to economics and business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Selena Chen is a financial advisor at Charles Schwab based in Arcadia, CA, holding a Series 66 designation. She has one year of industry experience, with prior roles at Citibank and eXp Realty. Charles Schwab serves a large client base, 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 offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by a multi-asset allocation investment approach and centralized operational infrastructure.

Shane Kim is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 and Series 63 designations and has worked exclusively within the J.P. Morgan organization since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach includes non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Andrew Lee is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2015. Outside of his advisory role, he is involved in a small-scale ecommerce business focused on buying items in bulk and reselling them individually. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Armando Armenta Sr. is a Series 66-licensed financial advisor with Edward Jones in Claremont, CA, where he has worked for 12 years. His entire industry experience has been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services and investment strategies through a nationwide network of advisors and branch offices.

Hai En Sun is a Certified Financial Planner® at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at iStarUSA from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Osvaldo Sicairos is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023, with prior experience at Wells Fargo Clearing, Wells Fargo Bank, US Bank, and Sherwin-Williams. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from a broad investable universe.

Jeffrey Carrion is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2022, following a year at Bank of the West and over a decade at Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kevin Chen is a financial advisor with J.P. Morgan Securities in Chino Hills, CA, holding Series 63 and Series 66 designations and 11 years of industry experience. His work history includes roles at Veltek Inc and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved with Veltek Inc, a manufacturing business specializing in power transformer parts, where he manages order placement and shipping. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

John Koh is a CFP® professional with 24 years of industry experience. He is currently affiliated with J.P. Morgan Securities and has previously worked at BMO Bank N.A., LPL Financial, BancWest Investment Services, BANK OF THE WEST, and Gold Coast Securities, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, incorporating ESG eligibility frameworks and derivative capabilities.

Narvee Intarachote is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2015 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zeina Maalouf is a financial advisor at Cetera with six years of industry experience. She holds a Series 65 credential and has previously worked at Avantax Insurance Agency LLC and Avantax Advisory Services. In addition to her advisory role, Maalouf operates a CPA practice providing tax preparation and accounting services to individuals and small businesses and is active as a residential real estate agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large nationwide network of over 10,000 advisors.

William Bryan is a financial advisor with LPL Financial in Rancho Cucamonga, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2013, he worked at Edward Jones from 2011 to 2013. He also serves as an educational speaker at Cal State University of Fullerton. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a wide range of financial planning and portfolio management options supported by research and technology tools.

Vivian Monahan is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at FSC Securities Corporation and The Advisory Group. Monahan is also a notary and acts in a fiduciary capacity through the William & Vivian Monahan Living Trust. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Jahule Valuvi is a financial advisor with J.P. Morgan Securities in Claremont, CA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously operated Jenlu, LLC, a business associated with Ladybug And Duke on Etsy.com, from 2017 to 2018. He has been with JPMorgan Chase Bank, N.A., since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process is supported by centralized due diligence and incorporates both quantitative and qualitative research methods.

Denise Wang is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities, New York Life Insurance Company, and K1 Packaging Group. Outside of financial services, she provides bridal hair styling and beauty services through her work with Kohnur Luxurious Bridal Beauty and Chiali Meng Artistry. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities.

Gordon Chow is a CFP® with 28 years of industry experience, currently affiliated with Cetera. He has held previous roles at Avantax Advisory Services and Avantax Investment Services, and he serves as Co-Trustee of the Gilbert Younger Trust. Outside of his advisory work, he acts as Treasurer and Comptroller for First Chinese Baptist Church and operates his own CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients with a range of portfolio management and financial planning services. The firm offers a multi-manager platform that allows advisors to implement various model portfolios, third-party managers, or bespoke strategies, supporting both discretionary and non-discretionary accounts.

Hung Au is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a longer tenure with Jpmorgan Chase Bank, N.A. dating back to 1996. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, and incorporates an ESG eligibility framework, with implementation and certain portfolio services delivered by affiliated entities.