Diep Le is a CFP® credentialed financial advisor with 20 years of industry experience, currently with Morgan Stanley in Riverside, CA. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he was with National Planning Corporation from 2015 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct client relationships and corporate financial planning agreements.

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.

Jamil Dada is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2008. In addition to his advisory role, he serves as Vice President of Investment Services at Provident Bank, where he also acts as an officer and program manager for the bank’s investment services. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Raul Aballi is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since May 1987. As a qualified Portfolio Manager, Raul provides tailored financial and investment strategies, managing personalized or defined discretionary portfolios that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. He focuses on offering advice and guidance grounded in his clients' goals and priorities, helping track progress and adjust strategies over time. Raul's expertise encompasses wealth accumulation, portfolio development, liability management, asset preservation, and wealth transfer through customized wealth management approaches. His client focus areas include managing new wealth, personal retirement planning, portfolio management services, and working with women and wealth. Raul holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University System. He is fluent in English and Spanish. Committed to community involvement, Raul volunteers with organizations such as the Mission Inn Foundation, Riverside Art Museum, and Riverside Community College District Foundation. Outside of work, he enjoys golfing, hiking, tennis, traveling, and spending time with his family. Raul is married to his wife, Jamie, and has four grown children. He grew up in Riverside, California.

Joshua Felsenfeld is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2001, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund advisory roles, and produces model portfolios using systematic methodologies.

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.

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.

Jonathan Guillen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab and Wells Fargo. Outside of his advisory role, he serves as a partner at Audie Murphy Oasis, managing pool rentals, and is an assistant scoutmaster with the Boy Scouts of America. Jonathan is also a Petty Officer Second Class in the U.S. Navy Reserve. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a structured advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their process incorporates both quantitative and qualitative research with an ESG eligibility framework and offers broader derivatives and commodities 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.

John Schirner is a financial advisor with Edward Jones in Riverside, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he has served as president of the Hispanic Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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.

Brian Jackson is a financial advisor with Ameriprise in Riverside, CA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing Riverwalk Executive Suites, Inc., an office leasing business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide non-discretionary recommendations. The firm serves a large client base with advisory, brokerage, and insurance solutions through affiliated companies.

Victor Karidakes is a financial advisor with Morgan Stanley in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He joined Morgan Stanley in 2020, having previously worked at UBS Financial Services for 11 years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

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.

Samantha Zermeno is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of her advisory role, she is also an associate advisor at Mission Partnership Group LLC. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports.

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.

James Kosan is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2024. His prior experience includes roles at Morgan Stanley Private Bank and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocation.

Brooke Zasadny is a financial advisor with LPL Financial and holds a Series 66 designation. She has experience at Edward Jones from 2021 to 2023 and has been with LPL Financial and Verdugo Wealth Management since 2023. Prior to her financial career, she spent five years in full-time education and was involved with the ACT Volleyball Club for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Benjamin Guizlo is a financial advisor with LPL Financial in Riverside, CA, holding Series 63 and Series 66 registrations and 17 years of industry experience. His prior experience includes roles at Enduring Business Management, Grace Community Church, Pick Group, Waddell & Reed, and Logos Wealth Advisors. He also maintains a role managing sound and video equipment for Grace Community Church. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and technology.