Tamara Fischer Larson is a financial advisor at Morgan Stanley in Brea, CA, holding Series 63 and Series 66 registrations with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and manages a rental property in Lake Havasu City, Arizona. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Cynthia Wong is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. She began her career in 1991 with the Los Angeles County Treasurer and Tax Collector's Cash Management Division and joined Merrill in 1993. Cynthia specializes in capital markets, risk-managed investing, long-term wealth planning, and serves a diverse clientele including individuals, families, executives, professionals, business owners, and first responders nearing or in retirement. Her work focuses on helping clients preserve and grow wealth, plan for retirement, fund education for children and grandchildren, navigate life transitions, and prepare for tax-efficient legacy planning. Cynthia holds a bachelor's degree in finance from California State University, Los Angeles, and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Plans Specialist™ (CRPS™) designations. She also maintains FINRA Series 7, 63, and 65 registrations and holds California insurance licenses for life, health, long-term care, and variable contracts. Cynthia contributes to the professional community through her involvement with the CERTIFIED FINANCIAL PLANNER® Scholarship Review Panel and membership in professional organizations such as the Certified Financial Planner Board of Standards Inc. Her approach centers on understanding clients' life priorities and creating personalized financial plans aligned with their goals and aspirations.

Esha Chandra is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at BrightHouse Financial Insurance Company, MSC Wealth Management, and Nordstrom. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, AI-driven research methods, and its advisory role to multiple registered investment companies.

William Bryan is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2013. Bryan also serves as an educational speaker at California State University, Fullerton. 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 investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, using both discretionary and non-discretionary management supported by research and model portfolios.

Brian Fortman is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity for over 19 years and has a total of 24 years of experience in the financial services industry. In his role, he supports clients in wealth planning, including investment strategies, retirement planning, and income planning. Prior to his current role, Brian held several positions within Fidelity, including Investment Representative and Financial Representative. His experience also includes roles at City National Bank, US Bank, Bank of America, and UBS, where he gained expertise in financial advisory and banking services. He holds a California Insurance License. Outside of his professional career, Brian enjoys spending time at the beach, attending concerts, cooking and baking, participating in family activities, parenthood, and skiing.

Vivian Monahan is a financial advisor with LPL Financial who holds a Series 66 designation and has five years of industry experience. Her prior experience includes roles at FSC Securities Corporation and The Advisory Group. She is also a notary and acts in a fiduciary capacity through a living trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various management approaches.

Mark Mooney is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with investment guidance from its Global Investment Committee.

Maria Ang Laigo is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2010. 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. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.

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.

Sarah Seo is a financial advisor at Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses. She has been with Morgan Stanley since 2025 and has prior work experience in various roles including at In Home Supportive Services and Acuity Eye Group. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, and it offers comprehensive investment and advisory solutions across multiple asset classes.

Brian Stringer is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 credential and eight years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at UBS Financial Services from 2017 to 2022 and was affiliated with Chapman University from 2015 to 2018. Outside of his advisory work, he collects and sells baseball cards. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Jahule Valuvi is a financial advisor with J.P. Morgan Securities in Claremont, CA, holding Series 63 and Series 66 licenses with 13 years of industry experience. Prior to joining JPMorgan Chase Bank, N.A. in 2014, he was involved with Jenlu, LLC, operating the Etsy shop Ladybug And Duke from 2017 to 2018. 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 non-discretionary advisory approach.

Glenn Wiessner is a financial advisor with Morgan Stanley in Brea, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, including 12 years at UBS Financial Services before joining Morgan Stanley in 2016. Outside of his advisory role, he is a limited partner in an agricultural partnership inherited from a family member but does not have management involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and firm-approved methodologies.

Gordon Chow is a CFP® with 27 years of industry experience, currently serving at Cetera. His career includes over two decades at Avantax Advisory Services and related entities, and he has operated his own CPA practice since 1986. Outside of advising, he holds a role as Treasurer/Comptroller at First Chinese Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated managers.

Hung Au is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Kai Yuan Hu is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His background includes roles at The Prudential Insurance Company of America, Ameriprise Financial Services, and JP Morgan Securities, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and alternative investment options.

Pengxin Fang is a financial advisor with Merrill in West Covina, CA, holding a Series 66 designation and four years of industry experience. He has been with Merrill since 2022 and has a concurrent work history with Bank of America, N.A. dating back to 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Erika Sahagun is a financial advisor at Charles Schwab with a Series 66 designation and several years of experience in the banking and financial services industry. Her prior work includes roles at California Bank & Trust, First Republic Bank, Farmers and Merchants Bank, First Citizens Bank, and Chase Bank. Charles Schwab & Co., Inc. serves a large client base primarily made up of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and operates a large-scale integrated platform offering advisory, brokerage, custody, and cash-sweep services.

Rodzl De Los Reyes is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2016. He is also an officer, director, and owner of Rexxons Holdings, Inc., a real estate property management company where he manages financial accounting and strategic financial decisions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John Mishima is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2015. 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. The firm focuses on delivering non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.