Gerald Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 45 years of industry experience. His prior firms include UBS Financial Services, Crowell, Weedon & Co., and D.A. Davidson & Co., with tenure at LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by advanced operational tools and a broad suite of financial products.

Tayra Martinez is a Financial Advisor at Merrill Lynch Wealth Management with over nine years of experience in the finance industry. She is part of a team that collectively brings over 100 years of financial expertise. Prior to her current role, Tayra was a small business owner, a background that provides her with insights into the financial challenges faced by individuals and families. She focuses on areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Tayra holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned a High School Diploma from Rancho Santa Rosa High School and completed an Accredited Certificate Program at the College for Financial Planning. Fluent in both Spanish and English, she is involved in professional organizations such as the Hispanic/Latino Organization for Leadership and Advancement and the Inland Empire Economic Partnership Regional Leadership Academy. In her personal life, Tayra is a mother of two and is married. She has interests that include baseball, cooking, dancing, golfing, interior decorating, music, pickleball, spending time with her family, and traveling.

Jeff Gonzales is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds a Series 66 designation and has worked at various affiliates of Edelman Financial Engines since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary advice.

Sally Eskander is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2006. Outside of her advisory role, she is involved in a car detailing business in Rancho Cucamonga, California. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Michael Salazar is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2010. Outside of his advisory role, he serves on the Board of Adjustments for Secaucus, New Jersey, where he reviews and votes on variances related to the town’s aesthetics. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Shannon Sapp is a financial advisor at Charles Schwab with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab and Charles Schwab Bank since 1995 and 2005, respectively. Charles Schwab & Co., Inc. 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 relationships and access to discretionary separately managed accounts, delivering investment guidance using multi-asset model portfolios and due diligence on alternative investments.

Carolyn Wyatt is a financial advisor with LPL Financial, holding a Series 66 license and bringing 26 years of industry experience. Her career includes roles at Western International Securities, M Stevens Wealth Advisors, and Crowell, Weedon & Co. She is involved with Arrowhead Wealth Advisors, an entity related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and other institutions, offering a range of financial planning and asset management services through a large network of investment adviser representatives.

Fanor Bohorquez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan entities since 2018 and previously spent three years at Merrill and Bank of America. Outside of his advisory role, he manages rental properties. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive services.

Yan Ye is a Series 66-licensed financial advisor with 17 years of industry experience. Yan has worked at UBS Financial Services Inc for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Paulina Becerra Gonzalez is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Her prior work includes roles at Newnewfoods and Manuel Alarcon Trucking, as well as positions at UC San Diego. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Johnatan Kokos is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Gabriela Molina is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has been with Primerica since 2005. Molina also engages in part-time sales of home security, automation products, and loan products through affiliated companies of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately $15.5 billion in assets under management. The firm utilizes model-driven investment strategies supported by third-party asset managers and offers a range of discretionary separately managed account options.

Michelle Rickard is a Series 66-licensed advisor at Merrill with three years of industry experience. She has been with Merrill since 1998. 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 strategies developed by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Williams is a financial advisor with LPL Financial based in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera and First Allied Advisory Services, among other firms. He is also involved in tax preparation and accounting through GYL LLP and owns World's Best Pizza Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, and institutional platforms, delivered through a large network of investment adviser representatives.

Sara Uribe is a financial advisor with Ameriprise in Glendora, CA, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-planning advice focused on income sources and tax-aware withdrawal strategies.

Jon Hong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include extensive tenure at Scottrade and more recent positions at TD Ameritrade before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Joshua Tobias is a financial advisor with Edward Jones in Fontana, CA, holding the ChFC® designation and Series 66 license, with seven years of industry experience. His prior work includes roles at KForce, Bankers Life and Casualty, Anheuser Busch InBev, and the Edward Jones Family YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Cross is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and with Primerica Financial Services since 1987. Outside of advisory work, he is involved in sales of home security and automation products as well as loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on a tiered wrap fee structure.

Kenyon Humphrey is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017, following a 15-year tenure at Washington Mutual Bank, F.A./Chase. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dingjian Li is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2004 and previously spent five years at Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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 advanced operational tools and a broad scope of financial activities.