Charles Hung is a CFP® with 21 years of industry experience, currently serving at J.P. Morgan Securities since 2021. His prior experience includes roles at Bank of America and Merrill from 2014 to 2021. Outside of his advisory work, he owns a condominium investment property in Pomona, CA. 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 select group of Wealth Advisors. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Danny De La Mora is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals. He integrates investment insights from Merrill along with banking and lending solutions from Bank of America to address clients’ evolving financial needs. Danny holds a Bachelor's Degree from Universidad del Sagrado Corazon and maintains the Personal Investment Advisor (PIA) designation. He also participates in community activities by volunteering with local organizations, reflecting his commitment to the communities he serves through Merrill.

Craig Fein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at CUSO Financial Services, Kinecta Financial & Insurance Services, LLC, and LPL Financial. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Melissa Lopez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 1999 and Wells Fargo Clearing since 2022. Outside of her advisory role, she participates as a craft vendor at the Countyline Farmers Market in Yucaipa, California, specializing in crochet crafts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Timothy Wong is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. for 15 years. In addition to his advisory role, he is the sole owner of a law corporation specializing in estate and legacy planning and serves on the board of a nonprofit organization focused on children in Japan. OSAIC serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a diverse set of investment tools and platforms, supporting both discretionary and non-discretionary account management.

James Filippi is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2014. Outside of his advisory work, he assists with a family-owned winery business in Rancho Cucamonga, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Amy Song is a Series 66 licensed financial advisor with six years of industry experience. She is currently with Wells Fargo Clearing, joining in 2025, after previous roles at HSBC Bank USA, HSBC Securities, UBS Financial Services, Merrill, Bank of America, and HMA Global. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party analytics.

Caitlin Tolan is a financial advisor with Ameriprise in San Dimas, CA, holding a Series 66 designation and six years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies. The firm’s approach includes a structured recommendation process supported by internal research and third-party data, with enrollment criteria that require a minimum level of investable assets.

Saikou Jabbi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Yuan Ze University and Boise State University, including work in corporate finance and academic positions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and oversight controls.

Hsiao Chi Wu is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partial owner of a rental property. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Roxana Solorzano is a financial advisor at Ameriprise with 24 years of industry experience. Her prior roles include positions at Urban Wealth Management, Allstate Financial Services, and LPL Financial. She serves as president of the Rotary Club of East Los Angeles and is involved in tax preparation through Legacy Wealth Partners. 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 ongoing annual advice focused on retirement income planning and tax-aware withdrawal strategies.

Chih Chieh Chang is a CFA® charterholder and holds a Series 66 designation, currently working with Charles Schwab in Arcadia, CA. He has two years of industry experience, including positions at Charles Schwab Bank and previous roles at Cox Automotive Inc. and T3 Trading Group, LLC. 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 management options supported by multi-asset model portfolios and alternative investment due diligence.

Jessica Rodriguez is a Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management Team to develop and implement comprehensive financial strategies tailored to clients' diverse financial needs. She has been with Fidelity Investments since 2020, progressing from Financial Representative to Relationship Manager before assuming her current role in 2025. Jessica holds a California Insurance License, supporting her work in financial planning and client advisement. Outside of her professional responsibilities, she enjoys activities such as comedy, concerts, family activities, hiking, outdoor adventures, and parenthood.

Ocean Ho is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Avantax Investment Services and TYWL Wealth Advisors. He is based in Claremont, CA. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Danny Chen is a financial advisor with J.P. Morgan Securities in Walnut, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and JPMorgan Chase Bank, N.A. since 2012. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jennifer Overby is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Morgan Stanley in 2023, she worked for eight years at Fidelity Brokerage Services. Outside of her advisory role, she provides contract services for technology platforms Uber Technologies, Inc. and DoorDash. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, with financial planning centered on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate financial planning agreements.

Sean Gomez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Stephanie Crean is a CFP®-certified financial advisor with 8 years of industry experience. She is currently affiliated with LPL Financial and California Financial Partners, having previously worked at American Express for 12 years. Outside of her advisory work, she is associated with 39 North, Inc., a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Chad Mortenson is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 credential and 14 years of industry experience. He previously worked at Edward Jones for 10 years before joining Raymond James in 2022. He is also CEO of Mortenson Financial Services, Inc., a financial advisory support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services, as well as specialized SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Tara Sibrian is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. She has been with Thrivent and its related entities since 2006, including her current role at Thrivent Financial for Lutherans since 2013. 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 across various topics and allows clients to integrate planning with managed-account services while maintaining separate billing and oversight.