Ben Johnson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment implementation is model-driven, offering access to third-party asset managers and a variety of financial planning and consulting services.

Lindy Bell is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and 10 years of industry experience. Her prior roles include work with Net Law and Transamerica Financial Advisors, and she has been active with the National Association of Social Security Analysts and the Association of Certified College Fund Specialists for over five years. She serves as a nonprofit board member for Grace Lion Clug. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Darren Delle Donne is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at JP Morgan Securities and JPMorgan Chase Bank NA for over a decade combined, followed by roles at Fidelity Investments and California Bank and Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Hong Taing is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2005 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Mary Rilloraza is a financial advisor with Primerica Advisors in Glendora, CA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap-fee structure.

Stephen Boyle is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edelman Financial Engines in 2025, he worked at CUSO Financial Service, LP and Wescom Financial Services, LLC, each for six years, and The Capital Group for three years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Mike Lo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has previously worked at Citigroup Global Markets Inc and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and offers access to broader derivatives and commodities capabilities.

Gary Seybold is a financial advisor with LPL Financial, holding a Series 63 license and with 39 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Wamu Investments, Inc. from 2006 to 2008. Seybold also engages in non-variable life and health insurance activities. 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, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Maria Pham is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her prior employment includes Wells Fargo Clearing and Wells Fargo Bank, NA. She is also a commissioned notary public in the state of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolios, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports a large network of advisors with various investment strategies and a combination of advisory and non-advisory financial services.

David Stevens is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Investments and Wells Fargo Clearing since 2002. Outside of his advisory role, he provides in-home supportive services as a caregiver in Riverside, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory solutions, leveraging research and analytics to guide investment selection and retirement plan consulting.

Yen Chen is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. Chen has been with both Merrill and Bank of America, N.A. since 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tony Liang is a financial advisor with J.P. Morgan Securities in Alhambra, CA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Chase Investment Services, Wamu Investments, and Ameriprise. Liang has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Randy Louie is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Inc for 27 years. Outside of his advisory role, Louie coaches Muay Thai kickboxing classes several evenings per week at Mythic BJJ, a martial arts fitness gym. OSAIC serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm employs a model-based investment process with asset allocation and portfolio optimization tools, supporting discretionary strategies and third-party manager selection.

Frank Nyerges is a financial advisor at LPL Financial with 41 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Morgan Stanley and Western International Securities. His background includes roles in investment-related and insurance activities. 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 a network of over 22,800 advisors.

Yi Shen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Yi spent 15 years at Citigroup/Citibank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria.

Eric Glade is a financial advisor with Ameriprise in San Clemente, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a certified pickleball instructor and competitive player, though he has not yet provided lessons or earned prize money from tournaments. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports its financial advisors.

Junia Pan Li is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities (USA) Inc., Capital Group Private Client Services, Inc., and JP Morgan Chase. Outside of her advisory role, she is president of The Meaning of Travel, a small private venture related to travel gear and website expenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs that combine discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to clients’ risk profiles.

Tony Tat Yan Lam is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at Bank of the West, Bancwest Investment Services, U.S. Bancorp Investments, J.P. Morgan Securities, Chase Investment Services, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 a large network of advisors and advanced operational tools.

Edward Hays is a Series 66-registered financial advisor with Edward Jones, based in Covina, CA, and has three years of industry experience. Prior to joining Edward Jones, he worked at RAD Diversified REIT Inc and Wells Fargo Home Mortgage. He also manages a rental property through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Juliane Rollon is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at BMO Bank, Banner Bank, Comerica Bank, and Bank of the West. 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 financial planning and portfolio management services through a large network of investment adviser representatives.