Daniel Cabral is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he worked in various roles across different industries, including positions at JP Morgan Chase Bank and Live Nation Worldwide Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its role as a commodity pool operator and its use of AI-driven methods in portfolio management.

Chelse Vande Bossche is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she worked for twelve years at Dr. Martin Luther King Jr. Middle School in the SBCUSD. 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 portfolio programs, and institutional platforms.

Sichen Li is a financial advisor with Edward Jones in Chino Hills, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Edward Jones in 2025, Li worked at Transglobal Advisory, Globalink Securities, and Transglobal Insurance Agency, focusing on life insurance and annuities through Overflow Financial Management, where he served as CEO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branches. 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.

Gor Antashyan is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Chris Alvarado is a financial advisor with Edward Jones in Corona, CA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at US Bancorp and has been involved with Dale Carnegie Training as a certified trainer since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

George Haro is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with Merrill clients to understand their current financial situations and to introduce solutions available through Merrill and Bank of America. His approach involves helping clients identify what matters to them and their families in order to create strategies that pursue their financial goals. He aims to empower clients with the knowledge and tools necessary to take control of their financial lives. George's client focus areas include college education planning, family wealth management strategies, personal retirement planning, small business strategies, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and as a Personal Investment Advisor (PIA). He obtained his high school diploma from Jefferson High School. Beyond his professional responsibilities, George commits time to coaching his children and engaging in volunteer work within his community. He is involved with organizations such as Claremont Fastpitch, Kiwanis International, and Habitat For Humanity. His personal interests include basketball, softball, spending time with his family, watching movies, and woodworking.

Eric Barrett is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed Inc. and various insurance carriers associated with W&R Insurance Agencies. Barrett’s outside activities include writing and servicing non-variable insurance business. 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, utilizing model portfolios, third-party managers, and customized strategies supported by advanced operational tools.

James Sheridan is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2009 and previously worked at Morgan Stanley for over a decade. He holds the Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management to offer tailored investment solutions.

Jeffrey Steel is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets Inc. since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using structured planning tools and modeling techniques, while generally acting in an advisory capacity rather than providing individual security recommendations.

Christine Brand is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Cetera and its related entities since 2025. In addition to her advisory roles, Brand owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers and diverse program structures.

Robert Bell is a financial advisor with Thrivent Investment Management in Ontario, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 financial planning focused on topics such as retirement, tax, estate, and special needs planning, delivered separately from portfolio management services.

Jose Del Carmen is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America since 2014 and has been with Merrill since 2013. Outside of finance, he has experience in the hospitality industry, having worked at Heroes Bar and Grill from 2014 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kimberly Neal is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise since 2005 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is employed by Mission Partnership Group LLC. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Austin Schmidt is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Austin was born and raised in Riverside, California. He earned a Bachelor's Degree in Business Administration with a concentration in Finance from California State University, San Bernardino. Before joining Merrill Lynch, Austin was actively involved in the music industry as a lead guitarist in a touring band that performed at large venues, including the Vans Warped Tour. He decided to pursue a career as a financial advisor, following in his father's footsteps, and subsequently formed a father/son team at Merrill Lynch. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Austin enjoys playing guitar, attending concerts, watching sports such as baseball, basketball, football, and ice hockey, camping, singing, spending time with his family, and watching movies.

Jean Baptiste Afflack is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant from 2022 to 2025 and as an Investment Solution Representative from 2021 to 2022 at Fidelity Investments. He also has experience as a Financial Advisor at Brancov Financial Services from 2020 to 2021 and was a Registered Representative at AXA Advisors from 2017 to 2018. In his professional practice, Jean focuses on building and retaining client relationships by collaborating with clients and their families. He partners with them to create financial plans that align with their goals, utilizing various resources to assist with the construction and execution of these plans. Jean holds a California Insurance License.

Steven Beck is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He has worked at LPL Financial since 2019 and has prior experience with Waddell & Reed Inc and various insurance agencies. In addition to his advisory work, he is involved in tax preparation and accounting services through LB Tax Prep. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology tools.

Suzanne Hart is a financial advisor with LPL Financial in Ontario, California, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She previously worked at Wells Fargo Bank and Wells Fargo Clearing before joining LPL Financial and Citizens Business Bank, where she has also maintained a notary public role since 2009. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services and supports its advisors with advanced research and operational tools.

Allison Luong is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been associated with Cetera Wealth Services since 2013 and joined Cetera in 2023. In addition to her advisory role, she works as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and account types.

Peter Han is a financial advisor with Cetera holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at First Allied Advisory Services and Centaurus Financial, among others. Outside of his advisory work, Han is involved as an owner in businesses focused on saw milling and agricultural products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Beverlee Chenault is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She worked at Citigroup Global Markets from 1998 to 2009 before joining Morgan Stanley Smith Barney, where she has been since 2009. Outside of her advisory role, she is an independent distributor of non-investment products and serves as a notary and loan document agent. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory process.