David Cherbak is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, having worked at Wells Fargo Bank NA since 2004. Outside of his advisory role, he serves as a trustee for a family-related investment entity. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to support diversified investment strategies across a broad range of products and services.

Robert Amatore is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Cetera and Cetera Financial Specialists LLC since 2007 and previously spent three years at Quantum Sales LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options across diverse account structures.

Eduardo Silva is a financial advisor with LPL Financial in Claremont, CA, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2017, following two years at National Planning Corporation. 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, with advice delivered primarily through investment adviser representatives.

Robert Linzay is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2015. Outside of his advisory role, he coordinates and facilitates financial education programs at his local church. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Rick Yzaguirre is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked for over 25 years. Prior to joining Merrill Lynch, he began his career at Smith Barney in La Jolla, California. He is a partner with Yzaguirre, Block, Schnabel & Associates, a team of professionals that collaborates with internal corporate partners at Merrill and Bank of America to provide clients with comprehensive wealth management services. His areas of expertise include executive compensation, personal retirement planning, philanthropic planning, tax minimization, and retirement income strategies. Rick holds the Personal Investment Advisor (PIA) designation and has a high school diploma from San Bernardino High School. He also attended the University of California system but did not receive a degree. Rick follows a philosophy of working closely with clients to develop personalized financial strategies to pursue their long-term goals. Outside of work, he volunteers with community organizations and enjoys cooking, hiking, and spending time with his family.

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.

Manuel Chinchay is a CFP®-credentialed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at FSC Securities and The Advisory Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options, supported by research and technology tools, and manages over $819 billion in discretionary assets through a network of more than 22,800 advisors.

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.

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.

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.

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.

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.

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.

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.

Gerard Brass is a financial advisor with Primerica Advisors in Upland, CA, holding Series 65 and Series 63 licenses and 10 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2016 and has been involved with Translations Galore LLC since 2011. Outside of his advisory role, he is a sales associate with Central Lending in Fontana, CA. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors—including non-HNW and high-net-worth clients—as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated managers and supports trade execution and custody through established providers, operating at scale with over 3,600 advisors and approximately $15.5 billion in assets under management.