Philip Fried is a financial advisor with LPL Enterprise holding Series 65 and Series 63 designations and 39 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and at Pruco Securities, LLC from 1987 to 2024 before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm’s investment approach is typically model-driven, incorporating portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, insurance products, and affiliated trust and lending services.

Caralynn Stein is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2004. Outside of finance, she is a co-owner of a paintball supply store. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

Luis Barker is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Primerica Financial Services since 2003 and has additional roles at PFS Investments Inc. and Shamrock Foods. Barker also engages in sales of investment-related products and receives compensation for referring home security, automation, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Julia Kaminski is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Osaic in 2023, she worked at Royal Alliance Associates Inc from 2002 to 2023. Outside of her advisory role, Kaminski owns Dewey, McDonald & Carrillo, Inc., a firm that provides tax preparation and consulting services related to tax, estate planning, and business advisory, and she also owns a sole proprietorship selling annuities and term life insurance. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services utilizing various proprietary tools and third-party platforms to construct and manage customized investment portfolios.

Barrett Jackson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and is a Certified Financial Planner (CFP®) professional, as well as holding designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Barrett partners with the NCD Group at Merrill Lynch, focusing on delivering customized wealth planning solutions tailored to clients' risk tolerances, time horizons, liquidity needs, overall investment goals, and associated costs. Barrett graduated from the California State University system with a Bachelor's degree, majoring in Business-Finance and minoring in Economics. His client focus areas include divorce transition planning, employee benefits planning, family wealth management strategies, individual and corporate investment strategy, and retirement income. He is affiliated with the professional organization Western Hills Country Club and is involved in the community through groups such as the 26.2 Club. Outside of his professional work, Barrett enjoys participating in activities such as baseball, basketball, fishing, golfing, running marathons, skiing, wood working, and spending time with his family. He resides in La Habra with his wife, Darlene, and their two daughters. They engage in volunteering and community service through churches and various running organizations.

Paul Hoang is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. since 2015. 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 while clients retain final decision authority.

Peter Attalla is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked within various divisions of JPMorgan Chase since 2016, including his current role at J.P. Morgan Securities starting in 2022. 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 capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Cau Min Li is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Cynthia Bollinger is a CFP® with 22 years of experience, currently serving as a financial advisor at Edward Jones since 2004. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she teaches weekend yoga and meditation classes for the City of Walnut Recreation Department. Edward Jones is a wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Leann Parnell is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning services supported by firm-approved tools and modeling techniques.

Danny Zelaya is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, LPL Financial, Orange County's Credit Union, and Merrill Lynch/BofA. Outside of his advisory role, Zelaya serves as a chaplain in the California Army National Guard and is the author of the book *Managing Your Habits for Success*. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bruno Esquivel Paz is a financial advisor at Edward Jones based in Arcadia, CA. He holds a Series 66 designation and has 14 years of industry experience, all of which have been at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Yun Bai is a financial advisor at Cetera with seven years of industry experience. Bai holds Series 63 and Series 66 licenses and has worked previously at institutions including Citigroup, UBS Financial Services, Wells Fargo, HSBC, J.P. Morgan, and Bank of America. Bai is based in City of Industry, California. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party strategies.

Carlos Fuentes is a Series 66-licensed financial advisor with LPL Financial in Claremont, CA, bringing 25 years of industry experience. He has been with LPL Financial since 2007, following six years at Waddell & Reed. Outside of his advisory role, Fuentes assists with trade show designs for his wife's wholesale and retail business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, and institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Pengnian Chu is a CFP® professional with 21 years of industry experience, currently serving at LPL Financial since 2021. Prior to joining LPL, he spent 16 years with Waddell & Reed Inc and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, model portfolios, third-party asset management, and institutional platforms.

Kristi Bae is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009. 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 delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Hannah Etherson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2019 and previously worked for eight years at Train Insane Gym. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Redjaian is a financial advisor with Fidelity Investments and holds a Series 66 designation. He has one year of industry experience and has been with Fidelity since 2023. Prior to his advisory role, his background includes work in the fitness industry, university employment, and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing investments across mutual funds, ETFs, and ETPs.

Jennifer Jackson is a financial advisor with Ameriprise who holds a Series 66 designation and has two years of industry experience. She previously worked at Edward Jones and has a background that includes roles in public administration and academic departments related to economics and business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Selena Chen is a financial advisor at Charles Schwab based in Arcadia, CA, holding a Series 66 designation. She has one year of industry experience, with prior roles at Citibank and eXp Realty. Charles Schwab 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 recommendations and access to discretionary separately managed accounts, supported by a multi-asset allocation investment approach and centralized operational infrastructure.