Kiersten Oliva is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and eight years of industry experience. She has been with J.P. Morgan Securities since 2018 and concurrently with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Mark Tolan is a financial advisor with Ameriprise in Murrieta, California, holding a Series 63 license and bringing 48 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Tolan serves as secretary on the Holy Name of Mary Parish Finance Committee and coaches youth basketball for the City of La Verne. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Roush is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 credential and has previously worked at Lincoln Financial Advisors, J.P. Morgan Securities, Merrill, and Bank of America. Outside of financial services, he has worked in retail roles at Bass Pro Shops and in embroidery at Hancocks Embroidery. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party manager programs.

Josie Chuang is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various entities within JPMorgan Chase since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Shaquawn Schasa is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. He has worked previously at firms including Pruco Securities LLC, The Prudential Insurance Company of America, and Securian Financial Services Inc. Schasa serves as board chair for the Los Angeles Community Development Foundation and volunteers with the Rich Heritage Foundation, which supports HBCU athletes through basketball conferences. Cetera Investment Advisers LLC is a large SEC-registered advisory platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Lulu Lo is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities since 2019 and previously spent seven years with KinFine USA, Inc. and time at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Steven Reyna is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is involved in selling whole life insurance and fixed annuities for pension plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alejandro Gonzalez is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, emphasizing model asset allocations supported by centralized due diligence.

Vi Chan is a CFA® charterholder and Series 66 licensee with seven years of industry experience. She is currently an advisor with LPL Financial, having previously worked at Edward Jones and Pacific Global Investment Management Company. Outside of advisory work, she owns a rental property in Las Vegas managed by a property manager. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brett Sanner is a financial advisor with Raymond James Financial in Upland, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Raymond James since 2001 and operates his own firms, Sanner Capital Management and Sanner Financial Services. Outside of advising, he is involved in insurance planning, including indexed annuities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA employer consulting.

Kristin Charlebois is a financial advisor with Osaic, holding a Series 66 designation and three years of industry experience. She has worked with Royal Alliance Associates, Inc. since 2023 and has been involved with Pension Portfolios at Royal Alliance Associates since 2004. Outside of her advisory work, Charlebois provides notary public services as a courtesy to clients. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services featuring model-based asset allocation and portfolio optimization, with options for discretionary management and third-party money managers.

Thanh Nguyen is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this role, Thanh has accumulated experience as a Private Client Advisor at JP Morgan from 2019 to 2021, a Financial Planner at Prudential in 2019, and a Financial Advisor at Wilson Financial Advisors from 2016 to 2019. Thanh holds a California Insurance License. Thanh focuses on building long-term relationships with clients to understand their unique financial goals and needs. Thanh's approach includes providing a holistic view of wealth planning, encompassing financial planning, investment strategies, and tax-efficient investing, often aiming to support clients across multiple generations. Outside of professional commitments, Thanh enjoys badminton, gardening, hiking, and soccer.

Kevin Tolan is a financial advisor with Ameriprise in La Verne, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is the owner of Trinity Family Ventures, Inc., a business unrelated to investment activities. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement, with a focus on clients who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Melissa Robman is a CFP® and holds a Series 66 license with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Sisi Wu is a financial advisor with Cetera who holds a Series 66 designation and has nine years of industry experience. Her prior work includes roles at JP Morgan Chase Bank, HSBC Securities USA, Axa Advisors, and Bank of America. Outside of her advisory work, she is the sole owner of 810 Jarrow LLC, a rental property business. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing more than $256 billion in assets.

Muhammad Khan is a financial advisor at Fidelity with 12 years of industry experience. He has held roles at Fidelity Investments since 2023 and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA from 2011 to 2023. He holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Darice Tsai is a Series 66-licensed financial advisor with Edward Jones in Glendora, CA, where she has worked for 10 years and has 11 years of industry experience in total. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Cao is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he owns and operates an e-commerce business reselling clothing, tickets, and cards. 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 and qualitative research supported by a centralized manager solutions team.

Curtis Viggers is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior roles include positions at TruStage and J Alden Associates, Inc. He is also involved in selling non-variable insurance products such as whole life and fixed index universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Edward Yoon is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 30 years of industry experience. His prior work includes long-term roles at First Allied Securities and Advisory Services before joining Cetera. Yoon is also active in financial education, serving as an instructor at Harvest Financial for several years. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and maintains over $256 billion in assets under management across more than 10,000 advisors.