Shawn Ecklund is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting client implementation through various advisory programs.

Michelle Morales is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on serving a diverse range of clients, including owners of family businesses, physicians, attorneys, tribal governments, endowments, and private foundations. Michelle emphasizes frequent communication with clients and often works with both spouses and adult children to understand their best interests now and in the future. She strives to help clients leave meaningful legacies by focusing on their life's most rewarding moments. Michelle has earned her Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. She holds a Bachelor's degree from the University of California System. Michelle specializes in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, and tax minimization. She also manages portfolios on a discretionary basis using a variety of investment strategies. Michelle grew up in Pasadena and resides in Yorba Linda with her children. She enjoys biking, golfing, spending time with her family, and traveling. She volunteers as a National Charity League Sustainer, participating in community service and leadership development activities.

David Covarrubias is a financial advisor at Fidelity with Series 63 and Series 66 licenses. He has one year of industry experience, having previously worked at JPMorgan Chase Bank and served in various roles with the Pasadena Police and California Highway Patrol. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods.

Manuel Vega is a financial advisor with LPL Financial in Claremont, CA, holding a Series 66 designation and three years of industry experience. He has worked at Stark Wealth Management, LPL Financial, and Western International Securities, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a variety of financial planning and investment management services, employing a range of portfolio strategies and leveraging research and operational tools.

Ira Dugang is a financial advisor with Primerica Advisors in Montclair, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to his time in financial services, he worked in healthcare roles including at Kaiser Permanente and Alhambra Hospital Medical Center. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm utilizes model-driven investment strategies supported by third-party asset managers and custodial services, operating at scale with approximately $15.5 billion in assets under management.

Christian Hernandez Jacobo is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. outside of his current position. 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 strategies supported by internal Chief Investment Office teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ted Ostrowski is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals in providing comprehensive wealth planning and investment strategies tailored to clients' financial goals and needs. He is committed to delivering a great wealth planning experience for every client. Ted has extensive experience at Fidelity Investments, having progressed through various roles since 2012. His positions include Assistant Branch Manager from 2019 to 2020, Financial Consultant from 2015 to 2019, Investment Consultant from 2013 to 2015, and Financial Representative from 2012 to 2013. He holds a California Insurance License. Outside of his professional responsibilities, Ted has personal interests that include baseball, fishing, football, golf, hiking, and parenthood.

Rita Pichardo is a financial advisor at Merrill with 8 years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America since 2007. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wesley Watanabe is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and nine years of industry experience. His background includes roles at Bank of America, Merrill, Wells Fargo, J.P. Morgan, and positions within the University of Redlands and University of California. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight controls.

Peter Falcone is a financial advisor with LPL Financial in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at INVEST Financial Corp, Transamerica Financial Advisors, and FSC Securities Corporation. He is also an insurance agent with Life Brokerage Financial Group. 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 services including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Robert Banis is a financial advisor with LPL Financial in Ontario, California, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Citizens Business Bank, First American Trust, and Fidelity. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Shao Ying Wang is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab in 2023, Wang held positions at Yulu Trading Inc, Shing Tech Electronics Co. Ltd, and Seville Classics Inc. Wang also worked at the University of the West from 2016 to 2019. Charles Schwab & Co., Inc. serves a large client base mainly consisting of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Edson Arroyo is a financial advisor with Merrill in La Verne, CA, holding Series 63 and Series 65 designations and 11 years of industry experience. His career includes roles at Bank of America, Merrill, Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo. Outside of his advisory work, he serves as a consultant and independent contractor managing the accounting and bookkeeping functions for a small landscape design company. 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, and institutional investors.

Joseph Berg is a financial advisor with Edward Jones in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Independent Financial Group, LLC, Capstone Consulting Group, and operating Berg Tax Service for five years. He has also worked in education with the Apple Valley Unified School District since 2018. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary options, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Carlos Rojas Jr. is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hank Yu is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Charles Schwab since 1999 and with Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves 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 and discretionary investment management, utilizing multi-asset model portfolios and research-driven alternative investment options within an integrated operational structure.

Brent Thomas is a financial advisor with Raymond James Financial in Claremont, CA, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Raymond James Financial since 2009 and also owns Thomas Investment Group, which operates a rental real estate business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary investment consulting and supports municipal and public finance work through its unique affiliations.

Thomas Kirkpatrick is a financial advisor at Thrivent Investment Management in Ontario, CA, holding Series 63 and Series 66 credentials with 42 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 planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Damian Brown is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Riverside, California. He has been with Merrill Lynch since 1999, serving individuals, families, retirees, and business owners. Damian is a member of Brown & Associates and focuses on investment planning, portfolio construction, and customization. Damian holds a bachelor's degree from the California State University system and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a Senior Portfolio Advisor, he provides comprehensive wealth management strategies that integrate investment management, retirement planning, risk management, and wealth transfer strategies. His approach centers on understanding clients' priorities and developing personalized plans tailored to their goals. Outside of work, Damian resides in Rancho Cucamonga, California with his wife Kerri Ann and their daughter Claire. His personal interests include biking, boating, cooking, gardening, music, spending time with family, traveling, and watching movies.

Alexander Kosan is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior experience includes roles at Deloitte, CliftonLarsonAllen, Morgan Stanley, and a four-year period at the University of California - Santa Cruz. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.