Angie Feng is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management Group, based in the Orange County Inland Empire Market, Ontario office. She provides holistic wealth management strategies tailored to high net worth clients, focusing on their individual needs and goals. Angie has built extensive client relationships over her 16-year career serving offshore and onshore high net worth individuals, business owners, executives, and families. Her areas of expertise include family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Angie also advises clients on banking, credit, and custom lending through Bank of America, retirement and investment advisory strategies, estate and wealth transfer planning, and business succession planning. She employs a team-based approach to develop and implement comprehensive wealth plans. Angie holds a Bachelor of Science degree from California State University, Fullerton, with an emphasis in Finance and International Business. She maintains her Series 7 and 66 FINRA registrations, life insurance license, and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Fluent in Mandarin and Cantonese, Angie enjoys cooking, golfing, reading, and spending time with her family in her free time.

Andrew Anderson is a financial advisor at Edward Jones in Corona, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Sunland RV Resorts and was involved with the Hemet San Jacinto Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Ruben Gomez Jr. is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, CUNA Brokerage Services, Inc., and SchoolsFirst Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm participates in commodity pool operations and serves as an adviser to multiple registered investment companies and fund-of-funds.

Samantha Madden is a financial advisor with Ameriprise in Riverside, CA. She holds a Series 66 designation and has been with Ameriprise since 2023. Prior to her current role, she worked in education and related fields, including positions at Real Journey Academies and the University of Redlands. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Thoeurn Indy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Cuso Financial Services, U.S. Bancorp Investments, Wells Fargo Clearing, Wells Fargo Investments, Wamu Investments, and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Lopez is a Financial Consultant at Fidelity Investments, where he has been working since 2020. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is licensed to provide insurance services in California. Steven's professional experience spans several roles in the financial industry, including Senior Financial Consultant and Client Service Specialist at TD Ameritrade from 2013 to 2020, Risk Manager and Client Service Representative at BA Investment Services in the late 1990s, as well as earlier positions at Robertson Stephens & Company and Charles Schwab & Co. His expertise encompasses financial consulting and client service. Outside of his professional work, Steven's personal interests include art, biking, hiking, museums, music, and reading.

Tina Dobrinen is a financial advisor with Ameriprise in Yucaipa, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers recommendations through a centralized consulting team.

Nader Hosseinzadeh is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to develop wealth planning strategies tailored to their unique financial situations, leveraging Fidelity's investment platform and trusted brand. Nader brings extensive experience in financial consulting, having held roles such as Financial Consultant at Fidelity Investments from 2020 to 2025, Licensed Premier Banker at Wells Fargo Clearing Services, LLC in 2020, Financial Advisor at U.S. Bancorp Investments, Inc. from 2018 to 2020, Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2016 to 2018, and Licensed Private Banker at UnionBanc Investment Services from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Nader enjoys family activities, golf, music, and soccer.

Jonathan Oconnell is a financial advisor with Morgan Stanley, holding a Series 66 credential and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, following an 11-year tenure at UBS Financial Services. Outside of his advisory role, he is an officer of Similar Pants, Inc., a retail and online store based in Rubidoux, California. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include planning but generally do not provide individual security recommendations.

Aaron Bitran is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at LPL Financial since 2025 and concurrently with CUSO Financial Services and Arrowhead Credit Union for over a decade. 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 portfolios, and institutional platforms, supported by technology and oversight of over $819 billion in discretionary assets.

Christopher Foster is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he works with clients and their families to help realize their financial goals, including comfortable retirement planning and navigating liquidity events. He has been with Merrill since 2015 and serves as a primary point of contact for both clients and advisors seeking timely information on account questions and services. Christopher leverages investment insights from Merrill Lynch Wealth Management alongside banking services from Bank of America to assist high-net-worth clients in managing their wealth. His expertise encompasses services for defined benefit plans, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He collaborates closely with clients' attorneys, accountants, and other advisors to provide comprehensive financial advice that aligns with their overall goals. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned a bachelor's degree from the California State University system. He is involved in community activities such as the Rotary Club of Chino Valley and volunteers with organizations including the Salvation Army in Riverside/Moreno Valley. He resides in Chino Hills, California with his wife Daphne and enjoys golfing, hiking, spending time with family, and traveling.

Glenn Unser is a financial advisor with Osaic possessing Series 63 and Series 66 licenses and 19 years of industry experience. He has previously worked at Sagepoint Financial, Inc. for 14 years and has maintained an affiliation with Independent Capital Management for 19 years. Outside of advisory work, he serves as a security guard at concerts and sporting events on weekends. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach featuring asset allocation, portfolio optimization, and a variety of managed account programs.

Richard Bourgouin is a financial advisor with LPL Financial based in Redlands, CA. He holds Series 63 and Series 65 credentials and has 24 years of industry experience. His work history includes roles at Bank of America, Merrill, Citigroup Global Markets, and Provident Bank. 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 portfolios, third-party asset management, and institutional platforms.

Cameron Lowe is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following three years at Esri. He is also an associate financial advisor with Mission Partnership Group LLC, an Ameriprise advisor-owned business. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver personalized, non-discretionary recommendations, supported by a large team and a wide range of advisory, brokerage, and insurance solutions.

Gordon Cooper is a financial advisor at Edward Jones with three years of industry experience and a Series 66 designation. Prior to joining Edward Jones, he held positions at Ameriprise, Thrivent Financial, and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Nelson is a financial advisor at Stifel with 41 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2016. His prior experience includes roles at Morgan Stanley and its related entities from 1997 to 2016. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering a range of brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and modeling developed by its Investment Strategy Group, providing asset allocation, retirement, insurance, and estate planning guidance.

Jeremy Garduno is a CFP® professional with 22 years of experience in the financial services industry. He is currently an advisor at LPL Financial and previously worked at Wells Fargo Clearing and Citigroup Global Markets. 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 financial planning and investment management services through a large network of advisers, utilizing various strategies including model portfolios, third-party subadvisors, and custom approaches.

Anailsa Perez Pham is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of her advisory role, she has experience as a self-employed notary public. 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.

Jerry Quartey Papafio is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to identify and understand what matters most to them and their families, helping to develop strategies that address short-, mid-, and long-term financial goals. His services encompass a range of financial needs, including general investing, retirement planning, and preparing for unexpected expenses. Jerry also facilitates access to Bank of America specialists to support banking, credit, home financing, and small business solutions. Jerry holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Master’s degree from the University of Northampton, a Bachelor’s degree from the University of Cape Coast, and completed his secondary education at Mfantsipim School. Outside of his professional responsibilities, Jerry’s personal interests include basketball, music, running, soccer, and traveling.

Bryce Bunnell is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked in custom carpentry and the fitness industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.