Kent Chung is a financial advisor with J.P. Morgan Securities in Monrovia, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, with prior experience at U.S. Bancorp Investments, Inc., Chase Investment Services Corp., and Wamu Investments, Inc. 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 screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and broader derivatives capabilities.

Cynthia Tung is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with a range of financial planning and portfolio management services. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, offering institutional trading capabilities alongside wealth management.

Jorge Torres is a financial advisor with J.P. Morgan Securities in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2013, following roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory work, he is involved in real estate ownership and management in several locations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by both quantitative and qualitative due diligence, with recommendations limited to eligible strategies.

Christiaan Strong is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this position, he served as a Wealth Management Senior Relationship Manager from 2022 to 2024, a Wealth Management Planning Consultant from 2019 to 2022, and a Financial Representative from 2017 to 2019, all within Fidelity Investments. In his career, Christiaan focuses on understanding clients' financial needs and goals to develop tailored financial plans. He emphasizes educating and guiding clients to help them make informed decisions and implement plans they feel comfortable with. Christiaan holds a California Insurance License. Outside of his professional responsibilities, he enjoys cooking, baking, hiking, and traveling.

Abbey Borbon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has an extended tenure at Wells Fargo Bank beginning in 2005. She is also associated with Cal Poly Pomona since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Alexa Barragan is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2019. Her background also includes experience at JPMorgan Chase Bank, N.A., where she has worked since 2016, and a brief tenure at Abercrombie & Fitch Co. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within a non-discretionary program.

Cynthia Stauffer is a CFP® professional with 29 years of experience in the financial industry. She has worked at LPL Financial since 2017 and previously spent 15 years at National Planning Corporation. In addition to her advisory work, she provides tax preparation services and works as a TurboTax Tax Expert. 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 financial planning and investment management services supported by both proprietary research and third-party strategies.

Ruarri Burda is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Based in Claremont, CA, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Brittany Romero is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously spent three years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies and supported by centralized due diligence.

Ivan Albarran is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Shutong Chen is a financial advisor at Cetera with two years of industry experience. Chen holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2023. Prior roles include positions at Cathay Bank, Hsu Yao Tuang & Chiang CPA, and several educational institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Gary Yoshizumi is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. His other business activities include sales of loan products and referrals for home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs a curated selection of third-party asset managers and uses a tiered wrap-fee structure.

Danielle Valles is a financial advisor at Merrill with Series 65 and Series 63 credentials. She has been with Merrill since 2012. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joven Arella Jr. is a financial advisor with Morgan Stanley in Claremont, CA, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, J.P. Morgan Securities, and other financial firms. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and modeling tools, focusing on advisory services without individual security recommendations in standalone plans.

Richard Fernandez is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Narriman Sanchez is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its related entities since 2007. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Antonio Sepulveda Jr. is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at firms including American Honda Finance Corporation and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Brittany Richard is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL Enterprise, she held positions at multiple firms including Richard Rental Management and Blazr. Outside of her advisory role, she is involved with Richard Rental Management. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily implements investment strategies through model portfolios and offers access to third-party asset managers, with additional services including financial planning and trust custody.

Erick Gonzalez is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Revolution, Digital Intelligence Systems, Randstad Technologies, and Cameo Consulting. Outside of his advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm employs third-party asset managers and uses a tiered wrap-fee structure.

Alan Zhao is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. He previously worked at J.P. Morgan Securities and has held positions at Bank of America, N.A., JPMorgan Chase Bank, N.A., and Unifi Aviation, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.