Yohan Chung is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Crown Wealth Management and Biola University. Outside of his advisory roles, he has been involved with the Orange County Children's Therapeutic Arts Center for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment approaches, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Mindy Cheng is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2019 and previously at Bank of America and Merrill from 2014 to 2019. 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 within a non-discretionary program.

Arthur Lin is a financial advisor with Ameriprise in Monrovia, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, Inc., and Wamu Investments, Inc. Lin holds a real estate license and owns a business that manages his Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focusing on written recommendation reports and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Ying Gao is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Outside of her financial advisory role, she is a partner and supervisor at Best Quality Food Company Inc, a meat distribution business. 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 screening and qualitative research, supporting clients with a diverse range of investment solutions.

Shishir Shastry is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at several firms including MassMutual and Pruco Securities. Outside of his advisory role, Shastry is involved with BuzzRx, where he promotes pharmacy discount programs benefiting various charities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies and program structures, supported by a nationwide network of over 10,000 advisors.

Neil Faulmino is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup, JP Morgan Securities, and Chase Bank. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Margarita Gover is a Series 66-registered financial advisor at Edward Jones with eight years of industry experience. She has worked at Edward Jones since 2018 and previously at Gexpro Services for three years. Edward Jones is a full-service wealth management firm serving more than 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, supported by a nationwide network of over 23,700 financial advisors.

Jingdi Sun is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. Since 2015, Sun has worked with J.P. Morgan Securities and JPMC Bank NA (Southwest). 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. The firm’s advisory process combines quantitative screening with qualitative research and incorporates ESG considerations within its eligible strategies.

Ricardo Rosas is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Bank and JP Morgan Chase Bank. He is based in Baldwin Park, CA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Chou is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial. His career includes roles at firms such as Woodbury Financial Services, OSAIC, Centaurus Financial, and Fidelity. Outside of his advisory work, he serves as a city councilman for Diamond Bar, California, participating in local government activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by extensive advisor resources and technology.

Ryan Tolan is a financial advisor at Ameriprise with 18 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2007. He holds a Series 66 designation and is based in La Verne, CA. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing 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 a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts and the use of algorithmic automation to generate tailored recommendations.

Denise Zapata is a financial advisor with LPL Financial and holds a Series 66 designation. She has 24 years of industry experience and previously worked with firms including Cambridge Investment Research Advisors, FSC Securities Corporation, and Citigroup Global Markets. Outside of advising, she owns Onyx Flower Medicine, LLC, a non-investment-related business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on supporting advisors through research and technology.

Ellie Wong is a financial advisor at Charles Schwab with a Series 66 designation and experience beginning in 2023. Her prior work includes roles at Bank of America, East West Bank, and Cypress Sourcing Company Ltd., as well as several years of full-time education before entering the financial industry. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.

Phillip Kiriboon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., Chase Investment Services Corp., and Wamu Investments, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm typically employs model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Michael Nackerud is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2025, he spent eight years at TIAA and TIAA-CREF. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and proprietary investment analysis to support client goals.

Yihan Zhang is a financial advisor with Ameriprise in West Covina, CA. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Ameriprise, Zhang worked at Goldman Sachs & Co. LLC and has experience with Vega Tax Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning using a combination of proprietary research and third-party data.

Benjamin Blum is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His prior work includes roles at Cetera, Woodbury Financial Services, Pacific Life Insurance Company, and Ameriprise. Outside of his advisory work, he is an independent insurance agent and a business owner. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

John Coury is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. His career includes roles at Cathay Bank since 2017 and East West Bank from 2015 to 2017. He serves as Vice President of the California State Board for the World Lebanese Cultural Union, assisting the president with meetings, events, and scheduling. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program options and affiliations.

Todd Porter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving plan objectives and risk tolerances while acting as an ERISA fiduciary.

Christopher Andres is a financial advisor with Merrill in West Covina, CA, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to his current role at Merrill and Bank of America N.A., he worked for T-Mobile USA for 13 years. 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 a range of clients including individuals, high-net-worth investors, and institutions.