Marc Raymundo is a CFP®-designated financial advisor with Edward Jones in Chino Hills, CA, where he has worked since 2018. He has seven years of industry experience, including prior roles at St Philip the Apostle and St. Pius X - St. Matthias Academy. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory strategies and maintains a large national network of advisors and branch offices.

William Petro is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Luis Martinez is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been practicing since 2012. With over 13 years of experience in the financial services industry, Luis specializes in managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, and retirement income. He focuses on aligning clients' current and future financial needs with their goals, offering guidance on education planning, retirement planning, and estate planning strategies. He collaborates closely with clients' estate planning attorneys to provide comprehensive advice. Luis earned a Bachelor of Arts degree in Economics from California State University, Long Beach. He holds the Professional Investment Advisor (PIA) designation and communicates fluently in both English and Spanish. In addition to his professional work, Luis has contributed time and effort to fundraising initiatives for the Children’s Hospital of Los Angeles. He has been married for over ten years and is a father of three children. Luis's personal interests include basketball, dancing, music, painting, and spending time with his family.

Gloria Lou is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at CitiGroup and JP Morgan Securities LLC prior to her current roles. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jonathan Pasimio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving plan objectives with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Elijah Behringer is a financial advisor with Primerica Advisors based in Ontario, CA. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2026. Prior to this, he held positions at Primerica Financial Services and various roles in hospitality and retail sectors. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven portfolio strategies managed by unaffiliated asset managers and supported by custodial and trade execution services through Pershing and BNY Mellon Advisors.

Jorita Padfield is a financial advisor at Cetera with over 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera Advisors LLC since 2013. In addition to her advisory role, she owns Padfield Financial Services and assists with data collection for the US Census Bureau. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or develop bespoke strategies across various program structures.

Michael Nguyen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2008. Outside of finance, he is involved in photography through a business he co-owns with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Ohan Chorekchyan is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Merrill and Bank of America, N.A. for nine years each. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning and investment consulting across a broad client base, including individuals, institutions, and government entities, with a focus on non-discretionary financial planning and specialized municipal and public finance services.

Connie Rodriguez Garcia is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she is the founder of Sparking Success with Women, a professional networking group that supports and educates women professionals in the local community. 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 utilizes research and analytics from internal and third-party sources and offers both brokerage and advisory solutions.

Erica White is a CFA® charterholder and holds a Series 66 license, with 10 years of experience in the financial industry. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2022, following seven years at Clifford Swan Investment Counsel. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering a non-discretionary program where clients retain final decision-making authority.

Michael Hou is a financial advisor at Charles Schwab with eight years of industry experience and a Series 66 designation. His prior work includes roles at Fidelity Investments, Merrill, and Bank of America. Charles Schwab 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 advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and a range of multi-asset investment solutions.

Shih Liu is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked with Bank of America, N.A. since 2022 and has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with broader banking services, including lending and custody, and employs a variety of investment options including taxable and tax-aware strategies.

Dominic Valdez is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Charles Schwab, Merrill Lynch/BOA, New York Life Insurance Company, and service in the U.S. Army. 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 and investment solutions, supported by a large national network of advisors and branch offices.

Hsien Lu is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in an outside fixed business and owns investment real estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Cong Wang is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Cetera, HSBC, Avantax Advisory Services, Bohai Securities, and Everbright Securities. In addition to his advisory role, he is active as an insurance agent selling fixed insurance products and serves as a wealth management associate at TYWL Wealth Advisors, LLC. 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 combines internal research and third-party analytics to support investment decisions and offers a broad range of brokerage and advisory solutions across a large national platform.

Sanae Garcia is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Raymond James in 2025, she spent 14 years at UBS Financial Services Inc. Outside of her advisory role, she owns Nose Wiggle Productions, Inc., a company established for her occasional photography and video sales. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Anastasia Zarov is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2005. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Christopher Calagna is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at City National Bank and UnionBanc Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Andrea Atanay is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of her advisory role, she is a partner at Open Heart Studio LLC, an online retail business focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to support its clients' financial goals.