Randy Wang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, following a 19-year tenure at Bank of America and Merrill. Outside of finance, he owns and operates a sole proprietorship involved in the purchase and sale of apparel and shoes. 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 integrates systematic quantitative screening and qualitative research and includes capabilities in derivatives and commodities.

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.

Devlin Chung is a financial advisor at Edward Jones in San Marino, CA, holding a Series 66 credential with nine years of industry experience. He has been with Edward Jones since 2016 and is also involved with Knotico LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Christiansen is a financial advisor with Ameriprise in Arcadia, CA, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing tailored recommendations through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Qingfeng Lin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining J.P. Morgan in 2023, Lin worked at Bank of America, Merrill, TD Ameritrade, and Scottrade. Outside of finance, Lin is involved in an e-commerce business focused on online sock sales, providing management and strategic advice. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering written asset allocation advice, investment manager searches, and customized performance reporting through a select group of wealth advisors.

Manuel Vega is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, including roles with Stark Wealth Management and Western International Securities. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 with Merrill, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Wells Fargo Clearing and Wells Fargo Bank. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wesley Watanabe is a financial advisor with Fidelity Investments and holds Series 63 and Series 65 registrations. He has nine years of industry experience with roles at Fidelity, Bank of America, Merrill, Wells Fargo, JPMorgan, and involvement with the University of Redlands and University of California. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work, fund management, and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with distinctive capabilities such as commodity pool operator registration and formal advisory roles to multiple registered investment companies.

Shao Ying Wang is a financial advisor with Charles Schwab holding a Series 66 designation and approximately one year of industry experience. Prior to joining Charles Schwab, Wang held roles at Yulu Trading Inc, Shing Tech Electronics Co. Ltd, Seville Classics Inc, LOA Intl (USA) Transport Co. Inc, and the University of the West. 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 offers both non-discretionary and discretionary investment options using multi-asset model portfolios supported by research and due diligence.

Joseph Berg is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Edward Jones, he worked at Independent Financial Group, LLC, Capstone Consulting Group, and operated Berg Tax Service for five years. He also has experience working in education with the Apple Valley Unified School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Carlos Rojas Jr. is a financial advisor with J.P. Morgan Securities in Chino Hills, CA, holding a Series 66 designation and 17 years of industry experience. His career includes positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Alejandro Medina Kennedy is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities in 2020, he worked at JPMC Bank NA (Southwest) since 2017 and had a brief role at Subway in 2016. 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 and qualitative research to build model asset allocations and incorporates a range of investment strategies, including an ESG eligibility framework.

Edgar Jovel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience with Wells Fargo Investments. 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 offers non-discretionary advisory services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting.

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.”

Jamie Benavides is a financial advisor with Primerica Advisors in Pasadena, CA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His career includes roles at Amazon, Pomona Diving Academy, Pomona College, and Upland High School. He also receives compensation related to the sale of loan products and referrals for home security and automation services through affiliated businesses. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by external asset managers supported by BNY Mellon Advisors and Pershing.

Doris Lau is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Cetera since 2013, including Cetera Investment Services and East West Bank affiliations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to multiple program platforms and third-party money managers.

Yuki Zeng is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. They hold a Series 66 designation and have worked previously at Bank of America N.A. and Merrill. Zeng currently serves clients from San Marino, CA. 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 and qualitative research to develop model asset allocations and incorporates a range of eligible strategies, including an ESG framework.