Yun Bai is a financial advisor at Cetera with seven years of industry experience. Bai holds Series 63 and Series 66 licenses and has worked previously at institutions including Citigroup, UBS Financial Services, Wells Fargo, HSBC, J.P. Morgan, and Bank of America. Bai is based in City of Industry, California. 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, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party strategies.

Jerome Wilson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JP Morgan Chase Bank, N.A. since 2013. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Carlos Fuentes is a Series 66-licensed financial advisor with LPL Financial in Claremont, CA, bringing 25 years of industry experience. He has been with LPL Financial since 2007, following six years at Waddell & Reed. Outside of his advisory role, Fuentes assists with trade show designs for his wife's wholesale and retail business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, and institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Pengnian Chu is a CFP® professional with 21 years of industry experience, currently serving at LPL Financial since 2021. Prior to joining LPL, he spent 16 years with Waddell & Reed Inc and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, model portfolios, third-party asset management, and institutional platforms.

Kristi Bae is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009. 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 delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Hannah Etherson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2019 and previously worked for eight years at Train Insane Gym. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Redjaian is a financial advisor with Fidelity Investments and holds a Series 66 designation. He has one year of industry experience and has been with Fidelity since 2023. Prior to his advisory role, his background includes work in the fitness industry, university employment, and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing investments across mutual funds, ETFs, and ETPs.

Jennifer Jackson is a financial advisor with Ameriprise who holds a Series 66 designation and has two years of industry experience. She previously worked at Edward Jones and has a background that includes roles in public administration and academic departments related to economics and business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Shane Kim is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked exclusively within various J.P. Morgan entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm’s advisory services are offered on a non-discretionary basis, applying an ESG eligibility framework and focusing on internally reviewed funds and strategies.

Evan Ling is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Ling is an investor in multiple partnerships established since the 1980s. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Andrew Lee is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. Outside of his advisory role, he is involved in a small-scale business focusing on buying and reselling items. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Armando Armenta Sr. is a Series 66-licensed financial advisor with Edward Jones in Claremont, CA, where he has worked for 12 years. His entire industry experience has been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services and investment strategies through a nationwide network of advisors and branch offices.

Anthony Sayavong is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. Prior to joining OSAIC, he worked at SagePoint Financial, Inc., and has a background that includes several roles in the food service industry as well as full-time education. Additionally, he provides support as a financial paraplanner and advisor assistant to another financial professional. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and advisory platforms, financial planning, retirement consulting, and access to third-party money managers, employing various asset allocation tools and portfolio management strategies.

Ismael Navarro is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Bank of America since 2025, following a 12-year tenure at Merrill. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Joshua Felsenfeld is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2001, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Hai En Sun is a Certified Financial Planner® at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at iStarUSA from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nathan Forrest is a financial advisor with Edward Jones in Placentia, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. 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 nationwide network of advisors and branch offices.

Jeffrey Carrion is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2022, following a year at Bank of the West and over a decade at Wells Fargo Bank, N.A. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kevin Chen is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including roles at Veltek Inc and JPMorgan Chase Bank. Outside of his advisory work, he is involved with Veltek Inc, a manufacturing business specializing in power transformer parts, where he manages order placement and shipping. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Jonathan Guillen is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing nine years of industry experience. His prior roles include positions at Charles Schwab, Wells Fargo, and Stifel Nicholaus. Outside of his advisory work, Guillen serves as an Assistant Scoutmaster for the Boy Scouts of America and is a partner at Audie Murphy Oasis, where he helps prepare a rental pool for guests. He also serves in the U.S. Navy Reserve as a Petty Officer Second Class. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates with a broad range of registrations and product offerings uncommon among peers.