Rhonda Sasse is a financial advisor with Morgan Stanley in Claremont, CA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 1991. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and modeling tools, managing approximately $2.74 trillion in client assets.

Madelyn Brass is a financial advisor with Primerica Advisors in Upland, CA. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her prior work includes roles at HIDDEN OAKS RETREAT and PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts supported by BNY Mellon Advisors and Pershing.

Jeannie Shen is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank, Bank of America, LPL Financial, BMO Harris Bank, and JPMorgan Chase Bank. J.P. Morgan Securities 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 additional brokerage and investment management capabilities.

Arthur Chen is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Western and Southern Life. Outside of his advisory work, he is a co-owner of a rental property managed by a third party. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without investment discretion.

Michael Wright is a financial advisor with Merrill in Ontario, CA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Merrill since 2009 and has also been employed with Bank of America since 2004. He serves as a successor trustee for a family living trust outside of his advisory role. 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, and institutional investors.

Gustavo Rivera is a Series 66 licensed financial advisor at LPL Financial with 11 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed Inc and various insurance carriers. Rivera has also served on the University Heights Middle School Site Council and played in the Moreno Valley Community Band. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Maitram Nguyen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Nguyen worked at JP Morgan Securities LLC and JP Morgan Chase, with a combined tenure from 2011 to 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data to guide investment decisions.

Dana Go is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Prior to joining LPL in 2022, Dana worked at firms including Securities America and Invest Financial Corporation. Dana operates under SoCal Wealth Management as a DBA for the LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Ann Bakenhus is a financial advisor at Edward Jones in Riverside, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in fitness and retail roles including ownership of Personalized Fitness by Annie, where she created workout plans for clients. She is also a board member at large for the Pick Group of Young Professionals, a nonprofit focused on civic engagement and professional development in Riverside. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and related services, supported by a large nationwide network of financial advisors and branch offices.

Wendy Behner is a CFP®-certified financial advisor with 36 years of industry experience, currently practicing at Wells Fargo Advisors since 2025. Her career includes nearly two decades with Wells Fargo-affiliated entities, spanning roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a comprehensive range of financial planning and investment services tailored to clients meeting certain net-worth criteria.

Alexander Folken is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 12 years of industry experience. He has worked at multiple firms including Fidelity, NY Life, and Avantax. Folken is also involved with Husami & Associates, where he assists with wealth management, tax, payroll, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Samuel Ramos is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Citizens Business Bank, City National Bank, and UnionBanc Investment Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephen Fillet is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at U.S. Bank, MUFG Union Bank, and Jesteda Partners. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Talal Abdo is a Financial Consultant currently working at Fidelity Investments since 2025. He has over 17 years of experience in the financial services industry, previously serving as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2008 to 2025. His approach to financial planning is personalized and goals-based, emphasizing trust, transparency, and clear communication to understand clients' priorities and provide thoughtful guidance. Talal holds a California Insurance License, which supports his work in financial consultation. Outside of his professional duties, he engages in activities such as biking, family activities, golf, motorcycles, parenthood, and tennis.

Qiong Jackson is a CFP® professional affiliated with Ameriprise, with 10 years of industry experience. She previously worked at Edward Jones for nine years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically serving those with at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with financial advisors.

Shahryar Shaikh is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank NA. Shaikh’s career includes multiple roles at Wells Fargo before joining Merrill and Bank of America in 2026. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Rathmell II is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Rathmell serves as a director of the Brea Rotary Club and is involved with the Team Up for Down Syndrome advisory council, the CSU College of Business & Economics Executive Council, and the board of directors for the Intervention Center for Early Childhood. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and the Estate Planning Strategies Group.

Stacy Stryker is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Advisors from 2013 to 2016. She serves as co-trustee and power of attorney for her father's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Ben Johnson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment implementation is model-driven, offering access to third-party asset managers and a variety of financial planning and consulting services.

Quan Lee is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank SSB, CHARLES SCHWAB and CO., INC., TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. prior to his current role. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.