Craig Wong is a Wealth Management Advisor at Merrill Lynch Wealth Management with 34 years of experience. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Craig emphasizes understanding clients' full financial situations and their priorities to develop personalized, flexible wealth management strategies. He integrates the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients’ financial lives. Craig holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree from California State Polytechnic University at Pomona. Alongside his professional focus, Craig participates in community volunteering consistent with Merrill’s tradition. He resides in Chino Hills, where he has lived for 34 years, and enjoys fishing, golfing, and spending time with his family. He has been married for 38 years and has two daughters, a granddaughter, and a grandson.

Angelina Prado is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America, N.A. and has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Bates is a financial advisor at UBS Financial Services in Riverside, CA, with five years of industry experience. He has worked at UBS since 2019 and previously was employed at Stater Bros. Markets from 2015 to 2019. Bates holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Quang Minh Alex Ta is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Suong Dat Pty Ltd., Ginza Teppanyaki, Sacombank, VPS Securities JSC, the University of Melbourne, and the Vietnam Australia International School. 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.

Roberto Flores Jr. is a Series 66-licensed financial advisor at LPL Financial with eight years of industry experience. His prior roles include positions at Bank of America, Merrill, California Bank & Trust, and Opus Bank. He is involved with Orange County's Wealth Management and Retirement & Investment Services, both affiliated with his LPL business. 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 services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Scott Robson is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in developing personalized financial strategies for clients and their families. He focuses on areas including retirement planning, education funding, family wealth management, philanthropic planning, and tax minimization. Scott applies his expertise to help clients pursue their long-term financial goals with strategies tailored to their unique circumstances. Scott earned his bachelor's degree in Finance from California State University San Bernardino and has been working in financial services since 2000. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). His background in finance, banking, and real estate informs his comprehensive approach to financial independence and lifestyle planning. Outside of his professional role, Scott and his wife Jennifer have been married for 25 years and have two daughters. He enjoys hiking, fishing, traveling, and watching his daughters play soccer. Scott supports community organizations such as City of Hope, Feed the Children, and Mutts with a Mission, reflecting his engagement with local causes.

Christopher Gendreau is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options under a wrap-fee structure.

Michelle Rodgers is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Sung Won Suh is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, and Merrill. Outside of his financial career, he has been involved with Pet and Tree for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Jose Gonzalez Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at LPL Financial since 2012, following prior roles at Merrill and Banc of America 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, and institutional platforms, supported by a large network of investment adviser representatives.

Robin Gonzales is a financial advisor with Morgan Stanley based in Claremont, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been affiliated with Citigroup Global Markets since 1997. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools and methodologies such as Monte Carlo simulations as part of its process.

Roston Willis Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and LeasePlan USA for two years. In addition to his advisory role, Willis teaches finance at California Baptist University. 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, utilizing various model portfolios and strategies supported by research and technology.

Dylan Aschoff is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 11 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2023. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Brandon Arnold is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently serving at Edward Jones since 1998. He holds the Series 63 designation and is based in Anaheim Hills, CA. Outside of his advisory role, he is the Vice President of the Kiwanis Club of Anaheim Hills/Yorba Linda. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kevin Tetley is a CFP® professional with eight years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked with Raymond James since 2017 and previously spent a year at The Home Depot. Tetley is the owner of Tetley Wealth Group, a support company outside of his advisory role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains unique municipal and public finance capabilities alongside specialized advisory programs.

Wasaf Ali is a financial advisor with Wells Fargo Clearing in Upland, CA, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and has a decade of affiliation with Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mark Tolan is a financial advisor with Ameriprise in Murrieta, California, holding a Series 63 license and bringing 48 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Tolan serves as secretary on the Holy Name of Mary Parish Finance Committee and coaches youth basketball for the City of La Verne. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lulu Lo is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities since 2019 and previously spent seven years with KinFine USA, Inc. and time at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Steven Reyna is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is involved in selling whole life insurance and fixed annuities for pension plans. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Han is a financial advisor with OSAIC, holding a Series 66 license and 18 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Wells Fargo. He is also president of Cornerstone Financial Planning, a corporation focused on marketing and business planning for his advisory practice. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and multiple program options, supported by a complex affiliate network and private-equity ownership.