Yan Ye is a Series 66-licensed financial advisor with 17 years of industry experience. Yan has worked at UBS Financial Services Inc for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Paulina Becerra Gonzalez is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Her prior work includes roles at Newnewfoods and Manuel Alarcon Trucking, as well as positions at UC San Diego. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Johnatan Kokos is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2016. 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 applying an ESG eligibility framework in its investment recommendations.

Gabriela Molina is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has been with Primerica since 2005. Molina also engages in part-time sales of home security, automation products, and loan products through affiliated companies of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately $15.5 billion in assets under management. The firm utilizes model-driven investment strategies supported by third-party asset managers and offers a range of discretionary separately managed account options.

Luca Gandolfi is a financial advisor with Fidelity Investments in Brea, CA. He holds a Series 66 designation and began his advisory career in 2024. His prior experience includes roles at Provident Savings Bank and involvement with educational institutions and family business ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and is noted for its regulatory registrations and use of advanced technologies in investment processes.

Cory Leckie is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Osaic Wealth and previously worked at Mariner Independent Advisor Network, LLC, WealthPLAN Partners, and LPL Financial. Outside of his advisory work, he serves as the executor of a family living trust. Osaic Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kenichi Igarashi is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mariner Independent Advisor Network, LPL Financial, and WealthPLAN Partners. He is also president of a DBA called Simplified Wealth Management, which provides financial advisory and management services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Alice Baick is a financial advisor with Edward Jones in Yorba Linda, CA, holding a Series 66 designation and three years of industry experience. She previously worked at TK Elevator for eight years before joining Edward Jones. She serves as a board member for the Wind Rivers Condominium Association in Saratoga, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Stephen Williams is a financial advisor with LPL Financial based in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera and First Allied Advisory Services, among other firms. He is also involved in tax preparation and accounting through GYL LLP and owns World's Best Pizza Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, and institutional platforms, delivered through a large network of investment adviser representatives.

Sara Uribe is a financial advisor with Ameriprise in Glendora, CA, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-planning advice focused on income sources and tax-aware withdrawal strategies.

Jon Hong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include extensive tenure at Scottrade and more recent positions at TD Ameritrade before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Eric Beatty is a Series 66 licensed financial advisor with three years of industry experience, currently with Wells Fargo Clearing. His prior experience includes roles at Sanctuary Wealth, Beatty & Myers LLP, and Stanford University. Outside of his advisory work, he is involved in semi-professional volleyball as a player and coaches volleyball at a local club. 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 research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Joshua Tobias is a financial advisor with Edward Jones in Fontana, CA, holding the ChFC® designation and Series 66 license, with seven years of industry experience. His prior work includes roles at KForce, Bankers Life and Casualty, Anheuser Busch InBev, and the Edward Jones Family YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Chang is a financial advisor at Morgan Stanley in Brea, California, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to support client planning needs.

Steven Cross is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and with Primerica Financial Services since 1987. Outside of advisory work, he is involved in sales of home security and automation products as well as loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on a tiered wrap fee structure.

Kenyon Humphrey is a financial advisor with J.P. Morgan Securities in Rancho Cucamonga, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at JPMorgan Securities LLC since 2017 and was previously employed at Washington Mutual Bank, F.A./Chase from 2002 to 2017. 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, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Sulaiman Mayel is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. Outside of his advisory role, Mayel is involved in property management, acquisition, and rehabilitation through a separate business. 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 alongside affiliated brokerage and investment management capabilities.

Dingjian Li is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2004 and previously spent five years at Merrill. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad scope of financial activities.

David Cherbak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Bank NA since 2004 and joined Wells Fargo Clearing in 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family-related investment trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Amatore is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Cetera and Cetera Financial Specialists LLC since 2007 and previously spent three years at Quantum Sales LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options across diverse account structures.