Chelse Vande Bossche is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, she worked for 12 years at Dr. Martin Luther King Jr. Middle School in the SBCUSD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Manuel Chinchay is a CFP® with 14 years of industry experience. He is currently with LPL Financial and has previously worked at Fsc Securities and The Advisory Group. He is also involved in non-variable insurance activities through his own business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Sichen Li is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to joining Edward Jones in 2025, Li worked at Transglobal Advisory, Globalink Securities, and Transglobal Insurance Agency, among other firms. Li is also the CEO of Overflow Financial Management Inc., a life insurance business based in Chino, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. 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, affiliated mutual funds, and tax-efficient services.

Jake Johnson is a CFP® with seven years of industry experience, currently working at Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing Services, MakeSpace, United Parcel Service, and Trillium Trading. Outside of his advisory work, he holds a 25% ownership in JAEJ Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers customized recommendations supported by proprietary research and planning tools, with planning engagements typically structured as discrete projects.

Chris Alvarado is a financial advisor with Edward Jones in Corona, CA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at US Bancorp and has been involved with Dale Carnegie Training as a certified trainer since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Orville Mohler Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. His prior positions include roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Securities Inc. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

George Haro is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on connecting all aspects of his clients' financial lives to help prioritize and pursue their most important goals. He works closely with clients on areas including college education planning, family wealth management strategies, personal retirement planning, small business strategies, and retirement income. George holds a High School Diploma from Jefferson High School and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is bilingual, fluent in both Spanish and English. Outside of his advisory role, George is involved in community activities including volunteering with Habitat For Humanity and participation in organizations such as Claremont Fastpitch and Kiwanis International. He enjoys coaching his children, spending time with his family, playing basketball and softball, watching movies, and woodworking.

Eric Barrett is a financial advisor with LPL Financial in Riverside, CA, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed Inc and various insurance carriers for W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

James Sheridan is a financial advisor with UBS Financial Services holding a Series 63 designation and 33 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Christine Brand is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Cetera and its related entities since 2025. In addition to her advisory roles, Brand owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers and diverse program structures.

Juan Vazquez is a financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities and Western International Securities. Outside of his advisory role, Vazquez is active in his community as president of the Tustin Chamber of Commerce and chairman of the Yorba Linda Chamber of Commerce, and owns businesses including Café Zócalo and Imperium Legacy LLC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to manage portfolios across a range of asset classes.

Patrick Holmquist is a financial advisor at Merrill with a Series 66 registration and two years of industry experience. Prior to joining Merrill, he worked at Morgan Stanley and Rogerson Capital. Outside of his advisory role, he serves as a music minister at St. Anne Catholic Church, leading musicians and performing during Sunday services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Robert Bell is a financial advisor with Thrivent Investment Management in Ontario, CA, holding a Series 66 designation and 24 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 financial planning focused on topics such as retirement, tax, estate, and special needs planning, delivered separately from portfolio management services.

Jose Del Carmen is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America and its affiliates since 2014, with overlapping roles at Heroes Bar and Grill during that period. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Kimberly Neal is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise since 2005 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is employed by Mission Partnership Group LLC. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Austin Schmidt is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Austin was born and raised in Riverside, California. He earned a Bachelor's Degree in Business Administration with a concentration in Finance from California State University, San Bernardino. Before joining Merrill Lynch, Austin was actively involved in the music industry as a lead guitarist in a touring band that performed at large venues, including the Vans Warped Tour. He decided to pursue a career as a financial advisor, following in his father's footsteps, and subsequently formed a father/son team at Merrill Lynch. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Austin enjoys playing guitar, attending concerts, watching sports such as baseball, basketball, football, and ice hockey, camping, singing, spending time with his family, and watching movies.

Suzanne Hart is a financial advisor with LPL Financial in Ontario, CA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Her career includes roles at Citizens Business Bank, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Additionally, she serves as a notary in Ontario. LPL Financial is a registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research and technologies.

Garrett Earls is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade Inc. Outside of his advisory role, he serves as a high school football official with the Foothill-Citrus Football Officials Association and is a board member of the OCS Foundation, which provides scholarships to families in need. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research and due diligence on alternative investments.

Allison Luong is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been associated with Cetera Wealth Services since 2013 and joined Cetera in 2023. In addition to her advisory role, she works as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and account types.

Shiqing Deng is a financial advisor at Edward Jones in Orange, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Deng worked for Societe Generale Corporate and Investment Banking from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory services through a large network of financial advisors and branch offices nationwide.