Hannah Pozzebon is a Planning Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2021 in various roles, including Relationship Manager, Financial Representative, and Customer Relationship Advocate. Hannah's approach focuses on understanding clients' short- and long-term financial goals and working in partnership with individuals and their families to support their financial planning needs. She aims to build strong and lasting relationships grounded in trust. She holds a California Insurance License. Outside of work, Hannah has interests in cooking and baking, movies, music, pets, soccer, and volunteering.

Aamir Lalani is a financial advisor with Wells Fargo Clearing in San Dimas, CA, holding Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Wells Fargo Bank, loanDepot, Smartbiz Loans, and Walter's Audi Ontario. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Wang is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in Brea, CA since 2021. Prior to joining LPL, he worked at Waddell & Reed Inc and various insurance carriers for W&R Insurance Agencies from 2016 to 2021. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset exposures.

Lauren Wong is a Financial Advisor with Merrill Lynch Wealth Management. She works with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Lauren provides ongoing advice and adjusts strategies as clients' situations evolve. Her expertise includes college education planning, legacy planning, personal retirement planning, philanthropic planning, and small business strategies. Prior to entering financial services, Lauren built her career in nonprofit fundraising and the museum sector, focusing on relationship cultivation and supporting meaningful causes. Lauren holds a Bachelor's Degree from the University of California System and a Master's Degree from George Washington University. She has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Lauren is involved with The Richard Nixon Presidential Library & Birthplace. Her personal interests include antiquing, cooking, and reading.

Choong Kim is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at firms including Western Southern Life and New York Life. In addition to his role at Cetera, he is involved with Strategic Fortune Wealth Management, where he works with individuals, families, and businesses on financial planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored 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.

Mingming Zhang is a Series 66 licensed advisor with seven years of industry experience. Zhang is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with centralized due diligence and a forward-looking investment approach.

Lily Kam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Merrill, Banc of America Investment Services, and Citicorp Investment Services. Outside of her advisory work, she is involved in managing multiple rental properties. 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 proprietary research and third-party analytics to support investment decisions and offers a broad range of brokerage and advisory solutions.

Judith Lind is a financial advisor with Primerica Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2002. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies and supports trade execution and custody through third-party providers, with a focus on advisory services delivered through a large network of financial advisors.

Shawna Gwin is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2000. Outside of her advisory work, she is the managing member of Midnight Performance LLC, a business involved in marine and automotive parts and boat service and repair. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

Ching Yu Lam is a financial advisor at J.P. Morgan Securities with seven years of industry experience. Lam holds Series 63 and Series 66 licenses and has worked at major firms including Bank of America, Merrill, and Wells Fargo. Prior to entering the financial industry, Lam was associated with Los Angeles City College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by both quantitative and qualitative research methods.

Kevin Etter is a financial advisor with OSAIC holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Sagepoint Financial, LPL Financial, CML Wealth Management, and USA Financial Securities. He is also a financial consultant with Veater Financial Group. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports various investment programs including unified managed accounts and third-party money manager offerings.

Ryan Newman is a Financial Consultant at Fidelity Investments, where he currently focuses on assisting families with comprehensive retirement plans and personalized investment strategies. He has been with Fidelity Investments since 2017, holding various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Ryan's professional background includes experience in financial consulting and planning, as well as banking, having worked as a Personal Banker at Wells Fargo from 2015 to 2017. He holds a California Insurance License. Outside of his professional work, Ryan enjoys baseball, fishing, football, hiking, music, and spending time with his pets.

Christopher Zambrano is a CFP® professional with 14 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Wells Fargo Clearing and Wells Fargo Bank. Outside of advisory work, he is involved with Guayacali Music, which generates royalty income. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a broad network of over 22,800 advisors.

Walter Wodtke is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, having worked at Wells Fargo Bank NA since 2007. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacqueline Quiroz is a Series 66-licensed financial advisor at Morgan Stanley in Brea, CA, with 12 years of industry experience, all of which has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Secular Return Estimates and Monte Carlo simulations, as part of its financial planning process.

Douglas Forcheskie is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James Financial since 2009 and with its affiliated entity, Raymond James Financial Services, Inc., since 2002. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs a tailored, non-discretionary planning approach using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mitsue Yang is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021, following prior roles at UnionBanc Investment Services and MUFG Union Bank. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Logan is a financial advisor with Morgan Stanley in Claremont, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association, and previously spent a year at Citigroup Global Markets, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including comprehensive financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Henry Hong is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team, offering a range of specialized services including derivatives and commodities capabilities.

Alexander Velto is a financial advisor at UBS Financial Services with 47 years of industry experience. He has been with UBS since 2013. Velto serves as CEO of the Sunny Brown Foundation, which provides scholarships, and is a board member and treasurer of the Keala O Wailea Homeowners Association in Maui, Hawaii. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, offering proprietary research and a wide range of capital markets activities.