Arthur Velasco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citizens Business Bank and LPL Financial since 2018, with prior experience at Raymond James Financial Services and Investment Centers of America. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Angie Feng is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management Group, based in the Orange County Inland Empire Market, Ontario office. She provides holistic wealth management strategies tailored to high net worth clients, focusing on their individual needs and goals. Angie has built extensive client relationships over her 16-year career serving offshore and onshore high net worth individuals, business owners, executives, and families. Her areas of expertise include family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Angie also advises clients on banking, credit, and custom lending through Bank of America, retirement and investment advisory strategies, estate and wealth transfer planning, and business succession planning. She employs a team-based approach to develop and implement comprehensive wealth plans. Angie holds a Bachelor of Science degree from California State University, Fullerton, with an emphasis in Finance and International Business. She maintains her Series 7 and 66 FINRA registrations, life insurance license, and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Fluent in Mandarin and Cantonese, Angie enjoys cooking, golfing, reading, and spending time with her family in her free time.

Brent Beverly is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with LPL Financial, joining in 2022, and has held prior roles at TAG Financial Inc. and FSC Securities Corporation. Beverly is also involved in mortgage and real estate services along with advisory business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by its research and third-party subadvisors.

Steven Frantz is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2006. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Christine Bolger is a financial advisor with UBS Financial Services in San Gabriel, CA, holding a Series 66 designation and 18 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services and fee-based financial planning.

Kevin Gaffuri is a financial advisor with Primerica Advisors based in Upland, CA, holding Series 65 and Series 63 licenses with 16 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2009. Outside of advisory work, he is involved in the sale of loan products and home-related services for affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets and delivers advisory services through a large network of financial advisors using model-driven strategies supported by third-party asset managers.

George Escobar is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. His prior work includes a decade at Next Financial Group, Inc., as well as roles with Avantax Insurance Agency, LLC and Xavier Consulting, where he provides investment and financial planning as well as tax consulting services. Additionally, he is involved with Firstway Insurance Service Inc., assisting clients with health insurance coverage options. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, enabling advisors to implement diverse investment strategies through varied program structures and custodial relationships.

Gerald Tambe is a financial advisor at LPL Financial based in Claremont, CA, holding a Series 63 designation with 52 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Joseph Tobin is a financial advisor with LPL Financial in Chino, CA, holding a Series 63 designation and 36 years of industry experience. He previously worked at National Planning Corp for 17 years before joining LPL Financial in 2017. 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 offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ali Rahimi is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. He is also associated with Diamond Health Care Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Harpal Sandhu is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and 32 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. Outside of his advisory role, he has been involved in property management through ownership and landlord activities. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Johnny Liu is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Sushiholics and has experience in education from roles at Asucla, the University of California, Los Angeles, and West Covina Unified School District. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily serving clients with significant investable assets.

Kimberly Sabol is a Series 66 licensed financial advisor with 13 years of industry experience, currently with Cetera. Her prior roles include positions at Avantax Investment Services and 1st Global Capital Corp. Outside of advisory work, she manages several real estate investment entities and operates a tax and accounting services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Jon Hubbert is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Diversified Securities, Incorporated. He also operates Jon W. Hubbert, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Anne Spitzer is a financial advisor with UBS Financial Services in Monrovia, CA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services that combine proprietary research and model-based asset allocations with institutional trading capabilities and wealth management solutions.

Carlos Rivera Alvarez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, 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 and profit-sharing plans, corporations, and charitable organizations.

Amber Emmerson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked at Diversified Securities, Inc., Grove Point Investments, LLC, and Grove Point Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Caley Kelly is a financial advisor at Thrivent Investment Management with three years of industry experience. Kelly holds Series 63 and Series 66 designations and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Prior to entering the financial sector, Kelly was involved with Fellowship Church for five years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate planning and portfolio management services.

Ryan Hsu is a financial advisor with Equitable Advisors in San Marino, CA, holding a Series 66 designation and 14 years of industry experience. He has worked at Equitable Advisors since 2011 and is also president and owner of The Riley Group, Inc., a real estate brokerage firm. Hsu serves as a board member and officer of Titan Athletic Boosters, Inc., a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Steve Kim is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior experience includes roles at UBS Financial Services and Western International Securities, Inc. He is also licensed as an agent in accident and health or sickness, life, and variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven investment options.