Mark Hutchason is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 29 years of experience in financial services. He specializes in helping plan sponsors design effective retirement plans and establish sound financial strategies. Mark's expertise encompasses business retirement and employee benefits plans, personal retirement planning, divorce transition planning, managing new wealth, and employee financial health. He works closely with both plan stewards and participants to achieve objective-based outcomes and also manages personal wealth portfolios for business owners, individuals, retirees, and families. Mark holds a bachelor's degree in public accounting from Cal State San Bernardino and has a background as a Controller and Administrator of a 501(c)(3) non-profit organization. He has earned the Chartered Retirement Planning Counselor™, Chartered Retirement Plans Specialist™, and Certified Plan Fiduciary Advisor® designations, reflecting his commitment to continuous education in a dynamic regulatory and market environment. Residing in Apple Valley, California with his wife, Shelly, Mark enjoys golfing, hiking, cooking, music, reading, and spending time with his family. He and his wife volunteer as Wish Granters for Make-A-Wish and are active in community service, aligning with Merrill's tradition of community involvement. Mark aims to be a trusted advisor who helps clients achieve financial dignity, defined as the ability to live comfortably, share time with loved ones, and maintain financial confidence.

Yvonne Flores is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings over two decades of experience in banking and wealth management, with expertise in helping clients organize their financial lives and advance meaningful goals for themselves, their families, and their businesses. Fluent in Spanish, Yvonne is skilled at connecting with multiple generations of families and first-generation investors. Yvonne holds a Bachelor's Degree from the California State University System and has earned the Personal Investment Advisor (PIA) designation. Her knowledge spans banking, insurance, wealth transfer, and investing, enabling her to assist clients in identifying opportunities and addressing financial gaps. She focuses on building long-term relationships through diligence, responsiveness, and attentive listening. Originally a first-generation American whose parents emigrated from Mexico, Yvonne values hard work and sacrifice. Outside of her professional responsibilities, she spends time with her family and parents and volunteers with Corazon de Vida, regularly traveling to an orphanage in Tijuana to deliver supplies and spend time with children.

Ryan Campbell is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and various other firms before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios and managing multi-manager fund structures.

Michael Bates is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances.

Arthur Cordts is a CFP®-certified financial advisor with 27 years of industry experience. He has been with LPL Financial since 2009 and operates under the DBA Synergy Wealth Management in Anaheim Hills, CA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both proprietary and third-party research and technology-driven portfolio management.

Veronica Martinez is a financial advisor with J.P. Morgan Securities in Rancho Cucamonga, CA, holding Series 66 and Series 63 licenses and has 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also been associated with JPMorgan Chase Bank since 2011. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Hoang Tran is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Tran owns a clothing business called Volley Club, which creates and sells casual apparel. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Rigo Fernandez is a Financial Consultant currently working at Fidelity Investments since 2020. He has over a decade of experience in the financial services industry, having held roles such as Senior Financial Consultant at TD Ameritrade (2019-2020), Financial Solutions Advisor at Merrill Lynch (2013-2017), and Financial Advisor at Wescom Credit Union (2003-2013). Earlier in his career, he also worked as a Business Account Manager at Verizon from 2017 to 2019. Fernandez specializes in working closely with clients to understand their financial goals and overall financial situation. He collaborates with clients to create tailored financial plans, analyzing their current status and identifying opportunities to better position their plans towards achieving these goals. He holds a California Insurance License. Outside of his professional work, Fernandez has interests in baseball, parenthood, and traveling.

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 financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, California Bank & Trust, and Opus Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.

Mildred Young is a financial advisor with Primerica Advisors in Diamond Bar, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to advisory services, 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 investors, corporate, and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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 with Fidelity, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Fidelity, he worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, and Merrill. Outside of his advisory work, he has been involved with Pet and Tree for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and its advisory role to registered investment companies and fund-of-funds.

Jose Gonzalez Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options and support from in-house and third-party research.

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.