Jonathon Gonzales is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp. Outside of advising, he maintains ownership of an LLC established for holding title to a vessel. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Joseph Trabert is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. for 16 years. He is also president of Kei Financial, where he is involved in insurance sales and risk analysis as part of comprehensive financial planning. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and diverse product offerings.

Whitney Zick is a Wealth Management Advisor specializing in personalized financial planning to assist clients in achieving their financial goals. She has been active in the banking and wealth management industry since 2008, focusing on creating strategies that align with the priorities of individuals, families, and businesses. With over 15 years of experience, Whitney provides guidance that extends beyond portfolio management, including retirement planning, risk management, and wealth preservation. She holds a Bachelor of Arts degree in Finance from California State University of San Bernardino and has earned the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA) designations. In addition to her professional work, Whitney serves on the board of the Redlands Area Panhellenic Association and is an active member of the American Association of University Women and the Children's Fund. She enjoys traveling and spending time with her family in her personal time.

Trenton Hinely is a financial advisor with LPL Financial based in Anaheim, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Public Legacy and Hurley, as well as positions outside finance such as with Cavalry Ambulance and Buffalo Wild Wings. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and operational tools.

Dorian Sandoval is a financial advisor with LPL Financial in Ontario, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Bank Leumi USA, Leumi Investment Services Inc., Valley Financial Management, and Citizens Business Bank. 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 featuring model portfolios, third-party asset management, and institutional platforms.

Deeba Zaman is a Resident Director and Senior Financial Advisor with Merrill in Ontario, California. She collaborates closely with individuals and families to provide personalized wealth management strategies. Deeba advises clients on a range of financial topics including college education planning, family wealth management strategies, personal retirement planning, and portfolio management services. She serves as a single point of contact for her clients’ financial questions, helping them establish a clear understanding of their current financial situation and long-term goals. Since joining Merrill in 2007, Deeba has developed her expertise through professional education and earned advanced degrees. She holds a Bachelor's degree from the University of California system and a Master's degree from the University of Southern California. She also holds the Personal Investment Advisor (PIA) designation. Deeba approaches financial advising with attention to both the technical and personal aspects, listening closely to her clients to address their financial needs as well as their aspirations. Outside of her professional role, Deeba enjoys cooking, music, spending time with her family, and traveling. She resides in Southern California with her husband and their Maltese Chihuahua mix, Rocky, and has a particular enthusiasm for Disney.

John Chau is a CFP®-credentialed financial advisor with 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held roles at Chase Investment Services Corp., Bancwest Investment Services, Inc., and Banc of America Investment Services, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

Arthur Velasco is a financial advisor with LPL Financial in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at Citizens Business Bank, Raymond James Financial Services, and Investment Centers of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Thomas Morgan is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Mass Mutual Investors Services, LPL Financial, and Trilogy Financial Services. Morgan is based in Tustin, CA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, 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 delivered by a centralized consulting team in partnership with client advisors.

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.

Kevin Gaffuri is a financial advisor with Primerica Advisors in Upland, CA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2009. He is also involved in the sales of loan products, home security, and automation services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-based strategies developed by third-party managers and offers advisory services through a network of approximately 3,700 advisors across more than 1,800 offices.

Gerald Tambe is a financial advisor with LPL Financial in Claremont, CA, holding a Series 63 designation and over 52 years of industry experience. He has worked with LPL Financial since 2008 and previously served at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various platforms.

Joseph Tobin is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. He worked at National Planning Corp for 17 years before joining LPL Financial in 2017. 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 financial planning, model portfolio programs, and various institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

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 at J.P. Morgan Securities with 32 years of industry experience. He has held positions at JPMorgan Chase Bank NA and several investment services firms since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and a broad range of derivatives and commodities capabilities.

Andrew Anderson is a financial advisor at Edward Jones in Corona, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Sunland RV Resorts and was involved with the Hemet San Jacinto Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Ruben Gomez Jr. is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, CUNA Brokerage Services, Inc., and SchoolsFirst Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm participates in commodity pool operations and serves as an adviser to multiple registered investment companies and fund-of-funds.

Samantha Madden is a financial advisor with Ameriprise in Riverside, CA. She holds a Series 66 designation and has been with Ameriprise since 2023. Prior to her current role, she worked in education and related fields, including positions at Real Journey Academies and the University of Redlands. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Thoeurn Indy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Cuso Financial Services, U.S. Bancorp Investments, Wells Fargo Clearing, Wells Fargo Investments, Wamu Investments, and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Victoria Renne is a financial advisor with LPL Financial in Chino, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Frank R. Carey, EA, where she was employed for 29 years. In addition to advisory work, she owns a tax preparation and bookkeeping business as an enrolled agent. 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 broad range of financial planning and investment solutions, including advisory platforms, third-party asset management, and institutional services.