Tirso De Anda is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Axa-Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Philip Emchick is a financial advisor with LPL Financial and holds a Series 66 designation. He has one year of industry experience and previously worked at Bois Capital for seven years. Emchick is also involved with Zapata Private Wealth Group, LLC. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by both discretionary and non-discretionary strategies.

Ricardo Ortiz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at PFS Investments Inc. for 11 years and has been affiliated with Primerica Financial Services since 2008. His other business activities include the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its investment solutions.

Christopher Laubach is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as a director and treasurer on a nonprofit board. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Albert Singleterry is a financial advisor with J.P. Morgan Securities in Azusa, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Wm Financial Services Inc. and JPMorgan Chase Bank, N.A., where he has worked since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager and fund searches, and customized performance reporting through a non-discretionary advisory program. The firm’s investment process integrates quantitative and qualitative research, including ESG criteria, supported by affiliated implementation services.

Kenneth Stewart is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include work at Children's HopeChest and Biola University. Edward Jones is a full-service wealth management firm catering to over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

James Warren is a financial advisor with Ameriprise in San Dimas, CA, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at LPL Financial and Level Four Advisory Services. He owns a non-investment-related business entity, JPW and Associates, which does not generate revenue or require time commitments. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Adam Gonzalez is a financial advisor with Primerica Advisors in Santa Fe Springs, CA, holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at Primerica Financial Services and PFS Investments Inc. He has also worked outside the financial sector in various roles, including positions at Clearview Protective Services, IncC. and California State University of Long Beach. Primerica Advisors is a firm that sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and billions in assets under management, delivering advisory services through model-driven recommendations supported by third-party asset managers.

Ronny Liu is a financial advisor with Equitable Advisors, holding the ChFC® and Series 66 designations and bringing 40 years of industry experience. He worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1986 to 2024 before joining Equitable Advisors in 2024. Liu also operates as an independent agent involved in fixed insurance sales and property and casualty insurance. Equitable Advisors serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a combination of firm-offered and third-party advisory programs.

Yvonne Qi is a financial advisor with Merrill in Hacienda Heights, CA. She holds Series 63 and Series 65 licenses and has been with Merrill since 2017, including prior experience with Bank of America, N.A. 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 and profit-sharing plans, corporations, and charitable organizations.

Gloria Chen is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, BMO Bank NA, Citigroup, and JP Morgan Securities. Outside of her financial career, she tutors children in violin through her music tutoring business, Chen's Music. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to guide its diversified investment approach and offers both brokerage and advisory solutions.

Woong Roh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with J.P. Morgan Securities and affiliated entities since 2014, including a prior role at Edward Jones from 2019 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research, with an emphasis on forward-looking capital market assumptions and ESG considerations.

Nathaniel Nesbitt is a financial advisor at UBS Financial Services with 46 years of industry experience, having worked at UBS since 1980. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with the Civil Air Patrol in search and rescue operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Rhonda Cano is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked with Avantax firms for a decade and operates Cano Income Tax, a tax-related business she has maintained since 1989. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to third-party managers and customized investment solutions.

Mane Aslanian is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2015 to 2018. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Colin Babb is a Wealth Management Advisor with Merrill Lynch Wealth Management. He rejoined Merrill Lynch in 2016 and brings a professional commitment to defining financial goals and coordinating assets and liabilities to help clients achieve those goals. His approach emphasizes honest and transparent discussions, analytical rigor, and attention to detail to provide customized planning techniques. Since 2007, Colin has provided financial and wealth management advice, specializing in portfolio construction, wealth planning, retirement planning, special needs planning, liability management, and a range of client focus areas including legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. He is part of the Crow Babb Hulley Group, a team with over 100 years of combined financial services experience that employs a comprehensive goals-based approach to wealth management. Colin holds a Bachelor's degree from the University of Southern California. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional life, Colin enjoys golfing, music, spending time with his family, and traveling.

Christian Li is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including over three decades at FSC Securities Corporation and a long tenure at TAG Financial Inc. based in Diamond Bar, CA. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and advisor tools.

Erinleigh Baldivia is a financial advisor with Charles Schwab, holding a Series 66 designation and 16 years of industry experience. She has worked at Charles Schwab and related entities since 2007, including roles at Charles Schwab & Co., Inc. and Charles Schwab Bank Ssb. 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 non-discretionary advisory services with access to discretionary separately managed accounts and provides centralized custody and operational support.

Ronald Coleman is a financial advisor with LPL Financial in Claremont, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at LPL Financial since 2013 and previously held positions at Crowell, Weedon & Co., Morgan Stanley, and Citigroup Global Markets. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Yohan Chung is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Crown Wealth Management and Biola University. Outside of his advisory roles, he has been involved with the Orange County Children's Therapeutic Arts Center for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment approaches, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.