William Tien is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2012. Outside of his advisory role, he is a co-owner and landlord of rental property. 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 a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Ho Yan Tam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory role, Tam is actively involved in managing several restaurant businesses in Claremont, CA, including serving as general manager and authorized signer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christian Bidolli is a Planning Consultant at Fidelity Investments, where he currently leverages the firm's tools and resources to simplify complex financial decisions and collaborates with clients to develop personalized strategies. His professional journey at Fidelity began as an intern in 2024, followed by roles as a Financial Representative and Relationship Manager before assuming his current position in 2026. Christian holds a California Insurance License. Outside of his professional work, he has interests in cars, fishing, and golf.

Bryant Tchan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Harry Wang is a financial advisor with Morgan Stanley in Pasadena, CA. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining the firm, he worked at Bank of America and New York Life Insurance Company, with intermittent periods dedicated to homemaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to both individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and analyses.

Hung Chih Chen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America since 2019 and has prior experience at JES LED Technology and Tech Source International. 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.

Angellokyiu Wong is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, Wong has held roles in education at The Music Key School, University of California, Los Angeles, Citrus College, and Yuen Long Public Secondary School. Outside of finance, Wong has been involved with La Bella Laser & Slimming since 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Frederick Johnson is a financial advisor at Osaic Wealth, Inc. in Pasadena, CA, with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he spent 22 years at Signator Investors, Inc. and John Hancock Life Insurance Co. Johnson also operates a fixed insurance brokerage as a sole proprietor. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and automated rebalancing to construct diversified portfolios, and supports multiple advisory platforms including third-party managed accounts and wrap programs.

Kin Fung Chan is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Grandway Asset Management, Inc. from 2012 to 2020. Outside of his advisory role, he is the sole proprietor of Kins Asset Management, Inc., a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that uses firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and planning strategies.

Norma Cunanan is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Western International Securities, Inc. for 12 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various management approaches.

Nicole Shao is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 11 years of industry experience. Her prior positions include roles at JP Morgan Chase Bank and City National Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party strategies.

Madina Boland is a financial advisor with J.P. Morgan Securities in San Marino, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Charles Schwab and J.P. Morgan, and currently serves as a language consultant for the U.S. Department of Defense’s Language National Security Education Office. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence combined with an ESG eligibility framework.

Jared Goldman is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, First Republic Securities Company, and First Investment Management. Prior to his financial career, he was involved with UCLA Athletics as part of the UCLA Baseball program. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Bakha Komak is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Alexander Miller is a Planning Consultant at Fidelity Investments, where he partners with clients to help them work towards their financial goals. He collaborates with each client individually to create plans tailored to their specific financial needs. He has been with Fidelity Investments since 2021, progressing from Central Relationship Manager to Relationship Manager before assuming his current role as Planning Consultant in 2023. Prior to joining Fidelity, he was a Registered Associate at Turczan Investment Consulting Group from 2020 to 2022. Alexander holds a California Insurance License. Outside of his professional work, he enjoys spending time at the beach, fitness activities, social events with friends, hiking, movies, and music.

Elizabeth Canales is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and nine years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Howard Wen is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in rental property management in Pasadena, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model financial outcomes.

Reece Roubic is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Fund Evaluation Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of topics including retirement, tax, and estate planning. The firm emphasizes goal-based analyses and periodic reviews, delivering planning and managed-account services separately.

Wai Cheung is a financial advisor at Merrill with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, and Bank of America before joining Merrill. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maxwell Stanley is a financial advisor at MassMutual Investors Services with two years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and TEC Newport Beach LLC. Outside of finance, he operated a kayak rental business for two years. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and a collaborative planning process to deliver tailored recommendations, with options for clients to implement strategies through separate brokerage or insurance arrangements.