Jerry Candia is a financial advisor with LPL Financial in Monrovia, CA, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at LPL Financial since 2009 and previously at UBS Financial Services and Citicorp Investment Services. Outside of his advisory work, he coaches the Monrovia High School Mountain Bike Club. 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, third-party asset management, and institutional platforms, supporting advisors with research, operational tools, and a range of investment strategies.

Eric Barrett is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed Inc. and various insurance carriers associated with W&R Insurance Agencies. Barrett’s outside activities include writing and servicing non-variable insurance business. 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, utilizing model portfolios, third-party managers, and customized strategies supported by advanced operational tools.

James Sheridan is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2009 and previously worked at Morgan Stanley for over a decade. He holds the Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management to offer tailored investment solutions.

Jeffrey Steel is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets Inc. since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using structured planning tools and modeling techniques, while generally acting in an advisory capacity rather than providing individual security recommendations.

Christine Brand is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Cetera and its related entities since 2025. In addition to her advisory roles, Brand owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers and diverse program structures.

Patrick Holmquist is a financial advisor at Merrill Lynch Wealth Management. He works with individuals, families, and organizations to help them navigate the opportunities and complexities associated with significant wealth. His approach combines thoughtful planning with education to assist clients in understanding their options, setting priorities, and making informed decisions. He assists clients with retirement planning, balancing competing financial goals, and considerations for future life stages. Patrick aims to provide clarity and purpose to important financial decisions, helping clients gain understanding, confidence, and freedom in managing their wealth. Patrick holds a bachelor's degree from Creighton University and both an MBA and a master's degree in education from Loyola Marymount University. He also completed an accredited certificate program through the University of California System.

Robert Bell is a financial advisor with Thrivent Investment Management in Ontario, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning focused on topics such as retirement, tax, estate, and special needs planning, delivered separately from portfolio management services.

Andrew Huerta is a Financial Consultant at Fidelity Investments. In his role, he works closely with clients and their families to develop personalized financial plans aimed at achieving their goals. He emphasizes providing peace of mind through thoughtful investment and retirement planning, building lasting relationships based on trust. Andrew's experience at Fidelity Investments includes roles as a Financial Consultant since 2022, Investment Consultant from 2021 to 2022, and Financial Representative from 2020 to 2021. He holds a California Insurance License. Outside of his professional work, Andrew enjoys camping, family activities, food, outdoor adventures, tennis, and traveling.

Rong Wang is a financial advisor with Merrill in Hacienda Heights, CA, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at J.P. Morgan Securities and Bank of America. 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 investment strategies for individual, high-net-worth, and institutional clients.

Liliana Soto is a CFP® professional with 19 years of experience in financial services. She is currently with Cetera, where she has worked since 2013, and she also holds the role of Director of Financial Services at Crane & Associates, a financial planning and investment firm. In addition to her advisory work, Soto is a licensed public notary. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party money managers.

Joshua Murty is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He works primarily with high-net-worth and ultra-high-net-worth individuals and families who have complex planning needs. Joshua focuses on investment strategy and long-term wealth planning, assisting clients in evaluating how their portfolios, estate plans, and financial structures align with their goals over time. He has experience with complex investment strategies and estate planning, especially for families dealing with multi-generational planning, concentrated wealth, and significant life transitions. Joshua employs a disciplined approach to investment management, emphasizing alignment between strategy, risk tolerance, liquidity needs, and long-term objectives. He often collaborates with clients' attorneys, CPAs, and other advisors to coordinate investment and estate planning decisions. Joshua earned a Bachelor's Degree from California State University, Fullerton, College of Business and Economics, and completed an executive education program at Yale University. He holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). His personal interests include boating, camping, fishing, football, and golfing.

Walter Lonergan is a financial advisor with Cetera holding a Series 66 designation and less than one year of industry experience. His prior experience includes a brief tenure at Ameriprise and studies at Auburn University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

Cornel Catrina is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. In this role, he works with individuals and their families to develop customized financial plans, focusing on retirement planning, income strategies, and tax-efficient investing. His approach is centered on helping clients achieve their personal and financial goals. Prior to his current role, Cornel served as a Financial Advisor at Merrill Lynch from 2016 to 2017. He also held the position of Regional Manager at GL Advisor between 2010 and 2014, and was a Registered Representative with Datek and Heartland Securities from 1996 to 2002. Cornel holds a California Insurance License. Outside of his professional work, Cornel enjoys biking, running, swimming, and tennis.

Kimberly Neal is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise since 2005 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is employed by Mission Partnership Group LLC. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jean Baptiste Afflack is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant from 2022 to 2025 and as an Investment Solution Representative from 2021 to 2022 at Fidelity Investments. He also has experience as a Financial Advisor at Brancov Financial Services from 2020 to 2021 and was a Registered Representative at AXA Advisors from 2017 to 2018. In his professional practice, Jean focuses on building and retaining client relationships by collaborating with clients and their families. He partners with them to create financial plans that align with their goals, utilizing various resources to assist with the construction and execution of these plans. Jean holds a California Insurance License.

Johnny Le is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he assists clients in developing personalized financial strategies that align with their individual ambitions and family goals. He focuses on areas such as planning for education funding, retirement lifestyle, and potential healthcare costs. Johnny's approach involves simplifying investment complexities and fostering transparent communication to guide clients through their financial planning journey. Johnny holds the designation of Personal Investment Advisor (PIA). He earned his High School Diploma from Fullerton Union High School. His professional philosophy centers on identifying what matters most to clients and their families to create effective financial strategies.

Suzanne Hart is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Her career includes roles at Citizens Business Bank and Wells Fargo affiliates, spanning over two decades. Outside of her advisory work, she is also a notary public in Ontario, California. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Garrett Earls is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade Inc. Outside of his advisory role, he serves as a high school football official with the Foothill-Citrus Football Officials Association and is a board member of the OCS Foundation, which provides scholarships to families in need. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research and due diligence on alternative investments.

Allison Luong is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been associated with Cetera Wealth Services since 2013 and joined Cetera in 2023. In addition to her advisory role, she works as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and account types.

Shiqing Deng is a financial advisor at Edward Jones in Orange, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Deng worked for Societe Generale Corporate and Investment Banking from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory services through a large network of financial advisors and branch offices nationwide.