Yang Zhang is a financial advisor with Edward Jones in Chino Hills, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Transglobal Holding Company and Topocean Consolidation Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Erica Vasquez is a financial advisor with Merrill in Rancho Cucamonga, CA, holding a Series 66 designation and with nine years of industry experience. She has worked at Merrill since 2012 and is also affiliated with Bank of America, N.A. since 2021. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ross Benson is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and 11 years of industry experience. His prior roles include positions at BMO Bank NA, BancWest Investment Services, Wells Fargo Bank, Wells Fargo Clearing Services, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Douglas Heal is a financial advisor with LPL Financial in Ontario, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at both Citizens Business Bank and LPL Financial since 2015. Heal is also an insurance agent with Carlson Hammond, working part-time in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Cyndie Huang is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009 and is currently affiliated with Bank of America, N.A. since 2023. 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, and institutional investors.

Pedro Alaniz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Wells Fargo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.

Gursharanjit Dhanjal is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tram Anh Trieu is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and three years of industry experience. Prior to joining Wells Fargo, Trieu worked at Bank of America and has held various roles including positions at the University of California Irvine and Amazon Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Amanda Mercier serves as Vice President and Branch Leader at Fidelity Investments' Brea, CA investor center. In this role, she leads a team of financial professionals, focusing on building a culture of trust for clients and associates to enhance service delivery throughout Southern California. Her career in financial services began in 2009 as a Financial Planner at Pacific Capital Resource Group. She joined Fidelity Investments in 2010, progressing through roles including Financial Representative, Senior Relationship Manager, and Assistant Branch Leader before assuming her current position in 2021. Amanda holds a California Insurance License.

Jason Laubach is a financial advisor with Ameriprise in Rancho Cucamonga, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he worked at American Marine Corporation and served as a captain operating company vessels for Harbor Breeze Cruises. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored retirement recommendations.

Basheer Husami is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera. His prior work includes roles at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors, along with operating Husami & Associates since 2009. He serves as a successor trustee for a non-family trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and 800,000 clients, offering a range of portfolio management and financial planning services. The firm provides a multi-manager platform that includes affiliated and third-party model portfolios, catering to individual, corporate, charitable, and institutional clients.

David Krake is a Wealth Management Advisor at Merrill Lynch Wealth Management in Brea, California. Since beginning his career in the financial services industry in 2003 and joining Merrill Lynch Wealth Management in 2004, David has worked with families and business owners to help them navigate financial challenges and pursue their goals with an appropriate level of risk. His practice areas include family wealth management, corporate benefits, retirement income planning, legacy planning, liquidity management, and small business strategies. He holds several professional designations, including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Exit Planning Advisor (CEPA®), which support his work in corporate retirement plans and exit planning. David earned his Bachelor of Business Administration degree in Finance and Marketing, graduating summa cum laude from Hardin-Simmons University. He is a member of professional organizations such as the Financial Planning Board, the National Association of Plan Advisors, the Exit Planning Institute, and Kingdom Advisors. Recognized by Forbes as one of America’s Top Next-Generation Wealth Advisors in 2017, 2018, and 2019, David maintains an ongoing commitment to professional excellence. Active in his community, David serves as an elder at The Church at Green Hills and chairs the Whittier Mayor's Prayer Breakfast. He volunteers with Imagine Whittier, a mentoring program for families transitioning out of homelessness, and participates in other local organizations such as Whittier CBMC and the Whittier Consortium on Homelessness. David lives in Whittier, California, with his wife, Lauren, and their three children. In his personal time, he enjoys cooking, gardening, hiking, music, reading, running, singing, and writing.

Nick Gomes is an Investment Consultant currently working at Fidelity Investments since 2026. He focuses on helping individuals and families make confident financial decisions by simplifying complex topics and creating clear strategies that align with their priorities. Prior to his current role, Nick accumulated experience in various positions within the financial sector, including Service Advisor at Hawekotte Financial Group (2024-2025), Associate Trader at Ritholtz Wealth Management (2022-2023), Registered Associate at Morgan Stanley (2021-2022), and Institutional Trading Specialist at TD Ameritrade (2018-2021). He holds a California Insurance License. Outside of his professional work, Nick has personal interests in concerts, cooking and baking, fitness, movies, and music.

Rebecca Picazo is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with J.P. Morgan Securities since 2008 and has worked at JPMorgan Chase Bank, N.A. since 2010. In addition to her advisory role, she is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jiang He is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and beginning his advisory career in 2026. He previously worked at CITIC Securities Company Limited for ten years and has experience with Yola Transocean Inc. and Waaallet LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of investment strategies.

Daniel Kim is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked in the restaurant industry, including roles at Gen Korean BBQ House and Ohana Sushi. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeled outcome estimates.

Malik Mallory is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Edward Jones for six years and has three years of experience with LPL Financial. Mallory serves as a board member of the Hope Through Housing Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management strategies.

Raymond Hebert is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2014. He focuses on developing personalized financial strategies for high-net-worth individuals, families, and their businesses to help them achieve their short- and long-term financial goals. Raymond leverages resources from Merrill Lynch and the banking services of Bank of America to address clients' comprehensive financial needs, including investment advice, education funding, tax minimization strategies, and retirement services. With over 20 years of experience as a former business owner, Raymond has developed expertise in the concerns faced by business owners today. He collaborates closely with professionals such as business bankers, CPAs, insurance companies, pension plan consultants, and business, tax, and estate planning attorneys. Raymond also acts as a Portfolio Manager, managing discretionary portfolios that may incorporate individual stocks, bonds, model portfolios, and third-party investment strategies. Raymond holds a Bachelor of Science in Business Administration from the Department of Finance, Real Estate & Law at California State Polytechnic University, Pomona, earned in 1988. He maintains Series 7 and 66 FINRA Registrations and a State of California Life & Health Insurance License. He holds the Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services. Beyond his professional endeavors, Raymond is involved in community organizations including the Los Angeles County Reserve Deputy Sheriff and the San Dimas Mountain Rescue Team. His personal interests include camping, ice hockey, and volleyball.

Kinley Yann is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Massachusetts Mutual Life Insurance Co., Transamerica Financial Advisors, and World Financial Group. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Efren Martinez is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. for 14 years. Martinez is also the owner of an insurance agency specializing in fixed and health insurance and serves as a Notary Public in California. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services and uses various investment tools and third-party platforms to construct and manage portfolios.