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.

Kirk Lombard is a Certified Financial Planner® with 19 years of industry experience. He has been with LPL Financial since 2011. Lombard is also involved in life, disability, long-term care, and health insurance activities alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management supported by research and model portfolios.

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.

Sun Tung Van is a CFP®-designated financial advisor with Ameriprise in Glendale, CA, bringing eight years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and JP Morgan Securities. Since 2022, he is also an Enrolled Agent, although he does not engage in tax preparation services. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

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.

Mercedes Guevara is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 designation. Prior to joining Morgan Stanley in 2023, she spent time at California State University Northridge. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

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.

Christian Ridout is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that align with their unique goals and priorities, helping them navigate complex investment and wealth management decisions. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, socially responsible and ESG investing, as well as serving clients in sports and entertainment sectors. Christian holds a Bachelor’s Degree from Villanova University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys baseball, cooking, gardening, skiing, surfing, and spending time with his family.

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.

Irina Bykova is a financial advisor with Wells Fargo Clearing in Sherman Oaks, CA, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC, along with over two decades at Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Vincent Chu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo-related firms since 2012 and has been advising clients under his own name since 2009. Chu serves on the finance and administration committee of Kindle Hill Church in Ontario, CA. 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 manages roughly $671 billion in assets through more than 14,000 financial advisors and offers a broad range of brokerage and advisory solutions.

Zhen Rong Yu is a Series 66 licensed financial advisor at Merrill with nine years of industry experience. He has worked at Merrill since 2017 and concurrently at Bank of America, N.A. since 2014. Outside of his advisory role, he is a co-owner of a family rental property. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Samantha Power is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo since 2016. Outside of her advisory role, she owns a company called Apricity LLC, which is a potential candle business. 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 both brokerage and advisory solutions.

Eliz Shahverdyan is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at Union Bank Investment Services, Bank of the West, and Firefighters First Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities. The firm uses proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Michele Steinberg is a financial advisor with LPL Financial, holding a Series 66 designation and with 22 years of industry experience. She has been with LPL Financial since 2008. 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 services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

David Lee is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMORGAN Chase Bank, N.A. since 2010. Outside of his advisory role, he is an owner of a rental property. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jason Kincaid is a financial advisor with Primerica Advisors in Burbank, CA. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to joining Primerica, he has worked with the LA County Sheriff Department since 2015. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Preston Dawson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked with Cubist LLC and Little Dot Studios. Outside of his advisory role, he serves as a creative consultant for Cubist, providing services such as email marketing and social media management. Fidelity’s Strategic Advisers LLC offers 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 discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Peter Kokos is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 63 designation and 25 years of industry experience. He worked at American Express Financial Advisors Inc for 20 years before joining Ameriprise in 2020. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver non-discretionary advice through a centralized consulting team, with an emphasis on assets held in Ameriprise-managed accounts.

Arnaud Berry is a financial advisor with OSAIC in South Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Signator Investors, Inc. from 2016 to 2018 before joining OSAIC in 2018. Outside of his advisory role, he is involved as a principal at Zahorik Financial & Insurance Services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services supported by various asset-allocation tools and third-party manager solutions.