Curtis Viggers is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior roles include positions at TruStage and J Alden Associates, Inc. He is also involved in selling non-variable insurance products such as whole life and fixed index universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Frank Saldana is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Merrill, Edward Jones, and Chase Investment Services Corp. outside of his current tenure at JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Wei Wang is a financial advisor at J.P. Morgan Securities in City of Industry, CA, holding Series 63 and Series 66 licenses with three years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Bank of America, Bank of the West, and positions outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions to build model asset allocations.

Peter Hang is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A., JP Morgan Securities LLC, Chase Investment Services Corp., and Wamu Investments, Inc. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process incorporates quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and affiliated implementation services.

Cindy Min is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill for four years. Cindy’s background also includes a 14-year tenure at California State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Thomas Gabler is a Series 66–designated financial advisor with Morgan Stanley in Brea, CA, with seven years of industry experience. He has worked at Morgan Stanley since 2018 and previously worked at RD Tax Service from 2016 to 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Christopher Sciarra is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and bringing 20 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Investments, and UBS Financial Services. Outside of his advisory work, he is involved as a partner in a property management business. 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 methodologies.

Like Wu 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 various divisions of JPMorgan Chase since 2015. His background includes roles at Vanco Tech, LLC and involvement with 627 E Second LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a range of eligible strategies and incorporates ESG criteria within its recommendations.

Xuejun Kuang is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at J.P. Morgan Securities and Wm Financial Services, Inc. Kuang is based in Hacienda Heights, CA. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lu Chen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2022, Chen held positions at Bank of America, Deluxe Med Spa, and Wave Plastic Surgery and Laser Center. Outside of advising, Chen is involved in co-owning and managing small rental properties. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Alan Phan is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has been with Merrill and Bank of America since 2019. Outside of his advisory role, he serves as a managing member of Pinnacle Stay LLC, a limited liability company focused on property management and rental arbitrage through Airbnb. 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.

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.

Ross Benson is a CFP® professional with 11 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at BMO Bank NA, BancWest Investment Services, Wells Fargo Bank, Wells Fargo Clearing Services, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Pedro Alaniz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has previously worked at Charles Schwab and Wells Fargo. Alaniz holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, including an ESG eligibility framework.

Gursharanjit Dhanjal is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp., with prior experience at Wells Fargo Investments, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

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 at Ameriprise with a Series 66 designation and four years of industry experience. He previously worked at American Marine Corporation and served as a captain operating company vessels for Harbor Breeze Cruises. Laubach is based in Glendora, CA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Sa Wang is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm for one year. Prior to joining LPL Enterprise, Wang worked at Optum for seven years and held positions at the University of Southern California and UnitedHealth Group. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

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.