Moses Lee is a financial advisor at Fidelity with two years of industry experience. He holds Series 65 and Series 63 designations and previously worked at NYLife Securities LLC and New York Life Insurance. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it holds distinctive roles such as a commodity pool operator registration and advisory functions for multiple registered investment companies.

Carolyn Wyatt is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Western International Securities, M Stevens Wealth Advisors, Kingswood Capital Partners, Chalice Wealth Advisors, Women's Symposium of Southern California, and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, and utilizes model portfolios and research from internal and third-party sources.

Westley Bovee is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He works with clients and their families to construct and implement complex strategies aimed at supporting long-term investment planning. Prior to his current position, Westley held several roles within Fidelity Investments, including Investment Consultant (2024-2025), Planning Consultant (2022-2024), Relationship Manager (2021-2022), and Financial Representative (2021). Throughout his career at Fidelity Investments, Westley has gained experience in investment consultation, financial planning, client relationship management, and financial representation. He holds a California Insurance License, supporting his capacity to advise clients on insurance-related matters. No additional information regarding education, credentials beyond his insurance license, personal interests, or community involvement was provided.

Brian Kim is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and its affiliated entities since 2018, following an 18-year tenure at Scottrade, Inc. 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 offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and access to alternative investments, supported by a centralized operational structure.

Yan Ye is a Series 66-licensed financial advisor with 17 years of industry experience. Yan has worked at UBS Financial Services Inc for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Irene Choi is a financial advisor with Charles Schwab in Arcadia, CA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She has worked at Charles Schwab Co., Inc. since 2000 and Charles Schwab Bank since 2005. Outside of her advisory role, she has been involved in rental property management since 2006. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers a comprehensive, integrated approach to wealth management.

Paulina Becerra Gonzalez is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Her prior work includes roles at Newnewfoods and Manuel Alarcon Trucking, as well as positions at UC San Diego. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gabriela Molina is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has been with Primerica since 2005. Molina also engages in part-time sales of home security, automation products, and loan products through affiliated companies of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately $15.5 billion in assets under management. The firm utilizes model-driven investment strategies supported by third-party asset managers and offers a range of discretionary separately managed account options.

Luca Gandolfi is a financial advisor with Fidelity Investments in Brea, CA. He holds a Series 66 designation and began his advisory career in 2024. His prior experience includes roles at Provident Savings Bank and involvement with educational institutions and family business ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and is noted for its regulatory registrations and use of advanced technologies in investment processes.

Wei Teh Chen is a financial advisor with Charles Schwab in Arcadia, CA. He holds a Series 66 designation and has 18 years of industry experience. Since 2015, he has been affiliated with both Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized custody and supervisory services.

Cory Leckie is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Osaic Wealth and previously worked at Mariner Independent Advisor Network, LLC, WealthPLAN Partners, and LPL Financial. Outside of his advisory work, he serves as the executor of a family living trust. Osaic Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kenichi Igarashi is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mariner Independent Advisor Network, LPL Financial, and WealthPLAN Partners. He is also president of a DBA called Simplified Wealth Management, which provides financial advisory and management services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Alice Baick is a financial advisor with Edward Jones in Yorba Linda, CA, holding a Series 66 designation and three years of industry experience. She previously worked at TK Elevator for eight years before joining Edward Jones. She serves as a board member for the Wind Rivers Condominium Association in Saratoga, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Stephen Williams is a financial advisor with LPL Financial in Ontario, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior firms include Cetera and First Allied Advisory Services. Outside of his advisory work, he is involved in tax preparation through GYL LLP and owns a pizza business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by in-house and third-party research and technologies.

Jason Martinez is a CFA® charterholder with seven years of industry experience. He is currently affiliated with LPL Financial in Orange, CA, where he has worked in multiple roles since 2013. Martinez has also worked at Pacific Edge Advisors and Romero Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and both discretionary and non-discretionary management options.

Peggy Neal is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sara Uribe is a financial advisor with Ameriprise in Glendora, CA, holding a Series 66 designation and 14 years of experience with the firm. She has worked exclusively at Ameriprise since 2012. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to offer written recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Jon Hong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include extensive tenure at Scottrade and more recent positions at TD Ameritrade before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Dominic Hart is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at UBS. His background includes roles outside finance, such as involvement with SushiDon and Mid Valley Water Polo. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Eric Beatty is a Series 66 licensed financial advisor with three years of industry experience, currently with Wells Fargo Clearing. His prior experience includes roles at Sanctuary Wealth, Beatty & Myers LLP, and Stanford University. Outside of his advisory work, he is involved in semi-professional volleyball as a player and coaches volleyball at a local club. 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 combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.