Anil Madhyanam is a financial advisor with LPL Financial based in Ontario, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Golden1 Credit Union, Ameriprise, Sagepoint Financial, and several credit unions. He currently provides investment products and services through LPL Financial using the Golden1 Investment Services name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Alyssa Yu is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 credential with six years of industry experience. Her prior work includes roles at EnGenius Technologies, Inc., Macy’s, and Spigen Inc. Alyssa has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research-driven investment insights in its advisory process.

He Fu is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Quest Capital Strategies. Outside of his advisory role, he is an officer and investor in Y-NUT Inc., a company engaged in selling goods on Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a combination of quantitative and qualitative research.

Derek Tu is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at AXA Advisors and independent contracting with TD Group. Outside of finance, he provides caregiving services to his grandmother through the In-Home Supportive Services Program. J.P. Morgan Securities offers 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 combines quantitative and qualitative research and may include ESG considerations, with implementation supported by affiliated investment-management entities.

Jiajia Shen is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 credential and has worked at Charles Schwab Bank and Charles Schwab since 2020. Prior to that, she was employed at HSBC Bank and Suzhou Rural Commercial Bank. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment solutions, with a multi-asset model portfolio approach supported by centralized custody and operational services.

Kenneth Eversfield is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2025, following prior roles at Western International Securities, D.A. Davidson & Co., and Crowell, Weedon & Co. He is also involved with Arrowhead Wealth Advisors, a business related to his LPL activities. 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 through a large network of advisors, utilizing both proprietary and third-party strategies across various account types.

Philip Bryan Jalad is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 65 and Series 63 designations. Prior to his advisory role, he has worked at Primerica Financial Services since 2023 and has a background at T-Mobile USA dating back to 2013. Outside of his advisory work, he manages BYHZE, LLC, a non-investment related business. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies developed by third-party asset managers and provides custody and trade execution support through Pershing.

Jamie Brown is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and bringing two years of industry experience. Prior to joining Raymond James Financial Services Advisors, Inc., Jamie worked with New York Life Insurance Company and other firms. Jamie’s background also includes experience at Colorado State University - Global Campus. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with notable services in municipal and public finance as well as SIMPLE IRA Employer Advisory & Consulting Services.

Alexander Ling is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMC Bank NA and J.P. Morgan Securities since 2019. Prior to his financial services career, he was employed at Mtel Wireless for eight years. 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 program. Their advisory approach combines quantitative and qualitative due diligence supported by centralized research and incorporates ESG eligibility considerations.

Michelle Chung Hui Lai is a CFP® credentialed financial advisor with 15 years of industry experience. She has been with J.P. Morgan Securities since 2016 and previously worked at Cetera. Michelle is based in Diamond Bar, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Carlos Tseng is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at J.P. Morgan Securities since 2014, with prior roles at HSBC Securities, Merrill, and Bank of America. He is currently based in Arcadia, CA. J.P. Morgan Securities provides institutional consulting services including asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG considerations.

Ronald Owen is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has three years of industry experience, including prior roles at Merrill Edge and Northwestern Mutual. Before entering the financial industry, he served seven years in the U.S. Navy. 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 combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through unique regulatory registrations.

Lake Robinson is a financial advisor at Fidelity with Series 65 and Series 66 licenses and 4 years of industry experience. His prior roles include positions at Ameriprise and Equitable Advisors, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a range of clients including registered investment companies and delivers model portfolios through systematic methodologies and oversight of sub-advisers.

Rene Licon Jr. is a CFP® professional with 32 years of industry experience. He is currently with LPL Financial and previously worked at SCF Investment Advisors, SCF Securities, Financial Telesis Inc., and had an earlier tenure at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies.

Qiang Duan is a financial advisor with Merrill holding a Series 66 license and no prior industry experience. His work history includes multiple roles at Bank of America, N.A., as well as positions at Lyft, Inc., Uber Technologies, Inc., and Super Vacation Inc. DBA America Asia Travel Center. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luis Jaime is a Series 66 licensed financial advisor with six years of industry experience, currently with J.P. Morgan Securities in Pasadena, CA. Prior to his current role, he worked at Bank of America and Merrill from 2019 to 2023. Outside of advising, he is an owner and partner of Compu-Service LLC, a computer services and video game sales business. 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 and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence that combines quantitative screening and qualitative research, with recommendations incorporating ESG eligibility and broader derivatives capabilities.

Richard Felling Jr. is a financial advisor with Equitable Advisors in Brea, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside his advisory role, he provides tax and accounting services through his CPA practice and serves as co-trustee and successor trustee of family trusts. Equitable Advisors serves a wide range of clients including individuals, plans, corporations, and nonprofits, offering financial planning, retirement consulting, and asset-management programs through its network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on customized solutions delivered via multiple investment products and fiduciary services.

Dyllon Whitaker is a financial advisor with Primerica Advisors in Upland, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2013 and is also involved with Tristar Marketing Systems in a sales capacity. Outside of advising, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model recommendations managed by unaffiliated asset managers and supported by third-party custody and trade execution providers.

Frank Ortiz is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Merrill and Banc of America Investment Services, Inc. Ortiz is based in La Puente, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy Burns is a financial advisor with Cetera and holds a Series 66 designation, bringing 22 years of experience in the industry. He has previously worked at Avantax Insurance Services and 1st Global Advisors, and he also owns Burns & Johnston CPAs, where he practices as a CPA, handling tax preparation and business advisory services. Additionally, he operates Burns Financial Services, focusing on investment-related client meetings. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.