Xi Li is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Xi has worked at Bank of America and Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Shiela Imperial is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various JPMorgan entities 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 searches, and customized performance reporting. The firm delivers these services through Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Brandon Dunn is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patricia Garcia is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining Primerica Advisors, she worked at Corkys and Mifflin Dunder Inc. She also has experience with Primerica Financial Services and in the real estate sector. Outside of financial advising, she works as an independent food and grocery delivery driver. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering discretionary portfolio management primarily for individual investors.

Yingli Lu is a financial advisor with LPL Enterprise and holds the Series 66 designation. Lu has no prior industry experience and has been with LPL Enterprise since 2026. Their background includes studies at Boston University and the University of Southern California. LPL Enterprise, LLC serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutions through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products.

Jackie Lewis is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 searches, and customized performance reporting. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Reid Williams is a financial advisor at OSAIC with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Woodbury Financial Services Inc. and Jack Keeter & Associates. In addition to his advisory role, he operates a sole proprietorship as an insurance agent specializing in the sale of term life, fixed life insurance, and annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include a range of investment products.

David Ko is a CFP® professional with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Yibin Evan Xu is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has worked with J.P. Morgan Securities since 2013 and has also been employed at JPMorgan Chase Bank, N.A. for the past 10 years. Outside of his advisory role, he works as an employee/contractor for In-Home Supportive Services, assisting a family member in home. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence, and applying an ESG eligibility framework in its recommendations. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Brian Steen is a financial advisor at Edward Jones in Chino Hills, CA, with one year of industry experience. He previously worked at The Capital Group Companies for 21 years. Outside of his advisory role, he owns rental properties in Ferguson, MO, which are managed by a property management company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Shiyi Xia is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Boston. She works closely with clients to develop personalized financial strategies tailored to their long-term goals. Her approach focuses on understanding each client's comprehensive financial picture and adapting strategies to changing market conditions, leveraging investment insights from Merrill and banking solutions from Bank of America. Her expertise encompasses a range of areas including college education planning, family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, and tax minimization. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Shiyi earned a Bachelor's degree from George Washington University and a Master's degree from the University of Massachusetts System. Fluent in English, Mandarin, and Yue (Cantonese), she also dedicates time to community volunteering. Outside of work, Shiyi enjoys boating, cooking, hiking, traveling, and practicing yoga.

Lawrence Hoey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he operates Hoey Consulting, a business entity established for tax purposes. 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 a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with resources like LPL Research and third-party subadvisors.

Todd Crane is a financial advisor with Cetera, holding CFP® and CFA® designations and possessing 14 years of industry experience. He has worked at several affiliated entities including Crane Advisory LLC and Cetera Wealth Services, focusing on financial planning and asset management. Outside of his advisory roles, he manages a holding company, T Crane Advisory LLC, involved primarily in bookkeeping. Cetera Investment Advisers LLC operates as an SEC-registered adviser providing a wide range of investment and retirement services through a large network of over 10,000 independent advisors. The firm serves diverse clients including individuals, employer-sponsored plans, and institutional accounts, offering a multi-manager platform with various program structures and investment options.

Stephen Murdock is a CFP® with 52 years of industry experience. He is currently with Cetera and has previously worked at Quantum Econometrics, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates as a multi-manager platform with various program options.

Hannah Pozzebon is a Planning Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2021 in various roles, including Relationship Manager, Financial Representative, and Customer Relationship Advocate. Hannah's approach focuses on understanding clients' short- and long-term financial goals and working in partnership with individuals and their families to support their financial planning needs. She aims to build strong and lasting relationships grounded in trust. She holds a California Insurance License. Outside of work, Hannah has interests in cooking and baking, movies, music, pets, soccer, and volunteering.

Jordan Priest is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 license and seven years of industry experience. His work history includes roles at Royal Alliance and Benefit Funding Retirement Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Aamir Lalani is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Wells Fargo Bank and loanDepot, as well as experience in the automotive and small business lending sectors. 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 employs a research-driven approach, utilizing diversification principles and modern portfolio theory, while offering a broad range of brokerage and advisory solutions.

Peter Wang is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked with Waddell & Reed Inc and various insurance carriers associated with W&R Insurance Agencies. Outside of his advisory role, he has been involved in insurance sales and has engaged as a limited partner in a rental property business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by model portfolios and research from multiple sources.

Lauren Wong is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping clients navigate complex financial priorities such as retirement planning, college education funding, legacy planning, philanthropic efforts, and small business strategies. She collaborates one-on-one with clients to define their financial goals and develop portfolio strategies designed to meet those objectives. Lauren provides ongoing advice and portfolio adjustments as clients' situations evolve. Lauren holds a Bachelor's Degree from the University of California System and a Master's Degree from George Washington University. She has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional work, Lauren is involved with The Richard Nixon Presidential Library & Birthplace. Her personal interests include antiquing, cooking, and reading.

Alma Gonzalez Monarrez is a financial advisor with Primerica Advisors in Corona, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014 and also has a role with Technicolor USA Inc. Her other business activities include sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio management services focused on individual rather than institutional clients.