Jonathan Goldstone is a financial advisor at Wells Fargo Advisors in Pasadena, CA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, Wells Fargo Advisors LLC from 2011 to 2016, and Wells Fargo Bank, N.A. since 2003. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Michael Hou is a financial advisor at Charles Schwab with eight years of industry experience and a Series 66 designation. His prior work includes roles at Fidelity Investments, Merrill, and Bank of America. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and a range of multi-asset investment solutions.

Elizabeth Cervantes is a CFP® with 18 years of experience in the financial services industry. She currently works at Morgan Stanley, having previously been employed at Wells Fargo Advisors and Wells Fargo Clearing. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Dena Izumigawa is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with LPL Financial since 2012. She maintains roles with Scarborough Financial Group, LLC, and Zen Planning Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives, offering a range of advisory programs, financial planning services, and retirement plan consulting.

Tom Aguilera Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked at LPL Financial since 2022 and has been associated with Cuna Brokerage Services, Inc. and SchoolsFirst FCU for over 19 and 26 years respectively. Aguilera also serves as a financial advisor at SchoolsFirst FCU. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management supported by research and offers additional financial products and services through affiliated entities.

Hsien Lu is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in an outside fixed business and owns investment real estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Jaron Tsukamoto is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. His work history includes roles at Thrivent Financial, Bishop & Co., and Island Insurance Companies LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, and estate planning, with the option to combine planning with managed-account services under a consolidated billing system.

Cong Wang is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Cetera, HSBC, Avantax Advisory Services, Bohai Securities, and Everbright Securities. In addition to his advisory role, he is active as an insurance agent selling fixed insurance products and serves as a wealth management associate at TYWL Wealth Advisors, LLC. 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 internal research and third-party analytics to support investment decisions and offers a broad range of brokerage and advisory solutions across a large national platform.

Sanae Garcia is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Raymond James in 2025, she spent 14 years at UBS Financial Services Inc. Outside of her advisory role, she owns Nose Wiggle Productions, Inc., a company established for her occasional photography and video sales. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Anastasia Zarov is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2005. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Christopher Calagna is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at City National Bank and UnionBanc Investment Services. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Andrea Atanay is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of her advisory role, she is a partner at Open Heart Studio LLC, an online retail business focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to support its clients' financial goals.

Henry Wong is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank SSB since 2010. 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 combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Jose Flores Jr. is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and has held a long-term position at Bank of America since 2002. Outside of his advisory role, he owns a rental property in San Jacinto, California. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ronald Thompson is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and New York Life Insurance Company. Outside of his advisory role, he is the sole proprietor of an Amazon publishing business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it is notable for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Yijia Guan is a financial advisor at UBS Financial Services with 10 years of industry experience. Prior to joining UBS in 2023, Yijia worked at Wells Fargo Bank, N.A. and Wells Fargo Clearing from 2021 to 2023, and at HSBC Securities (USA) Inc and HSBC Bank USA, N.A. from 2015 to 2021. Yijia holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a range of capital markets solutions.

Benjamin Lemon is a CFP® with 21 years of experience in the financial industry, currently serving at LPL Financial since 2021. His background includes leadership roles within the Financial Planning Association and involvement on the board of Montecedro. He has also been active in several business and networking groups, including BNI and local chambers of commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives.

Raul Hernandez is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at BMO Bank NA, BancWest Investment Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Hernandez is also active as an advisor with BMO Bank NA. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and technology to serve a diverse client base.

Cynthia Sherman is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2005. She serves as the owner and trustee of a family trust. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Xuemei Wei is a Series 66 licensed financial advisor with UBS Financial Services in Pasadena, CA, where she has worked since 2016. She has 20 years of industry experience. Wei serves as Treasurer on the board of the Chinese-American Engineers and Scientists Association of Southern California, a nonprofit professional organization focused on technical development and networking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.