Xiaobing Li is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Robert Peng is a financial advisor with Merrill in Irvine, CA, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, Prudential Financial, and New York Life. 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 a range of individual and institutional clients.

Renxuan Hu is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Iqiyi North America Ltd. J.P. Morgan Securities 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.

Melanie Carvalho is a Series 66 licensed financial advisor with LPL Financial, based in Huntington Beach, CA, and has two years of industry experience. Her prior work includes roles at Securities America and Seven Gables Real Estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad network of advisors, offering financial planning, model portfolios, and third-party asset management with a focus on both discretionary and non-discretionary strategies.

Dennis Buenaventura is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Donavan Mayes is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for three years before joining Wells Fargo in 2017. Outside of his advisory role, he serves as co-trustee for his grandmother’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Melissa Shadden is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, she worked at Santa Clara University for one year. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services through a structured process centered on discovery and modeling tools.

Jeremy Hui is a financial advisor at Edward Jones with seven years of industry experience. He previously worked at J.P. Morgan Securities, NYLife Securities, and Tutton Insurance Services. Hui holds Series 66 and Series 63 licenses and is based in Fullerton, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Charssy Zhang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. Zhang has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2017. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Sanchez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has been with JPMorgan Securities LLC since 2016. 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 applies an ESG eligibility framework when recommending strategies.

Curtis Wolfslau is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2018. He is also affiliated with Chapman University since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers various advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Dat Nguyen is a financial advisor at Fidelity with Series 65 and Series 66 credentials and two years of industry experience. His prior roles include positions at Western Governors University and Logic Wealth Management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Mark Thornburg is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding a Series 63 designation and 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory career, he is a partner in a golf driving range business in Lewisville, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations, utilizing proprietary research and tools, with an approach that integrates advisory services alongside other financial products.

Mark Givenrod is a Series 66-licensed financial advisor with LPL Financial, based in Cerritos, CA, and has 21 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 15 years and has been involved with SchoolsFirst Federal Credit Union for 20 years. 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 investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Audrey Hong is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 26 years of industry experience. She has worked at Linsco/Private Ledger since 2007, following prior roles at Citicorp Investment Services and Ameriprise. Outside of advisory work, she is involved in selling fixed and long-term care insurance through Orange County Investment Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, utilizing various portfolio management strategies and technology tools to support advisors.

Susan Ellena is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, she holds ownership and board roles in several private companies, including a sand and gravel business and a freight brokerage firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a wide range of planning options for clients meeting a net-worth threshold, with tailored recommendations supported by Wells Fargo’s research and planning tools.

Saurin Munshaw is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Outside of advising, Munshaw owns a photography business and serves as president and CEO of Sterling Wealth Management, LLC. He is also a co-trustee of an immediate family trust. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and investment options.

Eva Choi is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. She has worked at Bank of America, N.A. and Merrill since 2008. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions. The firm utilizes internal and third-party investment models and offers strategic asset allocation with tax-aware options.

Kimberly Jaso is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Kimberly is also a commissioned notary in California. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Philip Fried is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and joined LPL Enterprise in 2024. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.