Jesse Gomez is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. Prior to joining Fidelity, he held positions at Better Mortgage, LendingClub, Yelp, and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs.

Gloria Chen is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial, BMO Bank NA, BancWest Investment Services, Citigroup, and JP Morgan Securities. Outside of her advisory role, she owns and operates Chen's Music, where she tutors children on violin. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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 in its investment menus.

Woong Roh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various roles within J.P. Morgan entities since 2014, with a two-year tenure at Edward Jones from 2019 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a broad range of advisory and brokerage services.

Nathaniel Nesbitt is a financial advisor at UBS Financial Services with 46 years of industry experience, having worked at UBS since 1980. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with the Civil Air Patrol in search and rescue operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Rhonda Cano is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked with Avantax firms for a decade and operates Cano Income Tax, a tax-related business she has maintained since 1989. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to third-party managers and customized investment solutions.

Marcia Quiroz is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement planning and wealth management strategies tailored to individual client goals. Since joining Merrill in 2012, she has utilized the firm’s resources to assist families and businesses, particularly focusing on retirement income, employee benefits, defined benefit plans, and financial planning for women. Her background includes extensive experience working with entrepreneurs and business owners on financing, succession strategies, and employee benefits, as well as managing bond issuances for public agencies prior to her current role. Marcia holds a Bachelor's and a Master's degree from the California State University system and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fluent in both English and Spanish, she is active in professional and community organizations such as the Hispanic/Latino Organization for Leadership and Advancement (HOLA) and the Hispanic Latino Business Council. Committed to integrity, education, and mentorship, Marcia integrates these values into her professional practice and personal life. She dedicates time to volunteering with community groups and enjoys hiking, running, and spending time with her family. Her approach centers on developing personalized financial strategies that help clients pursue their desired lifestyles and achieve financial dignity throughout retirement.

Mane Aslanian is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2015 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Colin Babb is a Wealth Management Advisor with Merrill Lynch Wealth Management. He rejoined Merrill Lynch in 2016 and has been providing financial and wealth management advice and services since 2007. Colin is part of The Crow Babb Hulley Group, a team with over 100 years of combined experience, which employs a comprehensive, goals-based approach to wealth management. Colin's areas of expertise include portfolio construction, wealth planning, retirement planning, special needs planning, liability management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of Southern California. Outside of his professional work, Colin is involved in various alumni and charitable organizations. He lives in Huntington Beach with his wife, Kira, and their two daughters. His personal interests include golfing, music, spending time with his family, and traveling.

Christian Li is a Certified Financial Planner® (CFP®) with 38 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at TAG Financial Inc. and FSC Securities Corporation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management supported by proprietary and third-party research.

Kay Bonadie is a Financial Consultant currently working at Fidelity Investments since 2019. Prior to this, Kay was a Financial Advisor at Morgan Stanley from 2015 to 2019. Kay is licensed with the California Insurance License. In her role, she focuses on building trust with clients to define their financial objectives, explore alternatives, and help choose strategies that align with their plans.

Jamie Wemhoff is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mass Mutual Investors Services, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and spent 14 years at Cox Automotive Corporate Service. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, annual planning relationships supported by firm-approved analytical tools.

Lucero Palomino is a Series 66-licensed advisor with Merrill, based in Corona, CA. She has been with Merrill since 2016 and previously worked at Bank of America, N.A. from 2025 to the present. 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 diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Erinleigh Baldivia is a financial advisor at Charles Schwab with 15 years of industry experience. She has been with Charles Schwab & Co., Inc. since 2014 and also worked at Charles Schwab Bank SSB from 2014 to 2023. She holds a Series 66 designation. Charles Schwab & Co., Inc. primarily serves 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 both non-discretionary and discretionary investment management options, combining multi-asset model portfolios with a distinctive operational structure that integrates advisory, brokerage, and custody services.

Ronald Coleman is a financial advisor with LPL Financial in Claremont, CA, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2013. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Yohan Chung is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Crown Wealth Management and Biola University. Outside of his advisory roles, he has been involved with the Orange County Children's Therapeutic Arts Center for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment approaches, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Steven Caron is a Series 66-registered financial advisor with Edward Jones in Corona, CA, bringing 16 years of industry experience. He has been with Edward Jones since 2016 and is also associated with the Mile High Institute since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Edwin Young Jr. is a financial advisor at Cetera with 29 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at Cetera and Cetera Wealth Services since 2019 and previously spent seven years at VOYA Financial Advisors. In addition, he owns Young's Tax & Financial Services, a business providing tax preparation, accounting, audit representation, and fixed insurance product sales. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with more than 10,000 advisors and over $256 billion in assets under management.

Mindy Cheng is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2019. 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.

Arthur Lin is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2023. Lin holds a real estate license and owns a business managing his Ameriprise practice. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated retirement income team.

Maria Vargas is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She focuses on building meaningful partnerships with her clients by understanding their goals, values, and financial circumstances to provide personalized financial guidance. Her professional experience includes positions as Relationship Manager (2023-2025) and Financial Representative (2021-2023) at Fidelity Investments, as well as roles as a Financial Service Professional at LA Pension Planners and Equitable from 2020 to 2021. She holds a California Insurance License. Outside of her professional work, Maria is involved in activities such as fitness, exploring culinary interests, social events with friends, caring for pets, traveling, and volunteering.