William Tien is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked with JP Morgan Chase Bank and J.P. Morgan Securities since 2012. Outside of his advisory role, he is a co-owner and landlord of rental property. 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 when recommending strategies.

Ho Yan Tam is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2013. Outside of his advisory role, he is involved in managing several restaurant businesses in Claremont, California, including serving as general manager and authorized signer for multiple establishments. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Klara Dykastova is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Christian Bidolli is a Planning Consultant at Fidelity Investments, where he currently leverages the firm's tools and resources to simplify complex financial decisions and collaborates with clients to develop personalized strategies. His professional journey at Fidelity began as an intern in 2024, followed by roles as a Financial Representative and Relationship Manager before assuming his current position in 2026. Christian holds a California Insurance License. Outside of his professional work, he has interests in cars, fishing, and golf.

Julio Gonzalez is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Financial Consultant at the same firm from 2022 to 2025. His professional experience also includes roles as a Financial Wellness Specialist at Merrill Lynch from 2015 to 2022 and as a Financial Solutions Advisor at Merrill Edge from 2012 to 2015. Julio holds a California Insurance License, supporting his capacity to assist clients with insurance-related financial planning. He focuses on helping clients build customized financial plans and strategies that address their individual needs and those of their families. Julio aims to establish strong business relationships to effectively support clients in achieving key financial milestones. Outside of his professional life, Julio engages in activities such as board games, fitness, hiking, movies, parenthood, and puzzles.

Bryant Tchan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, J.P. Morgan Securities, Chase Investment Services, and Eagle Strategies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Harry Wang is a financial advisor with Morgan Stanley in Pasadena, CA. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining the firm, he worked at Bank of America and New York Life Insurance Company, with intermittent periods dedicated to homemaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to both individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and analyses.

Hung Chih Chen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America since 2019 and has prior experience at JES LED Technology and Tech Source International. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angellokyiu Wong is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, Wong has held roles in education at The Music Key School, University of California, Los Angeles, Citrus College, and Yuen Long Public Secondary School. Outside of finance, Wong has been involved with La Bella Laser & Slimming since 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Lisa Miller is a financial advisor with UBS Financial Services in Brea, CA, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is active as a trustee of the Miller Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Kin Fung Chan is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Grandway Asset Management, Inc. from 2012 to 2020. Outside of his advisory role, he is the sole proprietor of Kins Asset Management, Inc., a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that uses firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and planning strategies.

Kevin Martin is a financial advisor at Morgan Stanley in Los Angeles, CA, holding the CFP® designation with 38 years of industry experience. He has worked with Morgan Stanley since 2018 and previously spent nine years at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Norma Cunanan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has previously worked at Morgan Stanley and Western International Securities, Inc. Norma is based in Pasadena, CA. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by a network of more than 22,800 advisors.

Nicole Shao is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 11 years of industry experience. Her prior positions include roles at JP Morgan Chase Bank and City National Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party strategies.

Taylor Marrone is a financial advisor at Merrill with five years of industry experience and a Series 66 designation. He has worked at Merrill since 2019 and has held roles outside finance, including clerical work at his family’s plumbing business and tutoring. Merrill, along 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, retirement plans, corporations, and charitable organizations.

Madina Boland is a financial advisor with J.P. Morgan Securities in San Marino, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Charles Schwab and J.P. Morgan, and currently serves as a language consultant for the U.S. Department of Defense’s Language National Security Education Office. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence combined with an ESG eligibility framework.

Jared Goldman is a CFP® with seven years of industry experience currently serving as a financial advisor at J.P. Morgan Securities in Los Angeles, CA. He has previously worked at UBS Financial Services, First Republic Securities Company, and First Investment Management, Inc. Prior to his financial career, he was involved with UCLA Athletics as a member of the UCLA Baseball team. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized manager-solutions team. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the larger J.P. Morgan broker-dealer and banking organization.

Diane Doyle is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, previously spending three years at DWS Investments Distributors, Inc. 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.

Bakha Komak is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 63 and Series 66 designations. Komak has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC prior to joining Fidelity Investments. Fidelity’s subsidiary Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, multi-manager fund advisory, and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies.

Marshall Conrad is a Financial Consultant at Fidelity Investments. He has held various roles at Fidelity since 2016, including Investment Consultant and Relationship Manager. His approach to financial planning emphasizes listening and simplifying complex decisions to help clients focus on their priorities. Marshall holds a California Insurance License. Outside of his professional work, he has interests in comedy, fitness, golf, surfing, traveling, and volunteering.