Kevin Ta is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Merrill, Wells Fargo, and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG criteria and supported by J.P. Morgan’s broader investment-management resources.

Yun Bai is a financial advisor at Cetera with seven years of industry experience. Bai holds Series 63 and Series 66 licenses and has worked previously at institutions including Citigroup, UBS Financial Services, Wells Fargo, HSBC, J.P. Morgan, and Bank of America. Bai is based in City of Industry, California. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party strategies.

Jennifer Kao is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and has worked at several notable firms, including Morgan Stanley, Deutsche Bank Securities Inc., and RBC Capital Markets. She has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Mark Powell is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he streams on Twitch and has participated in a one-time game test with Microsoft. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Pengnian Chu is a CFP® professional with 21 years of industry experience, currently serving at LPL Financial since 2021. Prior to joining LPL, he spent 16 years with Waddell & Reed Inc and various insurance carriers. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Chun is a financial advisor with J.P. Morgan Securities based in Temple City, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Chase Investment Services Corp. and Edward Jones. Chun is also the General Partner, President, and CEO of Rtec Group Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG considerations.

Michael Murphy is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with OSAIC since 2024, following a long tenure at Linsco/Private Ledger Corp. In addition to his advisory role, Murphy is a partner in a CPA firm and serves on several nonprofit boards, including the Haynes Fund and the Orange Catholic Foundation. OSAIC Wealth serves a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a variety of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization.

Kristi Bae is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative due diligence and may include ESG considerations.

Hannah Etherson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2019 and previously worked for eight years at Train Insane Gym. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Redjaian is a financial advisor with Fidelity in Brea, California, holding a Series 66 designation and two years of industry experience. His work history includes multiple roles at Fidelity Investments since 2023, as well as positions outside the financial sector, such as with LA Fitness and Bear Flag Fish Company. Ryan attended Chapman University from 2020 to 2024. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Jeremy Blum is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 designations and has 26 years of industry experience. His prior work includes positions at Morgan Stanley and Citigroup Global Markets. He is based in Seal Beach, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from internal and external sources while offering a range of financial products through affiliated bank and insurance entities.

Kaosheng Lin is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at LPL Financial and Cathay Bank, where he has worked since 2015. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with options ranging from automated allocations to bespoke strategies.

Davin Saluja is Vice President and Branch Leader at Fidelity Investments in Seal Beach, where he leads a team of wealth planning professionals dedicated to building long-term client relationships focused on individual needs and goals. He ensures clients have access to Fidelity's technology, insights, and specialists to support their wealth planning journey. Davin has been with Fidelity Investments since 2016. Prior to that, he held roles at Charles Schwab & Co, serving as Vice President - Financial Consultant from 2005 to 2016 and as Client Service Specialist from 2004 to 2005. He holds a California Insurance License. Outside of his professional role, Davin's interests include family activities, fitness, food, military service, motorcycles, and scuba diving.

Lorena Rubio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent seven years at U.S. Bancorp Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Gorham is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for seven years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Larry Roberts is a financial advisor at OSAIC with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His career includes previous roles at Ameriprise and Woodbury Financial Services. Roberts is also the owner and president of LAJD Investments, an S corporation focused on full-service financial planning. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools.

Shane Kim is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 and Series 63 designations and has worked exclusively within the J.P. Morgan organization since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach includes non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Evan Ling is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Ling is an investor in multiple partnerships established since the 1980s. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Philip Carpenter is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1985 and holds the Series 63 designation. Outside his advisory role, he serves as an arbitrator for the National Futures Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and asset allocation models to tailor client plans.

Viet Le is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2014 and 2016, respectively. Outside of his advisory role, he manages and handles bookkeeping for a family auto rental business. 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 leverages research and analytics from the Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions and operates at a large scale with over 14,000 advisors and $671 billion in assets under management.