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.

Alex Persons is a Vice President and Financial Consultant at Fidelity Investments, a role held since 2023. Prior to this, Alex has held several positions within Fidelity Investments, including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate, spanning from 2017 to 2023. Before joining Fidelity, Alex worked as a Mortgage Processor at JPMorgan & Co in 2016. Alex holds a California Insurance License. Their professional approach focuses on assisting clients in identifying their financial goals and objectives and building strategies to work towards financial freedom. Alex emphasizes the importance of planning in achieving financial success. Outside of work, Alex enjoys attending concerts and movies, as well as engaging in outdoor adventures such as skiing, surfing, and traveling.

James Erickson is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides various investment products and services, including specialized planning and institutional offerings.

Steven Li is a financial advisor with Merrill in Arcadia, CA, holding a Series 66 credential and 10 years of industry experience. He has worked with Merrill and Bank of America since 2017 and has prior experience at Mass Mutual Investors Services, MassMutual, and MetLife Securities Inc. Outside of his advisory role, he is the sole owner of a rental property business in Upland, California. 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, and various institutional accounts.

Maria Almario is a financial advisor with LPL Financial, holding one year of industry experience. Prior to joining LPL Financial in 2025, she held various roles including positions at Kaiser Permanente and entrepreneurial ventures. 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 wide range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Diego Gonzalez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 11 years of industry experience. His work history includes roles at Bank of America, Merrill, and Citigroup. 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.

Jonathan Solis is a Financial Advisor at Merrill Lynch Wealth Management, specializing in providing financial planning and investment management services to individuals, families, and business owners. He focuses on helping busy professionals and business owners coordinate investments, retirement planning, cash flow management, insurance needs, and tax-efficient wealth building through long-term financial strategies. With expertise in education planning, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income, Jonathan offers personalized guidance to help clients achieve their financial goals. He holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from the California State University System and an MBA from The University of Arizona Global Campus. Outside of his professional role, Jonathan enjoys outdoor activities such as hiking in the San Gabriel Mountains, biking, camping, gardening, and traveling. He is involved in the community through organizations like the Monrovia Historical Society and Pasadena Beautiful. Jonathan is bilingual, speaking both English and Spanish.

Kim Pang is a financial advisor with Charles Schwab in Pasadena, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining Schwab, Pang worked at Merrill and PIMCO Investments LLC. 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 advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Julie Nhan is a Series 66-credentialed financial advisor with Morgan Stanley, based in Pasadena, CA. She has 24 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of her advisory work, she is a sole proprietor involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured discovery and planning tools without providing individual security recommendations as part of standalone plans.

Winnie Leong is a financial advisor with LPL Financial based in Fullerton, CA, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. Her prior roles include positions at Securities America Advisors, Voya Financial Advisors, American General Financial Advisors, Valic Financial Advisors, and Citigroup Global Markets. Outside of her advisory work, she is also an artist. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and advanced technology tools.

Jessie M Vargas Gutierrez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Jessie worked at TSG Wealth Management and Tax Rise 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erica Pitrone is a Series 66-credentialed financial advisor with Merrill in Brea, CA, where she has worked since 2015. She has 11 years of industry experience. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jesus Barboza Gonzalez is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill from 2014 to 2022. 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 modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Thomas Li is a financial advisor with J.P. Morgan Securities in San Gabriel, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2012 and previously operated LiT LLC from 2020 to 2023. Outside of finance, he is involved in a cosmetics business, Cashow LLC, which sells acrylic and gel nail products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non‑discretionary program focused on asset allocation advice, manager searches, and performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities than many institutional advisors.

Alexander Lee is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at The Leaders Group Inc and Ascendant LLP, where he is a one-third owner in a law practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and a large nationwide network of advisors.

Michael Foley is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2015. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and provides written recommendations within annual, collaborative financial planning engagements.

Henry Narvaez is a financial advisor at Ameriprise with 17 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at several firms including J.P. Morgan Securities, UnionBanc Investment Services, and LPL Financial. Narvaez also serves as a financial advisor with Kinecta Wealth Management. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brad Chi is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management based in Pasadena, California. He works primarily with established professionals, business owners, retirees, and families in Southern California whose financial lives have grown more complex. Brad assists clients during career transitions, approaching retirement, or when personal, family, and business priorities overlap, helping clarify what matters and establishing an organized plan for their financial decisions. Brad's expertise includes retirement planning, investment strategy, liquidity management, and coordinating with clients' tax, legal, and other advisors. His approach involves understanding each client's priorities and accounts, evaluating recommendations, and overseeing implementation and ongoing review. He also collaborates with specialists across Merrill and Bank of America when additional resources are needed. He holds a bachelor's degree from the University of Arizona and carries the Accredited Wealth Management Advisor™ and Chartered Retirement Planning Counselor™ designations. Brad is involved with the University of Arizona Alumni Association and Zeta Beta Tau Fraternity. His community involvement includes participation with the American Cancer Society, Children's Miracle Network Hospitals, and Junior Achievement of South California.

Juan Martin is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, Merrill, and Wells Fargo Clearing during his career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model portfolios and includes capabilities in derivatives and commodities.

Jing Sun is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial, Jing worked at Daisy Financial Group for eight years and Unity Professional Insurance Services Inc for 14 years. Outside of advising, Jing is involved with Apiary Partners Inc, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.