Edgar Jovel is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as with JPMorgan Chase Bank, NA since 2009. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

David Spiegel is a financial advisor at UBS Financial Services in Pasadena, CA, holding Series 63 and Series 65 licenses with 52 years of industry experience. He has been with UBS Financial Services since 1973. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Hank Yu is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Charles Schwab since 1999 and with Charles Schwab Bank since 2005. 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and research-driven alternative investment options within an integrated operational structure.

Jarret Rodriguez Conklin is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brent Thomas is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial since 2005. Outside of his advisory work, he owns Thomas Investment Group, where he rents office space. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting with access to firm-sponsored programs and outside managers.

Ani Nahmias is a Series 66 licensed financial advisor with Morgan Stanley in Pasadena, CA, where she has worked since 2009. She has 26 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that combine advisory planning with execution options across a broad array of financial products.

Jamie Benavides is a financial advisor with Primerica Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to his current role, he worked at Amazon and has been involved in education roles at Pomona Diving Academy, Pomona College, and Upland High School. He also participates in the sale of home security and automation products, as well as loan products, through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and maintains approximately $15.5 billion in assets under management.

Doris Lau is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Cetera since 2013, including Cetera Investment Services and East West Bank affiliations. 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 and financial planning services through a large nationwide network of independent advisors and provides access to multiple program platforms and third-party money managers.

Yuki Zeng is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. Zeng holds a Series 66 designation and previously worked at Bank of America N.A. and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Bonny Lee is a CFP® professional with 31 years of industry experience, currently advising through LPL Financial since 2025. She previously worked for 29 years at Western International Securities, Inc. Lee serves as a board member of the Arcadia Performing Arts Foundation and volunteers with the San Gabriel Presbyterian Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a nationwide network of investment adviser representatives.

Anson Cheong is a financial advisor with Cetera Investment Advisers LLC, holding a Series 66 designation and six years of industry experience. His career includes roles at East West Bank and CTBC Bank USA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary account options.

Enoch Chung is a CFP® with 28 years of industry experience, currently advising at OSAIC since 2024. He previously worked for Woodbury Financial Services for 27 years. Outside of his advisory role, he operates a tax preparation sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors and offers integrated brokerage, advisory, and financial planning services. The firm utilizes various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on discretionary or non-discretionary bases.

Irene Herrera Robles is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked in various roles within Wells Fargo entities since 2006. Outside of her advisory work, she provides freelance Spanish-English translation services and serves as a caretaker for an elderly family member. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Mingxiu Hao is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. Hao holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2016, also working at JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kai Yuan Cheng is a financial advisor with Cetera and holds a Series 66 designation. He has 15 years of industry experience, including roles at East West Bank where he currently serves as a senior relationship manager. Cheng has been with Cetera since 2018. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering diverse portfolio management and financial planning options across multiple program structures.

Ryan Campbell is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and various other firms before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios and managing multi-manager fund structures.

Daniel Mcmillan is a CFP® professional with 26 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2013. He holds the Series 66 designation and is based in Pasadena, CA. Outside of his advisory role, he is President and a board member of the Santa Fe Springs YEF, an organization supporting educational programs in Santa Fe Springs. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and investment recommendations, with clients retaining discretion over implementation.

Jennifer Wu is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with five years of industry experience. She previously worked at East West Bank and studied at UC Berkeley. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Veronica Martinez is a financial advisor with J.P. Morgan Securities in Rancho Cucamonga, CA, holding Series 66 and Series 63 licenses and has 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also been associated with JPMorgan Chase Bank since 2011. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Helen Mah is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her career includes roles at Wells Fargo and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.