Caleb Hughes is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at JPMORGAN Chase Bank, N.A., and work related to Christian Assembly Church and Clemson University. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Hoang Tran is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Tran owns a clothing business called Volley Club, which creates and sells casual apparel. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Betsy Wilde is a CFP® with 41 years of industry experience, currently serving as an advisor at LPL Financial since 2025. She previously worked at Western International Securities, Inc. for 12 years and has operated her own tax preparation and accounting business since 1991. In addition to financial advising, she is involved in tax preparation and non-variable insurance services. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Angelina Prado is a financial advisor at Merrill in San Dimas, CA, holding a Series 66 credential with one year of industry experience. She previously worked at Bank of America, N.A. and has been with Merrill since 2000. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Keith Vance is the Vice President Private Wealth Management Advisor at Fidelity Investments. In his role, he assists multi-generational families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team of specialists, including Investment Managers, Advanced Planners, and Trust Officers, to support comprehensive wealth planning. Keith has been with Fidelity Investments since 2000, progressing through roles including Financial Consultant, Vice President Financial Consultant, Vice President Wealth Planner, and currently Vice President Wealth Management Advisor. He holds a California Insurance License. Outside of his professional responsibilities, Keith enjoys skiing in Mammoth and diving in Catalina. His personal interests also include comedy, football, golf, and parenthood.

Jiaqi Peng is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. Peng has been with Bank of America and Merrill since 2016. Outside of advisory work, Peng co-owns a family investment-related business. 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 broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates with Bank of America’s broader corporate platform, allowing access to a wide range of investment products and services.

Jason Brown is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, serving a broad range of retail and institutional investors.

Roberto Flores Jr. is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, California Bank & Trust, and Opus Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Mildred Young is a financial advisor with Primerica Advisors in Diamond Bar, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

May Chong is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research to tailor client plans.

Magdalena Lesmana is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2017, following a two-year tenure at D.A. Davidson & Co. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Evelyn Ceja Tinoco is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2017, and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and market simulations.

Qian Qu is a financial advisor with Merrill based in Arcadia, CA, holding a Series 66 designation and 10 years of industry experience. Their prior experience includes working at Bank of America, N.A. since 2016 and a brief tenure at AXA Advisors, LLC. Qu is co-owner of several family rental properties. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Bonnie Dang is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank since 2019, with prior roles at Cetera Investment Services and East West Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Robin Gonzales is a financial advisor with Morgan Stanley based in Claremont, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been affiliated with Citigroup Global Markets since 1997. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools and methodologies such as Monte Carlo simulations as part of its process.

Yineth Shum Chang is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she held roles at RGE Motor Direct Inc. and Poundex Associates Corporation. Outside of her advisory work, she is the sole proprietor of Hellebore Candle Co., a retail and online candle business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Allen Chen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Suhang Ji is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, Ji worked at Fullgoal Fund and held roles at the University of Southern California and ByteDance. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Margaret Sheridan is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support its financial planning process.

Ce Shi is a financial advisor with J.P. Morgan Securities in Arcadia, CA, holding Series 63 and Series 66 licenses with seven years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, and the U.S. Army Reserve. Outside of advising, he is involved as an owner of a commercial real estate holding company and assists with managing financial accounts for a tax services firm operated by his wife. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, non-discretionary approach that incorporates ESG criteria and centralized due diligence.