Robert Sales is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His background includes roles at Fidelity Investments and the Office of Financial Aid & Scholarships at California State University, San Bernardino. Outside of his advisory work, he has been involved with VITA CSUSB, a volunteer income tax assistance program. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

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.

Brandon Arnold is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently serving at Edward Jones since 1998. He holds the Series 63 designation and is based in Anaheim Hills, CA. Outside of his advisory role, he is the Vice President of the Kiwanis Club of Anaheim Hills/Yorba Linda. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Peter Castillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and previously spent three years at Citigroup. Castillo is also involved in insurance services through Castillo Consulting Group Insurance Services and CCG Adelante Insurance Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management options.

Carlos Salazar Ramirez is a financial advisor with Merrill in La Palma, CA, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Bank of America N.A. and Wells Fargo Clearing Services LLC. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s corporate platform.

Wasaf Ali is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and has worked with Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm providing 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Sonny Kothari is a Wealth Management Advisor and Managing Director with the Kothari Group at Merrill. He has been with Merrill since 1990, providing customized wealth planning and advice to high-net-worth families. Sonny focuses on creating seamless, comprehensive financial experiences that address both clients' daily needs and long-term aspirations. He specializes in family wealth management strategies, legacy planning, and philanthropic planning. Sonny holds a Bachelor's degree in Business Economics from the University of California, Santa Barbara. He holds professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Throughout his career, he has collaborated closely with clients' CPAs and attorneys to maintain integrated financial management. Committed to his community, Sonny sits on the board of Pathways of Hope in Fullerton, California, an organization providing access to food, shelter, and housing. He lives in Fullerton with his wife and has three grown daughters. Sonny enjoys hiking, running, and spending time with his family.

Sherif Salib is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. 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, investment adviser, and commodity-related registrations.

Lisa Silva is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Lincoln Financial Securities Corporation. Outside of financial advisory, she is the broker and owner of Strategix Realty Inc., a real estate brokerage firm. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated financial services through a large network of advisors, utilizing advanced asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Sean Kang is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank since 2015, following several years at Morgan Stanley Smith Barney starting in 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Andrew Sanchez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2015. Outside of his advisory role, Sanchez is the owner and co-designer of Rivalry Clothing Co., where he creates and sells graphic design work. 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 a select group of Wealth Advisors.

Roberta Armijo is a financial advisor at Ameriprise with 36 years of industry experience. She holds the Series 63 designation and has been with Ameriprise since 2005. Outside of her advisory role, she is involved in independent insurance brokering. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm emphasizes managing a significant portion of assets within its platform and uses algorithmic tools overseen by specialized committees to support its advice.

George Veater is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial and Sagepoint Financial. Outside of his advisory role, he owns and operates a working cattle ranch and bronc riding school, hosting rodeo events and producing related content. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer customized portfolio management across various investment types.

Kiersten Oliva is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with J.P. Morgan Securities since 2018 and has a total of ten years of experience with JPMorgan Chase Bank. J.P. Morgan Securities 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 in its recommendations.

Mark Tolan is a financial advisor with Ameriprise in Murrieta, California, holding a Series 63 license and bringing 48 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Tolan serves as secretary on the Holy Name of Mary Parish Finance Committee and coaches youth basketball for the City of La Verne. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Susan Chung is a financial advisor with Equitable Advisors in Brea, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors since 2005, previously working with AXA Advisors, LLC. Chung volunteers with the VITA Program through the Good Hands Foundation and works as a tax preparer specializing in business taxes. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to clients' goals, risk tolerance, and time horizons.

Moses Lin is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Flagstar Advisors, Signature Securities, and HSBC Bank USA. Since June 2024, he also serves as Group Director Investments – Senior Vice President at New York Community Bancorp. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Paul Gregerson is a financial advisor at Cetera with 27 years of industry experience and holds a Series 66 designation. He has worked at Avantax Advisory Services and Avantax Investment Services, and currently provides health insurance sales through Blue Cross/Blue Shield and Kaiser. In addition, he owns and operates Gregerson Tax Service, offering tax preparation and accounting services. 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 various portfolio management options, combining discretionary and non-discretionary services across multiple program structures.

Brian Roush is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Advisors, J.P. Morgan Securities, Merrill, and Bank of America. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and supports a wide array of investment products and managed-account solutions.

Josie Chuang is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with JPMorgan Chase and its affiliates since 2014. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.