Juan Campos is a Financial Advisor at Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER® certification. He has been working in the financial services industry since 2008, focusing on helping individuals and families understand their financial situations and make informed decisions. Juan works closely with clients to clarify their goals and create personalized financial plans that can adapt as their lives and needs evolve. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, and tax minimization. Juan's approach involves breaking down complex financial topics into clear, practical guidance to support client confidence. Juan holds a Bachelor's Degree from California State Polytechnic University. He is based in Southern California and speaks both English and Spanish. Outside of his professional work, Juan enjoys activities including baseball, boxing, dancing, hiking, horseback riding, reading, spending time with family, and traveling.

Albert Yuan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously was with Prudential Equity Group, LLC from 1997 to 2003. 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 supported by research and analytics from Wells Fargo Investment Institute.

Peter Attalla is a financial advisor with J.P. Morgan Securities in Glendora, CA, holding the Series 63 and Series 66 designations and seven years of industry experience. He has worked exclusively within JPMorgan entities since 2016. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence, quantitative and qualitative research, and may include an ESG eligibility framework.

Katherine An is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, she was associated with Christina Benedict MD Inc and has experience at Bean Sprouts Cafe. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Cynthia Bollinger is a CFP® with 22 years of experience, currently serving as a financial advisor at Edward Jones since 2004. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she teaches weekend yoga and meditation classes for the City of Walnut Recreation Department. Edward Jones is a wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Grant Sclafani is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He leads Sclafani Wealth Advisors, a financial services firm operating since 2018. Cetera Investment Advisers serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors. The firm features a multi-manager platform that provides access to affiliated and third-party managers, supporting diverse investment strategies and program structures.

Cecil Ho is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following an 11-year tenure at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Jeffrey Felix is a CFP®-designated financial advisor with 11 years of industry experience, currently with LPL Financial in Pasadena, CA. His prior roles include positions at BMO Harris Bank, Citigroup, M&T Bank, Cetera Investment Services, Wells Fargo, and U.S. Bancorp Advisors. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party management, supported by advisor-facing technology and a broad suite of financial products.

Stephen Hekimian is a Certified Financial Planner (CFP®) at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as an instructor at the University of Phoenix’s Center for Professional Development. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and strategies, including modeling techniques such as Monte Carlo simulations.

Bruno Esquivel Paz is a financial advisor at Edward Jones based in Arcadia, CA. He holds a Series 66 designation and has 14 years of industry experience, all of which have been at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Aldrich is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Linsco/Private Ledger since 2003. Outside of his advisory role, he developed the ARM Sling, a device designed to help individuals with paralyzed arms engage in sports activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

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.

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.

Shujun Wu is a financial advisor at UBS Financial Services with 17 years of industry experience. Prior to joining UBS Financial Services in 2025, Wu worked at UBS AG and Morgan Stanley Smith Barney LLC. Wu holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services to support client strategies.

Peter Tran is a CFP® professional with 12 years of industry experience, currently serving at Wells Fargo Clearing since 2021. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

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.

Selena Chen is a financial advisor at Charles Schwab based in Arcadia, CA, holding a Series 66 designation. She has one year of industry experience, with prior roles at Citibank and eXp Realty. Charles Schwab serves a large client base, 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 advisory recommendations and access to discretionary separately managed accounts, supported by a multi-asset allocation investment approach and centralized operational infrastructure.

Jenny Wang is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and 26 years of industry experience. She has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and operates as a registered broker-dealer, investment adviser, and futures commission merchant.