Polus Ting is a Financial Consultant at Fidelity Investments, a role he has held since 2019. In this position, he works closely with clients to help them and their families achieve financial confidence through personalized planning tailored to their unique situations. His approach emphasizes building personal relationships based on understanding and genuine care. Prior to joining Fidelity, Polus served as a Financial Solutions Advisor at Bank of America Merrill Lynch from 2013 to 2019. His experience spans various aspects of financial consulting and wealth management. He holds a California Insurance License, supporting his capacity to provide comprehensive financial guidance. Outside of his professional work, Polus has personal interests that include cars, family activities, hiking, and music.

Cristian Lopez is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2019. Lopez also serves as Assistant Manager at SchoolsFirst FCU, a role he has held since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a nationwide network of investment adviser representatives.

Yaopa Cheng is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Wells Fargo in 2023, Cheng worked at J.P. Morgan Securities, Citigroup, VincentBenjamin, Transamerica Financial Advisors, and World Financial Group. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research and analytics with diversification principles and modern portfolio theory in its investment approach.

Frederick Allen III is a financial advisor with Thrivent Investment Management based in Anaheim, CA. He holds a Series 66 designation and has two years of industry experience. His prior work includes long-term involvement with Allen Tire Company and roles at Monro Inc and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning that covers various financial topics without implementation of recommendations. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing system called “WealthPlan.”

Alexander Chen is a financial advisor and co-lead of the Chen & Associates team at Merrill Lynch Wealth Management. He advises high net worth and ultra-high net worth families across Orange County and throughout the country, focusing on retirement and multigenerational wealth planning, executive compensation and concentrated stock strategies, business succession and exit planning, liquidity event planning, philanthropic and charitable giving strategies, and trust and estate planning coordination. With more than a decade of experience, Alexander has held roles as a portfolio manager and investment professional with private equity and asset management firms in New York City and Texas. He began his career on the Loan Syndicate desk at Bank of New York Mellon, advising management teams of Fortune 500 and institutional clients on balance sheet strategy and executing debt capital markets transactions. His background provides him with a perspective that helps clients navigate complex financial and business decisions. Alexander earned a Bachelor of Business Administration with distinction from the University of Michigan, Ann Arbor – Ross School of Business. He is a Personal Investment Advisor (PIA) and member of the Merrill Alternatives Emerging Circle. Outside of his professional work, he is involved with American Corporate Partners, the Newport Beach Public Library Foundation Development Committee, the University of Michigan Alumni Club of Orange County, and Working Wardrobes. He resides in Irvine, California.

Taylor Curtius is currently Vice President, Wealth Planner at Fidelity Investments, where they focus on helping clients develop personalized wealth plans tailored to their long-term financial goals. Taylor's approach begins with understanding the priorities of clients and their families, followed by analyzing their financial situations to construct appropriate strategies. Taylor has a comprehensive background in financial services, including roles as Financial Consultant and Investment Consultant at Fidelity Investments, Financial Advisor positions at Personal Capital and Edward Jones, as well as earlier experience in banking and financial services with JPMorgan Chase and New York Life. This experience provides a wide perspective on client financial needs and wealth management. Taylor holds a California Insurance License. Outside of work, Taylor's interests include cooking and baking, engaging in family activities, fitness, and traveling.

Thomas Balas is a Series 66 licensed financial advisor with J.P. Morgan Securities in Orange, CA, where he has worked since 2012. He has 20 years of industry experience, including a tenure at J.P. Morgan Chase Bank, N.A. Thomas does not have any publicly noted outside business activities. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tommy Lenguyen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked exclusively with J.P. Morgan Securities since 2013. 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 integrates advisory services with brokerage, distribution, and investment management capabilities.

Tirso De Anda is a financial advisor with Edward Jones in Brea, CA, holding Series 63 and Series 66 credentials and offering 25 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Axa-Advisors, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated financial products. The firm has a large national presence, managing over $1 trillion in assets and providing services under a fiduciary standard.

Garett Wilkinson is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 strategies, separately managed accounts, and affiliated mutual funds.

Bridgette Nicholson is a financial advisor at Merrill with Series 63 and Series 66 designations and 28 years of industry experience. She has been with Merrill since 2007. 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 investment strategies for a range of individuals and institutions.

Melinda Le is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2012 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities.

Jeff Hewitt is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He works closely with clients to develop tailored financial plans to support their financial goals. Prior to this role, Jeff served as a Planning Consultant at Fidelity Investments from 2023 to 2026, a Relationship Manager from 2022 to 2023, and a Financial Representative from 2021 to 2022. Jeff holds a California Insurance License, which complements his role in financial planning and investment consulting. Outside of his professional work, he engages in personal interests including baseball, family activities, fitness, reading, surfing, and swimming.

Jesse Bucio is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Garden Grove, CA, and has 17 years of industry experience. He has worked with J.P. Morgan Securities since 2009 and with JP Morgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brent Gage is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2013 and 2015, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniela Erman is a financial advisor at Edelman Financial Engines with a Series 65 designation and two years of industry experience. She previously worked at Financial Engines Advisors L.L.C. and operated Erman Retirement Advisory. Outside of her advisory role, she serves as an appointed board member for Jewish Long Beach, a nonprofit focused on preserving Jewish life and strengthening community advocacy. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online platforms, and offers employer-facing retirement plan consulting and education.

Adam Gonzalez is a financial advisor with Primerica Advisors in Santa Fe Springs, CA. He holds Series 65 and Series 63 licenses and has five years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as earlier positions outside the financial sector. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and custodians, overseeing approximately $15.5 billion in assets under management.

Jiajin Han is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Han held roles at Teachers College, Columbia University, and worked with Wheat Education as a subject advisor. Han continues to be involved in educational tutoring activities outside of the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of discretionary and non-discretionary advisory services, including model portfolios constructed from mutual funds, ETFs, and ETPs for both retail and institutional investors.

Liyan Fan is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, Liyan worked at Solomon And Associates and held roles at Zhong Rui Investment Corp, East West Bank, and Rayliant Global Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Yvonne Qi is a financial advisor with Merrill in Hacienda Heights, CA. She holds Series 63 and Series 65 licenses and has been with Merrill since 2017, including prior experience with Bank of America, N.A. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.