Sara Uribe is a financial advisor with Ameriprise in Glendora, CA, holding a Series 66 designation and 14 years of experience with the firm. She has worked exclusively at Ameriprise since 2012. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to offer written recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Yoon Ji Park is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and holds a Series 66 designation. Prior to her advisory career, she spent four years as a homemaker. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Jon Hong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include extensive tenure at Scottrade and more recent positions at TD Ameritrade before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Dominic Hart is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at UBS and at Aico Innovation Corp. Outside of finance, he has worked in the food service industry, including employment at SushiDon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products.

Jabez Rocha is a financial advisor with Primerica Advisors in Artesia, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2018 and with Primerica Financial Services since 2010. Outside of his advisory role, Rocha is a co-founder and secretary of the Manzanilla Foundation, a Christian nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Eric Beatty is a Series 66 licensed financial advisor with three years of industry experience, currently with Wells Fargo Clearing. His prior experience includes roles at Sanctuary Wealth, Beatty & Myers LLP, and Stanford University. Outside of his advisory work, he is involved in semi-professional volleyball as a player and coaches volleyball at a local club. 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 combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Fredric Umel is a Series 66 licensed financial advisor with Merrill, based in Fullerton, CA, and has 13 years of industry experience. He previously worked at Waddell & Reed before joining Merrill and Bank of America in 2016. Outside of his advisory role, he is the owner of a rental property in Bellflower, California. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Chang is a financial advisor at Morgan Stanley in Brea, California, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to support client planning needs.

Steven Cross is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and with Primerica Financial Services since 1987. Outside of advisory work, he is involved in sales of home security and automation products as well as loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on a tiered wrap fee structure.

Albert Shih is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. Outside of his advisory role, Shih serves on the board of directors for Habitat for Humanity Los Angeles Young Professionals, focusing on philanthropy and community engagement. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supporting clients through proprietary research and diverse investment solutions.

Frank Kallman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Shana Won is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with Equitable Advisors since 1999, following her time with AXA Advisors. Outside of her advisory work, she serves on the Bond Oversight Committee for Los Angeles City College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and a variety of investment options including mutual funds, ETFs, and alternative investments.

Dingjian Li is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2004 and previously spent five years at Merrill. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad scope of financial activities.

Shervin Saedinia is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides personalized investment advice and financial services to affluent and high net-worth clients, focusing on areas including college education planning, executive compensation, personal retirement planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. She works closely with clients and their trusted advisors to address complex strategies related to tax, philanthropy, retirement plan design, and estate and wealth transfer. Shervin holds a bachelor's degree from Syracuse University, where she was a scholarship athlete in tennis, and a master's degree in management from California State University of Northridge. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Before joining Merrill Lynch Wealth Management in 2011, she worked as an advisor in the technology sector and philanthropy. In addition to her professional work, Shervin volunteers with the Farhang Foundation and is a member of Soroptimist International. She enjoys activities such as adventure sports, boxing, cooking, music, running, spending time with family, tennis, traveling, and yoga.

David Cherbak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Bank NA since 2004 and joined Wells Fargo Clearing in 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family-related investment trust. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jesse Clark is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2008. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Eduardo Silva is a financial advisor with LPL Financial in Claremont, CA, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2017, following two years at National Planning Corporation. 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, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives.

Jason Orsini is a financial advisor with Edward Jones in Fullerton, CA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Robert Linzay is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2015. Outside of his advisory role, he coordinates and facilitates financial education programs at his local church. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

David Reyna is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Lucille's Smokehouse and BBQ and Doordash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.