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.

Paul Cygal is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 63 credential and 32 years of industry experience. He has been with LPL Financial and its predecessor entities since 1999. Outside of his advisory role, he is involved in the fixed annuity business with Jackson National Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, having worked at Wells Fargo Bank NA since 2004. Outside of his advisory role, he serves as a trustee for a family-related investment entity. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to support diversified investment strategies across a broad range of products and services.

Diana Lin is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She collaborates with clients to develop plans aimed at enhancing their financial well-being, focusing on wealth planning, retirement planning, and income protection. Prior to this, she held positions at Fidelity Investments including Relationship Manager from 2024 to 2025 and Financial Representative from 2023 to 2024. She began her career as a Preferred Banker at First Republic Bank between 2021 and 2023. Diana is licensed to sell insurance in California, holding a CA Insurance License. Outside of her professional work, she has interests in fitness, hiking, music, outdoor adventures, reading, and scuba diving.

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.

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.

Victoria Sierra is a CFP®-designated financial advisor with 13 years of industry experience, currently with Cetera since 2019. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Outside of advising, she is a certified yoga instructor at CorePower Yoga. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Eric Ma is a CFP® with 21 years of industry experience, currently affiliated with Cetera in Pasadena, CA. His work history includes roles at East West Bank, U.S. Bancorp Investments, HSBC Securities (USA) Inc, and Wells Fargo Clearing and Investments. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Jiaoling Cai is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She has worked at JP Morgan Chase Bank, N.A. and Unionbanc Investment Services during her career. Cai holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Manuel Chinchay is a CFP®-credentialed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at FSC Securities and The Advisory Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options, supported by research and technology tools, and manages over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Sichen Li is a financial advisor with Edward Jones in Chino Hills, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Edward Jones in 2025, Li worked at Transglobal Advisory, Globalink Securities, and Transglobal Insurance Agency, focusing on life insurance and annuities through Overflow Financial Management, where he served as CEO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taras Polakoff is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His background includes roles at LPL Financial, the City of Irvine, and Premier Aquatic Services LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Gregory Dobbs is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and previously worked at HUB International for two years before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jose Ching is a financial advisor with Ameriprise in Monterey Park, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also offers a comprehensive range of advisory, brokerage, and insurance solutions through affiliated companies.

Adan Santos is a financial advisor with Primerica Advisors in Bellflower, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. In addition to advisory work, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Trevor Kleineahlbrandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Western International Securities, Inc. for 23 years. He serves on the Board of Directors for Lytle Creek Firing Line, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment solutions, including model portfolios and institutional platforms, supported by advanced research and operational tools.