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.

Delisa Abady is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeled investment outcome scenarios.

Sixun Gu is a financial advisor with J.P. Morgan Securities based in Irvine, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Bank of Communications International Trust for five years. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG considerations.

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.

Huyen Jaime is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America/Merrill Lynch for nine years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to support model asset allocations and incorporates an ESG eligibility framework.

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.

Lillian Buckley is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked at UBS Private Wealth Management and has held teaching roles at Cerritos College, UCLA, and VAPA Legacy High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, serving clients in an advisory capacity across a broad range of investment and wealth management offerings.

U Lopez is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2009 and Bank of America, N.A. since 2011. 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.

Ryan Chau is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative research.

Jake Johnson is a CFP® certificant and Series 66 license holder with eight years of industry experience. He has worked at Wells Fargo Advisors since 2022 and previously at Wells Fargo Clearing Services, MakeSpace, and United Parcel Service. Additionally, he holds a 25% ownership interest in JAEJ GROUP, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of financial planning and investment services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and tools, serving clients through diverse planning offerings and integrated financial product solutions.

Austin Orkin is a financial advisor at UBS Financial Services with eight years of industry experience. He has worked at UBS since 2017 and was previously employed at Belmont Brewing Company from 2016 to 2018. Austin holds the Series 66 designation. 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 and provides research-driven, tailored financial strategies.

Orville Mohler Jr. is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at Prudential Insurance Company of America, Pruco Securities LLC, MassMutual Investors Services, and MetLife Securities Inc. before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Kenneth Chung is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held roles at Chase Investment Services Corp., Wamu Investments, Inc., and JPMorgan Chase Bank, N.A. since 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with centralized due diligence and includes broader derivatives and commodities capabilities.

Gustavo Rodriguez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in multiple roles since 2012. His prior experience also includes positions at Stone Insurance Inc and Independent Financial Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm employs a centralized due diligence process combining quantitative and qualitative research to develop model asset allocations and supports implementations through affiliated investment-management entities.

Daniel Andrew is a financial advisor with LPL Financial in Anaheim, CA, holding the Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Z&Z Capital Inc. and Chase Investment Services Corp., among other firms. Outside of advisory work, he is involved with Benchmark Wealth Management, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing research model portfolios, third-party subadvisors, and customized strategies.

Marty Valade is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked for Woodbury Financial Services for 23 years. Valade is also involved in selling insurance and is a partner at Murphy Financial Services. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Aidan O'Grady is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 license and previously worked at PNC Bank from 2016 to 2017 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Juan Vazquez is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with J.P. Morgan Securities and Western International Securities. Outside of advising, Vazquez is involved in community organizations, serving as president of the Tustin Chamber of Commerce and chairman of the Yorba Linda Chamber of Commerce, and he owns several businesses including restaurants and janitorial services. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and retirement plan clients. The firm employs a model-based investment approach with various advisory programs and is notable for its large scale, affiliate network, and recent consolidation activity.

Patrick Holmquist is a Financial Advisor at Merrill Lynch Wealth Management. He offers guidance to individuals, families, and organizations managing significant wealth, focusing on thoughtful planning and education to help clients understand their choices and prioritize effectively. With a background that includes a decade in education, Patrick applies his teaching experience to simplify financial complexities and ensure clients comprehend the rationale behind their decisions. He assists with various financial planning needs, including retirement and balancing financial goals. Patrick holds a Bachelor's Degree from Creighton University, an MBA and a Master's Degree in Education from Loyola Marymount University, and a certificate from an Accredited Program at the University of California System. Outside of his professional work, he is involved in his church and community as a member of the Knights of Columbus, and enjoys activities with his family.

Andrew Huerta is a Financial Consultant at Fidelity Investments. In his role, he works closely with clients and their families to develop personalized financial plans aimed at achieving their goals. He emphasizes providing peace of mind through thoughtful investment and retirement planning, building lasting relationships based on trust. Andrew's experience at Fidelity Investments includes roles as a Financial Consultant since 2022, Investment Consultant from 2021 to 2022, and Financial Representative from 2020 to 2021. He holds a California Insurance License. Outside of his professional work, Andrew enjoys camping, family activities, food, outdoor adventures, tennis, and traveling.