Shane Gold is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan entities since 2016, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 strategies.

John Hawkins is a financial advisor at LPL Financial with 53 years of industry experience. He has worked at Crown Capital Securities since 2002 and joined LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by LPL Research, third-party subadvisors, and various portfolio management options.

Kevin Bell is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, Wells Fargo, Edward Jones, and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Michael Andrew Delgado is a Series 66-registered financial advisor with Edward Jones, based in Upland, CA. He has four years of industry experience, including prior roles at Merrill Lynch, Pierce, Fenner & Smith Inc./Bank of America, N.A., Helena Home, Inc., and LJMAM Home Care, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Guy Hugaert is a financial advisor at Merrill with 23 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2014. Outside of his advisory role, he serves as a power of attorney for his siblings. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Johnny Hong is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 66 license and has previously worked at Prudential Insurance Company of America, Pruco Securities, JP Morgan Securities, and Axa Advisors. In addition to his advisory role, Hong is involved in providing health insurance and mortgage services through related business activities. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Elizabeth Sandoval is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Konstantinos Gregory is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has held his current role at J.P. Morgan Securities since 2014 and holds a Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Joanie Liu is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2003 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jamie Harwood is a CFP® professional with 20 years of industry experience and has been with Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Harwood serves as Vice President of the Chino Youth Museum, where he participates in meetings and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies and tax-efficient overlay services.

Melissa Bergeron is a financial advisor at Fidelity Investments with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has previously worked at firms including Edward Jones, Liberty Capital Strategists, and Primary Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and emphasizes systematic methodologies and long-term asset allocation.

Leslie Flores is a financial advisor with Wells Fargo Clearing in Anaheim, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank NA since 2007. Outside of her financial career, she is co-owner of D&D Barber & Beauty LLC, where she is involved in managing payroll and staffing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions and employs research and analytics to evaluate investment options.

Anh Huynh is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has worked at Sagepoint Financial, Inc. and Independent Capital Management, where he also serves as a senior district manager and offers insurance and estate planning services. Additionally, Anh Huynh is a certified Citadel Estate Planner and provides notary services for living trusts. OSAIC serves a broad range of clients, including individual investors and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage diversified portfolios tailored to client risk profiles.

Israel Nazari is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022 and previously at The Lemoine Group, Inc. for nine years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Ryan Chester is a financial advisor with OSAIC in Anaheim, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has previously worked at The Leaders Group, Inc., Cetera Advisors Network LLC, and BGA Insurance. Outside of his financial advisory career, he has entrepreneurial interests, operating Smoqued BBQ Orange LLC and The Rub Company, Inc. OSAIC serves a diverse client base including retail, high-net-worth, institutional investors, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing various asset-allocation tools and offering access to multiple investment platforms.

Weihsiung Liang is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 1999 and is also the owner of a CPA firm, Liang & Company Accountancy Corp, which provides accounting and tax services. Additionally, he works as an insurance agent, selling life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with access to affiliated and third-party managers.

Afra Torres De Macias is a financial advisor with Primerica Advisors in Fullerton, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. Her other business activities include sales of investment-related products and part-time referrals of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model focused on percentage-based wrap fees and ongoing manager oversight.

Joseph Yu is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Joseph works closely with clients to develop personalized financial strategies aligned with their long-term goals. Born in China and having relocated to the U.S. at age eleven, Joseph's background includes a Bachelor's degree from the University of California and a Master's degree from Cornell University. Before transitioning to financial advising, he worked as an engineer for six years. He holds the Personal Investment Advisor (PIA) designation and communicates fluently in English and Chinese. Joseph supports community involvement through volunteering activities and pursues various personal interests such as basketball, biking, football, golfing, music, reading, running, swimming, and spending time with his family. He remains committed to providing tailored wealth management solutions and values the opportunity to work one-on-one with clients to help them pursue their financial objectives.

Thomas Castillo is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and technology-driven portfolio management.