Barrett Jackson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and is a Certified Financial Planner (CFP®) professional, as well as holding designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Barrett partners with the NCD Group at Merrill Lynch, focusing on delivering customized wealth planning solutions tailored to clients' risk tolerances, time horizons, liquidity needs, overall investment goals, and associated costs. Barrett graduated from the California State University system with a Bachelor's degree, majoring in Business-Finance and minoring in Economics. His client focus areas include divorce transition planning, employee benefits planning, family wealth management strategies, individual and corporate investment strategy, and retirement income. He is affiliated with the professional organization Western Hills Country Club and is involved in the community through groups such as the 26.2 Club. Outside of his professional work, Barrett enjoys participating in activities such as baseball, basketball, fishing, golfing, running marathons, skiing, wood working, and spending time with his family. He resides in La Habra with his wife, Darlene, and their two daughters. They engage in volunteering and community service through churches and various running organizations.

Albert Yuan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously was with Prudential Equity Group, LLC from 1997 to 2003. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Peter Attalla is a financial advisor with J.P. Morgan Securities in Glendora, CA, holding the Series 63 and Series 66 designations and seven years of industry experience. He has worked exclusively within JPMorgan entities since 2016. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence, quantitative and qualitative research, and may include an ESG eligibility framework.

Cau Min Li is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Katherine An is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, she was associated with Christina Benedict MD Inc and has experience at Bean Sprouts Cafe. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Cynthia Bollinger is a CFP® with 22 years of experience, currently serving as a financial advisor at Edward Jones since 2004. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she teaches weekend yoga and meditation classes for the City of Walnut Recreation Department. Edward Jones is a wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Grant Sclafani is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He leads Sclafani Wealth Advisors, a financial services firm operating since 2018. Cetera Investment Advisers serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors. The firm features a multi-manager platform that provides access to affiliated and third-party managers, supporting diverse investment strategies and program structures.

Cecil Ho is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following an 11-year tenure at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Jeffrey Felix is a CFP®-designated financial advisor with 11 years of industry experience, currently with LPL Financial in Pasadena, CA. His prior roles include positions at BMO Harris Bank, Citigroup, M&T Bank, Cetera Investment Services, Wells Fargo, and U.S. Bancorp Advisors. 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 and access to model portfolios and third-party management, supported by advisor-facing technology and a broad suite of financial products.

Stephen Hekimian is a Certified Financial Planner (CFP®) at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as an instructor at the University of Phoenix’s Center for Professional Development. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and strategies, including modeling techniques such as Monte Carlo simulations.

Bruno Esquivel Paz is a financial advisor at Edward Jones based in Arcadia, CA. He holds a Series 66 designation and has 14 years of industry experience, all of which have been at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Aldrich is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Linsco/Private Ledger since 2003. Outside of his advisory role, he developed the ARM Sling, a device designed to help individuals with paralyzed arms engage in sports activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Yun Bai is a financial advisor at Cetera with seven years of industry experience. Bai holds Series 63 and Series 66 licenses and has worked previously at institutions including Citigroup, UBS Financial Services, Wells Fargo, HSBC, J.P. Morgan, and Bank of America. Bai is based in City of Industry, California. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party strategies.

Jennifer Kao is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and has worked at several notable firms, including Morgan Stanley, Deutsche Bank Securities Inc., and RBC Capital Markets. She has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Pengnian Chu is a CFP® professional with 21 years of industry experience, currently serving at LPL Financial since 2021. Prior to joining LPL, he spent 16 years with Waddell & Reed Inc and various insurance carriers. 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 institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Chun is a financial advisor with J.P. Morgan Securities based in Temple City, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Chase Investment Services Corp. and Edward Jones. Chun is also the General Partner, President, and CEO of Rtec Group Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG considerations.

Kristi Bae is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009. 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. Their advisory process incorporates quantitative and qualitative due diligence and may include ESG considerations.

Hannah Etherson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2019 and previously worked for eight years at Train Insane Gym. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Redjaian is a financial advisor with Fidelity in Brea, California, holding a Series 66 designation and two years of industry experience. His work history includes multiple roles at Fidelity Investments since 2023, as well as positions outside the financial sector, such as with LA Fitness and Bear Flag Fish Company. Ryan attended Chapman University from 2020 to 2024. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Willard Hansen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals related to these services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure for its services.