William Ouellette is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments, Inc. and Instacart, as well as a long tenure at Primerica Financial Services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Winnie Cao is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Morgan Stanley and positions in education at institutions such as the University of California, Los Angeles, Pasadena City College, and Mark Keppel High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

William Tien is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2012. Outside of his advisory role, he is a co-owner and landlord of rental property. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Ho Yan Tam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory role, Tam is actively involved in managing several restaurant businesses in Claremont, CA, including serving as general manager and authorized signer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Klara Dykastova is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Gabriel Vasquez is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked at various Cetera entities since 2019, with prior experience at LPL Financial and SAFE Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Christian Bidolli is a Planning Consultant at Fidelity Investments, where he currently leverages the firm's tools and resources to simplify complex financial decisions and collaborates with clients to develop personalized strategies. His professional journey at Fidelity began as an intern in 2024, followed by roles as a Financial Representative and Relationship Manager before assuming his current position in 2026. Christian holds a California Insurance License. Outside of his professional work, he has interests in cars, fishing, and golf.

Julio Gonzalez is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Financial Consultant at the same firm from 2022 to 2025. His professional experience also includes roles as a Financial Wellness Specialist at Merrill Lynch from 2015 to 2022 and as a Financial Solutions Advisor at Merrill Edge from 2012 to 2015. Julio holds a California Insurance License, supporting his capacity to assist clients with insurance-related financial planning. He focuses on helping clients build customized financial plans and strategies that address their individual needs and those of their families. Julio aims to establish strong business relationships to effectively support clients in achieving key financial milestones. Outside of his professional life, Julio engages in activities such as board games, fitness, hiking, movies, parenthood, and puzzles.

Christina Moon is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and eight years of industry experience. She previously worked at UBS Financial Services and East West Bank. Outside of her advisory role, she is involved in a real estate business based in Prosper, Texas. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of investment and financial solutions.

Bryant Tchan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Harry Wang is a financial advisor with Morgan Stanley in Pasadena, CA. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining the firm, he worked at Bank of America and New York Life Insurance Company, with intermittent periods dedicated to homemaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to both individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and analyses.

Hung Chih Chen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America since 2019 and has prior experience at JES LED Technology and Tech Source International. 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.

Angellokyiu Wong is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, Wong has held roles in education at The Music Key School, University of California, Los Angeles, Citrus College, and Yuen Long Public Secondary School. Outside of finance, Wong has been involved with La Bella Laser & Slimming since 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Frederick Johnson is a financial advisor at Osaic Wealth, Inc. in Pasadena, CA, with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he spent 22 years at Signator Investors, Inc. and John Hancock Life Insurance Co. Johnson also operates a fixed insurance brokerage as a sole proprietor. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and automated rebalancing to construct diversified portfolios, and supports multiple advisory platforms including third-party managed accounts and wrap programs.

Jeffrey Park is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds a Series 63 license and is based in Long Beach, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Mark Nordbrock is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2005, previously working at Axa Advisors. In addition to his advisory role, Nordbrock is an attorney and serves as a trustee for an immediate family trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage services.

Lisa Miller is a financial advisor with UBS Financial Services in Brea, CA, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is active as a trustee of the Miller Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Kin Fung Chan is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Grandway Asset Management, Inc. from 2012 to 2020. Outside of his advisory role, he is the sole proprietor of Kins Asset Management, Inc., a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that uses firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and planning strategies.

Yechiel Goldberg is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds the Series 66 designation and has been associated with Mass Mutual and its affiliates since 2009. In addition to his advisory role, he operates as an expert witness and offers college consulting services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning relationships and offers various programs including educational seminars and a standalone Divorce Planning service.

Clarissa Pesqueira is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has worked at various Cetera entities since 2018 and was previously with National Planning Corporation for two years. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of program options and third-party managers.