Kimberly Condon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously spent six years at 5 Star Martial Arts. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Daniel Mc Elderry is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. He has been involved with Cam Caddie since 2008. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial arrangements.

Thomas Hays Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients who have busy lives and shifting priorities to bring organization, confidence, and security to their financial lives. Thomas emphasizes putting his clients' interests first and upholding high ethical standards, considering himself a personal stakeholder in his clients' lives. Growing up, Thomas observed how financial decisions can impact opportunities for generations. He now helps successful individuals and families make informed decisions with their serious money and addresses important financial questions they may not have considered. His expertise centers on creating strategies that align with what matters most to his clients and their families. Thomas holds a Bachelor's Degree from Chapman University and a High School Diploma from Loyola High School. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His personal interests include golfing, reading, and tennis.

Terence Lo is a financial advisor with Wells Fargo Advisors in South Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles within various Wells Fargo entities dating back to 2011. He also holds a real estate license in California. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu. The firm combines advisory services with other financial products and referral channels, serving clients who meet certain net-worth thresholds.

Helmut Garcia is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CUSO Financial Services, Wescom Financial Services, and MassMutual Life Insurance Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a network of investment adviser representatives. The firm provides various advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and discretionary and non-discretionary management options.

Mark Moroni is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Raymond James Financial Services Advisors, Mainstream Capital Management, and JPMorgan Chase Bank. His background also includes roles outside financial services at Tesla and Apple, as well as a period of employment at San Jose State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied in its recommendations.

Victor Truong is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at notable firms including Merrill and Bank of America. In addition to his advisory work, he owns and operates a doggy day care business on weekends. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kristin Hundley is a financial advisor with Morgan Stanley Wealth Management in San Gabriel, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney and Morgan Stanley Services Group since 2009. Outside of her advisory role, she works as a Notary Signing Agent. Morgan Stanley Wealth Management is a firm serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including scenario modeling and long-term return estimates.

Debra Trujillo is a financial advisor with Primerica Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses with 41 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of her advisory role, Trujillo is a singer and songwriter and is ordained with Universal Life Church Ministries. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and operates at a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Yuha Elsa Tse is a financial advisor at Cetera with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Charles Schwab and several firms affiliated with Avantax and Transglobal. Outside of her advisory role, she provides homestay services for an international student through APEX International Education Partners. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including third-party money managers and bespoke strategies, supported by over 10,000 advisors and $256 billion in assets under management.

Elizabeth Jensen is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013, based in Pasadena, CA. J.P. Morgan Securities LLC 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.

Michael Neuman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process 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.

Anthony Hemawarman is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Citigroup, Wells Fargo, and JPMorgan Chase Bank. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Shih Yi Chen is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, Chen worked at BNP Paribas for nine years and has had roles in homemaking and at Yama Seiki USA Inc. outside the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a structured financial planning process that incorporates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Philip Peng is a financial advisor at Wells Fargo Advisors in Pasadena, CA, with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and United Healthcare. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through both meetings and written summaries.

Kevin Gotts is a CFP®-designated financial advisor with 36 years of industry experience, currently practicing at LPL Financial since 2021. Prior to joining LPL, he worked at Securities America Advisors and National Planning Corporation. He also serves as a part-time instructor at California State University, Fullerton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

Kent Chung is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Cynthia Tung is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with a range of financial planning and portfolio management services. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, offering institutional trading capabilities alongside wealth management.

Herbert Smith is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Discern Securities, Inc. and Discern Investment Analytics, Inc. from 2010 to 2017 before joining Morgan Stanley. Outside of his advisory role, he owns and operates Founders & Players, an events business based in Los Angeles, and serves as executor or co-executor for estates in Falmouth, Massachusetts. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and approved planning tools, focusing on advisory services without providing individual security recommendations as part of standalone planning.

Christiaan Strong is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this position, he served as a Wealth Management Senior Relationship Manager from 2022 to 2024, a Wealth Management Planning Consultant from 2019 to 2022, and a Financial Representative from 2017 to 2019, all within Fidelity Investments. In his career, Christiaan focuses on understanding clients' financial needs and goals to develop tailored financial plans. He emphasizes educating and guiding clients to help them make informed decisions and implement plans they feel comfortable with. Christiaan holds a California Insurance License. Outside of his professional responsibilities, he enjoys cooking, baking, hiking, and traveling.