Charles Hung is a CFP® with 21 years of industry experience, currently serving at J.P. Morgan Securities since 2021. His prior experience includes roles at Bank of America and Merrill from 2014 to 2021. Outside of his advisory work, he owns a condominium investment property in Pomona, CA. 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. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dillon Ortega is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to understand their financial goals and to deliver personalized investment strategies, focusing on portfolio construction, retirement planning, and wealth management. Dillon's approach involves building foundational plans, identifying actionable steps, and exploring options to help clients achieve their objectives. His experience at Fidelity Investments includes previous positions as a Planning Consultant (2024-2025), Relationship Manager (2023-2024), and Financial Representative (2022-2023). Prior to joining Fidelity, he worked as a Relationship Manager at Bank of America from 2020 to 2022. Dillon holds a California Insurance License. Outside of his professional work, Dillon has interests in art, baseball, fitness, playing musical instruments, motorcycles, and movies.

Aaron Huang is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding his clients' full financial picture to develop personalized strategies that address their short-, mid-, and long-term goals. His client focus areas include legacy planning, liquidity management, managing new wealth, small business strategies, socially responsible and values-based investing, ESG investing, individual and corporate investment strategy, and retirement income. Aaron serves as a resource for general investing, retirement planning, and saving for unforeseen circumstances. He provides access to the investment insights of Merrill and the banking and lending solutions available through Bank of America specialists. Aaron works collaboratively with clients to discuss their goals, concerns, and questions, offering ongoing advice and guidance as their needs evolve. He holds a Personal Investment Advisor (PIA) designation and earned an Associate's Degree from East Los Angeles College after completing his high school education at Mark Keppel High School. Outside of his professional role, Aaron is engaged in his community through volunteer work and enjoys basketball, cooking, spending time with his family, traveling, and watching movies.

Joseph Byun is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS, City National Securities, and Northwestern Mutual. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI and algorithmic methods, and registration as a commodity pool operator.

Anahid Kyupelyan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and at various Wells Fargo entities since 2013. Outside of her advisory role, she is involved as a caregiver in the City of Los Angeles In-Home Supportive Services program. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Mujen Wu is a financial advisor at Morgan Stanley with six years of industry experience. He has held positions at Chun Yu Works and OFCO Industrial Co. before joining Morgan Stanley in 2019. Wu holds a Series 66 designation and is based in Pasadena, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individual and institutional clients. Its financial planning services utilize firm-approved tools and a structured discovery process without providing individual security recommendations as part of standalone plans.

David Luna is a financial advisor at Stifel with 50 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and municipal market participants and operates alongside affiliated trust companies and banks.

Timothy Wong is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. for 15 years. In addition to his advisory role, he is the sole owner of a law corporation specializing in estate and legacy planning and serves on the board of a nonprofit organization focused on children in Japan. OSAIC serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a diverse set of investment tools and platforms, supporting both discretionary and non-discretionary account management.

Luan Chung is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity. Prior to joining Fidelity Investments in 2026, he worked for 13 years at JP Morgan Chase. He also has experience with the Department of Public Social Services (DPSS), where he was employed for 17 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and constructing model portfolios incorporating systematic methodologies and advanced technologies such as AI.

Sam Consos is a financial advisor with Wells Fargo Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Wells Fargo Advisors in 2025. He is also the owner of SGC Private Wealth, an independent investment advisory business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, using proprietary research and planning tools to develop customized recommendations.

Caitlin Tolan is a financial advisor with Ameriprise in San Dimas, CA, holding a Series 66 designation and six years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies. The firm’s approach includes a structured recommendation process supported by internal research and third-party data, with enrollment criteria that require a minimum level of investable assets.

Jawon Baik is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and two years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, DI Group, UCLA, and MiraCosta College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software and offers specialized programs such as divorce planning and estate-settlement services.

Shane Hall is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2004. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hsiao Chi Wu is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partial owner of a 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Roxana Solorzano is a financial advisor at Ameriprise with 24 years of industry experience. Her prior roles include positions at Urban Wealth Management, Allstate Financial Services, and LPL Financial. She serves as president of the Rotary Club of East Los Angeles and is involved in tax preparation through Legacy Wealth Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning and tax-aware withdrawal strategies.

Chih Chieh Chang is a CFA® charterholder and holds a Series 66 designation, currently working with Charles Schwab in Arcadia, CA. He has two years of industry experience, including positions at Charles Schwab Bank and previous roles at Cox Automotive Inc. and T3 Trading Group, LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and alternative investment due diligence.

Shaun Mathers is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and six years of industry experience. Prior to his financial services career, he served for 37 years with the Los Angeles County Sheriff's Department. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that incorporates advanced modeling tools, managing approximately $2.74 trillion in client assets.

Danny Chen is a financial advisor with J.P. Morgan Securities in Walnut, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and JPMorgan Chase Bank, N.A. since 2012. 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.

Karl Grant Meneses is a Series 66-licensed financial advisor with Thrivent Investment Management in Glendale, CA. He joined Thrivent in 2025 after working in various roles, including positions at California State University, Fullerton, and Mendocino Farms LLC, with no prior industry experience before 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Raffi Tutuyan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes roles at Stifel Independent Advisors, Wells Fargo Advisors, and Axa Advisors. Outside of his advisory work, he is involved in individual health insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting, employing risk profiling and modeling tools to support client goals.