Vincent Chu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and offering 20 years of industry experience. He has worked with various Wells Fargo entities since 2008 and has served on the finance and administration committee of Kindle Hill Church since 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through more than 14,000 advisors.

Zhen Rong Yu is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, he was employed by Bank of America, N.A. from 2014 to 2017. Outside of his advisory role, he is a co-owner of a family rental property in Rosemead, California. 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.

Stephan Shatynski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of finance, he is a former actor with residual earnings from past roles and serves as an information officer overseeing Naval Academy admissions outreach in Orange County schools. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their IPS-driven advisory process incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Chauthy Pham is a financial advisor at Cetera with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2013. Pham is also a partner at Rathbun Sargent Insurance & Financial Services, where she is involved in life, health, and employee benefits sales and service. Cetera Investment Advisers LLC is a nationwide, SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, supporting a broad range of investment strategies and program structures.

Erik Mattern is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 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 advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad array of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Pamela Knight is a financial advisor with MassMutual Investors Services in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at BlackRock Investments, Franklin Templeton, Legg Mason Investor Services, and American Independent Securities Group. Outside of her advisory work, she is co-owner of Scratchfoto, LLC, a photography app connecting photographers. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver collaborative, goal-oriented recommendations.

Cynthia Sayabounthavong is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. She also briefly worked for the County of Orange in 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

David Lumiqued is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Independent Capital Management, Inc. In addition to his advisory work, Lumiqued serves as president of the West Covina chapter of the Society for Financial Awareness, where he presents educational seminars. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to construct diversified portfolios tailored to client risk tolerance and investment goals.

Donald Crane is a financial advisor with Cetera who holds the CFP® and CFA® designations and has 17 years of industry experience. He also owns Crane Advisory LLC dba Crane & Associates Wealth Management, where he provides financial planning and asset management services. Outside of his advisory roles, Crane sells life and annuities as an insurance agent. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with model portfolios and customized strategies, supporting both discretionary and non-discretionary management across various program structures.

Donald Crane is a CFP® with 42 years of industry experience, currently affiliated with Cetera. He has operated his own firms, including Crane Advisory LLC and Crane & Associates, where he provides financial planning and asset management services. He also sells fixed insurance products such as life, health, disability, annuities, and long-term care insurance as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Sinahy Luna is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She works closely with clients and families to help them achieve their financial goals, providing access to a trusted brand and a variety of investment and planning tools. Her professional experience includes positions as an Investment Consultant at Fidelity Investments from 2019 to 2021, AVP and Financial Solutions Advisor at Merrill Lynch from 2014 to 2019, and Financial Advisor at JP Morgan Securities from 2012 to 2014. She holds a California Insurance License.

Ataullah Mangal is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Dexa Ventures, Wells Fargo Bank, Uber, Cydcor, PAE, and Azizi Bank. Outside of advisory work, he has been involved with Uber since 2022. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers. The firm’s approach involves assessing client risk tolerance and leveraging both proprietary and third-party investment programs.

Erika Noble is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she was involved with Shisha Sisters LLC for three years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Alec Hoag is a CFP® professional affiliated with LPL Financial, with eight years of industry experience. He previously worked at Lincoln Financial Advisors for eight years and held a position at Keenan Financial. He is based in Manhattan Beach, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a variety of investment strategies supported by proprietary research and technology tools.

Cindy Tang 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 Bank since 2000 and has been with Wells Fargo Clearing since 2016, including a five-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nelson Escalante Jr. is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked at United Parcel Service and Autozone. He also has experience in education, having worked at Whittier College and La Mirada High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and financial planning services.

Leonor Zamora is a financial advisor with J.P. Morgan Securities LLC in Downey, CA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm focuses on non-discretionary advice through its Institutional Consulting Services program.

Philip Chang is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at CTBC Bank, Cetera Investment Services LLC, East West Bank, and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Arnaud Berry is a financial advisor with OSAIC in South Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Signator Investors, Inc. from 2016 to 2018 before joining OSAIC in 2018. Outside of his advisory role, he is involved as a principal at Zahorik Financial & Insurance Services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services supported by various asset-allocation tools and third-party manager solutions.

Gregory Fields is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Gerber Kawasaki Wealth & Investment Management, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Merrill, and Occupy Digital. 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 from Wells Fargo Investment Institute and third-party databases.