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.

Sure Oeng is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. Prior to his current role, he held positions at AD.IQ, The Container Store, Anteater Television, and Hotel Irvine. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services with a focus on multi-asset model portfolios and both non-discretionary and discretionary investment options.

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.

Vincent Daigneault is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and economic modeling.

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.

William Murray is a financial advisor at Edward Jones with 33 years of industry experience, including 32 years at Edward Jones. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he owns residential rental properties occupied by family members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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.

Jorge Torres is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. Outside of his advisory role, he is a property owner involved in managing several real estate investments. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Abbey Borbon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has worked with Wells Fargo in various capacities since 2005 and is also affiliated with Cal Poly Pomona. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary options. The firm’s approach includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Dylan Bell is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at The Boys Room and held positions at JPMorgan Chase Bank, N.A. He also served on the City of Pasadena City Council for District 1 from 2020 to 2022. J.P. Morgan Securities 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.

Bertrand Brisbane is a Financial Consultant currently working at Fidelity since 2024. He has previously held roles as a Senior Wealth Advisor at Empower in 2024 and as a Financial Consultant at Schwab from 2006 to 2024. Bertrand holds a California Insurance License. He partners with individuals and families to help them pursue their financial goals with clarity and confidence, focusing on personalized guidance tailored to each client's unique circumstances. Bertrand's approach emphasizes principled advice throughout various stages of life. Outside of his professional work, Bertrand enjoys biking, hiking, and traveling.

Alexa Barragan is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has six years of industry experience, including roles at JPMorgan Chase Bank and Abercrombie & Fitch. Barragan is based in Whittier, CA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Anny Shen is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial advisory services.

Nicolas Monserrat is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2020. Prior to that, he held positions in real estate-related firms and was involved with California State University, Fullerton. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Cynthia Stauffer is a CFP® with 29 years of experience in the financial services industry. She has worked at LPL Financial since 2017 and previously spent 15 years at National Planning Corporation. In addition to her advisory role, she provides tax preparation services and works as a TurboTax Tax Expert. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing a variety of model portfolios and research resources.