Charles Chang is a financial advisor at Morgan Stanley in Brea, California, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to support client planning needs.

Albert Shih is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. Outside of his advisory role, Shih serves on the board of directors for Habitat for Humanity Los Angeles Young Professionals, focusing on philanthropy and community engagement. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supporting clients through proprietary research and diverse investment solutions.

Frank Kallman is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group, LLC from 1999 to 2003. 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 provides both brokerage and advisory solutions.

Shana Won is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with Equitable Advisors since 1999, following her time with AXA Advisors. Outside of her advisory work, she serves on the Bond Oversight Committee for Los Angeles City College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and a variety of investment options including mutual funds, ETFs, and alternative investments.

Dingjian Li is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2004 and previously spent five years at Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad scope of financial activities.

Paul Cygal is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 63 credential and 32 years of industry experience. He has been with LPL Financial and its predecessor entities since 1999. Outside of his advisory role, he is involved in the fixed annuity business with Jackson National Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shervin Saedinia is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides personalized investment advice and financial services to affluent and high net-worth clients, focusing on areas including college education planning, executive compensation, personal retirement planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. She works closely with clients and their trusted advisors to address complex strategies related to tax, philanthropy, retirement plan design, and estate and wealth transfer. Shervin holds a bachelor's degree from Syracuse University, where she was a scholarship athlete in tennis, and a master's degree in management from California State University of Northridge. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Before joining Merrill Lynch Wealth Management in 2011, she worked as an advisor in the technology sector and philanthropy. In addition to her professional work, Shervin volunteers with the Farhang Foundation and is a member of Soroptimist International. She enjoys activities such as adventure sports, boxing, cooking, music, running, spending time with family, tennis, traveling, and yoga.

David Cherbak is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, having worked at Wells Fargo Bank NA since 2004. Outside of his advisory role, he serves as a trustee for a family-related investment entity. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to support diversified investment strategies across a broad range of products and services.

Diana Lin is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She collaborates with clients to develop plans aimed at enhancing their financial well-being, focusing on wealth planning, retirement planning, and income protection. Prior to this, she held positions at Fidelity Investments including Relationship Manager from 2024 to 2025 and Financial Representative from 2023 to 2024. She began her career as a Preferred Banker at First Republic Bank between 2021 and 2023. Diana is licensed to sell insurance in California, holding a CA Insurance License. Outside of her professional work, she has interests in fitness, hiking, music, outdoor adventures, reading, and scuba diving.

Jesse Clark is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2008. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Eduardo Silva is a financial advisor with LPL Financial in Claremont, CA, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2017, following two years at National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives.

Jason Orsini is a financial advisor with Edward Jones in Fullerton, CA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Robert Linzay is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2015. Outside of his advisory role, he coordinates and facilitates financial education programs at his local church. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

David Reyna is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Lucille's Smokehouse and BBQ and Doordash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Victoria Sierra is a CFP®-designated financial advisor with 13 years of industry experience, currently with Cetera since 2019. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Outside of advising, she is a certified yoga instructor at CorePower Yoga. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Eric Ma is a CFP® with 21 years of industry experience, currently affiliated with Cetera in Pasadena, CA. His work history includes roles at East West Bank, U.S. Bancorp Investments, HSBC Securities (USA) Inc, and Wells Fargo Clearing and Investments. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Jiaoling Cai is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She has worked at JP Morgan Chase Bank, N.A. and Unionbanc Investment Services during her career. Cai holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Chelse Vande Bossche is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she worked for twelve years at Dr. Martin Luther King Jr. Middle School in the SBCUSD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Manuel Chinchay is a CFP®-credentialed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at FSC Securities and The Advisory Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options, supported by research and technology tools, and manages over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Sichen Li is a financial advisor with Edward Jones in Chino Hills, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Edward Jones in 2025, Li worked at Transglobal Advisory, Globalink Securities, and Transglobal Insurance Agency, focusing on life insurance and annuities through Overflow Financial Management, where he served as CEO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.