Dingjian Li is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2004 and holds the Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Paul Cygal is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 63 license and bringing 32 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he has engaged in fixed annuity sales through Jackson National Life and operates a related investment and insurance services business in La Canada, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits nationwide. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and model portfolios from various sources.

Shervin Saedinia is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides personalized investment advice and financial services with a focus on risk management. Her client focus includes college education planning, executive compensation, personal retirement planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. Shervin collaborates closely with clients and their other trusted advisors to address tax, philanthropic, retirement plan design, estate, and wealth transfer strategies. Shervin holds a Master’s degree in Management from California State University of Northridge and a Bachelor’s degree from Syracuse University. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Prior to joining Merrill Lynch Wealth Management in 2011, she worked as an advisor in the technology sector and in philanthropy. Born and raised in Los Angeles, Shervin speaks English and Persian. She volunteers with the Farhang Foundation and is a member of Soroptimist International. Her personal interests include adventure sports, boxing, cooking, music, running, spending time with family, tennis, traveling, and yoga.

David Cherbak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Bank NA since 2004 and joined Wells Fargo Clearing in 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family-related investment trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 at LPL Financial with nine years of industry experience. He has held roles at LPL Financial since 2017 and previously worked at National Planning Corporation from 2015 to 2017. Silva holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven approaches across discretionary and non-discretionary management strategies.

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 financial advisor at Cetera with 20 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Cetera in 2022, he worked at U.S. Bancorp Investments, HSBC Securities (USA) Inc, Wells Fargo Advisors LLC, and Wells Fargo Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program structures and investment options.

Jiaoling Cai is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She has worked at JP Morgan Chase Bank and JP Morgan Securities since 2019 and previously held roles at Unionbanc Investment Services and MUFG Union Bank from 2016 to 2019. 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, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers services on a non-discretionary basis, with client decision-making authority retained.

Chelse Vande Bossche is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, she worked for 12 years at Dr. Martin Luther King Jr. Middle School in the SBCUSD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Manuel Chinchay is a CFP® with 14 years of industry experience. He is currently with LPL Financial and has previously worked at Fsc Securities and The Advisory Group. He is also involved in non-variable insurance activities through his own business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Sichen Li is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to joining Edward Jones in 2025, Li worked at Transglobal Advisory, Globalink Securities, and Transglobal Insurance Agency, among other firms. Li is also the CEO of Overflow Financial Management Inc., a life insurance business based in Chino, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Taras Polakoff is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His background includes roles at LPL Financial, the City of Irvine, and Premier Aquatic Services LLC. J.P. Morgan Securities 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.

Jose Ching is a financial advisor with Ameriprise in Monterey Park, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also offers a comprehensive range of advisory, brokerage, and insurance solutions through affiliated companies.

Huyen Jaime is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Jaime worked at Bank of America/Merrill Lynch for nine 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 an ESG eligibility framework. The firm’s services are non-discretionary and focus on recommending funds and strategies approved through internal review processes.

Adan Santos is a financial advisor with Primerica Advisors in Bellflower, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. In addition to advisory work, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.