Yihao He is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he worked at Dunlop Sports Americas and TCL North America, following several years at the University of California, Riverside and IMG Academy. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and it operates a variety of investment activities including private funds and principal trading.

Elizabeth Keshishian is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining RBC in 2022, she worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2014 to 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies implemented through multiple investment managers and emphasizes integrated capital markets and affiliated asset management capabilities.

Kimberly Condon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously spent six years at 5 Star Martial Arts. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Daniel Mc Elderry is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. He has been involved with Cam Caddie since 2008. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial arrangements.

Thomas Hays Jr. is a financial advisor with Merrill Lynch Wealth Management. He serves clients with busy lives and shifting priorities by bringing organization, confidence, and security to their financial lives. Thomas emphasizes putting his clients' interests first and adhering to high ethical standards. He is personally invested in his clients' lives and treats them with care comparable to that of family. Thomas has expertise in helping busy professionals turn financial success into lasting financial freedom. He draws on his personal experiences to assist clients in making informed financial decisions that can have long-term generational impacts. His approach includes guiding clients through questions they may not have previously considered. He holds a Bachelor's Degree from Chapman University and a High School Diploma from Loyola High School. Thomas has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, he enjoys golfing, reading, and playing tennis.

Mark Moroni is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Raymond James Financial Services Advisors, Mainstream Capital Management, and JPMorgan Chase Bank. His background also includes roles outside financial services at Tesla and Apple, as well as a period of employment at San Jose State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied in its recommendations.

Victor Truong is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at notable firms including Merrill and Bank of America. In addition to his advisory work, he owns and operates a doggy day care business on weekends. 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.

Josiah Ball is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at Western International Securities, Cambridge Investment Research Advisors, and SagePoint Financial. Outside of his advisory role, he is also an agent for non-variable insurance with Sphera Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives, offering a range of financial planning and advisory programs.

Kristin Hundley is a financial advisor with Morgan Stanley Wealth Management in San Gabriel, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney and Morgan Stanley Services Group since 2009. Outside of her advisory role, she works as a Notary Signing Agent. Morgan Stanley Wealth Management is a firm serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including scenario modeling and long-term return estimates.

Yuha Elsa Tse is a financial advisor at Cetera with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Charles Schwab and several firms affiliated with Avantax and Transglobal. Outside of her advisory role, she provides homestay services for an international student through APEX International Education Partners. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including third-party money managers and bespoke strategies, supported by over 10,000 advisors and $256 billion in assets under management.

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.

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.

Linda Chen is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her prior work includes roles at The Arrow House and Mitsubishi Motor North America, among others. She also assists with Retirement Distribution and Wealth Management Strategies, where she works with fixed insurance products and contributes to client communications. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

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.