Evan Ling is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Ling is an investor in multiple partnerships established since the 1980s. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Armando Armenta Sr. is a Series 66-licensed financial advisor with Edward Jones in Claremont, CA, where he has worked for 12 years. His entire industry experience has been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services and investment strategies through a nationwide network of advisors and branch offices.

Barry Queen II is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 66 licenses and over 14 years of industry experience. He has worked at firms including New York Life Insurance Company and Eagle Strategies, and currently owns Precision Planning Financial Group, LLC. Outside of his advisory role, he is involved in public speaking and writing on non-investment topics and is the author and founder of "Your Money, Your Story," a book and educational content platform. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment strategies and third-party managers.

Viet Le is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2014 and 2016, respectively. Outside of his advisory role, he manages and handles bookkeeping for a family auto rental business. 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 leverages research and analytics from the Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions and operates at a large scale with over 14,000 advisors and $671 billion in assets under management.

Scott Uffelman is a Wealth Management Advisor with over 40 years of experience in the financial services industry. He provides assistance to clients in making significant financial decisions, focusing on family wealth management strategies, personal retirement planning, portfolio management, socially responsible investing, and retirement income. He holds a Bachelor's Degree in Economics from Wake Forest University and the Certified Financial Planner (CFP) designation. Scott's professional credentials also include licenses in insurance as well as Series 3, 7, 8, and 66 FINRA registrations. He has previously served on the NYSE Exchange Hearing Board and brings extensive experience from roles including branch manager of multiple offices. Scott is engaged in his community through involvement with organizations such as Habitat for Humanity, The Huntington Museum, and the Odyssey School, where he has served on the School Board. Outside of his professional work, he enjoys golfing, running marathons, swimming, tennis, and yoga. He resides in California with his wife and they have three grown children and two granddaughters.

Alexis Wilson is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. She has been with Merrill since 2016 and previously worked at Wag and Pace University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Ali Agah is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2021 and previously spent seven years at Boston Private Bank. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Katrina Sable is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. She currently works at Raymond James Financial Services Advisors, Inc. and previously spent time at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Hai En Sun is a Certified Financial Planner® at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at iStarUSA from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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, and affiliated mutual funds.

Salvatore Cipolla is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and five years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018 and currently works at Morgan Stanley Private Bank, N.A. His background includes four years at Southern Connecticut State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Nicholas Lombardo is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at RBC Capital Markets and First Republic Securities Company, Llc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Shelby Mac Donald is a financial advisor at Ameriprise in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2023, Shelby worked at Warner Bros for four years and Cartoon Network for two years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Osvaldo Sicairos is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023, with prior experience at Wells Fargo Clearing, Wells Fargo Bank, US Bank, and Sherwin-Williams. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from a broad investable universe.

Shawn Hare is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he owns and operates e-commerce and consulting businesses in Sherman Oaks, CA. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, wealth transfer, and niche services such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients choosing whether to implement them through the firm’s brokerage or advisory programs.

Nathan Forrest is a financial advisor with Edward Jones in Placentia, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Christopher Link is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he manages real estate and agricultural properties as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by the firm’s Global Investment Committee methodologies.

Kevin Chen is a financial advisor with J.P. Morgan Securities in Chino Hills, CA, holding Series 63 and Series 66 designations and 11 years of industry experience. His work history includes roles at Veltek Inc and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved with Veltek Inc, a manufacturing business specializing in power transformer parts, where he manages order placement and shipping. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

John Koh is a CFP® professional with 24 years of industry experience. He is currently affiliated with J.P. Morgan Securities and has previously worked at BMO Bank N.A., LPL Financial, BancWest Investment Services, BANK OF THE WEST, and Gold Coast Securities, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, incorporating ESG eligibility frameworks and derivative capabilities.

Michael Bain is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2010 and is also a partner and actuary at CMC Retirement, a third-party pension administration firm where he has worked since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard De Gout is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2003. Outside of his advisory role, he serves as a successor trustee and successor power of attorney for a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client information and risk assessment to tailor investment solutions.