Gordon Chen is a CFP®-certified financial advisor with 15 years of industry experience, currently working at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank NA since 2011. 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 its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Mui Voong is a financial advisor at Wells Fargo Clearing with 19 years of industry experience and holds a Series 66 designation. Mui has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2007 to 2011. 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 offers both brokerage and advisory solutions.

Albert Boele is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles within J.P. Morgan affiliates dating back to 2010, as well as time at Boelin LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Dorian Harris is a financial advisor at Merrill with a Series 66 designation and 17 years at the firm. He has three years of industry experience. Merrill, along 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 strategies for a range of individual and institutional clients.

Antonio Sepulveda Jr. is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at firms including American Honda Finance Corporation and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nick Milazzo is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously led The Nick A Milazzo Group for nine years and has held roles with Waddell & Reed and various insurance carriers. Milazzo is also active in insurance sales alongside his advisory work. 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 institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad range of financial services beyond advisory functions.

Helen Lee is a financial advisor with Ameriprise in Pasadena, CA, holding a Series 63 designation and 29 years of industry experience. She previously worked at American Express Financial Advisors Inc. for 23 years before joining Ameriprise in 2020. Outside of her advisory role, she owns a business involved in marketing and operates a car rental service. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-efficient withdrawal strategies.

Andres Vargas is a financial advisor at Merrill with 13 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2011. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Brittany Richard is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL Enterprise, she held positions at multiple firms including Richard Rental Management and Blazr. Outside of her advisory role, she is involved with Richard Rental Management. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily implements investment strategies through model portfolios and offers access to third-party asset managers, with additional services including financial planning and trust custody.

Samuel Ybarra is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has been with Merrill since 2013 and previously attended West Los Angeles College from 2020 to 2022. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erick Gonzalez is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Revolution, Digital Intelligence Systems, Randstad Technologies, and Cameo Consulting. Outside of his advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm employs third-party asset managers and uses a tiered wrap-fee structure.

Alan Zhao is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of America, N.A., among others. He has worked in both the financial and aviation sectors and has academic experience at Boston University and the University of California, Berkeley. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individual, high-net-worth, and institutional clients.

Michael Chow is a financial advisor at Charles Schwab with 32 years of industry experience. He holds the Series 63 designation and has been with Charles Schwab since 1997, including roles at Charles Schwab Bank. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management along with integrated brokerage, custody, and advisory services.

Richard Crean is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 48 years of industry experience. He worked at California Financial Partners, Inc. for 22 years before and during his ongoing tenure with LPL Financial since 2001. Crean serves as a director at Pomona Valley Hospital Medical Center. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products and operational support tools.

Amanjit Bains is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Stater Bros Markets. Outside of his advisory role, he is involved as a content creator producing video game guides and streaming. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Louis Dong is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with JP Morgan Securities since 2013 and previously worked at Chase Investment Services and Wamu Investments. 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 these services on a non-discretionary basis, with final decision authority retained by clients.

Carlos Bolanos is a CFP® with 38 years of experience in financial advisory and tax preparation. He has worked at Cetera since 2025 and previously spent nearly three decades with Avantax Advisory Services and its related entities. In addition to his advisory work, Bolanos owns an accounting and tax preparation business where he personally prepares tax returns and provides tax planning for clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures.

Michael Medina is a CFP® and Series 66 registered advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James in 2026, he worked at Pure Financial Advisors and held several other financial and non-financial roles, including a period focused on education from 2010 to 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with a range of financial planning and consulting services, emphasizing non-discretionary, tailored advice supported by proprietary research and multiple portfolio management styles.

Chase Golightly is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before joining Fidelity, Chase worked as a Senior Associate at KPMG from 2020 to 2023. In his current role, Chase collaborates with individuals and families to define financial goals and develop comprehensive retirement plans and personalized investment strategies tailored to each client's unique financial needs. He holds a California Insurance License, which supports his work in the financial services sector. Chase is committed to giving back to his community by assisting clients in achieving their financial objectives through careful planning and strategy development.

Erin Brooks is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is an officer of T & G Brooks LLC, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.