Craig Vassell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2015 and focuses on helping clients pursue their wealth management goals through tailored strategies aimed at achieving both short- and long-term objectives. Craig works closely with clients to understand their specific situations, including their time horizon, risk tolerance, and investment personality, in order to develop and implement appropriate financial plans. He offers personalized advice and access to specialized investment services designed for sophisticated investors. He holds a Bachelor of Science degree in Psychology from the University of Florida and has completed executive education in Sustainable Finance & Investment at Yale School of Management, as well as a Senior Executive Program in Venture Capital & Private Equity at Columbia Business School. Craig holds the CERTIFIED FINANCIAL PLANNER® certification, Certified Investment Management Analyst® designation, and is a Personal Investment Advisor. He is also affiliated with Alpha Phi Alpha Fraternity, Inc.

Cynthia Bollinger is a CFP® with 22 years of experience, currently serving as a financial advisor at Edward Jones since 2004. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she teaches weekend yoga and meditation classes for the City of Walnut Recreation Department. Edward Jones is a wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Eric Smutko is a financial advisor with Wells Fargo Advisors in Los Angeles, CA, holding a Series 66 designation and 22 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked for Ameriprise Financial Services, Inc. from 2003 to 2026. Outside of his advisory role, he is a co-owner of A-1G Skyraider, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients able to choose how to implement those recommendations.

Grant Sclafani is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He leads Sclafani Wealth Advisors, a financial services firm operating since 2018. Cetera Investment Advisers serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors. The firm features a multi-manager platform that provides access to affiliated and third-party managers, supporting diverse investment strategies and program structures.

Cecil Ho is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following an 11-year tenure at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Jeffrey Felix is a CFP®-designated financial advisor with 11 years of industry experience, currently with LPL Financial in Pasadena, CA. His prior roles include positions at BMO Harris Bank, Citigroup, M&T Bank, Cetera Investment Services, Wells Fargo, and U.S. Bancorp Advisors. 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 and access to model portfolios and third-party management, supported by advisor-facing technology and a broad suite of financial products.

Stephen Hekimian is a Certified Financial Planner (CFP®) at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as an instructor at the University of Phoenix’s Center for Professional Development. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and strategies, including modeling techniques such as Monte Carlo simulations.

Vincent Wei is a Financial Consultant at Fidelity Investments, where he works with clients to develop tailored financial plans that align with their goals and objectives. He focuses on understanding each client's current financial position to implement strategies designed for their future stability. Vincent has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2023. Prior to joining Fidelity, he worked as a Premier Banker at OneWest Bank from 2016 to 2020. He holds a California Insurance License.

Bruno Esquivel Paz is a financial advisor at Edward Jones based in Arcadia, CA. He holds a Series 66 designation and has 14 years of industry experience, all of which have been at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Aldrich is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Linsco/Private Ledger since 2003. Outside of his advisory role, he developed the ARM Sling, a device designed to help individuals with paralyzed arms engage in sports activities. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Yun Bai is a financial advisor at Cetera with seven years of industry experience. Bai holds Series 63 and Series 66 licenses and has worked previously at institutions including Citigroup, UBS Financial Services, Wells Fargo, HSBC, J.P. Morgan, and Bank of America. Bai is based in City of Industry, California. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party strategies.

Yuritzi Chavez is a financial advisor with Merrill based in Sun Valley, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Merrill, she worked at J.P. Morgan Securities and Wells Fargo Clearing Services LLC. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Sangerman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with CIty National Bank since 2016 and with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jennifer Kao is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and has worked at several notable firms, including Morgan Stanley, Deutsche Bank Securities Inc., and RBC Capital Markets. She has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Hector Ruiz is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 66 designation and has worked in various roles within Fidelity and its affiliates since 2013. Prior to that, he held positions at John Hancock Distributors and UBS Financial Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction, using systematic methodologies and long-term asset allocation benchmarks.

Richard Chun is a financial advisor with J.P. Morgan Securities based in Temple City, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Chase Investment Services Corp. and Edward Jones. Chun is also the General Partner, President, and CEO of Rtec Group Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG considerations.

Audrey Schmedes is a CFP® professional with nine years of experience in the financial services industry, currently with Wells Fargo Advisors since 2026. She previously worked at Ameriprise for six years and held roles at Bank of America and Merrill Lynch. She serves on the board of The Village Enrichment Program, a nonprofit organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that are tailored to client needs and delivered through a network of financial advisors.

Willard Hansen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals related to these services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure for its services.

Kaosheng Lin is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at LPL Financial and Cathay Bank, where he has worked since 2015. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with options ranging from automated allocations to bespoke strategies.

Shujun Wu is a financial advisor at UBS Financial Services with 17 years of industry experience. Prior to joining UBS Financial Services in 2025, Wu worked at UBS AG and Morgan Stanley Smith Barney LLC. Wu holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services to support client strategies.