Edwin Young Jr. is a financial advisor at Cetera with 29 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at Cetera and Cetera Wealth Services since 2019 and previously spent seven years at VOYA Financial Advisors. In addition, he owns Young's Tax & Financial Services, a business providing tax preparation, accounting, audit representation, and fixed insurance product sales. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with more than 10,000 advisors and over $256 billion in assets under management.

Hank Tsai is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with six years of prior experience at Cathay Bank and two years at Citibank. He joined Morgan Stanley in 2025. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its advisory services.

Mindy Cheng is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2019. 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 applying an ESG eligibility framework in its recommendations.

Arthur Lin is a financial advisor with Ameriprise in Monrovia, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, Inc., and Wamu Investments, Inc. Lin holds a real estate license and owns a business that manages his Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focusing on written recommendation reports and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Maria Vargas is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She focuses on building meaningful partnerships with her clients by understanding their goals, values, and financial circumstances to provide personalized financial guidance. Her professional experience includes positions as Relationship Manager (2023-2025) and Financial Representative (2021-2023) at Fidelity Investments, as well as roles as a Financial Service Professional at LA Pension Planners and Equitable from 2020 to 2021. She holds a California Insurance License. Outside of her professional work, Maria is involved in activities such as fitness, exploring culinary interests, social events with friends, caring for pets, traveling, and volunteering.

Oreste Volkert is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as President of the Brea Little League, overseeing league operations and community activities in Brea, California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and affiliated banking programs.

Philip Cheng is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Bank of the West, and BancWest Investment Services. Outside of his advisory role, he co-owns a dog sitting and doggie day care business in Glendora, California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ying Gao is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She concurrently owns and supervises operations at Best Quality Food Company Inc, a meat distribution business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Shishir Shastry is a financial professional with Cetera, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at MassMutual, Prudential, and various financial and real estate firms. Outside of his advisory work, Shastry is involved part-time in real estate sales and promotes pharmacy discounts benefiting charities through a separate sales role. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Neil Faulmino is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup, JP Morgan Securities, and Chase Bank. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Margarita Gover is a Series 66-registered financial advisor at Edward Jones with eight years of industry experience. She has worked at Edward Jones since 2018 and previously at Gexpro Services for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Jingdi Sun is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMC Bank NA since 2015. 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.

Ricardo Rosas is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Bank and JP Morgan Chase Bank. He is based in Baldwin Park, CA. 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 plans, corporations, and charitable organizations.

Anasheh Baghoomian is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in partnering with clients to develop financial strategies that align with their unique goals and values, with a focus on college education planning, legacy planning, personal retirement planning, portfolio management, and investment strategies for individuals, corporations, and small businesses. She also works with clients in specific areas including services for endowments, foundations, non-profits, women and wealth, as well as sports and entertainment sectors. Anasheh holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She completed her education at Glendale Community College. She is fluent in Farsi, Armenian, and English. Outside of her professional work, Anasheh enjoys basketball, cooking, hiking, music, reading, running, soccer, swimming, traveling, and spending time with her family.

Michael Gomez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. 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 applying an ESG eligibility framework in its investment process.

Kyle Durant is an Investment Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Financial Advisor at Merrill Lynch from 2019 to 2023. Kyle focuses on helping his clients and their families work toward achieving their life goals by collaborating with them to develop personalized financial plans aimed at growing and protecting their wealth. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice and insurance solutions. Kyle's professional experience spans investment consultation and financial advising, enabling him to address various client needs in wealth management.

Dennis Yim is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has been with UBS since 2016. He serves on the board of a trade association, OKTA S.C., where he participates in quarterly meetings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Ernest Arnold is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Western International Securities, RJJ Pasadena Securities, and B.B. Graham & Company. He is also licensed as an agent for accident and health, life, and variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Veronica Zamora is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Stifel in Pasadena, CA, having held positions at both Stifel Nicolaus & Co Inc and Wells Fargo Clearing since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Andrew Chou is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial. His career includes roles at firms such as Woodbury Financial Services, OSAIC, Centaurus Financial, and Fidelity. Outside of his advisory work, he serves as a city councilman for Diamond Bar, California, participating in local government activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by extensive advisor resources and technology.