Arthur Velasco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citizens Business Bank and LPL Financial since 2018, with prior experience at Raymond James Financial Services and Investment Centers of America. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Angie Feng is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management Group, based in the Orange County Inland Empire Market, Ontario office. She provides holistic wealth management strategies tailored to high net worth clients, focusing on their individual needs and goals. Angie has built extensive client relationships over her 16-year career serving offshore and onshore high net worth individuals, business owners, executives, and families. Her areas of expertise include family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Angie also advises clients on banking, credit, and custom lending through Bank of America, retirement and investment advisory strategies, estate and wealth transfer planning, and business succession planning. She employs a team-based approach to develop and implement comprehensive wealth plans. Angie holds a Bachelor of Science degree from California State University, Fullerton, with an emphasis in Finance and International Business. She maintains her Series 7 and 66 FINRA registrations, life insurance license, and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Fluent in Mandarin and Cantonese, Angie enjoys cooking, golfing, reading, and spending time with her family in her free time.

Brent Beverly is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with LPL Financial, joining in 2022, and has held prior roles at TAG Financial Inc. and FSC Securities Corporation. Beverly is also involved in mortgage and real estate services along with advisory business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by its research and third-party subadvisors.

Shun Sun is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients build wealth, preserve assets, and achieve long-term financial goals through personalized planning and investment management strategies. His client focus areas include college education planning, executive compensation, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. With over 12 years of experience in the financial industry, Shun has provided professional guidance in consumer banking, financial planning, asset management, and tax optimization strategies. He is skilled at simplifying complex financial concepts for clients and creating clear action plans to help achieve measurable outcomes. Shun demonstrates a commitment to clients' success and adherence to ethical standards. Shun holds a Master of Business Administration (MBA) degree from California State University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, he has interests in badminton, basketball, biking, fishing, golfing, music, pickleball, and traveling.

Kevin Gaffuri is a financial advisor with Primerica Advisors based in Upland, CA, holding Series 65 and Series 63 licenses with 16 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2009. Outside of advisory work, he is involved in the sale of loan products and home-related services for affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets and delivers advisory services through a large network of financial advisors using model-driven strategies supported by third-party asset managers.

George Escobar is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. His prior work includes a decade at Next Financial Group, Inc., as well as roles with Avantax Insurance Agency, LLC and Xavier Consulting, where he provides investment and financial planning as well as tax consulting services. Additionally, he is involved with Firstway Insurance Service Inc., assisting clients with health insurance coverage options. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, enabling advisors to implement diverse investment strategies through varied program structures and custodial relationships.

Gerald Tambe is a financial advisor at LPL Financial based in Claremont, CA, holding a Series 63 designation with 52 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Joseph Tobin is a financial advisor with LPL Financial in Chino, CA, holding a Series 63 designation and 36 years of industry experience. He previously worked at National Planning Corp for 17 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ali Rahimi is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. He is also associated with Diamond Health Care Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Harpal Sandhu is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and 32 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. Outside of his advisory role, he has been involved in property management through ownership and landlord activities. 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 broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Nicole Avila is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She previously worked at Steven Starkley and Equitable Advisors LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Daniel Chung is a financial advisor with LPL Financial in Brea, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Waddell & Reed and various insurance carriers, along with operating his own business entity, Daniel Chung, Inc. He has also spent time affiliated with Southlands Church in a professional capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and utilizes a variety of research and technology tools in portfolio management.

Nina Ruffalo is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at LPL Financial, First Allied Advisory Services, and Cetera, where she has been since 2020. Outside of her advisory work, she is involved with Orange Capital Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary options.

Kevin Simon is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 19 years of industry experience. His prior experience includes seven years at UBS Financial Services and current roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a partner at Moniak Holding LLC, a technology-related business based in Fullerton, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to model outcomes, while primarily acting in an advisory capacity for financial plans.

Andrew Anderson is a financial advisor at Edward Jones in Corona, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Sunland RV Resorts and was involved with the Hemet San Jacinto Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Ruben Gomez Jr. is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, CUNA Brokerage Services, Inc., and SchoolsFirst Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm participates in commodity pool operations and serves as an adviser to multiple registered investment companies and fund-of-funds.

Johnny Liu is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Sushiholics and has experience in education from roles at Asucla, the University of California, Los Angeles, and West Covina Unified School District. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily serving clients with significant investable assets.

Jon Hubbert is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Diversified Securities, Incorporated. He also operates Jon W. Hubbert, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Sonny Licata is a CFP® certificant with nine years of industry experience. He is currently an advisor at Edelman Financial Engines, having previously worked at Spinnaker Investment Group, Morgan Stanley, E*TRADE, TD Ameritrade, and Scottrade. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice.

Brad Maurer is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2017 and previously held roles at Bank of the West and BancWest Investment Services from 2015 to 2017. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.