Diana Chan is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has previously worked with Bancwest Investment Services, Inc. and Bank of the West. 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 a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Cherie Jones is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Service, LLC since 2019. Her prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc., as well as managing her own practice from 2015 to 2019. Outside of advising, she holds positions on the board of the California Society of Tax Consultants and provides tax consulting and preparation services through her firm, Cherie Jones & Associates. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

David Marich is a financial advisor with J.P. Morgan Securities in Los Alamitos, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His career includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2012. Outside of finance, he was involved with Marich Copter Cams from 2014 to 2017. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a non-discretionary program supported by an in-house manager solutions team.

Salvador Linaker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Priority 1 and McKeehan Construction. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Sean Bracey is a financial advisor with Cetera in Brea, CA, holding the ChFC® and Series 66 credentials and has 15 years of industry experience. He has worked with Cetera since 2013 and previously operated his own tax and financial services firm. Bracey serves as a finance committee member for Life Bible Fellowship Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

David Holmes is a financial advisor with LPL Enterprise LLC, holding Series 66, Series 63, and Series 65 licenses and four years of industry experience. He previously worked at Brookstone Wealth Advisors and Innovation Partners LLC. Holmes also maintains an insurance-related role with Anthem Blue Cross. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products through its integrated platform.

Kyung Suk Choi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of Hope, Cetera, Mirae Asset Wealth Management, and Daewoo Securities Co. Ltd. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Paul Finby II is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2024. Outside of his advisory role, he has been involved with Us Tech Solutions since 2021 and previously with Infinite Water Polo Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products than typical large institutional advisers.

Xuepan Zeng is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 66 and Series 63 designations and eight years of industry experience. Prior to joining J.P. Morgan Securities in 2018, Zeng has also worked at JPMorgan Chase Bank, N.A., and spent time at the University of Southern California. Outside of advising, Zeng operates an online retail store selling auto accessories. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory approach. The firm integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Cory Murdock is a financial advisor with OSAIC based in Anaheim, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 21 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He operates a sole proprietorship as a fixed life insurance broker. OSAIC serves a wide range of clients, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various asset-allocation tools and third-party platforms to manage diversified portfolios across multiple investment vehicles.

Xiwen Zhang is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America Merrill Lynch, China International Capital Corporation, and Shanghai Gfund Management Co., Ltd. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

David Bassett Parkins is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2014. 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 programs and investment solutions through a nationwide network of financial advisors.

Denise Bare is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations, providing clients with discrete planning engagements across various specialized areas.

Flavio Hernandez is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with CUNA Brokerage Services, Inc. and SchoolsFirst FCU. Hernandez is also involved as a Retirement Plan Representative at SchoolsFirst FCU. LPL Financial is an 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Scott Paul is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience providing financial and wealth management advice and services. Scott is a CERTIFIED FINANCIAL PLANNER® practitioner and a Personal Investment Advisor (PIA). He joined Merrill Lynch Wealth Management in 1995. Scott graduated from California State University, Long Beach with a bachelor's degree. His expertise includes college education planning, retirement income strategies, portfolio management, and tax minimization. He focuses on managing new wealth and personal retirement planning. Scott is active in his community and participates in volunteer work. He enjoys gardening, golfing, and spending time with his family.

Michael Dollins is a financial advisor with OSAIC in Los Alamitos, CA, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His prior work includes roles at Arbor Point Advisors, Securities America Advisors, and National Planning Corporation. Outside of his advisory work, he is also an amateur poker player who participates occasionally in casino games. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple platforms. The firm employs a variety of asset-allocation tools and offers integrated brokerage and advisory services, as well as access to third-party money managers and managed-account solutions.

Howard Erman is a CFP® with 43 years of experience in the financial industry. He is currently an advisor at Edelman Financial Engines and has previously worked at Cetera Advisor Networks LLC and operated his own firm, Erman Retirement Advisory. 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 platforms.

Frank Saldana is a Series 66-credentialed advisor with J.P. Morgan Securities, based in Ontario, CA, and has 16 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. 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, distribution, and investment management capabilities.

Akihiko Mogi is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at PCE International, Inc, PFS Investments Inc, and Primerica Financial Services. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Wei Wang is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities, Wei held positions at JPMorgan Chase Bank, Bank of America, Bank of the West, and other firms. 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 to its recommendations.