Anahid Luke is a CFP® with 27 years of industry experience and is currently affiliated with Cetera. She has held roles at Avantax and National Planning Corporation and is the owner and president of Luke Services, Inc., operating Comprehensive Financial Services. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Smansa Chu is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining LPL Financial in 2023, Chu worked at Bancwest Investment Services, Inc. and Bank of the West since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by internal research and third-party resources.

Toan Au is a financial advisor with J.P. Morgan Securities, holding Series 63 and 65 licenses and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and is also the owner of AUCO Inc. 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.

Jenny Jung is a financial advisor at Equitable Advisors with 31 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Jenny holds Series 63 and Series 65 licenses. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers and LPL programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Magdalina Kouladjian is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Fidelity Brokerage Services LLC. She has been with UBS since 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products.

Bradley Finnigan is a financial advisor at RBC Capital Markets in Beverly Hills, CA, holding a Series 66 credential with 23 years of industry experience. His prior positions include roles at Morgan Stanley and Morgan Stanley Private Bank. He serves on the board of the Burbank Youth Basketball Foundation, assisting with fundraising and organization to support the local high school basketball program. RBC Wealth Management serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering multiple advisory programs with customized portfolio management and financial planning solutions. The firm utilizes both in-house and third-party investment managers and emphasizes a tailored approach based on each client’s risk profile.

Barrett Jackson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and is a Certified Financial Planner (CFP®) professional, as well as holding designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Barrett partners with the NCD Group at Merrill Lynch, focusing on delivering customized wealth planning solutions tailored to clients' risk tolerances, time horizons, liquidity needs, overall investment goals, and associated costs. Barrett graduated from the California State University system with a Bachelor's degree, majoring in Business-Finance and minoring in Economics. His client focus areas include divorce transition planning, employee benefits planning, family wealth management strategies, individual and corporate investment strategy, and retirement income. He is affiliated with the professional organization Western Hills Country Club and is involved in the community through groups such as the 26.2 Club. Outside of his professional work, Barrett enjoys participating in activities such as baseball, basketball, fishing, golfing, running marathons, skiing, wood working, and spending time with his family. He resides in La Habra with his wife, Darlene, and their two daughters. They engage in volunteering and community service through churches and various running organizations.

Albert Yuan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

John Choi is a financial advisor at Merrill with Series 66 and Series 63 credentials and has one year of industry experience. Prior to joining Merrill in 2025, he worked at USBancorp for eight years. He is also co-owner of a rental property business in Garden Grove, California. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Cau Min Li is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning services. 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.

Katherine An is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, she was associated with Christina Benedict MD Inc and has experience at Bean Sprouts Cafe. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

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 Ameriprise in Simi Valley, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is a co-owner of A-1G Skyraider, LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate tax-efficient strategies and Social Security analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Grant Sclafani is a financial advisor with Cetera in Glendale, CA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has been associated with Cetera Financial Specialists since 2016 and operates Sclafani Wealth Advisors, a financial services DBA, since 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Cecil Ho is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held roles at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets starting in 1998. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Jeffrey Felix is a financial advisor at LPL Financial with 11 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Citigroup, M&T Bank, Cetera Investment Services, East West Bank, and Wells Fargo. 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 and services, including financial planning, retirement plan consulting, and brokerage services, supported by model portfolios, research, and various technology platforms.

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.