Kevin Conway is a financial advisor at LPL Financial with 41 years of industry experience. He holds a Series 63 designation and has worked previously at firms including H. Beck, Inc. and Diversified Securities, Inc. Conway also operates an insurance agency as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolio options.

Chad Mc Coy is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and U.S. Bancorp Investments. Outside of his advisory role, he serves as an officer and committee board member for the Porsche Club of America Los Angeles, where he helps organize social and dining events. 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Steven Lew is a Series 63 licensed financial advisor with 30 years of industry experience. He has worked at LPL Financial since 2019 and previously spent three years at Western International Securities, Inc. He is also involved in a non-variable insurance business in Huntington Beach, CA. 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 of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Jabez Rocha is a financial advisor with Primerica Advisors in Artesia, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2018 and with Primerica Financial Services since 2010. Outside of his advisory role, Rocha is a co-founder and secretary of the Manzanilla Foundation, a Christian nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Aaron Shen is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2024, his background includes various roles outside of finance, including a position at Irvine Chinese School in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Eric Beatty is a Series 66 licensed financial advisor with three years of industry experience, currently with Wells Fargo Clearing. His prior experience includes roles at Sanctuary Wealth, Beatty & Myers LLP, and Stanford University. Outside of his advisory work, he is involved in semi-professional volleyball as a player and coaches volleyball at a local club. 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 combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Dennis Burrage Jr. is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He has a background that includes work at Denver Christian High School and Valor Christian High School, as well as studies at the University of Colorado Boulder. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various tools and strategies to construct diversified portfolios for its clients.

Fredric Umel is a financial advisor at Merrill with a Series 66 designation and 13 years of industry experience. He has been with Merrill and Bank of America since 2016, following earlier roles at Waddell & Reed and various insurance carriers. Outside of his advisory work, he is the owner of a rental property in Bellflower, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Cervi is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies that address their short-, mid-, and long-term financial goals. He provides guidance on a range of financial matters including investing, retirement planning, and savings, while also facilitating access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Nicholas focuses on helping clients manage various financial priorities, such as purchasing a home, saving for education, caring for elderly family members, and preparing for healthcare needs. He collaborates with clients to define their goals and tailor portfolio strategies accordingly, offering ongoing advice and adjusting plans as clients' situations evolve. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Arizona State University. His approach reflects the philosophy of Merrill Lynch's founder, Charlie Merrill, emphasizing that "The interests of our customers must come first." Nicholas is committed to prioritizing client needs and fostering meaningful conversations to support their financial well-being.

Charles Chang is a financial advisor at Morgan Stanley in Brea, California, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to support client planning needs.

Charles Charis is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to each client's unique family situation, financial circumstances, and long-term goals. Charles provides clients with access to the investment insights of Merrill and the banking and lending solutions of Bank of America, striving to offer a flexible approach that adapts to changing market conditions and individual needs. With expertise in college education planning, personal retirement planning, women and wealth, and retirement income, Charles designs and implements customized financial strategies aimed at helping clients achieve both short-term and long-term investment and retirement objectives. He holds a Bachelor's Degree in Economics from the University of California, Santa Barbara, and a Master's Degree in Business Administration from the University of Southern California. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Charles is committed to delivering excellent service and supporting clients throughout their financial journeys. He participates in community volunteer activities in line with Merrill's tradition of community involvement. Outside of his professional responsibilities, Charles has interests in music, photography, and traveling.

Dingjian Li is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2004 and holds the Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Kelaiah Doby is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Scottrade. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Cassandra Alvarez is a Series 66-licensed financial advisor with Edward Jones in Long Beach, CA, where she has worked since 2018. She has seven years of industry experience, including three years at Advantage Solutions prior to joining Edward Jones. 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 programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 financial advisors.

Tuan Tran is a financial advisor with LPL Financial in Huntington Beach, CA, holding a Series 66 credential and 19 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations with a range of advisory programs, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.

Jesse Clark is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2008. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Jason Orsini is a financial advisor with Edward Jones in Fullerton, CA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Eunsun Kim is a financial advisor with RBC Capital Markets based in Los Angeles, CA, holding a Series 66 license and having 37 years of industry experience. Prior to joining RBC Capital Markets in 2019, Kim worked at UBS Financial Services from 2011 to 2019. 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 multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

David Reyna is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Lucille's Smokehouse and BBQ and Doordash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Courtney Rowley currently serves as Vice President and Branch Leader at Charles Schwab. In this role, she focuses on creating an environment that empowers and inspires, emphasizing inclusivity and a culture of trust. Her goal is to deepen client relationships through regular follow-ups, transparent communication, and by providing value-added experiences that exceed client expectations. Courtney has been with Charles Schwab since 2019, progressing from Vice President Assistant Branch Manager to her current leadership position. She holds a California Insurance License, supporting her professional expertise in financial services.