Archimedes Gomez is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including BMO Bank NA, Wells Fargo, and JP Morgan Chase. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors.

Xin Li is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. Prior to joining Cetera in 2024, Xin worked at Cathay Bank starting in 2021. Xin’s background also includes roles at New York University and Michigan State University. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with options ranging from automated allocations to bespoke strategies.

Stephen Moore is a Series 66-licensed financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab in 2025, he was employed at Merrill and Bank of America from 2019 to 2025. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Gabriel Choo is a financial advisor at Edward Jones in Orange, CA, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with Alpha Academy starting in 2015. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cristian Santana is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and nine years of industry experience. He has worked at J.P. Morgan Securities since 2017, following prior roles at Bank of America and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and includes capabilities in derivatives and commodities.

Lacey Somwaru is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she worked at TTFB CA LLC and has experience in education and fitness sectors, including roles at the University of California, Los Angeles, and LifeTime Fitness. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services using firm-approved tools and a structured discovery process.

Samuel Clarke is a financial advisor with LPL Financial based in Santa Ana, CA. He holds the Series 66 designation and has two years of industry experience, with prior roles at BMO Harris Bank, Bank of America, Merrill, and Allstate Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services, including model portfolio programs and institutional platforms, supported by a network of over 22,800 advisors.

Benjamin Koehlinger is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as Vice President of the Majors Division for the Lakewood Village Little League, organizing games and coordinating league activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning focused on a broad range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option.

Susan Powell is a CFP® professional with 26 years of experience in the financial services industry. She has been with LPL Financial since 2002 and previously worked with Osaic FA, Inc. for one year. Powell is based in Tustin, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ludinila Pangan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. and Wamu Investments, Inc. She is currently based in Buena Park, California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions to build model asset allocations.

Douglas Norman is a financial advisor with LPL Financial in Brea, California, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. He is also commissioned in fixed insurance and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Steve Nigoghossian is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Charles Schwab and TD Ameritrade. Charles Schwab primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized custody and order-routing systems.

Cody Hale is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, his work history includes roles in automotive sales and detailing as well as experience at the University of California, Irvine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial recommendations across various planning areas without implementation. The firm offers a holistic, goal-based approach and separates its planning and managed-account services while maintaining periodic reviews of client plans.

Nailah Khan is a financial advisor at Edward Jones with 19 years of industry experience, including 12 years at Edward Jones. She holds the Series 66 designation. Outside of her advisory role, Khan serves as Vice President of a local referral networking group and is a board member of The LGBTQ Center in Long Beach, participating in strategy meetings and donor engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Arthur Chen is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Western and Southern Life. Outside of his advisory work, he is a co-owner of a rental property managed by a third party. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without investment discretion.

Gustavo Rivera is a Series 66 licensed financial advisor at LPL Financial with 11 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed Inc and various insurance carriers. Rivera has also served on the University Heights Middle School Site Council and played in the Moreno Valley Community Band. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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 advanced research and operational tools.

Rosemarie Borson is a financial advisor at LPL Financial with 16 years of industry experience. Her work history includes roles at Chaffey FCU, Anaheim Glass, FSC Securities Corporation, and operating a bookkeeping business since 2011. She holds Series 66, Series 63, and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of investment options and operational tools.

Maitram Nguyen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Nguyen worked at JP Morgan Securities LLC and JP Morgan Chase, with a combined tenure from 2011 to 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data to guide investment decisions.

Sina Tahamzadeh is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities, utilizing a model-driven investment approach and access to third-party asset managers.

Natalie Barron is a CFP®-certified financial advisor with UBS Financial Services, where she has worked since 2004. She has 21 years of industry experience and holds a Series 66 license. Outside of her advisory role, she leads the Long Beach chapter of Provisors, a professional networking organization, and volunteers on event planning committees for nonprofit and healthcare organizations including Able ARTS Work and the Memorial Medical Center Foundation. She also serves as a continuing education sponsor and presenter for the CFP Board. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including portfolio management and financial planning. The firm integrates proprietary research and model-driven asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.