Enrique Lomelin is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides various advisory programs to individuals and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.

Maria Chavez is a financial advisor at RBC Capital Markets with 11 years of industry experience. She previously worked at Oppenheimer for three years and D.A. Davidson & Co. for ten years. She holds Series 63 and Series 65 licenses and is based in Los Angeles, CA. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies according to each client’s risk profile and utilizes a combination of in-house and third-party managers and model providers.

Edward Tess is a financial advisor with Morgan Stanley Wealth Management in Los Angeles, holding a Series 63 designation and having 30 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly to clients and through employer-based Corporate Financial Planning agreements.

Charles Gilb is a financial advisor with LPL Financial in North Hollywood, CA, holding the Series 66 designation and two years of industry experience. He has worked with Assetio Wealth Management and LPL Financial since 2023. Outside of finance, he has experience working at Trader Joe's and a research role at The Political Violence Lab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of investment adviser representatives.

Carolyn Campbell is a financial advisor with LPL Financial in Sun Valley, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of her advisory role, she is involved with Jill Campbell Consulting, LLC, a business entity for tax and investment purposes. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Lawrence Rocha is a financial advisor at Osaic Wealth, Inc. in Los Angeles, CA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including IFP Securities, LLC, Independent Financial Partners, and LPL Financial, LLC. Outside of his advisor role, Rocha operates Parallax Wealth Management, a sole proprietorship providing investment advisory, insurance, brokerage, and financial planning services. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm uses a model-based investment process with portfolio optimization tools and provides a broad range of financial programs, including advisor-managed portfolios and retirement plan consulting.

Michael Tiedemann is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Merrill since 1997. 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 various institutional investors.

Oliver Tao is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Cetera and its affiliated entities since 2011, with previous roles at East West Bank, Chase Investment Services, and Wamu Investments. Outside of his advisory work, he volunteers as a Little League baseball coach. Cetera Investment Advisers LLC is a large SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform allowing advisors to utilize affiliated and third-party model portfolios, offering a range of program structures and investment options.

Charles Hung is a CFP® with 22 years of industry experience. He is currently a financial advisor at J.P. Morgan Securities, where he has worked since 2021. His prior experience includes roles at Bank of America, Merrill, Wamu Investments, and Redwood Securities Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Dillon Ortega is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to understand their financial goals and to deliver personalized investment strategies, focusing on portfolio construction, retirement planning, and wealth management. Dillon's approach involves building foundational plans, identifying actionable steps, and exploring options to help clients achieve their objectives. His experience at Fidelity Investments includes previous positions as a Planning Consultant (2024-2025), Relationship Manager (2023-2024), and Financial Representative (2022-2023). Prior to joining Fidelity, he worked as a Relationship Manager at Bank of America from 2020 to 2022. Dillon holds a California Insurance License. Outside of his professional work, Dillon has interests in art, baseball, fitness, playing musical instruments, motorcycles, and movies.

Travis Knutson is a financial advisor with LPL Financial based in Brea, CA, holding Series 63 and Series 66 registrations and 26 years of industry experience. He has been with LPL Financial since 2011, following prior roles at Chase Investment Services Corp. and Wamu Investments, Inc. He also operates a business under the name TK Wealth Management. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by an extensive platform of discretionary and non-discretionary investment strategies.

Aaron Huang is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding his clients' full financial picture to develop personalized strategies that address their short-, mid-, and long-term goals. His client focus areas include legacy planning, liquidity management, managing new wealth, small business strategies, socially responsible and values-based investing, ESG investing, individual and corporate investment strategy, and retirement income. Aaron serves as a resource for general investing, retirement planning, and saving for unforeseen circumstances. He provides access to the investment insights of Merrill and the banking and lending solutions available through Bank of America specialists. Aaron works collaboratively with clients to discuss their goals, concerns, and questions, offering ongoing advice and guidance as their needs evolve. He holds a Personal Investment Advisor (PIA) designation and earned an Associate's Degree from East Los Angeles College after completing his high school education at Mark Keppel High School. Outside of his professional role, Aaron is engaged in his community through volunteer work and enjoys basketball, cooking, spending time with his family, traveling, and watching movies.

Craig Fein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at CUSO Financial Services, Kinecta Financial & Insurance Services, LLC, and LPL Financial. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Kristopher Nguyen is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Chase Investment Services Corp., and operated a coffee business called Number One Coffee (Banh Mi So 1). J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating ESG criteria and broader derivatives capabilities.

Gabriela Rubio is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. Her work history includes 13 years at RBC Capital Markets and recent roles at The Blackmont Group and Creative Financial Designs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs in municipal and public finance as well as employer advisory services.

Kim Lam Long is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2010. Outside of his advisory role, he is involved in selling non-investment related products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Makandal Pierre is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JP Morgan Chase Bank, Edward Jones, Bank of America, and Merrill. Merrill, along 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.

Christian Lopez Alavez is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to define financial goals and develop portfolio strategies tailored to their needs. He provides ongoing advice and adjusts portfolios as clients' situations change. Christian's areas of focus include education planning, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. He received a High School Diploma from Indian River High School and attended Delaware Tech without earning a degree. Christian is bilingual in English and Spanish. He is involved in his community through organizations such as Food Bank, Hola LA, Hope through Housing, and his church. Outside of work, Christian's interests include boxing, hiking, music, reading, running, soccer, spending time with family, traveling, and watching movies.

Matthew Andre Burns is a financial advisor with Thrivent Investment Management in Brea, CA. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at HP Communications Inc and Northern Arizona University before joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses across a range of financial topics. The firm’s approach separates planning from portfolio management and does not include implementation within its planning service.

Joseph Byun is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS, City National Securities, and Northwestern Mutual. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI and algorithmic methods, and registration as a commodity pool operator.