Allen Chen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking investment approach.

Glenn Yasukochi is a CFP® professional with 45 years of industry experience, currently serving at Osaic since 2025. He previously worked at Lincoln Financial Securities Corporation for 17 years and has held an insurance agent role at Greenwich Financial Insurance Services for over 29 years. Yasukochi participates in the Financial Planning Association’s pro bono program, providing non-compensated financial planning assistance to low-income individuals. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager selections.

Germaine Watson is a financial advisor at Primerica Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2020. Her background includes roles in educational programs such as USC TRIO - Upward Bound Saturday Academy and KIPP SoCal Public Schools. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure.

Quentin Fenn Anstruther is a Series 63-licensed financial advisor with Morgan Stanley in Long Beach, CA, and has 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by various models and tools, serving a broad client base with both retail and institutional offerings.

Frank Teng is a CFP® professional with 27 years of industry experience. He is currently with LPL Financial and has previously held roles at Goldman Sachs Wealth Services, First Allied Advisory Services, and Cetera Advisors LLC. Teng also has a licensed life insurance activity outside of his advisory role. 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 a wide range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad non-advisory financial services platform.

Zubeen Tukina is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years and Lyft for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a variety of financial planning and investment management solutions, including model portfolios and institutional platforms.

Norman Cauntay is a CFP® and holds a Series 66 license with 14 years of industry experience, all with Edward Jones since 2012. He is based in Long Beach, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through its nationwide network of financial advisors and offers a range of advisory programs along with affiliated mutual funds and trust services.

Talon Love is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, Talon worked at American Campus Community and held various roles at the University of California, Irvine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Brandon Arnold is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently serving at Edward Jones since 1998. He holds the Series 63 designation and is based in Anaheim Hills, CA. Outside of his advisory role, he is the Vice President of the Kiwanis Club of Anaheim Hills/Yorba Linda. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kathy Andazola is a CFP® professional with 25 years of industry experience. She is currently with Cetera and has held roles at Avantax Insurance Agency and Avantax Investment Services. Outside of financial advising, she is involved in tax preparation and accounting through Andazola Financial Services, Inc. and R.C. Andazola, EA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to implement various investment strategies across multiple program structures and custodial relationships.

Peter Castillo is a financial advisor with LPL Financial in City of Industry, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes roles at CitiGroup, Wells Fargo Clearing, Wells Fargo Investments, U.S. Bancorp Advisors, and Wamu Investments. Outside of his advisory role, he is involved in insurance services through separate business activities. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Sonny Kothari is a Wealth Management Advisor and Managing Director with the Kothari Group at Merrill. He has been with Merrill since 1990, providing customized wealth planning and advice to high-net-worth families. Sonny focuses on creating seamless, comprehensive financial experiences that address both clients' daily needs and long-term aspirations. He specializes in family wealth management strategies, legacy planning, and philanthropic planning. Sonny holds a Bachelor's degree in Business Economics from the University of California, Santa Barbara. He holds professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Throughout his career, he has collaborated closely with clients' CPAs and attorneys to maintain integrated financial management. Committed to his community, Sonny sits on the board of Pathways of Hope in Fullerton, California, an organization providing access to food, shelter, and housing. He lives in Fullerton with his wife and has three grown daughters. Sonny enjoys hiking, running, and spending time with his family.

Sherif Salib is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates a combination of quantitative and qualitative research and includes an ESG eligibility framework.

Lisa Silva is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services and Lincoln Financial Securities Corporation. Outside of her advisory work, she owns and manages a real estate brokerage firm. OSAIC Wealth serves a broad range of retail and institutional clients with brokerage and advisory services including comprehensive financial planning and managed portfolio programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and offers discretionary and non-discretionary strategies across multiple custodial platforms.

Sean Kang is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank since 2015, following several years at Morgan Stanley Smith Barney starting in 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

George Veater is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Sagepoint Financial, LPL Financial, and SPC. Outside of his financial career, he owns and operates a working cattle ranch and bronc riding school that hosts rodeo events. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services delivered through a multi-advisor platform. The firm employs a model-based investment process with various customizable portfolio strategies and maintains a complex affiliate network supporting its wide range of financial solutions.

Elizabeth Metal is a Series 66 designated financial advisor with 24 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a broad range of solutions including fee-based financial planning, portfolio management, and alternative product distribution.

Susan Chung is a financial advisor with Equitable Advisors in Brea, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2005. Outside of her advisory role, she volunteers with the VITA Program through the Good Hands Foundation under OC United Way and works as a tax preparer specializing in business tax preparation with Alleviate Tax. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans through credentialed Investment Adviser Representatives.

Douglas Bailey is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an active owner of a consulting business focused on advising private developers and serves on the Board of Directors for the Boys and Girls Club of Cypress. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and integrating capital-markets capabilities and alternative investment options.

Stephen Shanklin is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.