Jason Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he is a co-owner of JAZ Enterprises LLC and is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, supported by LPL Research and third-party subadvisors across diversified and alternative strategies.

Ernesto Guray Diaz is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Diaz also serves as president of TEAM Legacy SFV, a local networking group affiliated with the TEAM Referral Network. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains a large national network of advisors and branches.

Randall Long is a financial advisor at Cetera with over 40 years of industry experience. He holds a Series 63 designation and has worked with multiple firms, including Sageview Wealth Management and First Allied Securities. Outside of advising, he is president of Sageview Foundation, a nonprofit organization handling charitable donations, and engages in actuarial consulting through Sageview Consulting Group, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment programs and strategies.

Changqin You is a CFA® charterholder and the sole advisor at Align Investment Advisors, LLC, with 16 years of industry experience. He has been with Align Investment Advisors since 2009. Align Investment Advisors primarily manages pooled investment vehicles and institutional accounts, while also serving high-net-worth individuals. The firm employs discretionary portfolio management with tailored advisory services and uses alternative fee arrangements rather than a percentage-of-assets model.

Henry Hache is the sole advisor at Ai Financial, Inc. in Simi Valley, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Ai Financial since its founding in 2004. In addition to advisory services, he provides tax preparation and accounting services through Ai Financial. Ai Financial, Inc. manages approximately $6 million in assets for a small client base that includes individuals and a range of institutional clients, such as sovereign wealth funds and municipal governments. The firm offers portfolio management with ongoing account reviews and maintains affiliations with an accounting firm, supporting its unique client mix.

Robert Bagarotti is the sole advisor at Granada Capital Management, LLC, an independent investment advisory firm based in Granada Hills, CA. He holds a Series 65 designation and has 21 years of industry experience. In addition to his advisory work, he serves as Controller for Jons Marketplace, a supermarket, where he is responsible for finance and accounting. Granada Capital Management provides portfolio management and investment advisory services primarily to individual clients, operating with a very small client base and assets under management.