David Rodriguez Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to organize their financial lives and plan for the future with confidence. His role involves developing personalized strategies around investments, retirement planning, business financial needs, cash flow management, and wealth preservation. David focuses on building long-term relationships based on trust and thoughtful advice, aiming to provide objective guidance and a disciplined approach to financial decision-making. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David earned a High School Diploma from North Thurston High School and attended South Puget Sound Community College without degree conferral. David serves as a resource for a broad range of financial needs, from general investing to retirement planning and banking solutions, providing ongoing advice and guidance as clients' needs evolve.

Victor Kubo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Douglas Morris is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside of financial advising, he has been involved in Elite Jewelry at the Vault since 1982. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling to develop financial plans.

James Terry is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 34 years of industry experience. He has worked at Charles Schwab since 2002 and at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers a combined brokerage and advisory platform with both non-discretionary and discretionary investment options, supported by centralized custody and operational infrastructure.

Na Ren is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves as a caregiver for elderly parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jack Wang is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at J.P. Morgan Securities, CTBC Bank, and East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program platforms and third-party managers, supporting both discretionary and non-discretionary account management across multiple custodial relationships.

Charles Hung is a CFP® with 21 years of industry experience, currently serving at J.P. Morgan Securities since 2021. His prior experience includes roles at Bank of America and Merrill from 2014 to 2021. Outside of his advisory work, he owns a condominium investment property in Pomona, CA. J.P. Morgan Securities LLC 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. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Danny De La Mora is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals. He integrates investment insights from Merrill along with banking and lending solutions from Bank of America to address clients’ evolving financial needs. Danny holds a Bachelor's Degree from Universidad del Sagrado Corazon and maintains the Personal Investment Advisor (PIA) designation. He also participates in community activities by volunteering with local organizations, reflecting his commitment to the communities he serves through Merrill.

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.

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.

Melissa Lopez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 1999 and Wells Fargo Clearing since 2022. Outside of her advisory role, she participates as a craft vendor at the Countyline Farmers Market in Yucaipa, California, specializing in crochet crafts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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 directly with clients to define their financial goals and create portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adjusts portfolios to align with clients’ changing needs and circumstances. Christian's areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation and is bilingual in English and Spanish. Christian earned his high school diploma from Indian River High School and attended Delaware Tech without completing a degree. Outside of his professional work, Christian is involved in community organizations such as food banks, Hola LA, Hope through Housing, and his church. His personal 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.

Jodi Estrada is a Series 66-credentialed financial advisor with Morgan Stanley in Brea, CA, bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including customized financial planning. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.

Adam Antekeier is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank NA before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Timothy Wong is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. for 15 years. In addition to his advisory role, he is the sole owner of a law corporation specializing in estate and legacy planning and serves on the board of a nonprofit organization focused on children in Japan. OSAIC serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a diverse set of investment tools and platforms, supporting both discretionary and non-discretionary account management.

James Filippi is a financial advisor with LPL Financial in Rancho Cucamonga, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining LPL Financial in 2014, he worked at firms including Morgan Stanley and D.A. Davidson & Co. Outside of his advisory role, he is involved in a family winery business, providing maintenance support. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to multiple portfolio management strategies, supported by extensive operational and research tools.

Amy Song is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at HSBC Bank USA, HSBC Securities, UBS Financial Services, Merrill, Bank of America, and HMA Global. 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 supports its clients with brokerage and advisory solutions informed by research from the Wells Fargo Investment Institute and third-party sources.

Caitlin Tolan is a financial advisor with Ameriprise in San Dimas, CA, holding a Series 66 designation and six years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies. The firm’s approach includes a structured recommendation process supported by internal research and third-party data, with enrollment criteria that require a minimum level of investable assets.