Albert Barcia is a financial advisor with Wells Fargo Clearing in Ontario, CA, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Investments, LLC. Outside of his advisory role, Barcia owns Executive Fitness, a business that provides exercise equipment rental and personal training services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research and analytics with a range of brokerage and advisory solutions.

Scott Foties is a CFP® with 15 years of industry experience currently with LPL Financial. His prior experience includes roles at Bank of America and Merrill, as well as Edward Jones. 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 portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives using both proprietary research and third-party strategies.

Angel Cambron is a financial advisor with LPL Financial based in Rancho Cucamonga, CA, holding a Series 66 designation and five years of industry experience. Before joining LPL Financial, Cambron worked at Wells Fargo Advisors and Northwestern Mutual. Outside of advising, Cambron is associated with Arrowhead Credit Union through an investment-related business activity. 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 financial planning and investment management services via a large network of advisors, utilizing model portfolios, third-party subadvisors, and advanced operational tools.

Angelito Eusebio is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of his advisory role, he is a partner and tax preparer at Ace Tax Services, a business he operates with his daughter. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing, operating under a tiered wrap-fee structure.

Cassia Stefanini is a financial advisor with Primerica Advisors in Chino, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for ten years and has been with Primerica since 2019. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading and overlay responsibilities to BNY Mellon Advisors.

Christopher Tavares is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Cetera since 2025 and previously held positions at Securities America Advisors, Securities America, Inc., LPL Financial, and OSAIC. Outside of his advisory work, he is involved in mortgage lending and insurance sales, including fixed insurance products and fixed life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Louie A. Vargas is a Financial Advisor with the HQFV Wealth Management Group at Merrill Lynch Wealth Management. He provides financial advice and planning services to business owners, families, and retirees, helping clients develop personalized financial strategies tailored to their goals, risk tolerance, time horizon, and liquidity needs. Louie holds Series 7, 66, 9, and 10 FINRA registrations and is bilingual in English and Spanish. Louie began his career at Merrill in 2001 supporting ultra-high-net-worth clients in Merrill's Private Wealth Management office in Los Angeles. He became licensed to serve as a Market Supervision Manager in 2008 and later supervised UBS's International Wealth Management business across multiple states until returning to Merrill in 2020. With over 15 years of supervisory experience, he values collaborating with colleagues and providing clients access to comprehensive financial services. The son of a Mexican immigrant mother who worked at Merrill for more than 35 years, Louie is committed to promoting financial literacy and generational wealth building. He participates in Bank of America's Hispanic/Latino Organization for Leadership & Advancement (HOLA) mentorship program and has served as a youth mentor for over a decade. Louie is married and enjoys spending time with his family, preserving family recipes, and researching his family history dating back to 1700s Mexico.

Eric Esparza is a financial advisor at Merrill with Series 63 and Series 66 licenses. He has been in the industry since 2026, previously working at Wells Fargo Clearing and Wells Fargo Bank. His background includes roles outside finance, such as positions at the Riverside County District Attorney's Office and Petco Health and Wellness. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a variety of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Margaret Sturdy is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial (formerly LINSCO/Private Ledger) since 2001. Outside of her advisory work, she occasionally sells health 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Moises Macias Jr. is a Series 66 licensed financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities, and HomeStreet Bank. Outside of his advisory work, he is also a baseball coach for Ayala High School in the Chino Valley Unified School District. 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, supported by extensive operational and research tools.

Laura Schroeder is a Series 66-licensed financial advisor with Edward Jones, working in Yorba Linda, CA. She has 18 years of industry experience, all with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary wrap fee solutions and separately managed accounts. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Kevin Cheng is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Wells Fargo Investments, Morgan Stanley, and Ameriprise. Outside of his advisory work, he has ownership interests in several investment-related businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Steven Norin is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Nicole Slapak is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 10 years of industry experience, including six years at Morgan Stanley prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach and incorporates ESG considerations where applicable.

Gerald Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 45 years of industry experience. His prior firms include UBS Financial Services, Crowell, Weedon & Co., and D.A. Davidson & Co., with tenure at LPL Financial since 2015. 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 access, and institutional platforms, supported by advanced operational tools and a broad suite of financial products.

Randolph Schroeder is a financial advisor with Edward Jones in Anaheim Hills, CA, holding Series 63 and Series 66 licenses. He has 22 years of industry experience and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and affiliated investment products under a fiduciary standard.

Jeff Gonzales is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds a Series 66 designation and has worked at various affiliates of Edelman Financial Engines since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary advice.

Michael Salazar is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2010. Outside of his advisory role, he serves on the Board of Adjustments for Secaucus, New Jersey, where he reviews and votes on variances related to the town’s aesthetics. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Evelyn Walker is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including JPMorgan Chase Bank, Wells Fargo, and UnionBanc Investment Services. 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 advisory framework.

Arnie Gonzalez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill for 19 years prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.