Jaimie Moore is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. Moore is the owner of Moore Financial Freedom, LLC, a financial services firm established in 2025. They have previously worked with Cetera Advisors LLC and Steven M. Ditch, CFP. Additionally, Moore provides support services related to tax return preparation. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Doohee Lee is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Commonwealth Business Bank. Lee has been with J.P. Morgan since 2018, serving in various capacities across J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors while maintaining client decision-making authority.

Allan Adriatico is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families and businesses develop financial strategies that align with their needs, goals, and risk tolerance. Allan provides investment planning through a collaborative approach to help build, manage, preserve, and transition wealth. His work focuses on understanding each client's goals and concerns to create tailored wealth plans aimed at accomplishing their objectives. His areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and small business strategies. Allan offers clients a range of financial solutions and tools based on their unique circumstances, addressing priorities such as health, home, family, leisure, giving, work, and overall finance. Allan holds a High School Diploma from Martin Luther King High School and an Associate's Degree from Riverside City College. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, Allan spends time with his wife and three children. They enjoy traveling and exploring new food venues, particularly coffee shops. Allan is also involved in coaching basketball at local schools and youth sports teams.

Rich Wang is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. His prior work includes roles at JPMorgan Chase and Fashion City International Corp, as well as teaching positions at the University of California Riverside and Walnut High School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Kyle Massey is a financial advisor at Osaic with 20 years of industry experience and holds a Series 66 designation. His prior work includes roles at Morgan Stanley and E*TRADE. He owns KMASS LLC, through which he provides consulting services to Providence Wealth Planning. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and access to third-party managers to construct diversified portfolios across multiple investment types.

William Ford is a financial advisor with Morgan Stanley in Claremont, CA, holding a Series 66 designation and 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Chun Bai is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Investment Services, Cathay Bank, and CTBC Bank. Chun Bai is based in Ontario, California. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and model portfolios supported by LPL Research and third-party subadvisors.

Christian Cruz is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients in Los Angeles and Orange County. He works closely with families, including business owners, executives, and teachers, to develop customized financial strategies that address investment and retirement planning, liability management, debt consolidation, and legacy planning. Christian coordinates with clients' CPAs and attorneys to align tax minimization and estate planning strategies and provides access to Bank of America N.A. for residential and securities-based lending. Christian holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Accredited Wealth Management Advisor™ (AWMA™) designation, Chartered Retirement Planning Counselor™ (CRPC™) designation, and Personal Investment Advisor (PIA) credential. He earned a Bachelor of Business Administration degree from California State University, Los Angeles. Christian began his career at Washington Mutual in 2006 and joined Merrill Lynch six years later. Raised in southern California, Christian is married to Evelyn and is a father to two children, Olivia and Enzo. He is also a dog owner and practices Brazilian Jiu-Jitsu, holding a Black Belt. Christian enjoys spending time with his family and has a background in soccer.

Logan Fritze is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop holistic financial plans and investment strategies. Prior to his current position, Logan held several roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and High Net Worth Associate from 2021 to 2023. He holds a California Insurance License.

Michael Stern is a financial advisor with Cetera, holding CFP® and PFS™ designations and 12 years of industry experience. His prior work history includes roles at MML Investor Services, Massachusetts Mutual Life Insurance Company, and The Prudential Insurance Company of America. He is also an insurance agent involved in the sales of life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Emily Chon is a Financial Advisor at Merrill Lynch Wealth Management, specializing in the financial needs of affluent clients and their families. She has more than 17 years of experience in the financial industry, including nearly a decade as a wealth manager at Citibank. Emily has worked with hundreds of families both internationally and globally, assisting them in achieving their financial goals through personalized strategies. Born in a small town in China, Emily immigrated to the United States over 20 years ago. She earned a Bachelor's Degree from the California State University System while working various jobs, including her first role at a local bank where she developed her passion for financial services. Throughout her career, Emily has tailored financial products to meet the unique needs of individuals and families across various areas, such as retirement planning, funding education, home purchasing, business transactions, and estate and trust planning. Emily holds the Personal Investment Advisor (PIA) designation and is fluent in Mandarin, Chinese, Yue (Cantonese), and English. Outside of work, she enjoys cooking, golfing, hiking, painting, spending time with her family, and traveling.

Christopher Bautista is a financial advisor with Primerica Advisors in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2009. Bautista also operated Bautista Family Clinic from 2003 to 2017. Additionally, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ana Avila is a financial advisor with Ameriprise in San Dimas, CA, holding a Series 66 designation and four years of industry experience. She has been with Ameriprise since 1994. Ameriprise offers retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions.

Rajiv Paliwal is a financial advisor with Ameriprise in Claremont, CA, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Village Walk I Corp Homeowners Association. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Derek Johnson is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank NA. Outside of his advisory work, he serves as Treasurer for the Interfaith Food Center, a nonprofit focused on food distribution for homeless and less fortunate families. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Christopher Rouzaud is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2018, following six years at J.P. Morgan Chase Bank NA. 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Anthony Sanchez is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in legacy planning, personal retirement planning, and portfolio management services, focusing on creating tailored strategies that align with his clients' unique needs and aspirations. He holds a Bachelor's Degree from California State University Fullerton and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Throughout his career, Anthony has guided clients through complex financial landscapes, emphasizing clear communication, transparency, and empowering clients with knowledge to make informed financial decisions. Outside of his professional role, Anthony is actively involved in his community, volunteering as a coach for youth sports including AYSO Soccer, Pony Baseball, and Youth Basketball. He enjoys football, spending time with his family, and traveling.

Marc Raymundo is a CFP®-designated financial advisor with Edward Jones in Chino Hills, CA, where he has worked since 2018. He has seven years of industry experience, including prior roles at St Philip the Apostle and St. Pius X - St. Matthias Academy. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory strategies and maintains a large national network of advisors and branch offices.

Tom Valcich is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jonathan Pasimio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving plan objectives with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.