Johnatan Kokos is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Gabriela Molina is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has been with Primerica since 2005. Molina also engages in part-time sales of home security, automation products, and loan products through affiliated companies of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately $15.5 billion in assets under management. The firm utilizes model-driven investment strategies supported by third-party asset managers and offers a range of discretionary separately managed account options.

Luca Gandolfi is a financial advisor with Fidelity Investments in Brea, CA. He holds a Series 66 designation and began his advisory career in 2024. His prior experience includes roles at Provident Savings Bank and involvement with educational institutions and family business ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and is noted for its regulatory registrations and use of advanced technologies in investment processes.

Stephen Williams is a financial advisor with LPL Financial in Ontario, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior firms include Cetera and First Allied Advisory Services. Outside of his advisory work, he is involved in tax preparation through GYL LLP and owns a pizza business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by in-house and third-party research and technologies.

Sara Uribe is a financial advisor with Ameriprise in Glendora, CA, holding a Series 66 designation and 14 years of experience with the firm. She has worked exclusively at Ameriprise since 2012. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to offer written recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Jon Hong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include extensive tenure at Scottrade and more recent positions at TD Ameritrade before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Eric Beatty is a Series 66 licensed financial advisor with three years of industry experience, currently with Wells Fargo Clearing. His prior experience includes roles at Sanctuary Wealth, Beatty & Myers LLP, and Stanford University. Outside of his advisory work, he is involved in semi-professional volleyball as a player and coaches volleyball at a local club. 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 combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Joshua Tobias is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. His prior experience includes roles at KForce, Bankers Life and Casualty, Northwestern Mutual, Anheuser Busch InBev, and the Edward Jones Family YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Charles Chang is a financial advisor at Morgan Stanley in Brea, California, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to support client planning needs.

Steven Cross is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and with Primerica Financial Services since 1987. Outside of advisory work, he is involved in sales of home security and automation products as well as loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on a tiered wrap fee structure.

Kenyon Humphrey is a financial advisor with J.P. Morgan Securities in Rancho Cucamonga, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at JPMorgan Securities LLC since 2017 and was previously employed at Washington Mutual Bank, F.A./Chase from 2002 to 2017. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Dingjian Li is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2004 and holds the Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

David Cherbak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Bank NA since 2004 and joined Wells Fargo Clearing in 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family-related investment trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jesse Clark is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2008. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Eduardo Silva is a financial advisor at LPL Financial with nine years of industry experience. He has held roles at LPL Financial since 2017 and previously worked at National Planning Corporation from 2015 to 2017. Silva holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven approaches across discretionary and non-discretionary management strategies.

Maximilian Soares is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 63 and Series 66 licenses and has prior work experience at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. before joining Charles Schwab in 2026. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Robert Linzay is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2015. Outside of his advisory role, he coordinates and facilitates financial education programs at his local church. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Rick Yzaguirre is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked for over 25 years. Prior to joining Merrill Lynch, he began his career at Smith Barney in La Jolla, California. He is a partner with Yzaguirre, Block, Schnabel & Associates, a team of professionals that collaborates with internal corporate partners at Merrill and Bank of America to provide clients with comprehensive wealth management services. His areas of expertise include executive compensation, personal retirement planning, philanthropic planning, tax minimization, and retirement income strategies. Rick holds the Personal Investment Advisor (PIA) designation and has a high school diploma from San Bernardino High School. He also attended the University of California system but did not receive a degree. Rick follows a philosophy of working closely with clients to develop personalized financial strategies to pursue their long-term goals. Outside of work, he volunteers with community organizations and enjoys cooking, hiking, and spending time with his family.

David Reyna is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Lucille's Smokehouse and BBQ and Doordash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Daniel Cabral is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he worked in various roles across different industries, including positions at JP Morgan Chase Bank and Live Nation Worldwide Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its role as a commodity pool operator and its use of AI-driven methods in portfolio management.