Alan Nakamura is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm for over three decades, providing clients with customized financial counseling tailored to their individual goals, needs, and risk tolerance. Alan's approach focuses on client goal-oriented asset management, and he specializes in areas including college education planning, family wealth management strategies, portfolio management services, small business strategies, and retirement income. Alan holds a Bachelor's Degree from San Diego State University and a Master of Business Administration from Indiana Wesleyan University. He is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His commitment to service extends beyond his professional role; Alan serves on the boards of Forest Home Christian Camp and OC United and is part of the leadership team of the Merrill Christian Focus Group. Previously, he served as an elder at his local church. Residing in Yorba Linda with his wife Sharon, Alan enjoys spending time with their four children and three grandchildren. His personal interests include golfing, soccer, and traveling.

Diana Shoemaker is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and offers services including tailored estate planning and employer-based financial plans.

Alyson Stark is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and has previously worked at Pearson and NEXT Trucking. Stark also operated Stark Wealth Management briefly in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 model portfolios and research from LPL Research and third-party subadvisors.

Gary Hall is a financial advisor with Charles Schwab in Brea, CA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Charles Schwab since 2013 and with Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Philip Rubia is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His prior roles include positions at Wescom Financial Services, Wescom Credit Union, and CUSO Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Henry Artiga is a financial advisor with Edward Jones in Rancho Cucamonga, California, holding Series 63 and Series 66 licenses and 22 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he manages rental properties in the Los Angeles area. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Irma Bedoya is a financial advisor at UBS Financial Services with 23 years of industry experience. She has held her current position at UBS since 2010 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Mohammed Eid is a financial advisor with LPL Financial in Ontario, CA, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at CUSO Financial Services, Saxony Securities, Purshe Kaplan Sterling Investments, Miramontes Capital, Citigroup, and JP Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Andrew Schroeder is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. Prior to this role, he worked as a Financial Advisor at Ameriprise Financial Services, Inc. from 2015 to 2018. His professional focus includes building long-term client relationships based on trust and understanding each client's unique priorities. Andrew's approach involves providing personalized financial guidance and planning support tailored to clients' evolving goals, financial complexities, and individual risk tolerance. He emphasizes offering a disciplined and thoughtful perspective to help clients navigate financial decisions through changing market environments. Andrew holds a California Insurance License.

Rain Qin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, Rain worked at Bank of America from 2018 to 2022 and East West Bank from 2012 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Morris is a financial advisor with UBS Financial Services, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary market research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Spencer Zumbek is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, his work history includes roles in the hospitality and food service sectors. He has also been involved with Doordash over several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Lily Lu is a CFP® practitioner at OSAIC with 27 years of industry experience. She previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over 14 years. Outside of her advisory role, she provides fixed insurance products to clients. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisors, offering integrated brokerage and advisory services along with various managed account solutions. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary account management.

Joshua Munoz is a Financial Consultant at Fidelity Investments, where he works with clients to simplify complex financial decisions by understanding their current financial situations and long-term goals. He emphasizes collaborative planning and ongoing guidance to help clients make informed, risk-aware decisions aligned with their objectives. He has experience in various financial roles, including positions as a Financial Advisor at Wescom Credit Union from 2022 to 2024, Senior Relationship Banker at Wells Fargo Bank from 2019 to 2022, and Private Client Banker at JP Morgan Chase Bank from 2011 to 2019. Joshua holds a California Insurance License. Outside of his professional work, he enjoys bowling, family activities, fitness, football, golf, and music.

Andre Lee is a financial advisor at OSAIC holding a Series 66 designation with one year of industry experience. His prior roles include positions at Cal State Fullerton University, Pasadena City College, Mister Car Wash, Colombo's Italian Restaurant, and the Evangelical Formosan Church of Alhambra. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Jun Min Koh is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within J.P. Morgan entities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eugene Ocasio is a Senior Financial Advisor with Merrill Lynch Wealth Management. With 17 years of experience, he specializes in a range of client focus areas including executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. He works closely with clients to develop personalized financial strategies tailored to their long-term goals. Eugene holds a Bachelor's Degree from the California State University System and has earned the Personal Investment Advisor (PIA) designation. He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, Eugene enjoys baseball, basketball, boxing, fishing, football, music, reading, traveling, and watching movies.

Jenny Choe is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Vartan Grigoryan, Waddell & Reed, and Foresters Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Juan Bermudez is a financial advisor with J.P. Morgan Securities in West Covina, CA, holding Series 66 and Series 63 credentials and having nine years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, BBVA Securities Inc., Compass Bank, Wells Fargo Clearing, and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Sandra Kassis is a Planning Consultant at Fidelity Investments. In her current role, she partners with advisors and their clients to provide personalized financial planning support, aiming to assist clients in navigating important financial decisions with clarity and confidence. She focuses on supporting clients as they work toward their long-term financial objectives through thoughtful planning and ongoing guidance. Sandra has been with Fidelity Investments since 2020, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2023. Her experience encompasses various aspects of financial advising and client relationship management. She holds a California Insurance License, which supports her work in the financial services field.