Konstantinos Gregory is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has held his current role at J.P. Morgan Securities since 2014 and holds a Series 66 designation. 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 and fund searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jamie Harwood is a CFP® professional with 20 years of industry experience and has been with Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Harwood serves as Vice President of the Chino Youth Museum, where he participates in meetings and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies and tax-efficient overlay services.

Craig Truman is a financial advisor with OSAIC based in Tustin, CA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been affiliated with OSAIC since 1995 and Liberty Capital Management since 1997. In addition to his advisory roles, he is president of CMT Financial and Insurance Services, Inc., providing financial advice to clients, and is involved in life, annuity, and health insurance sales. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios incorporating various asset classes, while offering both discretionary and non-discretionary account management and access to third-party money managers and wrap programs.

Melissa Bergeron is a financial advisor at Fidelity Investments with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has previously worked at firms including Edward Jones, Liberty Capital Strategists, and Primary Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and emphasizes systematic methodologies and long-term asset allocation.

Israel Nazari is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022 and previously at The Lemoine Group, Inc. for nine years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

June Vinci is a financial advisor with Osaic Wealth, Inc. based in Tustin, CA, holding Series 63 and 65 licenses and having 39 years of industry experience. She has been with Osaic since 2007. She serves as a FINRA arbitrator for Los Angeles and San Diego counties and is a successor trustee for family trusts. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and offers both discretionary and non-discretionary account management.

Weihsiung Liang is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 1999 and is also the owner of a CPA firm, Liang & Company Accountancy Corp, which provides accounting and tax services. Additionally, he works as an insurance agent, selling life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with access to affiliated and third-party managers.

Brandon Lam is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of finance, he has been involved with the Boys & Girls Club in Garden Grove. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Raoul Dubery is a financial advisor with OSAIC in Tustin, CA, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. He has worked with OSAIC since 1999 and Liberty Capital Management since 1998. Outside of his advisory roles, Dubery operates a sole proprietorship providing insurance solutions and is involved in real estate sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include various asset classes on both discretionary and non-discretionary bases.

Wei Yue is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Wei worked at Wells Fargo and held positions at the University of California, San Diego, and China Merchants Securities Co., Ltd. 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 plans, corporations, and charitable organizations.

Jing Yang is a financial advisor with Merrill in Tustin, CA, holding a Series 66 designation and seven years of industry experience. Yang has worked with Bank of America and Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Kuo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Western International Securities, Inc. for 18 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.

Nancy Morsy is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. Her prior roles include positions at Union Bank/MUFG and Bank of America, N.A., among others. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Lolla Long is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at CUSO Financial Services, PNC Investments, and BBVA Wealth Solutions, among others. Long has also been involved with the Girl Scouts of San Gorgonio County for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Lynette Atchley is a financial advisor at Cetera with 26 years of industry experience. She holds the CFP®, PFS™, and Series 66 credentials. Atchley is also CEO and managing director of CPA Financial Advisors, Inc., where she oversees a team preparing tax returns and handling accounting functions. Additionally, she serves as chairperson of a committee for the California CPA association focused on financial planners and holds board roles with The Holloway Group and Rebirth Homes Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, 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 various investment strategies and third-party managers.

Kyle Weber is a financial advisor at OSAIC with nine years of industry experience. He held a position at Woodbury Financial Services for eight years before joining OSAIC in 2024. Outside of his advisory work, he is involved in managing residential properties intended for Airbnb rentals in Arizona. OSAIC serves a wide range of retail and institutional clients, including individual and high-net-worth investors and charitable organizations, offering integrated brokerage, investment advisory, and financial planning services. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts across diverse investment options.

Alexander Apodaca is a financial advisor with LPL Financial and holds a Series 66 designation. He has nine years of industry experience, including six years at CUNA Brokerage Services and twelve years in an advisory role at SchoolsFirst Federal Credit Union. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering a range of advisory programs and financial planning services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, third-party research, and technology-driven investment strategies.

David Williamson is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial, he worked at various firms including Qsciences, Net Law, and Transamerica Financial Advisors. Outside of his advisory work, he is the owner and president of Thistle California Collective, a non-investment-related business. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and a range of investment strategies.

Lawrence Ruiz is a financial advisor with Primerica Advisors in Altadena, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Primerica Advisors since 1999 and also serves at the California School of the Arts, San Gabriel Valley. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of portfolio models and manager selection.