Dean Dunbar is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Enterprise and has previously worked at firms including Prudential Insurance Company of America and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Jessica Chen is a financial advisor at J.P. Morgan Securities with 3 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMC Bank NA since 2022. Outside of finance, she has been involved with The X Pot Rowland Heights LLC since 2022. 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 an ESG eligibility framework to guide investment recommendations.

Patrick Merrill is a financial advisor at Stifel with 11 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Merrill has worked at Stifel Nicolaus & Co Inc since 2018 and previously held positions at State Street Global Advisors and New York University’s Stern School of Business. He serves on the Investment Committee Board of the Claremont United Church of Christ. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Jeremiah Nelson is a financial advisor with Thrivent Investment Management in Anaheim, CA, holding a Series 66 designation and five years of industry experience. His career includes roles at Thrivent Financial since 2021 and prior experience with Heritage Oak Private Education from 2015 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics. The firm offers these planning services separately from portfolio management and supports periodic review and updates through its network of advisors.

Jesus Gonzalez is a financial advisor with Primerica Advisors in Anaheim, CA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. In addition to his advisory role, he is involved in the sale of loan products and home-related services 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 account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management primarily to non-institutional clients.

Miguel Rodriguez is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with Jpmorgan Chase Bank, N.A. since 2011. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

John Kendall is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for five years before joining Schwab in 2018. He serves as a non-paying board member of Christian Arts & Theater, a nonprofit charitable organization. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Vicente Funes is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. Since joining Merrill in August 2022, Vicente has worked with many families to address immediate financial needs and establish plans to achieve both their financial and lifestyle goals. His team supports clients in managing goals with varying time horizons, providing assistance that ranges from helping young clients obtain their first credit card to facilitating complex transactions such as taking a company public. Vicente holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of California System and is fluent in English and Spanish. Outside of his professional responsibilities, Vicente is involved with the Japanese American National Museum.

Hector Amezcua is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory role, he participates in land buying and selling with friends in Southern California on a personal basis. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional investors.

Sami Harper is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and with two years of industry experience. Prior to joining Ameriprise in 2024, Harper worked at LPL Financial from 2022 to 2024 and Kinecta FCU from 2006 to 2024. Outside of advisory services, Harper has involvement in real estate ownership focused on multi-family properties. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement who meet certain asset thresholds, offering detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory support and emphasizes assets held in Ameriprise-managed accounts.

Sammie Kothari Peng is a Wealth Management Advisor and partner of the Kothari Group at Merrill Lynch Wealth Management. She joined Merrill in 2000 and focuses on working closely with clients to deliver comprehensive wealth planning strategies and investment advice geared towards achieving their financial goals. Sammie's expertise includes wealth management planning, intergenerational wealth transfer, global asset allocation, charitable giving, and higher education savings. She serves a diverse client base including women seeking financial direction, business owners, professionals, and retirees. Sammie holds multiple professional designations such as CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Plans Specialist™, Chartered Retirement Planning Counselor™, and Certified Plan Fiduciary Advisor® certifications. She earned her Bachelor's degree from the University of California, Irvine. Active in her community, Sammie is a long-time member of ALPHA, an auxiliary of the Assistance League of Fullerton that supports various community organizations. She resides in Brea with her husband and their two children. In her personal time, Sammie enjoys running, yoga, reading, and during winter months, skiing and snowboarding with her family.

Vi Houang is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera. She has been associated with Cetera and its related entities since 2013 and also operates Crane and Associates, a financial services business. Outside of finance, she is involved in coaching and refereeing youth basketball through her ownership of Play the Whistle, LLC. Cetera Investment Advisers LLC is an SEC-registered advisory firm with a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services across multiple program structures and custodial relationships.

Ethan Lui is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to his financial services career, Mr. Lui held roles at East West Bank and worked in education at the University of California, Riverside and Los Alamitos High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

David Rodriguez Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to organize their financial lives and plan for the future with confidence. His role involves developing personalized strategies around investments, retirement planning, business financial needs, cash flow management, and wealth preservation. David focuses on building long-term relationships based on trust and thoughtful advice, aiming to provide objective guidance and a disciplined approach to financial decision-making. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David earned a High School Diploma from North Thurston High School and attended South Puget Sound Community College without degree conferral. David serves as a resource for a broad range of financial needs, from general investing to retirement planning and banking solutions, providing ongoing advice and guidance as clients' needs evolve.

Victor Kubo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Douglas Morris is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside of financial advising, he has been involved in Elite Jewelry at the Vault since 1982. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling to develop financial plans.

Zyanya De La Torre is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. She has worked at various J.P. Morgan entities since 2012, including JPMorgan Chase Bank and J.P. Morgan Securities. 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.

Melissa Levin is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with LPL Financial since 1998. Outside of her advisory role, Levin owns a travel business used primarily for personal travel and participates in a workout program venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a combination of discretionary and non-discretionary strategies.

Riley Williams is a financial advisor with Primerica Advisors in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica and its affiliated entities since 1982. In addition to advisory services, Williams receives compensation for referring home security, automation, and other home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by custody and trade execution services from Pershing and BNY Mellon Advisors.

Amine Mabsout is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior work includes roles at Sagepoint Financial, Royal Alliance Associates, and Signator Investors. He is also the founder of Ametrine Wealth Strategies, LLC, and operates an insurance agency under Ametrine Financial & Insurance Services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with access to multiple investment platforms, employing asset allocation tools and third-party managers to build diversified portfolios.