Jason Sgrignoli is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Raymond James since 2010 and previously worked at Kimmel & Associates. Outside of his advisory role, he is the owner of Baseline Wealth Services, LLC, and serves as a mentor coordinator for Foothill Networking Professionals (BNI). Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Alexander Apodaca is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Brokerage Services, Inc. He has been involved with SchoolsFirst Federal Credit Union since 2014, serving as an advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Cynthia Rich is a financial advisor with Edward Jones in Brea, CA, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at First Bank, Infinex Investments, Empress Investment Group, Madison Avenue Securities, Honor, Townsend & Kent LLC, and Penn Mutual Insurance Company. Outside of her advisory roles, she has been involved with Isagenix International, where she receives residual income. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

David Yoo is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process incorporates centralized due diligence with both quantitative and qualitative research and includes ESG eligibility considerations.

Fay Meng is a Series 66-licensed financial advisor with UBS Financial Services in Claremont, CA, bringing 25 years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

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.

Paul Anderson is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, and Morgan Stanley Private Bank. Based in Brea, CA, Anderson has been with Morgan Stanley since 2003 in various roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm employs a structured planning process using firm-approved tools and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Oscar Bahena Del Angel is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and five years of industry experience. He previously worked with several Cetera affiliates from 2018 to 2022. Outside of financial advising, he is employed in the hospitality industry attending to patrons and delivering food and drinks. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and manages model portfolios composed of mutual funds, ETFs, and ETPs.

Jimmy Hua is a Series 66-licensed financial advisor at Charles Schwab with four years of industry experience. His background includes roles at Bank of America from 2016 to 2022 before joining Charles Schwab and Co., Inc. in 2022. 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. The firm offers both non-discretionary and discretionary investment solutions, combining extensive scale with integrated custody and brokerage capabilities.

Michael Babykin is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and uses structured planning tools and modeling techniques as part of its process.

Alan Ayoub is a financial advisor at Edward Jones in Covina, CA, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he worked at Barrios Insurance Services Inc and Kemper Insurance, and spent several years self-employed. Outside of financial advising, he has experience in computer services, having operated a computer repair business intermittently prior to his current role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, alongside affiliated mutual funds and other financial services.

Susan Outzen is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct and employer-sponsored agreements.

Aaron Blackfelner is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Flagstar Bank and JPMorgan Chase. Outside of advising, he operates an independent travel agency booking custom travel experiences. Merrill, along 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 a range of individual and institutional clients.

Bo Li is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work history including roles at Oceane Media LLC and Castleton Education Group Inc. Outside of advisory services, Li serves on the board of directors for Pathway Christian Board and is involved in business ownership related to real estate. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Suly Lan is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at UBS Financial Services and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Ally Li is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. Her work history includes roles at Wells Fargo Bank, JP Morgan Chase Bank, and J.P. Morgan Securities. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, applying research and analytics alongside diversification principles and modern portfolio theory.

Maria Bermejo Gutierrez is a financial advisor at Merrill with 8 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Michael Hui is a financial advisor at Charles Schwab with the Series 66 credential and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, and multiple mortgage companies. Michael is based in Rowland Heights, California. 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. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and comprehensive due diligence.

Hilary Campbell is a financial advisor at Osaic with 33 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Securities America Advisors Inc, Raymond James Financial, Morgan Stanley, Citigroup Global Markets, and Deutsche Bank Securities Inc. Outside of her advisory role, she serves as a patient ambassador for Gilead Sciences Inc., participating in training and video production activities. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization supported by risk tolerance assessments and rebalancing tools, with options for discretionary management, client-imposed restrictions, and third-party manager selection.

Rene Ventura is a Planning Consultant at Fidelity Investments, where he works with clients and their Wealth Management teams to create and implement comprehensive financial plans tailored to individual financial needs. He has served in this role since 2025. Prior to joining Fidelity, Rene was a Senior Branch Premier Banker at Wells Fargo Bank, N.A. from 2012 to 2024, gaining extensive experience in banking and financial services. Rene holds a California Insurance License, supporting his ability to address various aspects of financial planning. Outside of his professional responsibilities, he spends time engaged in family activities, social events with friends, golf, movies, parenthood, and soccer.