Glenn Wiessner is a financial advisor with Morgan Stanley in Brea, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, including 12 years at UBS Financial Services before joining Morgan Stanley in 2016. Outside of his advisory role, he is a limited partner in an agricultural partnership inherited from a family member but does not have management involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and firm-approved methodologies.

Gordon Chow is a CFP® with 27 years of industry experience, currently serving at Cetera. His career includes over two decades at Avantax Advisory Services and related entities, and he has operated his own CPA practice since 1986. Outside of advising, he holds a role as Treasurer/Comptroller at First Chinese Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated managers.

Hung Au is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Kai Yuan Hu is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His background includes roles at The Prudential Insurance Company of America, Ameriprise Financial Services, and JP Morgan Securities, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and alternative investment options.

Miguel Sotelo Jaime is a financial advisor with Merrill in La Palma, CA, holding a Series 66 designation and seven years of industry experience. He has worked with Merrill since 2013 and with Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Pengxin Fang is a financial advisor with Merrill in West Covina, CA, holding a Series 66 designation and four years of industry experience. He has been with Merrill since 2022 and has a concurrent work history with Bank of America, N.A. dating back to 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Erika Sahagun is a financial advisor at Charles Schwab with a Series 66 designation and several years of experience in the banking and financial services industry. Her prior work includes roles at California Bank & Trust, First Republic Bank, Farmers and Merchants Bank, First Citizens Bank, and Chase Bank. Charles Schwab & Co., Inc. serves a large client base primarily made up of 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 discretionary separately managed accounts and operates a large-scale integrated platform offering advisory, brokerage, custody, and cash-sweep services.

Gregory Tobey is a financial advisor with LPL Financial in Orange, California, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2007. In addition to his advisory role, he engages in an independent business focused on generating non-hazardous products online. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning services, and access to model portfolios and research from LPL Research and third-party managers.

Brooke Zasadny is a Series 66-licensed financial advisor with LPL Financial in Corona, CA. She has been in the industry since 2021, with prior experience at Edward Jones and Verdugo Wealth Management. Brooke also has a background in education and spent time working with the ACT Volleyball Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and multiple management approaches.

Wei Han Jack Chang is a CFP® with 13 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2019. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Strategic Advisers LLC. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Rodzl De Los Reyes is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2016. He is also an officer, director, and owner of Rexxons Holdings, Inc., a real estate property management company where he manages financial accounting and strategic financial decisions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John Mishima is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm focuses on delivering non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Jose Torres is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he partners with clients to develop strategies aimed at pursuing short-, mid-, and long-term financial goals. He provides guidance on areas including investing, retirement planning, education planning, family wealth management, legacy planning, and small business strategies. Jose also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions as part of his comprehensive client services. Jose holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He completed his high school education at Bell High School and is proficient in both English and Spanish. His approach emphasizes understanding clients' priorities to tailor portfolio strategies that adapt as their needs evolve. Outside of his professional work, Jose enjoys biking, cooking, spending time with his family, and watching movies. He is a devoted husband and father, reflecting a balance of professional commitment and personal interests.

Dylan Lara is a financial advisor with J.P. Morgan Securities based in Buena Park, CA. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMC Bank NA and was involved with Stinkin Crawfish. 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 in its investment approach.

Yvonne Bacio is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. She also works with Burns & Johnston CPAs and Business Advisors, LLP, where she serves as a marketing coordinator and provides investment guidance to clients. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services. The firm operates as a multi-manager platform offering diverse program options and manages over $256 billion in assets.

Diane Gutierrez is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at the University of California Santa Barbara, the University of Georgia, and the University of Denver. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and provides model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jared Snyder is a financial advisor with Charles Schwab & Co., Inc. in Brea, California, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Charles Schwab Bank. Outside of finance, he officiates basketball games for the NCAA and other amateur leagues. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advice and access to discretionary managed accounts, supported by a multi-asset model portfolio approach and centralized operations.

Chris Cooper is a Senior Financial Advisor at Merrill Lynch Wealth Management. He directs the wealth management strategy, asset allocation, manager evaluation, and liability management for clients, working alongside his partner Michelle Morales. Chris serves a diverse clientele including owners of family businesses, physicians, attorneys, tribal governments, and private foundations primarily in Los Angeles, Orange, and San Bernardino counties. Chris brings to his financial advisory role a background of disciplined service from the United States Air Force, where he served two enlistments, including support of Operation Desert Shield/Storm. As a radar technician for seven years, he developed a commitment to excellence and attention to detail, qualities he applies in managing client portfolios and directing personalized or defined investment strategies. His responsibilities include investment management, tax minimization, estate planning strategies, cash management, and providing access to credit and lending through Bank of America, N.A. Chris earned an Associate's Degree from the Community College of the Air Force and holds the Personal Investment Advisor (PIA) designation. He has received the Air Force Good Conduct Medal, the National Defense Service Medal, and a distinguished graduate award from Airmen Leadership School. Outside of his professional work, Chris resides in Yorba Linda with his partner Michelle and their blended family. He is involved with charitable organizations such as Make-A-Wish and the Wounded Warrior Project, supports his children’s sports teams, and enjoys activities including golfing, traveling, and spending time with family.

Jennifer Whyte is a financial advisor with Cetera, holding a Series 66 credential and 11 years of industry experience. She has worked with firms including Avantax Investment Services, Pinnacle Wealth Management, and Crown Capital Securities. Jennifer is also involved in a family-run wealth management business where she provides investment planning and client services. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supporting over 10,000 advisors nationwide.

Aida Arreguin is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She has worked at several firms including Avantax and Ameriprise, and currently serves as a Wealth Management Associate at Husami & Associates, which provides accounting, tax, and financial services to family-owned and privately held businesses. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets.