Dennis Priest is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with LPL Financial since 2019 and previously worked at Royal Alliance Associates, Inc. from 2008 to 2019. Outside of LPL, he provides financial planning and consulting services through Benefit Funding Retirement Services, LLC, an independent registered investment advisor. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.

Cindy Havenhill is a CFP®-designated financial advisor with LPL Financial, based in Brea, CA, and has 36 years of industry experience, including over 31 years at LPL Financial. Her background includes operating businesses related to wealth and risk management under her own name, serving clients within the LPL framework. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

William Rodgers is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His career includes extensive tenure with Avantax Advisory Services and its affiliated firms, as well as operating the William Rodgers Company, which provides tax preparation and accounting services. He also serves as successor trustee for several family trusts. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over 10,000 advisors managing assets exceeding $256 billion.

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.

Idabel Burgos is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing seven years of industry experience. She has been with J.P. Morgan Chase Securities LLC and JPMC Bank NA since 2018. Prior to that, she worked at State Farm Melissa Milender Agency and Wells Fargo Home Mortgage. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.

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 and East West Bank. Outside of advising, Rain is a co-owner of family rental properties. 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, and institutional fiduciaries.

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.

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.

William Fetter is a financial advisor with Edward Jones in Orange, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he coaches a team at St. Norberts School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Spencer Macdougall is a CFP® certificant with 18 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at H & R Block and Avantax, among others. Outside of his advisory work, he is involved in tax preparation and bookkeeping through Leivas & Associates and H & R Block. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers a multi-manager platform with access to affiliated and unaffiliated portfolio managers, employing a variety of program structures and strategies.

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.

Steven Reed is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009. Reed holds a Series 63 designation. 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. The firm integrates institutional advisory services with brokerage, distribution, and investment management capabilities.

Dennis Egizi is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial services. He is committed to helping clients build, manage, and preserve their wealth through personalized wealth management advice. Dennis focuses on understanding each client's unique situation to establish objectives and develop tailored strategies, with an emphasis on education planning, retirement income, portfolio management, and small business strategies. Dennis began his career as a financial advisor in 1998, spending nine years with Morgan Stanley & Co. before joining Merrill Lynch in 2007. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Dennis earned his bachelor's degree from California State University San Bernardino after graduating from Notre Dame High School. Outside of his professional work, Dennis enjoys golfing, tennis, biking, camping trips with his family, and spending time with them. He lives with his wife, Danika, and their children, Dane, Daphne, and Darla, in Riverside, California.

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.

Gustavo Estrada is a financial advisor with Fidelity, holding a Series 66 designation and 26 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2022 before joining Fidelity in 2022. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing multiple registered investment companies and developing model portfolios that incorporate systematic methodologies and long-term asset allocation benchmarks.

Illya Williams is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, US Bank, and Wells Fargo Bank. Outside of finance, he is an independent consultant for Pampered Chef, where he sells kitchen tools through home and online events. Merrill provides managed account services to a broad client base, including individuals, high-net-worth clients, and institutional investors, using model-based and discretionary investment strategies integrated with Bank of America’s corporate platform.

David Marquis is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and AXA Advisors, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, discretionary and non-discretionary management, and access to model portfolios and third-party research.

Ronald Morales is a Series 65-credentialed financial advisor with Primerica Advisors in Anaheim, CA, with 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated Primerica 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 accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure alongside ongoing manager oversight.