Anna Diaz is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by proprietary tools and modeling techniques.

Victoria Renne is a financial advisor with LPL Financial in Chino, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Frank R. Carey, EA, where she was employed for 29 years. In addition to advisory work, she owns a tax preparation and bookkeeping business as an enrolled agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment solutions, including advisory platforms, third-party asset management, and institutional services.

Nader Hosseinzadeh is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to develop wealth planning strategies tailored to their unique financial situations, leveraging Fidelity's investment platform and trusted brand. Nader brings extensive experience in financial consulting, having held roles such as Financial Consultant at Fidelity Investments from 2020 to 2025, Licensed Premier Banker at Wells Fargo Clearing Services, LLC in 2020, Financial Advisor at U.S. Bancorp Investments, Inc. from 2018 to 2020, Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2016 to 2018, and Licensed Private Banker at UnionBanc Investment Services from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Nader enjoys family activities, golf, music, and soccer.

Carlos Rivera Alvarez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2014. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amber Emmerson is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Diversified Securities, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Worawit Tongprajiad is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and Brio La Habra Community Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Aaron Bitran is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at LPL Financial since 2025 and concurrently with CUSO Financial Services and Arrowhead Credit Union for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and oversight of over $819 billion in discretionary assets.

David Penn is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. His previous roles include positions at Hilltop Securities Inc. and M.L. Stern & Co., LLC. He serves as a finance and investment committee member for a city investment advisory group and is president of David S Penn, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and is notable for its municipal advisory affiliation and specialized retirement plan consulting programs.

Nhan Nguyen is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to understand their financial goals and to develop customized financial plans. He emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency in his work. Nhan has professional experience as a Financial Advisor at Merrill Lynch from 2019 to 2020 before joining Fidelity Investments in 2021. He holds a California Insurance License.

Thomas Sandkamp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Investments, Merrill, Morgan Stanley, and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Vartan Grigoryan is a financial advisor with LPL Financial in Brea, California, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His work history includes roles at Waddell & Reed, Foresters Financial, and various insurance carriers. He also maintains an ongoing business, Satenik Grigoryan, since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing technology and extensive non-advisory financial activities.

Prince Lankford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo for over 20 years, including roles at Wells Fargo Investments, LLC, and Wells Fargo Clearing. 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 combines research and analytics with diversification principles and modern portfolio theory in its investment approach, operating with a large network of advisors and significant assets under management.

Aaron Smith Sr. is a financial advisor with Smith Company Financial Advisors / Fusion Funds, holding a Series 66 designation and 24 years of industry experience. He has worked at Securities Service Network, Inc. since 2003 and Private Wealth Asset Management since 2002. Fusion Advisor, operating as Smith Company Financial Advisors / Fusion Funds, is a California-registered investment adviser providing non-discretionary investment advisory services to individual clients. The firm focuses on asset allocation analysis and portfolio construction, offering tailored guidance without exercising discretionary authority.