Brent Beverly is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial. He has previously worked at FSC Securities Corporation for 32 years and has maintained a long-standing role at TAG Financial Inc. since 2000. His outside activities include work in mortgage and real estate services and non-variable insurance. 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, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Steven Frantz is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2006. 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 combines a non-discretionary client relationship model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Kevin Gaffuri is a financial advisor with Primerica Advisors in Upland, CA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2009. He is also involved in the sales of loan products, home security, and automation services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-based strategies developed by third-party managers and offers advisory services through a network of approximately 3,700 advisors across more than 1,800 offices.

Gerald Tambe is a financial advisor with LPL Financial in Claremont, CA, holding a Series 63 designation and over 52 years of industry experience. He has worked with LPL Financial since 2008 and previously served at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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, utilizing both proprietary and third-party strategies across various platforms.

Joseph Tobin is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. He worked at National Planning Corp for 17 years before joining LPL Financial in 2017. 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 financial planning, model portfolio programs, and various institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Ali Rahimi is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. He is also associated with Diamond Health Care Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Harpal Sandhu is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He has held positions at JPMorgan Chase Bank NA and several investment services firms since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and a broad range of derivatives and commodities capabilities.

Daniel Chung is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Waddell & Reed, Ameriprise, and Courtlandt Wealth Management. He has also been involved with Southlands Church and operated his own business entity, Daniel Chung, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions incorporating model portfolios, third-party subadvisors, and customizable strategies.

Kevin Simon is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 19 years of industry experience. His prior experience includes seven years at UBS Financial Services and current roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a partner at Moniak Holding LLC, a technology-related business based in Fullerton, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to model outcomes, while primarily acting in an advisory capacity for financial plans.

Johnny Liu is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Sushiholics, Asucla, the University of California, Los Angeles, and the West Covina Unified School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through detailed Recommendation Reports and ongoing advice. The firm uses a centralized team alongside financial advisors and employs a structured approach that incorporates proprietary research, algorithmic tools, and a defined investment universe.

Samantha Madden is a financial advisor with Ameriprise in Riverside, CA. She holds a Series 66 designation and has been with Ameriprise since 2023. Prior to her current role, she worked in education and related fields, including positions at Real Journey Academies and the University of Redlands. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Thoeurn Indy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Cuso Financial Services, U.S. Bancorp Investments, Wells Fargo Clearing, Wells Fargo Investments, Wamu Investments, and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Lopez is a Financial Consultant at Fidelity Investments, where he has been working since 2020. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is licensed to provide insurance services in California. Steven's professional experience spans several roles in the financial industry, including Senior Financial Consultant and Client Service Specialist at TD Ameritrade from 2013 to 2020, Risk Manager and Client Service Representative at BA Investment Services in the late 1990s, as well as earlier positions at Robertson Stephens & Company and Charles Schwab & Co. His expertise encompasses financial consulting and client service. Outside of his professional work, Steven's personal interests include art, biking, hiking, museums, music, and reading.

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.

Jonathan Oconnell is a financial advisor with Morgan Stanley, holding a Series 66 credential and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, following an 11-year tenure at UBS Financial Services. Outside of his advisory role, he is an officer of Similar Pants, Inc., a retail and online store based in Rubidoux, California. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include planning but generally do not provide individual security recommendations.

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.

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.