Thomas Balas is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., Fidelity, and Ameriprise. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Tirso De Anda is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Axa-Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Garett Wilkinson is a financial advisor with Edward Jones in Corona, CA, holding Series 63 and Series 66 credentials. He has 25 years of industry experience, all with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Philip Emchick is a financial advisor with LPL Financial and holds a Series 66 designation. He has one year of industry experience and previously worked at Bois Capital for seven years. Emchick is also involved with Zapata Private Wealth Group, LLC. 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 access to third-party asset management, supported by both discretionary and non-discretionary strategies.

Ricardo Ortiz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at PFS Investments Inc. for 11 years and has been affiliated with Primerica Financial Services since 2008. His other business activities include the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its investment solutions.

Fabian Caraveo serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and introduces solutions available through Merrill and Bank of America, supporting them through evolving financial needs. With nearly two decades of experience, Fabian's expertise includes areas such as college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, socially responsible investing, and tax minimization. He utilizes his industry knowledge combined with Merrill's research and resources to develop customized financial strategies tailored to individual and household goals. Fabian holds a Bachelor's Degree from The University of Texas at El Paso and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he enjoys adventure sports, baseball, basketball, biking, dancing, music, traveling, spending time with his family, and watching movies.

Robert Mendez Sr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James since 2009 and served as a California Republican Delegate from 2015 to 2017. Additionally, he is President and CEO of RLM Wealth Group, a support company based in Riverside, CA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary, tailored advice and supports municipal and public finance work through a unique municipal advisor affiliation.

Jiajin Han is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Han held roles in education and tutoring, including as a subject advisor at Wheat Education. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Marites Velena is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with nine years of industry experience. She has worked at several firms including Transamerica Financial Advisors and World Financial Group. In addition to her advisory work, she is employed as a charge nurse at Keck Medical Center of USC. 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 supported by advanced research tools and manages over $819 billion in discretionary assets through a large network of investment adviser representatives.

John Barnes is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017. In addition to his advisory role, he is associated with AT Center Inc. since 2009. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad suite of financial products.

Woong Roh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase N.A., Edward Jones, and JP Morgan Securities in various capacities since 2014. 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, utilizing quantitative asset-allocation modeling and centralized due diligence to support non-discretionary client decision-making.

Marcia Quiroz is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement planning and wealth management strategies tailored to individual client goals. Since joining Merrill in 2012, she has utilized the firm’s resources to assist families and businesses, particularly focusing on retirement income, employee benefits, defined benefit plans, and financial planning for women. Her background includes extensive experience working with entrepreneurs and business owners on financing, succession strategies, and employee benefits, as well as managing bond issuances for public agencies prior to her current role. Marcia holds a Bachelor's and a Master's degree from the California State University system and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fluent in both English and Spanish, she is active in professional and community organizations such as the Hispanic/Latino Organization for Leadership and Advancement (HOLA) and the Hispanic Latino Business Council. Committed to integrity, education, and mentorship, Marcia integrates these values into her professional practice and personal life. She dedicates time to volunteering with community groups and enjoys hiking, running, and spending time with her family. Her approach centers on developing personalized financial strategies that help clients pursue their desired lifestyles and achieve financial dignity throughout retirement.

Christian Li is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including over three decades at FSC Securities Corporation and a long tenure at TAG Financial Inc. based in Diamond Bar, CA. 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 various investment strategies and advisor tools.

Stuart Hoshide is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked with Cetera and its predecessor firms since 2008 and maintains a private registered investment advisory business, Orange Capital Management. Outside of advising, he volunteers as a coach for an inline hockey program and provides coaching on financial planning software for a software company. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors. The firm serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services across various program structures and custodial relationships.

Jamie Wemhoff is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining MassMutual Investors Services in 2024, Wemhoff worked at MassMutual Life Insurance Company and New York Life Insurance Company, following a 14-year tenure at Cox Automotive Corporate Service. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Lucero Palomino is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2016 and previously at Bank of America, N.A. since 2025. Merrill, along 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.

Brian Corado is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2017, also maintaining a role at JPMorgan Chase Bank, N.A. since 2016. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Ronald Coleman is a financial advisor with LPL Financial in Claremont, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at LPL Financial since 2013 and previously held positions at Crowell, Weedon & Co., Morgan Stanley, and Citigroup Global Markets. 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, third-party asset management, and institutional platforms.

Paul Byrd is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns Argos Products Inc, a company that designs diving booties and gloves, and is a band member with Neon Nation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning engagements typically structured as discrete projects.

Steven Caron is a Series 66-registered financial advisor with Edward Jones in Corona, CA, bringing 16 years of industry experience. He has been with Edward Jones since 2016 and is also associated with the Mile High Institute since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.