Lupita Fernandez is a financial advisor with Fidelity in Riverside, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. She previously worked at JP Morgan Securities, LLC for nine years before joining Fidelity in 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of advanced methodologies such as AI and systematic model portfolios.

Oralia Valenzuela is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She previously worked at Wells Fargo Clearing from 2009 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jerilyn Bostock is a financial advisor at Merrill with 30 years of industry experience. She has been with Merrill since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she also works as a food delivery driver on a part-time basis. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients 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.

Joseph Caira is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Mass Mutual Financial and MML Investors Services since 2004. Outside of his advisory work, he owns and operates a baseball training facility for children. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Michelle Vu is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Securities Service Network and First Allied Securities, Inc. since 2018, she has been associated with LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms while utilizing various advisory tools and strategies.

Feiruz Ennabe Ayoub is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 10 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since 2015. Outside of advising, she has been involved with 2000 C-Store, Inc. since 1989. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies and offers discretionary portfolio management through a network of advisors supporting approximately $15.5 billion in assets under management.

Mark Ansara is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 31 years of industry experience. His prior work includes roles at Crowell, Weedon & Co. and Wells Fargo Clearing. Outside of his advisory work, Ansara has ownership interests in several family and investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning capabilities include cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services such as business-owner transition and special-needs planning.

Vincent King is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Thrivent Investment Management and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. King also holds sales agent roles with multiple life insurance companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and allows clients to combine planning with managed-account programs under a consolidated billing option.

Kevin Chen is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has held positions at JPMorgan Chase Bank, Bank of America, Merrill, and Tesla Motors. 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 searches, and customized performance reporting through a structured, non-discretionary program.

Sunny Kaura is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. since 2011, and Primerica Financial Services since 2000. He is also involved with the Corona-Norco Unified School District. Outside of advisory services, he receives compensation for referrals related to mortgage products and home security services 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 separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and utilizes BNY Mellon Advisors for model implementation and trade execution.

Liling Lee is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is involved with the Lee Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Marcelino Talavera is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and four years of industry experience. His work history includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at Bank of America and Merrill. Prior to entering financial services, he spent nine years at Pala Casino Spa Resort. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research with centralized due diligence and incorporates ESG criteria within a non-discretionary investment framework.

David Jabczenski is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at CUSO Financial Services, Wescom Financial Services, J.P. Morgan Securities, and several other firms. 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.

Andre Yousefian is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he held roles at Uber and Northrop Grumman and has been involved with several golf clubs and a hospitality business, The Cocktail Concierge. He also has ongoing involvement with City Cruises. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities, using primarily model-driven investment approaches and offering access to third-party asset managers and various financial products.

Kevin Dodson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2008. Prior to that, he was with Banc of America Investment Services from 2006 to 2008. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Carlos Orquiz Escapita is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Northwestern Mutual for three years and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2026. 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 combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Lloyd Desenganio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Bank of America, Merrill, and JPMorgan Chase Bank, N.A. 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 through a non-discretionary program. Their advisory process combines quantitative and qualitative research, incorporates ESG criteria, and offers derivatives and commodities capabilities not typical in similar institutional advisory programs.

Hang Nguyen is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at J.P. Morgan Securities, CUNA Brokerage Services, Schoolsfirst Federal Credit Union, and multiple Wells Fargo affiliates. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Craig Tuthill is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 credential and 25 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns Tuthill Motorsport Inc., an automotive industry company, and holds ownership interests in several investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo’s research and tools, serving clients who meet specific net-worth thresholds.

Robert Peng is a financial advisor with Merrill in Irvine, CA, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, Prudential Financial, and New York Life. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.