Tom Aguilera Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked at LPL Financial since 2022 and has been associated with Cuna Brokerage Services, Inc. and SchoolsFirst FCU for over 19 and 26 years respectively. Aguilera also serves as a financial advisor at SchoolsFirst FCU. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management supported by research and offers additional financial products and services through affiliated entities.

Aidan Curtin is a financial advisor at LPL Enterprise with one year of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise, he has worked in several roles including at Legends Hospitality, where he continues to hold outside employment. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services including financial planning, model portfolio management, and access to third-party asset managers.

Hsien Lu is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in an outside fixed business and owns investment real estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Jaron Tsukamoto is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. His work history includes roles at Thrivent Financial, Bishop & Co., and Island Insurance Companies LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, and estate planning, with the option to combine planning with managed-account services under a consolidated billing system.

Cong Wang is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Cetera, HSBC, Avantax Advisory Services, Bohai Securities, and Everbright Securities. In addition to his advisory role, he is active as an insurance agent selling fixed insurance products and serves as a wealth management associate at TYWL Wealth Advisors, LLC. 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 internal research and third-party analytics to support investment decisions and offers a broad range of brokerage and advisory solutions across a large national platform.

Christopher Calagna is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at City National Bank and UnionBanc Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

John Tran is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and JP Morgan Chase Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, consulting, model portfolio management, and access to a broad range of brokerage and insurance products through an integrated advisory and brokerage platform.

Ronald Thompson is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and New York Life Insurance Company. Outside of his advisory role, he is the sole proprietor of an Amazon publishing business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it is notable for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Ryan Gill is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously held roles at Waldorf Astoria and attended Arizona State University. 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Eddie Kaspar is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 65 license. He has 42 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. Kaspar is based in Orange, CA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and an integrated platform that includes insurance products and lending solutions.

Alexander Dickson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional services.

Winnie Leong is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 28 years of industry experience. She has worked at LPL Financial since 2017 and previously worked at Securities America Advisors, Inc. and Securities America, Inc. In addition to her advisory role, she is involved in artistic pursuits as an artist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad clientele including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management solutions.

Jessie M Vargas Gutierrez is a financial advisor with Merrill, holding a Series 66 credential and currently beginning their career in the industry. Their prior experience includes roles at Bank of America, TSG Wealth Management, and other diverse positions outside finance, such as at Phresh Waters and California State University Long Beach. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Erica Pitrone is a financial advisor with Merrill in Brea, CA, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Merrill since 2015. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm integrates investment strategies developed by its Chief Investment Office with those managed by affiliated third parties, supported by Bank of America’s broader corporate platform.

J Mattingly is a financial advisor at Edward Jones with one year of industry experience. He holds Series 66 and Series 63 registrations. His prior work experience includes roles at Chocolatte Enterprises, American Art Construction, NYLife Securities LLC, New York Life, and Saint Marc USA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a comprehensive advisory program. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies alongside affiliated mutual funds and tax-efficient services.

Jean Paul Afif is a financial advisor with Morgan Stanley, holding a Series 66 license and 12 years of industry experience. His prior positions include roles at Bank of America, Merrill, Wells Fargo Private Bank, and Morning Star Wealth Management. Outside of finance, he has been involved with the Screen Actors Guild as an executive producer and actor in commercials, films, and television for more than two decades, and he is the creator of a technology app called Star of the Sea NIL. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive asset management.

Boyuan Zhou is a Series 66-licensed financial advisor with Merrill, based in Hacienda Heights, CA, with six years of industry experience. He has also worked at Bank of America, N.A. since 2016. Merrill 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 to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to various financial products and services.

Kevin Phillip is a financial advisor with UBS Financial Services in San Pedro, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Painewebber Inc and UBS Financial Services since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing services such as principal trading, market-making, and proprietary research to support client investment strategies.

Joseph Halder is a ChFC® with over 31 years of experience in the financial services industry. He has been with MassMutual and its affiliated firm, MML Investors Services, since 1987 and 1994 respectively. Beyond his advisory role, Halder serves on the board of directors for St. Lucy’s Priory High School, an all-girls Catholic high school. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning engagements supported by advanced analytical tools and also provides educational seminars and specialized event-driven planning services.

Eddie Rivera Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017. Prior to that, he was employed at PFS Investments Inc. and Primerica Financial Services. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis with an in-house due-diligence framework.