Lori Sherman is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at various firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. In addition to her advisory role, she is a senior events specialist at Kitces.com, where she runs internal personal retreats and produces virtual content. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Julian Garcia is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Louis Santoro is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with LPL Financial since 2009 and also operates Certified Tax & Financial Service, which provides tax preparation, bookkeeping, and payroll services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and drawing on research from internal and third-party sources.

Tristin Redmon is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial and previously worked for 13 years at J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house research and third-party strategies.

Lisa Jung Hwa An is a financial advisor with LPL Enterprise in Orange, CA, holding Series 63, 65, and 66 licenses and nine years of industry experience. She previously worked at Prudential/Melany Qu and SchoolsFirst Credit Union. Outside of advising, she is the owner of Babies N Kids Essentials, a business based in La Mirada, CA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios and third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Wai Cheung is a financial advisor at Merrill with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, and Bank of America before joining Merrill. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hayden Hunt is a financial advisor at Edward Jones in Long Beach, CA, holding a Series 66 designation with four years of industry experience. His prior work includes roles in forensic accounting and a professional accountancy corporation, as well as a brief period pursuing opportunities in professional football. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maxwell Stanley is a financial advisor at MassMutual Investors Services with two years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and TEC Newport Beach LLC. Outside of finance, he operated a kayak rental business for two years. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and a collaborative planning process to deliver tailored recommendations, with options for clients to implement strategies through separate brokerage or insurance arrangements.

Zhen Rong Yu is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, he was employed by Bank of America, N.A. from 2014 to 2017. Outside of his advisory role, he is a co-owner of a family rental property in Rosemead, California. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephan Shatynski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of finance, he is a former actor with residual earnings from past roles and serves as an information officer overseeing Naval Academy admissions outreach in Orange County schools. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their IPS-driven advisory process incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Blessing Rodriguez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. 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 affiliated brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Erik Mattern is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad array of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Cynthia Sayabounthavong is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2008, with a brief tenure at the County of Orange in 2018. She holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

David Lumiqued is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Independent Capital Management, Inc. In addition to his advisory work, Lumiqued serves as president of the West Covina chapter of the Society for Financial Awareness, where he presents educational seminars. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to construct diversified portfolios tailored to client risk tolerance and investment goals.

Donald Crane is a financial advisor with Cetera who holds the CFP® and CFA® designations and has 17 years of industry experience. He also owns Crane Advisory LLC dba Crane & Associates Wealth Management, where he provides financial planning and asset management services. Outside of his advisory roles, Crane sells life and annuities as an insurance agent. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with model portfolios and customized strategies, supporting both discretionary and non-discretionary management across various program structures.

Donald Crane is a CFP® professional with over 40 years of experience in financial planning and asset management. He is currently affiliated with Cetera and operates Crane Advisory LLC dba Crane & Associates Wealth Management. Outside of advising, he is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and custom strategies.

Sinahy Luna is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She works closely with clients and families to help them achieve their financial goals, providing access to a trusted brand and a variety of investment and planning tools. Her professional experience includes positions as an Investment Consultant at Fidelity Investments from 2019 to 2021, AVP and Financial Solutions Advisor at Merrill Lynch from 2014 to 2019, and Financial Advisor at JP Morgan Securities from 2012 to 2014. She holds a California Insurance License.

Cindy Tang is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Bank since 2000 and has been with Wells Fargo Clearing since 2016, including a five-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nelson Escalante Jr. is a financial advisor at LPL Enterprise with Series 66 credentials and has been with the firm since 2025. His prior work experience includes roles at United Parcel Service and Autozone, as well as educational positions at Whittier College and La Mirada High School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.

Leonor Zamora is a financial advisor with J.P. Morgan Securities LLC in Downey, CA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm focuses on non-discretionary advice through its Institutional Consulting Services program.