Travis Poteet is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo and JPMorgan Chase Bank, N.A. He also owns an art, photography, and woodworking business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program delivers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that integrates quantitative and qualitative research.

Curtis Hughes is a financial advisor at LPL Financial with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Conway Investment Partners, Grove Point Investments, H. Beck, Inc., and Merrill. Outside of his advisory work, he is a licensed insurance producer and a realtor involved in property transactions for clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on customized strategies, third-party asset management, and institutional platforms.

Brendan Wells is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at various firms including Northwestern Mutual and Olympus Wealth Management prior to joining J.P. Morgan. He is based in Irvine, California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and may incorporate ESG criteria.

Siyuan Li is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Merrill and Bank of America in 2026, Li held roles at JP Morgan Chase Bank, J.P. Morgan Securities, and Cathay Bank. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Hoang is a financial advisor with J.P. Morgan Securities in Chino, CA, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2015 and previously held roles at Wells Fargo Clearing and Wells Fargo Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.

Carmelo Battaglia is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Raymond James & Associates, Morgan Stanley, J.P. Morgan Securities, and Citigroup Global Markets. His career includes extensive experience across several major financial institutions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support diversified portfolio management.

Jammie Hunter is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, PNC Investments LLC, Morgan Stanley, and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor solutions to clients’ goals and risk tolerances.

Markus Wong is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018, following five years at Beijing Lisi Trading Company. Outside of his advisory role, he is president of a food services business, Spice and Rice, and owns Kelly's Closet LLC, an apparel consulting firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and emphasizes a large retail advisor and branch network alongside affiliated capabilities such as a trust company and securities-based lending.

Mc Kenna Wegner is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Wegner held roles at Paramount Global, Stranos Wealth Management, and Redwood Construction Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations for its clients.

Dominic Pincin is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at J.P. Morgan Chase from 2021 to 2024. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses various analytical tools to support client goals.

Howard Woo is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client strategies. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Juliett Givogri is a financial advisor at Merrill with 25 years of industry experience and a Series 66 credential. She has worked with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2010 and was previously with Merrill from 2007 to 2008. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Hass is a Series 66-licensed financial advisor with seven years of industry experience. He has previously worked at Edward Jones and ADP Totalsource Group Inc before joining LPL Financial in 2021. Outside of his advisory role, he is involved with Mopal Ventures LLC as an agent for non-variable insurance products. 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, supporting a large network of investment adviser representatives.

Kevin Paquet is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously held roles at JPMorgan Chase Bank NA and JP Morgan Securities LLC from 2012 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with an advisory process grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Frederick Chang is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and previously worked at Pacific Life Insurance Company for ten years before joining Fidelity Personal and Workplace Advisors and later Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Lacey Rivello is a financial advisor with Ameriprise in Tustin, CA, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, she worked in personal training at F45 and had roles at Lululemon, Naturalena, and TruBru Organic Coffee. Outside of her advisory duties, she continues to work as a personal trainer for group fitness classes. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides annual planning advice and written Recommendation Reports focused on dependable income and tax-aware withdrawal strategies.

Nancy Dorado Corrales is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Primerica Advisors in various capacities since 2015 and has additional work experience with firms including Nevtis Communications and Home Depot. She is involved in the sale of investment-related products and also participates in referrals for home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and utilizes model-driven investment strategies managed by third-party asset managers.

Salomon Gonzalez is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in delivering personalized financial strategies to clients. He focuses on understanding each client's unique financial situation and goals to develop flexible wealth management plans, leveraging investment insights from Merrill and banking solutions from Bank of America. His expertise encompasses liquidity management, managing new wealth, personal retirement planning, and small business strategies. With a 10-year career in banking, Salomon has held multiple roles, including Client Service Representative and Relationship Manager, before transitioning into an advisory role in August 2022. He obtained his Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC) designations through The Academy licensing pathway. Salomon is committed to serving the Hispanic community, reflecting his own experience as an immigrant from Mexico. He is actively involved in leadership roles within the Inland Empire Hispanic Organization of Leadership and Advancement Chapter (HOLA) and the Inland Empire Hispanic Business Council (HLBC), and participates in community and mentorship programs. Salomon holds an Accredited Certificate from the College for Financial Planning, an Associate's Degree from Mt San Antonio College, and a High School Diploma from Garey High School. He resides in Redlands, CA, with his spouse and two children. Outside of his professional work, Salomon enjoys soccer, tennis, golf, coin collecting, and playing guitar.

Bryan Peterson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo, he worked at Merrill for several years and has a background in engineering and manufacturing. He serves as a successor trustee for a family revocable living trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory.

Dylan Edwards is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and was self-employed for seven years. Outside of advisory work, Edwards is an independent insurance agent for various companies through Presidio Life LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.