Caley Kelly is a financial advisor at Thrivent Investment Management with three years of industry experience. Kelly holds Series 63 and Series 66 designations and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Prior to entering the financial sector, Kelly was involved with Fellowship Church for five years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate planning and portfolio management services.

Steve Kim is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior firms include Western International Securities, UBS Financial Services, Merrill, Morgan Stanley, and Ameriprise. He also acts as an agent in accident and health, life, and variable insurance. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services platform.

Fu Lin is a financial advisor at Cetera with 22 years of industry experience and holds the Series 66 designation. Fu Lin has worked at Cetera and Cathay Bank since 2017 and previously held roles at OneAmerica Securities and American United Life. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.

Johnny Tan is a financial advisor with LPL Financial in Whittier, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2010 and previously held positions at Citigroup Global Markets and Citicorp Investment Services. Outside of advising, he is involved in mobile software development through Zircos, Inc. and manages a blog called Coffee and Whiskey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, with a range of advisory strategies supported by research and technology tools.

Nhan Nguyen is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to understand their financial goals and to develop customized financial plans. He emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency in his work. Nhan has professional experience as a Financial Advisor at Merrill Lynch from 2019 to 2020 before joining Fidelity Investments in 2021. He holds a California Insurance License.

Henry Lau is a ChFC® credentialed financial advisor with 12 years of industry experience, currently affiliated with J.P. Morgan Securities in City of Industry, CA. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Stanford Baer is a Wealth Management Advisor at Merrill Lynch Wealth Management in Pasadena. He has been in the financial services industry since 1986 and serves high net worth individuals, families, charitable organizations, and business entities. His approach centers on "full balance sheet" wealth management, providing advice and recommendations tailored to each client’s unique needs and financial situations. Stan’s expertise spans multiple disciplines, including banking and investment management, commercial lending and cash flow analysis, estate planning services, and tax minimization strategies. He focuses on areas such as executive compensation, family wealth management strategies, legacy planning, retirement planning, portfolio management, small business strategies, and both individual and corporate investment strategy. His client base includes business owners, professionals in the entertainment industry, and multi-generational families. He holds a Bachelor’s Degree from the University of California, Los Angeles, and maintains the professional designation of Personal Investment Advisor (PIA). Stan has lived in the greater Los Angeles area since 1980 and currently resides in Sierra Madre with his wife and children. Outside of work, he enjoys antiquing, baseball, fishing, football, and spending time with his family.

Nataly Brito is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2014. 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 and investment management capabilities.

Thomas Sandkamp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Investments, Merrill, Morgan Stanley, and Prudential Equity Group. 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, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Vartan Grigoryan is a financial advisor with LPL Financial in Brea, California, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His work history includes roles at Waddell & Reed, Foresters Financial, and various insurance carriers. He also maintains an ongoing business, Satenik Grigoryan, since 2015. 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, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing technology and extensive non-advisory financial activities.

Rick Murga is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Wm Financial Services, Inc. Outside of his advisory role, Murga owns rental properties generating passive income. 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 due diligence and applying an ESG eligibility framework when recommending strategies.

Prince Lankford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its brokerage and advisory solutions.

Aaron Smith Sr. is a financial advisor with Smith Company Financial Advisors / Fusion Funds, holding a Series 66 designation and 24 years of industry experience. He has worked at Securities Service Network, Inc. since 2003 and Private Wealth Asset Management since 2002. Fusion Advisor, operating as Smith Company Financial Advisors / Fusion Funds, is a California-registered investment adviser providing non-discretionary investment advisory services to individual clients. The firm focuses on asset allocation analysis and portfolio construction, offering tailored guidance without exercising discretionary authority.

Bradley Griffiths II is a financial advisor with XYPN Sapphire, holding a Series 66 credential and nine years of industry experience. His career includes roles at several firms such as Royal Alliance Associates, SagePoint Financial, and KCS Wealth Advisory. Outside of his advisory work, he operates a vintage goods retail and consulting business and serves as a board member for a charitable organization focused on philanthropic causes. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based allocation approach grounded in Modern Portfolio Theory and offers diversified portfolios, financial planning, and sponsored TAMP services, supporting nearly 50 affiliated advisors under a single corporate RIA structure.