Hoang Tran is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Tran owns a clothing business called Volley Club, which creates and sells casual apparel. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Steven Adelizi is a financial advisor with Wells Fargo Advisors and holds a Series 63 designation. He has 45 years of industry experience, including prior roles at Prudential Equity Group and various Wells Fargo entities since 2009. Adelizi is also the owner of Adelizi Investment Group LLC, an investment-related business based in Conroe, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing Wells Fargo research and planning tools to develop tailored recommendations for clients.

Matthew Bates is a financial advisor at UBS Financial Services in Riverside, CA, with five years of industry experience. He has worked at UBS since 2019 and previously was employed at Stater Bros. Markets from 2015 to 2019. Bates holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Stacey Kim is a CFP® professional with 23 years of experience in the financial services industry. She has worked at LPL Financial since 2017 and previously held roles at Waddell & Reed Inc and various insurance carriers. Kim also operates her own CFP business entity. 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 offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advisor-facing technology tools.

John Greene is a financial advisor at Ameriprise Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at CUSO Financial Services and California Credit Union, where he also advised members on investing assets. Based in Orange, CA, Greene has been with Ameriprise since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Quang Minh Alex Ta is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Suong Dat Pty Ltd., Ginza Teppanyaki, Sacombank, VPS Securities JSC, the University of Melbourne, and the Vietnam Australia International School. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Roberto Flores Jr. is a Series 66-licensed financial advisor at LPL Financial with eight years of industry experience. His prior roles include positions at Bank of America, Merrill, California Bank & Trust, and Opus Bank. He is involved with Orange County's Wealth Management and Retirement & Investment Services, both affiliated with his LPL business. 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 services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Scott Robson is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in developing personalized financial strategies for clients and their families. He focuses on areas including retirement planning, education funding, family wealth management, philanthropic planning, and tax minimization. Scott applies his expertise to help clients pursue their long-term financial goals with strategies tailored to their unique circumstances. Scott earned his bachelor's degree in Finance from California State University San Bernardino and has been working in financial services since 2000. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). His background in finance, banking, and real estate informs his comprehensive approach to financial independence and lifestyle planning. Outside of his professional role, Scott and his wife Jennifer have been married for 25 years and have two daughters. He enjoys hiking, fishing, traveling, and watching his daughters play soccer. Scott supports community organizations such as City of Hope, Feed the Children, and Mutts with a Mission, reflecting his engagement with local causes.

Mildred Young is a financial advisor with Primerica Advisors in Diamond Bar, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Vincent Brizzolara is a financial advisor with Morgan Stanley in Santa Ana, CA, holding a Series 66 credential and ten years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, he worked at BNI Boom!, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed, Inc. Additionally, he served as a soccer official for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering plans without individual security recommendations and emphasizing client responsibility for plan implementation.

Christopher Gendreau is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options under a wrap-fee structure.

Michelle Rodgers is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Sung Won Suh is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Fidelity, he worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, and Merrill. Outside of his advisory work, he has been involved with Pet and Tree for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and its advisory role to registered investment companies and fund-of-funds.

Jose Gonzalez Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2012, following roles at Merrill and Banc of America Investment Services, Inc. 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 financial planning and investment management services, utilizing various advisory strategies supported by research and technology tools.

Adam Shiono is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2010, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services with a broad range of planning options such as retirement, education, and business-owner transition planning. Advisors at the firm use Wells Fargo research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

John Shaker is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Investments. 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 an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors, utilizing a range of approved funds and strategies.

Jeremiah Gramm is a financial professional at Cetera with four years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliated entities since 2021. Outside of his advisory role, he provides tax planning and preparation services and is also commissioned as a notary. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse investment management options and operates a multi-manager platform with access to various program structures and third-party managers.

Roston Willis Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and LeasePlan USA for two years. In addition to his advisory role, Willis teaches finance at California Baptist University. 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, utilizing various model portfolios and strategies supported by research and technology.

Dylan Aschoff is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 11 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2023. 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, and access to third-party asset management, supported by a large network of investment adviser representatives.

Brandon Arnold is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently serving at Edward Jones since 1998. He holds the Series 63 designation and is based in Anaheim Hills, CA. Outside of his advisory role, he is the Vice President of the Kiwanis Club of Anaheim Hills/Yorba Linda. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.