Toan Nguyen is a financial advisor with Primerica Advisors in La Mirada, CA, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. His career includes roles at Primerica Financial Services and involvement with Judy Bui CPA Inc and TJ Solutions. Outside of advisory services, he engages in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services via model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Benjamin Dominguez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He worked at C2G International, LLC from 2016 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, Dominguez serves as a high school basketball referee with the California Basketball Officials Association. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party data, applying diversification principles and modern portfolio theory in its investment approach.

Jennifer Ho is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Outside of her advisory role, she is involved in personal real estate investment. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and advisory services including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Tony Tat Yan Lam is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Bancwest Investment Services, Bank of the West, and U.S. Bancorp Investments. His current role at LPL Financial follows a diverse career including prior institutions in the financial services sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and retirement plan consulting, utilizing model portfolios, third-party research, and various technology-driven investment management solutions.

Ileana Chavez is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 securities licenses and has worked at JPMorgan Securities LLC and Wells Fargo prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach includes structured discovery conversations and firm-approved tools, offering a range of services without providing individual security recommendations as part of standalone plans.

Joshua Lee is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that reflect their financial situations, family needs, and long-term goals. Joshua provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients' financial lives. His client focus includes legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Joshua holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Loyola Marymount University. He communicates with clients in English and Korean. Joshua participates in community volunteer activities, reflecting his commitment to the tradition of service associated with Merrill. Outside of work, he has interests in hiking, music, pickleball, table tennis, tennis, traveling, and yoga.

Yoon Chang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Merrill and Bank of America. 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 in its recommendations.

Brandon Robles is a Planning Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to develop comprehensive financial plans tailored to the needs of them and their families. Prior to this role, Brandon held several positions at J.P. Morgan Chase Bank N.A., including Private Client Advisor from 2017 to 2021, Financial Advisor from 2016 to 2017, Private Client Investment Associate from 2014 to 2016, and Banker from 2012 to 2014. Brandon holds a California Insurance License, supporting his work in financial planning and client advisement. He is committed to understanding his clients' financial needs and partnering with them to achieve their goals.

Rosaura Parsons is a Series 66 licensed financial advisor with Wells Fargo Clearing, where she has worked since 2016. She has 29 years of industry experience, including two years at Wells Fargo Advisors, LLC. Parsons serves on the finance committee of the Crafton Hills College Foundation, where she is involved in developing investment policies and reviewing performance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Edward Hays is a Series 66-registered financial advisor with Edward Jones, based in Covina, CA, and has three years of industry experience. Prior to joining Edward Jones, he worked at RAD Diversified REIT Inc and Wells Fargo Home Mortgage. He also manages a rental property through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Ioan Peia is a financial advisor with Primerica Advisors in Anaheim, CA, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of his advisory role, he is a member of Organized Chaos Studios LLC and co-founder of the 24/7 National Strategic Prayer Call. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Derrick Hilts is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2020. Prior to his career in financial services, he spent eight years at Siemens Healthineers. Outside of financial advising, he is involved in a construction and engineering business related to hospital and healthcare sectors. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and emphasizes advisory capacities without providing individual security recommendations as part of standalone plans.

Gregg Sherman is a Financial Consultant with Fidelity Investments, where he has been serving clients since 2020. He holds the Certified Financial Planner™ designation and focuses on financial planning principles to assist clients in growing and accumulating assets for retirement, as well as helping those already retired maintain their lifestyle throughout retirement. Before joining Fidelity Investments, Gregg worked as an Investment Consultant at Fidelity from 2019 to 2020. His prior experience includes roles as a Financial Advisor with U.S. Bancorp Investments, Inc. from 2013 to 2019, and with Wells Fargo Advisors, LLC from 2011 to 2013, as well as a Sales Associate with Wells Fargo Investments, LLC from 2008 to 2011. He holds a California Insurance License. Outside of his professional work, Gregg enjoys camping, comedy, cooking and baking, hiking, outdoor adventures, and traveling.

Marquise Bias is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2020, following prior experience at Wells Fargo Bank, N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Marc Griffis is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2001, except for a brief period in 2019 at Bofa Securities, Inc. 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, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies within Bank of America’s broader platform.

Juliane Rollon is a financial advisor with LPL Financial and holds a Series 66 designation. She has one year of industry experience, with prior roles at BMO Bank, Banner Bank, Comerica Bank, and Bank of the West. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Albert Barcia is a financial advisor at Wells Fargo Clearing in Ontario, CA, with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, he owns and operates Executive Fitness, a business providing exercise equipment rental and personal training services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Scott Foties is a financial advisor with LPL Financial in Corona, CA, holding CFP® and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Bank of America and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Blake Hilts is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers financial planning based on structured discovery and firm-approved tools.

Angel Cambron is a Series 66-licensed financial advisor with LPL Financial, based in Rancho Cucamonga, CA. Cambron has five years of industry experience and has worked previously with Wells Fargo Advisors and Northwestern Mutual. Cambron is also affiliated with Arrowhead Credit Union through LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.