Rebecca Picazo is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2008, concurrently employed by JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within its recommendations.

Jiang He is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Cambridge, he worked for CITIC Securities Company Limited for ten years and was involved with Yola Transocean Inc. and Waaallet LLC. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to various platforms, third-party advisers, and proprietary model strategies.

Douglas Rowan is a CFP® professional with 40 years of industry experience. He has worked with Cetera since 2013 and previously was affiliated with Quantum Econometrics, LLC and the University of Southern California. In addition to his advisory work, he serves on the finance committee of the Friendly Hills Country Club and owns D & R Asset Management, an expense management business. Cetera Investment Advisers LLC is a national SEC-registered adviser offering a multi-manager platform with a broad range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides access to affiliated and third-party managers through multiple program structures and custodial relationships.

Daniel Kim is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked in the restaurant industry, including roles at Gen Korean BBQ House and Ohana Sushi. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeled outcome estimates.

Inhee Carter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and offering 23 years of industry experience. She has worked with multiple health insurance providers for nearly two decades and operates an independent insurance brokerage focusing on health, dental, and disability insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a range of portfolio management and financial planning services, using a multi-manager platform with diverse program structures and custodial relationships.

Sheila Chau is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 65 license, with 39 years of industry experience. She has been with Mass Mutual Investors Services since 2015 and MassMutual Life Insurance Company since 2014. Outside of her advisory role, she serves as a certified court interpreter and sits on the boards of California Insurance & Financial Professional and HKUAASC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements that include detailed client analysis and written recommendations, along with specialized services such as divorce planning and estate settlement.

Kinley Yann is a financial advisor with J.P. Morgan Securities in Chino Hills, CA, holding Series 63 and Series 66 licenses and having seven years of industry experience. Prior to joining J.P. Morgan in 2025, Yann worked at Massachusetts Mutual Life Insurance Co., Mass Mutual Investors Services, Six Sigma Leadership Corp., Transamerica Financial Advisors, and World Financial Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Paul Yim is a financial advisor with Equitable Advisors in Hacienda Heights, CA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he is a co-owner of an investment LLC that owns the office space shared with his wife's CPA practice. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models, often implemented through third-party managers, and provides ERISA fiduciary services to qualified plans.

Alex Paredes Malaga is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in investment, credit, and banking services. He joined Bank of America in 2011 and supports the financial needs of high and ultra high net worth individuals, their families, and charitable organizations. Alex specializes in family wealth management, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income strategies. Alex holds a Bachelor's Degree and a Master of Business Administration from the California State University System. He has earned several professional certifications, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Alex is engaged in community volunteering. His personal interests include golfing, hiking, music, reading, soccer, spending time with family, tennis, traveling, and writing. He is fluent in English and Spanish.

Mark Newport is a CFP® with 34 years of experience in the financial industry. He is currently with OSAIC, joining the firm in 2023, and previously operated Mark Newport/Lori Newport and worked at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. He also owns a financial marketing firm, Newport Financial Concepts Inc., which focuses on networking with professionals such as doctors, CPAs, and attorneys. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Eduardo Ordorica is a financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves on the board of directors for KLH Marketing Inc., a wholesaler of kitchen equipment, and is treasurer on the board of the Yorba Linda Country Club Members Golf Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a range of services that include fee-based financial planning, portfolio management, and capital markets activities.

Jeffrey Stark is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of his advisory role, he serves as a trustee on a family account. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment and planning solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Erika Holritz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and Wells Fargo Bank since 2018, as well as U.S. Bancorp Investments and U.S. Bank from 2012 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Felix Ling is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018. Prior to his career in financial services, he spent seven years at Sapling Learning / Macmillan Learning. Outside of his advisory role, Ling serves on the board of ProRep Coalition and holds officer positions with organizations promoting nonpartisan electoral reform in California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services.

Jorge Vasquez Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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. The firm's advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria within eligible strategies.

Juan Galvez is a financial advisor with Merrill in Norwalk, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Bank of America and Wells Fargo, spanning from 2014 to the present. 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 plans, corporations, and charitable organizations.

Sarah Wieczorek is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Jacob Herrera is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop strategies aimed at achieving their financial goals across short, mid, and long term horizons. His services include guidance on general investing, retirement planning, and saving for unexpected events. Jacob also facilitates access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Jacob earned a Bachelor's Degree from the University of Arizona. He offers financial advising services in both English and Spanish.

Kyle Standafer is a financial professional with five years of industry experience, currently affiliated with Cetera. He holds the Series 66 credential and has worked at firms including North Star Resource Group and Minnesota Life Insurance Company. Outside of his financial advisory role, he owns JWK Exotics, a business focused on automotive photography and sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting various investment strategies and program structures.

Christopher Ilgenfritz is a financial advisor with Merrill in Upland, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.