Mark Poitras is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 credential and 24 years of industry experience. He has worked at LPL Financial since 2009, with prior roles at Chase Investment Services Corp., Wamu Investments, Inc., and Ameriprise. Outside his advisory work, he is involved in managing family-owned real estate rental properties. 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 and access to various investment programs, supported by technology tools and extensive operational resources.

Andrew Bailey is a financial advisor with RBC Capital Markets holding a Series 66 designation and 11 years of industry experience. He has worked at RBC Capital Markets since 2016 and at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Vivian Lo is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She has worked in the financial services industry since 2008, with prior roles including Financial Advisor at Merrill Lynch from 2014 to 2020 and Financial Planner at the Royal Bank of Canada from 2008 to 2013. Vivian focuses on building trusting client relationships and sharing key financial planning concepts. She assists clients in managing changes and provides ongoing guidance to develop personalized financial plans. She holds a California Insurance License.

Kyle Ergas is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing clients with personalized financial planning and investment strategies tailored to their unique goals and priorities. Kyle focuses on areas such as retirement planning, general investing, and saving for unforeseen events. He holds a Bachelor's Degree from San Jose State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kyle takes time to understand each client's individual circumstances to help them develop strategies aimed at achieving their financial objectives. Kyle approaches financial advising with an emphasis on simplicity and transparency, aiming to guide clients through the complexities of wealth planning by addressing their specific goals and concerns. He provides ongoing advice and support as clients' needs evolve over time.

Patrick Chan is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Wells Fargo Clearing since 2024. His prior experience includes roles at B. Riley Wealth Advisors, National Asset Management, Hold Bros. Capital, LLC, and Integra Technology Inc. Outside of his financial career, he is the sole owner of a long-term rental property in Long Beach, CA. 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 manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to inform its diversified, modern portfolio theory-based investment approach.

Stephen Cho is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2012 and previously spent five years at Edward Jones. 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, supported by a large network of investment adviser representatives.

Maria Richards is a financial advisor with Primerica Advisors based in Whittier, CA. She holds Series 65 and Series 63 licenses and has two years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Prior to her advisory career, she worked at the San Diego Gamma Knife Center and spent several years as a homemaker. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, utilizing model-based investment strategies delivered by unaffiliated asset managers.

Shawn Louis is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2017. Prior to that, he spent 14 years at National Planning Corporation and one year at Wells Fargo Clearing. He also operates a sole proprietorship focused on fixed life insurance sales. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Nathan Heath is a financial advisor with J.P. Morgan Securities and holds a Series 66 credential. He has 18 years of industry experience, including 11 years at Merrill Lynch and over eight years with J.P. Morgan. Outside of his advisory work, he owns and operates In-Home Aromas, Inc, a small candle business. 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 supported by a manager solutions team and includes ESG considerations and expanded derivatives capabilities.

Jeffrey Tiedge is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Wedbush Securities, SeaCrest Wealth Management, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mia Celest Miranda is a Series 66-credentialed financial advisor with Morgan Stanley, based in Long Beach, CA. She has two years of industry experience and has been with Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. since 2025. Prior to her financial services career, she held various positions including roles in education and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs with a focus on tailored financial planning and manages approximately $2.74 trillion in client assets.

Liuqing Cong is a financial advisor at J.P. Morgan Securities with three years of industry experience. Their prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Agents. 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’s advisory program focuses on 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.

Ho Yan Tam is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2013. Outside of his advisory role, he is involved in managing several restaurant businesses in Claremont, California, including serving as general manager and authorized signer for multiple establishments. 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.

Klara Dykastova is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Julio Gonzalez is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Financial Consultant at the same firm from 2022 to 2025. His professional experience also includes roles as a Financial Wellness Specialist at Merrill Lynch from 2015 to 2022 and as a Financial Solutions Advisor at Merrill Edge from 2012 to 2015. Julio holds a California Insurance License, supporting his capacity to assist clients with insurance-related financial planning. He focuses on helping clients build customized financial plans and strategies that address their individual needs and those of their families. Julio aims to establish strong business relationships to effectively support clients in achieving key financial milestones. Outside of his professional life, Julio engages in activities such as board games, fitness, hiking, movies, parenthood, and puzzles.

Robert Weiss is a financial advisor with LPL Financial in Signal Hill, CA, holding Series 63 and Series 66 licenses and with 31 years of industry experience. He has worked at LPL Financial since 2003 and previously spent three years with UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including model portfolios and third-party subadvisors, supported by various operational and research tools.

Bryant Tchan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, J.P. Morgan Securities, Chase Investment Services, and Eagle Strategies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Hung Chih Chen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America since 2019 and has prior experience at JES LED Technology and Tech Source International. 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 and profit-sharing plans, corporations, and charitable organizations.

Lisa Miller is a financial advisor with UBS Financial Services in Brea, CA, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is active as a trustee of the Miller Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Kevin Martin is a financial advisor at Morgan Stanley in Los Angeles, CA, holding the CFP® designation with 38 years of industry experience. He has worked with Morgan Stanley since 2018 and previously spent nine years at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.