Khanh Nguyen is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024, Nguyen worked at Bank of America for four years and has experience in the food service industry. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services delivered by Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Angela Ngan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. She previously worked at U.S. Bancorp Investments, Inc. for 12 years before joining Thrivent in 2021. Outside of her advisory role, she owns a single-family rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, and estate matters. The firm combines goal-based analyses and flexible service options, allowing clients to integrate planning with managed-account programs while keeping these services separate.

Jennifer Kim is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. She previously worked at Cetera and Avantax and serves as a partner at Prospera Accountancy Group, where she provides CPA services. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Son Van is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. His prior work includes roles at Bank of America, N.A., KEM BY MMM Gelato, Bamboo Couriers, and several educational institutions. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rafael Robles is a financial advisor at Merrill with a Series 66 designation and over 20 years of experience, including roles at Bank of America from 2002 to 2025 before joining Merrill in 2025. He is based in Whittier, CA. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kirk Sheby is a Series 66-credentialed financial advisor with 16 years of industry experience, currently with LPL Financial since 2017. He previously worked at National Planning Corporation from 2009 to 2017. Outside of his advisory role, he is involved in tax preparation through Sheby Financial Group. 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 services, including financial planning and access to model portfolios and third-party asset managers, supported by operational tools and a broad spectrum of financial products.

Aaron Volen is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been affiliated with Bank of America and Merrill since 2002. Outside of his advisory role, he serves as an officer at Pageant Coaching & Designs Inc., a company specializing in pageant coaching and consulting. 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, and various institutional investors.

Derek Kokubun is a financial advisor with Raymond James Financial in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS and Concurrent Advisors before joining Raymond James in 2019. Outside of his advisory role, he serves as president of Wolfley Wealth Management, a support company based in Long Beach. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Norbert Chen is a financial advisor at LPL Financial with 25 years of industry experience. He has been with LPL Financial since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he provides private tutoring and financial education services. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of advisors.

Gregory Prough is a financial advisor with Edward Jones in Long Beach, CA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Qianyi Ma is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, Ma worked at Bank of America, East West Bank, and held various roles outside the financial services industry, including positions at Newpie Technology Inc and academic institutions. Merrill, along 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Johnny Vallejo is a financial advisor with Cambridge Investment Research Advisors in Placentia, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2011. Outside of his advisory role, Vallejo owns Johnny V Distributing, a business based in Fullerton, CA. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers multiple investment implementation options through proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches tailored to client objectives.

Alex Lukoff is a financial advisor with Merrill in Placentia, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill and Bank of America since 2015 and has operated The Cigar Guys, a separate business venture, since 2008. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Desiree Tuck is a Financial Consultant at Fidelity Investments, where she has been working since 2024. Prior to this role, she held positions as an Investment Consultant from 2022 to 2024, a Relationship Manager in 2022, and a Financial Representative from 2021 to 2022, all within Fidelity Investments. In her role, Desiree focuses on collaborating with individuals and families to develop financial plans and investment strategies tailored to their goals. She aims to provide clients with confidence and peace of mind through personalized financial guidance. Desiree holds a California Insurance License.

Stephen Blunt is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience, currently with Raymond James Financial Services Advisors Inc. since 2013. He previously worked with Maeder Wealth Group from 2013 to 2018. Outside of his advisory role, he is associated with Blunt Financial Planning and Wealth Group, a support company for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs tailored non-discretionary planning and consulting using risk profiling and modeling tools and maintains unique affiliations supporting municipal and public-finance work.

Jaimie Moore is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. She is the owner of Moore Financial Freedom, LLC, a financial services firm started in 2025. Moore has a background that includes work with Cetera Advisors LLC since 2012 and prior experience at Steven M. Ditch, CFP, where she also provided support services in income tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Doohee Lee is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Commonwealth Business Bank. Lee has been with J.P. Morgan since 2018, serving in various capacities across J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors while maintaining client decision-making authority.

Alexandria Morrell is a Series 66 credentialed advisor at Wells Fargo Clearing with one year of industry experience. She previously worked in education for 13 years and attended the University of Alabama from 2021 to 2025. 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 and analytics.

Alden Landis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Target and studied at California State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and offers model portfolios and advisory services to registered investment companies.

Brian Rossney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 2001 to 2003. Outside of his advisory role, he serves as co-trustee of his mother's trust. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment strategies and offers both brokerage and advisory solutions.