Eric Frontino is a Series 66-licensed financial advisor with LPL Financial, based in Huntington Beach, CA. He has eight years of industry experience and has worked at LPL Financial since 2022. His prior career includes nine years with SchoolsFirst FCU and CUNA Brokerage Services, Inc. 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 retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Nora Semerjian is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co., Inc. since 2020, following roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Carly Peck is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to helping clients pursue their vision of financial success. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, Branch Leader, and now Vice President, Branch Leader. Prior to joining Fidelity Investments, Carly worked as an Assistant National Account Executive at Celtic Commercial Finance from 2018 to 2019. She holds a California Insurance License, supporting her expertise in financial and insurance services.

Sean Loftus is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes over 17 years at various Wells Fargo entities prior to his current role since 2022. Outside of advising, he is involved in managing a financial planning practice and serves as a trustee for a retirement plan. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth requirements.

Elizabeth Norman is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 65 licenses and with 42 years of industry experience. She worked for National Planning Corporation for 17 years before joining LPL Financial in 2017. She serves as trustee of the Norman Family Trust and is president of Retirement Specialists, Inc., a business related to her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, leveraging both discretionary and non-discretionary management supported by internal and third-party research.

Shauna Castro is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2007 and has been affiliated with Bank of America, N.A. since 2023. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 JPMC BANK NA, Nguyen held roles at Bank of America and has experience working in the food service industry. J.P. Morgan Securities LLC 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 to support its 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 in La Palma, CA, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at Cetera, Avantax, and Ksga LLP. She is also a partner at Prospera Accountancy Group, where she provides CPA services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through multiple third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Rafael Robles is a financial advisor at Merrill with a Series 66 designation and over 20 years of experience in the industry. He previously worked at Bank of America from 2002 to 2025 before joining Merrill and its affiliated entities in 2025. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional entities. The firm integrates with Bank of America’s platform, providing access to a wide range of products and services beyond typical wealth management offerings.

Kirk Sheby is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at National Planning Corporation before joining LPL Financial in 2017. In addition to his advisory role, he provides tax preparation services through Sheby Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Aaron Volen is a financial advisor with Merrill based in Seal Beach, CA, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Merrill and Bank of America since 2002. Outside of his advisory role, he serves as an officer of Pageant Coaching & Designs Inc., a company focused on pageant coaching and consulting. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Derek Kokubun is a financial advisor with Raymond James Financial in Long Beach, CA, holding a Series 66 designation and bringing 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 is president of Wolfley Wealth Management, a support company based in Long Beach. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, and municipal entities. The firm offers non-discretionary, customized advisory services and is notable for its integration with municipal and public finance activities through its institutional and referral networks.

Norbert Chen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved in private tutoring and financial education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives, offering a broad range of advisory programs, retirement plan consulting, and brokerage services.

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 one year of industry experience. Prior to joining Merrill in 2025, Ma worked at Bank of America and East West Bank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

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, holding the Series 66 designation and bringing 20 years of industry experience. He has worked at Merrill and Bank of America since 2015 and is also involved with The Cigar Guys, a business he has been associated with since 2008. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to 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 financial advisor with Raymond James Financial in Anaheim, CA, holding CFP®, CFA®, and Series 66 designations and bringing 18 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2013 and was affiliated with Maeder Wealth Group from 2013 to 2018. Outside of his advisory role, he owns Blunt Financial Planning and Wealth Group, a support company established for tax purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, with a significant portion of its business conducted on a non-discretionary basis.