Sherri Anderson is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2019. Prior to that, she spent 20 years with Wells Fargo Bank and its clearing division. Anderson serves as a board member of the Inland Empire Economic Partnership, an organization focused on regional economic development in Southern California. 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 strategies for individuals, high-net-worth clients, and institutions.

Gene Gloriani is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and U.S. Bancorp Investments. He is based in Irvine, California. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling in its process and manages approximately $2.74 trillion in client assets.

Daniel Young is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously spent one year with Citigroup Global Markets. Young serves as a board member of the Academy of Certified Portfolio Managers in Eastlake, Colorado. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Andrei Bobleaga is a financial advisor with J.P. Morgan Securities in Placentia, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at J.P. Morgan Chase Bank, N.A. since 2016 and a position at Bonus Birdie Golf from 2023 to 2024. 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, incorporates an ESG eligibility framework, and includes broader derivatives and commodities capabilities.

Carolyn Tinkham is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on services for individual investors rather than institutional or pension plans.

Michael Mcquilkin is a CFP® professional with 30 years of industry experience. He has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing and Citigroup Global Markets. He is also an owner of MCQUILKIN WEALTH MANAGEMENT, LLC and Gomberg-Mcquilkin Wealth Management, LLC, both based in Orange, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, using proprietary research and tools to develop tailored recommendations across various specialized planning areas.

Peter Irvin is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its related entities since 2009. He is based in Irvine, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced modeling tools in its planning approach.

Ross Pake is a financial advisor with Equitable Advisors who holds Series 65 and Series 63 licenses and has 40 years of industry experience. His prior work includes nearly two decades at LPL Financial and a decade at Cetera Advisors. Outside of advising, he serves as president and owner of Legacy Wealth Planning, Inc. and acts as a trustee for a personal trust. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Nathen Trujillo is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Charles Schwab, he worked at Tommy Bahama and The Walt Disney Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Ignacio Guzman is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Cuna Brokerage Services Inc., SchoolsFirst FCU, Union Bank, TA Equipment Finance, and Lids Sports Group. He is also involved with SchoolsFirst FCU in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Jiayi Yu is a financial advisor at Merrill in Irvine, CA, holding a Series 66 designation with seven years of industry experience. She has been with Merrill and Bank of America N.A. since 2015. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Mary Chorbagian is a CFP®-certified financial advisor with 44 years of industry experience, currently practicing at LPL Financial in Villa Park, CA. She has held positions at Independent Financial Group, LLC, National Planning Corporation, and has been self-employed since 1976. In addition to her advisory work, she owns Chorgagain Associates, a tax preparation and accounting service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 broad network of investment adviser representatives.

Benjamin Caday is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Axa Advisors, Victra, Kestra Investment Services, and Forta Financial Group. He has been with Equitable Advisors since 2020. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services, focusing on tailored client solutions without sponsoring its own wrap fee program.

Azad Rad is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing. Outside of his advisory work, he is involved with Technology Credit Union and maintains several real estate-related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Amanjit Bains is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan, Bains worked for Stater Bros Markets for five years. Outside of advising, Bains engages in video game streaming and creates game guides for online sale. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions, offering clients a selection of Eligible Strategies and ESG considerations.

Daniel Acevedo is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2021. Previously, he worked at GFR Homes and attended the University of San Diego. Morgan Stanley Wealth Management serves individual 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 structured planning tools and models in its financial planning process.

Lanfeng Zhao is a financial advisor with Cetera, holding a Series 66 credential and bringing 24 years of industry experience. Zhao has worked at Cetera and its related entities since 2002 and also owns EZ & Company CPA Inc, a firm providing accounting, tax, and consulting services. Additionally, Zhao is involved in e-commerce through EZ FAB LLC. Cetera Investment Advisers LLC is a nationwide registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options and access to third-party money managers.

Cristian Lopez is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked for CUNA Brokerage Services for 10 years and serves as an Assistant Manager at SchoolsFirst FCU, where he has been employed for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Yaopa Cheng is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Wells Fargo in 2023, Cheng worked at J.P. Morgan Securities, Citigroup, VincentBenjamin, Transamerica Financial Advisors, and World Financial Group. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research and analytics with diversification principles and modern portfolio theory in its investment approach.

Frederick Allen III is a financial advisor at Thrivent Investment Management based in Anaheim, CA, holding a Series 66 designation with three years of industry experience. His work history includes multiple roles within Thrivent Financial and Thrivent Investment Management since 2022, as well as prior experience at Allen Tire Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning across a range of topics without discretionary trading authority. The firm offers consolidated planning and managed-account services through its “WealthPlan” option.