Thomas Balas is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase bank, N.A. and Chase Investment Services Corp., among other firms. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG considerations within a non-discretionary program.

Garett Wilkinson is a financial advisor with Edward Jones in Corona, CA, holding Series 63 and Series 66 credentials. He has 25 years of industry experience, all with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Quentin Biebel is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Equinox, Inc., Gold Coast Logistics, and involvement with the Orange County Football Academy, Inc. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and employs third-party managers and advisory platforms to implement client solutions.

Robert Shaw III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Robert Mendez Sr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James since 2009 and served as a California Republican Delegate from 2015 to 2017. Additionally, he is President and CEO of RLM Wealth Group, a support company based in Riverside, CA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary, tailored advice and supports municipal and public finance work through a unique municipal advisor affiliation.

Laurance Phister is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at California Bank & Trust, Bank of America, Merrill, and UMB Financial Services. Outside of his advisory work, he is involved in a family business called The Crosstraining Club in Laguna Niguel, CA. 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 services including financial planning, model portfolio programs, and institutional platforms, with advisors employing a variety of investment strategies supported by proprietary research and technology tools.

Jiajin Han is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Han worked in education-related roles, including positions at Teachers College, Columbia University, and Wheat Education, where Han served as a subject advisor providing tutoring and school support. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Liyan Fan is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities, Fan worked at Solomon And Associates and Zhong Rui Investment Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes unique regulatory registrations that support broader derivatives and commodities capabilities.

Marites Velena is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with nine years of industry experience. She has worked at several firms including Transamerica Financial Advisors and World Financial Group. In addition to her advisory work, she is employed as a charge nurse at Keck Medical Center of USC. 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 supported by advanced research tools and manages over $819 billion in discretionary assets through a large network of investment adviser representatives.

John Barnes is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017. In addition to his advisory role, he is associated with AT Center Inc. since 2009. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad suite of financial products.

Woong Roh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with J.P. Morgan Securities and affiliated entities since 2014, including a prior role at Edward Jones from 2019 to 2021. 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. Their advisory process integrates quantitative and qualitative research, with an emphasis on forward-looking capital market assumptions and ESG considerations.

Ian Ellis is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2011. Outside of his advisory role, Ellis is involved in operating a family photography business through a personal family LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs, utilizing a network of Investment Adviser Representatives and a range of third-party advisory platforms.

Christian Li is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including over three decades at FSC Securities Corporation and a long tenure at TAG Financial Inc. based in Diamond Bar, CA. 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, and institutional platforms, supported by various investment strategies and advisor tools.

Jingxi Chen is a financial advisor at Cetera with one year of industry experience. Chen holds the Series 66 designation and has prior experience at East West Bank, Cathay Bank, HSBC Bank, and Jiangsu Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and planning services through a multi-manager platform that supports model portfolios, third-party managers, and customized strategies.

Jamie Wemhoff is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining MassMutual Investors Services in 2024, Wemhoff worked at MassMutual Life Insurance Company and New York Life Insurance Company, following a 14-year tenure at Cox Automotive Corporate Service. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Chiaoting Yang is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 designations and 12 years of industry experience. Yang has worked at Equitable Advisors since 2014, including its predecessor, AXA Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Alger Osentoski is a financial advisor at LPL Financial with over 38 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining LPL Financial in 2024, he worked for Commonwealth Financial Network for 17 years and operated his own practice, A. Gary Osentoski, for 36 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by proprietary research and advisor tools.

Amanda Kolbach is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. She has worked at Morgan Stanley since 2019, including roles at Morgan Stanley Private Bank, and previously spent over a decade at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to develop tailored plans.

Mazhar Mahmood is a financial advisor at Equitable Advisors with 29 years of industry experience. He previously worked at Ameriprise for 26 years before joining Equitable Advisors in 2024. Outside of advising, he is the owner of J.K. Bailey & Associates, LLC. Equitable Advisors serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Dick Joe is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. His prior work includes positions at Citigroup Global Markets from 1993 to 2009, followed by roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association, where he has worked since 2009 and 2015, respectively. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and various analytical tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.