Roberto De Leon Gonzalez is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Robert Half and various service positions before joining LPL Financial in 2020. Outside of his advisory role, he is a co-owner of Hecho En Casa LLC, a home-based business. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by extensive research and technology solutions.

Brian Stringer is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 credential and eight years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at UBS Financial Services from 2017 to 2022 and was affiliated with Chapman University from 2015 to 2018. Outside of his advisory work, he collects and sells baseball cards. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Glenn Wiessner is a financial advisor with Morgan Stanley in Brea, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, including 12 years at UBS Financial Services before joining Morgan Stanley in 2016. Outside of his advisory role, he is a limited partner in an agricultural partnership inherited from a family member but does not have management involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and firm-approved methodologies.

Gordon Chow is a CFP® with 27 years of industry experience, currently serving at Cetera. His career includes over two decades at Avantax Advisory Services and related entities, and he has operated his own CPA practice since 1986. Outside of advising, he holds a role as Treasurer/Comptroller at First Chinese Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated managers.

Sujeire Perez is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. She has been associated with Wells Fargo in various capacities since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Oliver Cervantes is a CFP® professional with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. He holds a Series 66 license and is based in Seal Beach, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs. The firm combines research and analytics with a broad range of brokerage and advisory solutions, supporting more than 14,000 financial advisors and managing approximately $671 billion in assets.

Kai Yuan Hu is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His background includes roles at The Prudential Insurance Company of America, Ameriprise Financial Services, and JP Morgan Securities, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and alternative investment options.

Miguel Sotelo Jaime is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 credential and previously worked at Bank of America/Merrill Lynch for 13 years. He is currently based in Cypress, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Frank Lu is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America and Merrill. Outside of his advisory role, he owns and manages rental properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Amy Kamps is a financial advisor with LPL Financial in Tustin, CA, holding a Series 66 license and 25 years of industry experience. She has been with LPL Financial since 2000 and is also associated with Financial Advisors Network since 2014. Outside of her advisory work, she is involved in medical and life insurance sales through Kamps Asset Management Planning Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by proprietary research and third-party strategies, with both discretionary and non-discretionary management options.

Gregory Tobey is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in generating non-hazardous products online as a home-based business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services supported by both proprietary and third-party research.

Brooke Zasadny is a Series 66-licensed financial advisor with LPL Financial in Corona, CA. She has been in the industry since 2021, with prior experience at Edward Jones and Verdugo Wealth Management. Brooke also has a background in education and spent time working with the ACT Volleyball Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and multiple management approaches.

William Genovese is a Series 66 licensed financial advisor with UBS Financial Services in Seal Beach, CA. He has one year of industry experience, including prior roles at Quincy Cass Associates and New York Life Insurance Company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor investment strategies.

Sandeep Madhavan is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2003 to 2020. Madhavan serves on the Board of Directors for the Santiago Canyon College Foundation and is the Sponsorship Chair for the Tustin Western Little League. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Mishima is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm focuses on delivering non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

James Mc Elroy is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked at LPL Financial since 2025 and previously held roles at Grove Point Advisors, Diversified Securities, and Grove Point Investments. Outside of his advisory work, he is involved in horse training and racing. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Dylan Lara is a financial advisor with J.P. Morgan Securities based in Buena Park, CA. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMC Bank NA and was involved with Stinkin Crawfish. 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 in its investment approach.

Daryl Riley is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Crown Capital Securities, LP for 15 years. In addition to his advisory role, he teaches fitness as a part-time instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven strategies.

Feifei Zhang is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, TD Ameritrade, and Axa. She is based in Irvine, CA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Thomas Raguse is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with both OSAIC and Liberty Capital Management since the mid-1990s. Outside of his advisory work, he is involved in business consulting related to insurance policy reviews and managing technology infrastructure for Liberty Capital Management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary management alongside multiple advisory platforms.