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 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.

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.

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 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-trustee of his mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anusha Sriram is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Bank of America, Merrill, Citigroup, and JP Morgan. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and access to proprietary research to tailor strategies based on clients’ goals and risk tolerance.

Steve Hahn is a CFP®-designated financial advisor with Morgan Stanley, bringing 24 years of industry experience. He previously worked at Citigroup Global Markets, Inc. for 19 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that employs firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment strategies.

Martha Cannady is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 35 years of experience in financial services. She has served as a Portfolio Manager in the firm's Investment Advisory Program and has expertise in Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Tax Minimization, and Retirement Income. Martha joined Merrill Lynch in 2008 after previously working at Morgan Stanley from 1995 to 2008, where she held roles including Vice President and Assistant Branch Manager of the Long Beach Branch. Martha holds a Bachelor's degree in Business Administration with an emphasis in Finance from California State University, Fullerton. She is a CERTIFIED FINANCIAL PLANNER® professional, holds the Certified Plan Fiduciary Advisor (CPFA®) designation, and is a member of the National Association of Plan Advisors. Additionally, she has taught Successful Money Management classes at several community colleges. Fluent in Spanish, Martha is involved in community organizations including serving as a Board Member for the Orange County Hispanic Chamber of Commerce and the California 32nd District Agricultural Association, Orange County Fair Board. She has also held an Executive Board Member position at Alzheimer's Orange County. Martha enjoys cooking, hiking, traveling, and walking the Camino de Santiago. She and her husband, Bruce, reside in Cypress, California, and have two daughters.

Christian Cruz is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients in Los Angeles and Orange County. He works closely with families, including business owners, executives, and teachers, to develop customized financial strategies that address investment and retirement planning, liability management, debt consolidation, and legacy planning. Christian coordinates with clients' CPAs and attorneys to align tax minimization and estate planning strategies and provides access to Bank of America N.A. for residential and securities-based lending. Christian holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Accredited Wealth Management Advisor™ (AWMA™) designation, Chartered Retirement Planning Counselor™ (CRPC™) designation, and Personal Investment Advisor (PIA) credential. He earned a Bachelor of Business Administration degree from California State University, Los Angeles. Christian began his career at Washington Mutual in 2006 and joined Merrill Lynch six years later. Raised in southern California, Christian is married to Evelyn and is a father to two children, Olivia and Enzo. He is also a dog owner and practices Brazilian Jiu-Jitsu, holding a Black Belt. Christian enjoys spending time with his family and has a background in soccer.

Logan Fritze is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop holistic financial plans and investment strategies. Prior to his current position, Logan held several roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and High Net Worth Associate from 2021 to 2023. He holds a California Insurance License.

Catalina Delgado Ascencio is a Series 66 licensed financial advisor with Merrill, based in Cerritos, CA. She has six years of industry experience and has been affiliated with Merrill and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Cuauhtemoc Garcia is a financial advisor at Morgan Stanley based in Long Beach, CA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Margarita Jones Mexican Restaurant and the University of California, Santa Cruz. Outside of finance, he has experience in education and the food service industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling to support its financial planning process.

Richard Kim is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo Clearing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.