Rendi Wijaya is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with JPMorgan Securities LLC since 2015 and previously operated his own advisory practice from 2009 to 2019. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Roy Seto is a financial advisor with Cetera who holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Clinomics and involvement with Friends of Santa Ana Zoo. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Christian Flores is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He previously worked as a Relationship Manager at Fidelity Investments from 2022 to 2024. Prior to that, he served as an Investment Support Representative at both CUNA Brokerage and SchoolsFirst Federal Credit Union from 2021 to 2022. Christian focuses on understanding his clients and their families by partnering with them to co-create personalized plans aimed at meeting their specific needs and goals. He holds a California Insurance License. Outside of his professional work, Christian's personal interests include beach activities, family activities, parenthood, soccer, swimming, and traveling.

Levi Crammer is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside finance, such as positions at Domino's and Jamba Juice, along with education at Point Loma Nazarene University and Los Alamitos High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, supporting more than 10,000 advisors and approximately $256 billion in assets under management.

Thomas Aguna is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at J.P. Morgan Securities and JPMorgan Chase Bank, NA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved tools.

Ahmad Husami is a CFP®-designated financial advisor with 33 years of industry experience, currently serving clients at Cetera. He previously worked at Avantax Investment Services, Inc. and 1 St Global Advisors, Inc., among other firms. Husami is also trustee and beneficiary of the Sun Shine Trust and has longstanding involvement with his own financial planning practice, Husami & Associates. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with model portfolios, third-party managers, and customizable strategies.

Daniel McDermott is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Securities Corporation for 17 years. Outside of advising, he owns and operates a retail business focused on weightlifting equipment and coaching. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored investment solutions across various asset classes.

Vishal Chandra is a Planning Consultant at Fidelity Investments, where he works with clients to develop financial and retirement plans aimed at creating financial peace of mind. He brings experience from previous roles at Fidelity Investments, including Relationship Manager and Financial Representative, as well as a position as Sales Representative at Osaic Institutions. He holds a California Insurance License, which supports his work in financial planning and advising. Vishal's professional background spans several years within the financial services industry, focusing on client relationship management and personalized financial strategies. Outside of his professional duties, Vishal enjoys a variety of personal interests including bowling, family activities, fitness, hiking, movies, and painting.

Alvaro Valverde is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Bio Terra Corporation. He is associated with a power of attorney entity based in La Puente, California. Merrill, together 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 institutions.

Mark Ansara is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 31 years of industry experience. His prior work includes roles at Crowell, Weedon & Co. and Wells Fargo Clearing. Outside of his advisory work, Ansara has ownership interests in several family and investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning capabilities include cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services such as business-owner transition and special-needs planning.

Art Ignacio is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc since 2019, Wells Fargo Clearing from 2016 to 2019, and Citigroup Global Markets from 1997 to 2009. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kristine Lee is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMC Bank NA since 2013. 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 an ESG eligibility framework in its advisory process.

Kevin Chen is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Tesla Motors. His background also includes a brief role at Balanced Boost, LLC. 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 investment recommendations.

Jay Pangelinan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Johnson is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and previously worked for Kinecta Financial & Insurance Services and LPL Financial for 20 years. Johnson is also active as a financial advisor with Kinecta Wealth Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendations that integrate tax-smart strategies and adaptive withdrawal planning, supported by a centralized consulting team and algorithmic tools.

Timmie Ho is a financial advisor at Merrill with Series 65 and Series 63 licenses and two years of industry experience. Prior to Merrill, he worked at Wells Fargo Clearing and Bank of America. His background includes roles outside finance in the food service industry. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

David Jabczenski is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at CUSO Financial Services, Wescom Financial Services, J.P. Morgan Securities, and several other firms. 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 portfolios, third-party asset management, and institutional platforms.

John Cowley is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Theodore Diaz is a financial advisor at Merrill with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at Bank of America and JP Morgan Chase Bank, and also has experience in real estate as a realtor. Outside of finance, Diaz owns and operates Aventur Inc., a janitorial services business, and occasionally rents out a personal vehicle through Turo. Merrill, along 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Tuthill is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 credential and 25 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns Tuthill Motorsport Inc., an automotive industry company, and holds ownership interests in several investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo’s research and tools, serving clients who meet specific net-worth thresholds.