Brandon Robles is a Planning Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to develop comprehensive financial plans tailored to the needs of them and their families. Prior to this role, Brandon held several positions at J.P. Morgan Chase Bank N.A., including Private Client Advisor from 2017 to 2021, Financial Advisor from 2016 to 2017, Private Client Investment Associate from 2014 to 2016, and Banker from 2012 to 2014. Brandon holds a California Insurance License, supporting his work in financial planning and client advisement. He is committed to understanding his clients' financial needs and partnering with them to achieve their goals.

Edward Arcilla Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at LPL Financial since 2022 and previously spent eight years at CUNA Brokerage Services, as well as time with SchoolsFirst FCU and Edward Jones. 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 financial planning and investment management services delivered through a large network of advisors, combining scale with multiple advisory and non-advisory financial offerings.

Ioan Peia is a financial advisor with Primerica Advisors in Anaheim, CA, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of his advisory role, he is a member of Organized Chaos Studios LLC and co-founder of the 24/7 National Strategic Prayer Call. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Derrick Hilts is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2020. Prior to his career in financial services, he spent eight years at Siemens Healthineers. Outside of financial advising, he is involved in a construction and engineering business related to hospital and healthcare sectors. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and emphasizes advisory capacities without providing individual security recommendations as part of standalone plans.

Albert Barcia is a financial advisor with Wells Fargo Clearing in Ontario, CA, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Investments, LLC. Outside of his advisory role, Barcia owns Executive Fitness, a business that provides exercise equipment rental and personal training services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research and analytics with a range of brokerage and advisory solutions.

Blake Hilts is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers financial planning based on structured discovery and firm-approved tools.

Evan Ocepek is a CFP® with 15 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. for four years and Western International Securities, Inc. for ten years. Ocepek is a partner at Murphy Financial Services, a DBA investment-related business, and is also licensed as an insurance agent. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform. The firm is notable for its scale, affiliate network, and recent consolidation activity.

Jeremy Celentano is a financial advisor with Primerica Advisors in Huntington Beach, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Financial Services since 1999 and PFS Investments Inc. since 2001. Outside of investment advisory, he is involved in the sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors using model-driven strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Robert Dominik is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for 10 years before joining his current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.

Anthony Harnett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in providing personalized investment guidance. Anthony earned a Bachelor's Degree from Bryant University. His role at Merrill Lynch involves working closely with clients to develop and manage tailored financial strategies.

Chinh Vuong is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Merrill and Bank of America, N.A. since 2006. Outside of his advisory role, Vuong owns a sole proprietorship unrelated to investment activities. 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 institutional investors.

Brian Dao is a financial advisor with J.P. Morgan Securities in Anaheim, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career has been focused entirely within various J.P. Morgan entities since 2016. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives and commodities capabilities.

Alexandra Rasmussen is a financial advisor at OSAIC Wealth Inc with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of her advisory work, she serves on the board of directors for AkomiDance Inc and is involved in teaching and choreographing dance at Huntington Beach High School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services delivered through a complex network of affiliated broker-dealers, RIAs, and other financial entities.

Marianela Silva is a CFP® professional with 19 years of experience in the financial services industry. She is currently with LPL Financial, where she has worked since 2022, following prior roles at Wells Fargo Clearing and Merrill. In addition to her advisory work, Silva owns Marigold Tax & Bookkeeping Solutions, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary research tools and access to third-party asset managers.

Jonathan Glant is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Perry is a financial advisor with LPL Financial in Seal Beach, CA, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2008. In addition to her advisory role, she provides tax preparation services for a fee and offers notary services as part of client support. 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 advisory and brokerage services, including financial planning and access to third-party asset management, with advice primarily delivered by investment adviser representatives using a variety of investment strategies and operational support tools.

Cassia Stefanini is a financial advisor with Primerica Advisors in Chino, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for ten years and has been with Primerica since 2019. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading and overlay responsibilities to BNY Mellon Advisors.

Lincoln Lai is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Foresters Advisory Services LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Darci Kelley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. She has previously worked with Waddell & Reed, Inc. and various insurance carriers, and operated her own business, Darci Kelley Inc. Outside of her advisory role, she has managed a family insurance business. 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 advisory and brokerage services, including financial planning and access to third-party asset managers, supported by extensive operational and research tools.

Camille Gaffney is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.