Benjamin Dominguez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He worked at C2G International, LLC from 2016 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, Dominguez serves as a high school basketball referee with the California Basketball Officials Association. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party data, applying diversification principles and modern portfolio theory in its investment approach.

William Shinen is a financial advisor at LPL Financial with 43 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from various sources.

Jennifer Ho is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Outside of her advisory role, she is involved in personal real estate investment. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and advisory services including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Tony Tat Yan Lam is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Bancwest Investment Services, Bank of the West, and U.S. Bancorp Investments. His current role at LPL Financial follows a diverse career including prior institutions in the financial services sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and retirement plan consulting, utilizing model portfolios, third-party research, and various technology-driven investment management solutions.

Ileana Chavez is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 securities licenses and has worked at JPMorgan Securities LLC and Wells Fargo prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach includes structured discovery conversations and firm-approved tools, offering a range of services without providing individual security recommendations as part of standalone plans.

Joshua Lee is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that reflect their financial situations, family needs, and long-term goals. Joshua provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients' financial lives. His client focus includes legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Joshua holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Loyola Marymount University. He communicates with clients in English and Korean. Joshua participates in community volunteer activities, reflecting his commitment to the tradition of service associated with Merrill. Outside of work, he has interests in hiking, music, pickleball, table tennis, tennis, traveling, and yoga.

Yoon Chang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Merrill and Bank of America. 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.

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.

Rosaura Parsons is a Series 66 licensed financial advisor with Wells Fargo Clearing, where she has worked since 2016. She has 29 years of industry experience, including two years at Wells Fargo Advisors, LLC. Parsons serves on the finance committee of the Crafton Hills College Foundation, where she is involved in developing investment policies and reviewing performance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Edward Arcilla Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2022 and also has ongoing roles with CUNA Brokerage Services, Inc. and SchoolsFirst FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

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.

Marquise Bias is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2020, following prior experience at Wells Fargo Bank, N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Marc Griffis is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2001, including a brief tenure at Bofa Securities in 2019. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Albert Barcia is a financial advisor at Wells Fargo Clearing in Ontario, CA, with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, he owns and operates Executive Fitness, a business providing exercise equipment rental and personal training services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Scott Foties is a financial advisor with LPL Financial in Corona, CA, holding CFP® and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Bank of America and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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® certificant with 15 years of industry experience and is currently affiliated with OSAIC. He previously worked at Woodbury Financial Services and Western International Securities, Inc. Evan is also a partner in Murphy Financial Services and acts as an insurance agent, recommending and assisting clients with insurance products. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services supported by asset-allocation tools and access to third-party money managers across multiple platforms.

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.

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.