Amanda Mercier serves as Vice President and Branch Leader at Fidelity Investments' Brea, CA investor center. In this role, she leads a team of financial professionals, focusing on building a culture of trust for clients and associates to enhance service delivery throughout Southern California. Her career in financial services began in 2009 as a Financial Planner at Pacific Capital Resource Group. She joined Fidelity Investments in 2010, progressing through roles including Financial Representative, Senior Relationship Manager, and Assistant Branch Leader before assuming her current position in 2021. Amanda holds a California Insurance License.

Jason Laubach is a financial advisor with Ameriprise in Rancho Cucamonga, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he worked at American Marine Corporation and served as a captain operating company vessels for Harbor Breeze Cruises. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored retirement recommendations.

Basheer Husami is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera. His prior work includes roles at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors, along with operating Husami & Associates since 2009. He serves as a successor trustee for a non-family trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and 800,000 clients, offering a range of portfolio management and financial planning services. The firm provides a multi-manager platform that includes affiliated and third-party model portfolios, catering to individual, corporate, charitable, and institutional clients.

David Krake is a Wealth Management Advisor at Merrill Lynch Wealth Management in Brea, California. Since beginning his career in the financial services industry in 2003 and joining Merrill Lynch Wealth Management in 2004, David has worked with families and business owners to help them navigate financial challenges and pursue their goals with an appropriate level of risk. His practice areas include family wealth management, corporate benefits, retirement income planning, legacy planning, liquidity management, and small business strategies. He holds several professional designations, including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Exit Planning Advisor (CEPA®), which support his work in corporate retirement plans and exit planning. David earned his Bachelor of Business Administration degree in Finance and Marketing, graduating summa cum laude from Hardin-Simmons University. He is a member of professional organizations such as the Financial Planning Board, the National Association of Plan Advisors, the Exit Planning Institute, and Kingdom Advisors. Recognized by Forbes as one of America’s Top Next-Generation Wealth Advisors in 2017, 2018, and 2019, David maintains an ongoing commitment to professional excellence. Active in his community, David serves as an elder at The Church at Green Hills and chairs the Whittier Mayor's Prayer Breakfast. He volunteers with Imagine Whittier, a mentoring program for families transitioning out of homelessness, and participates in other local organizations such as Whittier CBMC and the Whittier Consortium on Homelessness. David lives in Whittier, California, with his wife, Lauren, and their three children. In his personal time, he enjoys cooking, gardening, hiking, music, reading, running, singing, and writing.

Nick Gomes is an Investment Consultant currently working at Fidelity Investments since 2026. He focuses on helping individuals and families make confident financial decisions by simplifying complex topics and creating clear strategies that align with their priorities. Prior to his current role, Nick accumulated experience in various positions within the financial sector, including Service Advisor at Hawekotte Financial Group (2024-2025), Associate Trader at Ritholtz Wealth Management (2022-2023), Registered Associate at Morgan Stanley (2021-2022), and Institutional Trading Specialist at TD Ameritrade (2018-2021). He holds a California Insurance License. Outside of his professional work, Nick has personal interests in concerts, cooking and baking, fitness, movies, and music.

Rebecca Picazo is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with J.P. Morgan Securities since 2008 and has worked at JPMorgan Chase Bank, N.A. since 2010. In addition to her advisory role, she is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Truong Thieu is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at CUSO Financial Services, LP, and has been affiliated with Wescom Financial Services, LLC since 2010. Outside of his advisory work, he is associated with Thieu Chainz LLC, a business entity for tax and investment purposes. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with both discretionary and non-discretionary management, supported by research and model portfolios from LPL and third-party subadvisors.

Sean Wong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a comprehensive range of advisory and brokerage capabilities.

Jiang He is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and beginning his advisory career in 2026. He previously worked at CITIC Securities Company Limited for ten years and has experience with Yola Transocean Inc. and Waaallet LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of investment strategies.

Mohamed Aboulwafa is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. and Bank of America NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling and centralized due diligence with an ESG eligibility framework in its investment recommendations.

Jessi Beach is a Series 66 licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at CUSO Financial Services, Wescom Financial Services, and U.S. Bancorp Investments. She serves on the board of the Wescom Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Daniel Kim is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked in the restaurant industry, including roles at Gen Korean BBQ House and Ohana Sushi. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeled outcome estimates.

Monica Cardenas is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at CUSO Financial Services, Wescom Financial Services, Wells Fargo Clearing, and Wells Fargo Bank, nA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, LPL Research, and various technologies across discretionary and non-discretionary management services.

Malik Mallory is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Edward Jones for six years and has three years of experience with LPL Financial. Mallory serves as a board member of the Hope Through Housing Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management strategies.

Jack Terrones is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior work includes roles at Daniel Goggins and Associates and BJ's Restaurants, Inc. He also has experience in education at Southern New Hampshire University and Servite High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Raymond Hebert is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2014. He focuses on developing personalized financial strategies for high-net-worth individuals, families, and their businesses to help them achieve their short- and long-term financial goals. Raymond leverages resources from Merrill Lynch and the banking services of Bank of America to address clients' comprehensive financial needs, including investment advice, education funding, tax minimization strategies, and retirement services. With over 20 years of experience as a former business owner, Raymond has developed expertise in the concerns faced by business owners today. He collaborates closely with professionals such as business bankers, CPAs, insurance companies, pension plan consultants, and business, tax, and estate planning attorneys. Raymond also acts as a Portfolio Manager, managing discretionary portfolios that may incorporate individual stocks, bonds, model portfolios, and third-party investment strategies. Raymond holds a Bachelor of Science in Business Administration from the Department of Finance, Real Estate & Law at California State Polytechnic University, Pomona, earned in 1988. He maintains Series 7 and 66 FINRA Registrations and a State of California Life & Health Insurance License. He holds the Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services. Beyond his professional endeavors, Raymond is involved in community organizations including the Los Angeles County Reserve Deputy Sheriff and the San Dimas Mountain Rescue Team. His personal interests include camping, ice hockey, and volleyball.

Kinley Yann is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Massachusetts Mutual Life Insurance Co., Transamerica Financial Advisors, and World Financial Group. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Efren Martinez is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. for 14 years. Martinez is also the owner of an insurance agency specializing in fixed and health insurance and serves as a Notary Public in California. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services and uses various investment tools and third-party platforms to construct and manage portfolios.

Alex Paredes Malaga is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in investment, credit, and banking services. He joined Bank of America in 2011 and supports the financial needs of high and ultra high net worth individuals, their families, and charitable organizations. Alex specializes in family wealth management, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income strategies. Alex holds a Bachelor's Degree and a Master of Business Administration from the California State University System. He has earned several professional certifications, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Alex is engaged in community volunteering. His personal interests include golfing, hiking, music, reading, soccer, spending time with family, tennis, traveling, and writing. He is fluent in English and Spanish.

Mark Newport is a CFP® professional with 34 years of industry experience, currently serving at OSAIC since 2023. He previously worked at SagePoint Financial, Inc. for 14 years and has operated a financial advisory business with Lori Newport since 2013. Outside of advisory work, he owns and operates an S-Corporation for insurance and professional networking activities. OSAIC 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 multiple platforms to offer customized portfolio management and access to third-party investment solutions.