Zakir Gunja is a financial advisor at LPL Enterprise in Irvine, CA, holding Series 63 and Series 65 designations with 30 years of industry experience. His prior experience includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program, with additional services such as affiliated trust custody and insurance product facilitation.

Mike Samantha is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Cetera. He has been affiliated with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, he owns US Advisors LLC, a pension and tax consulting business, and is also involved in selling fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors nationwide.

Tristan Gunson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Whittier Trust Company, CoreVest Finance, and Northwestern Mutual. Gunson also held roles at Chapman University and was involved with the Palos Verdes Beach and Athletic Foundation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks in its recommendations.

Priyash Jain is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan, Jain worked at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking investment approach.

John Lewis is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Liberty Capital Management since 1997, OSAIC since 1994, and Lewis & Lack A Financial Services Corp since 1988. Outside of advisory activities, he owns and manages companies focused on accounting services and property management for commercial office buildings. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party investment strategies.

Aaron Marks is a financial advisor with Wells Fargo Clearing in Anaheim, CA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Citi Private Bank from 2012 to 2017 before joining Wells Fargo Bank and Wells Fargo Advisors, LLC in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Blake Clayton is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., Rondure Global Advisors, LLC, and Ensign Peak Advisors. Clayton is also an adjunct finance professor at Chapman University and the University of California and receives publishing royalties from external publications. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence.

Randolph Schroeder is a financial advisor with Edward Jones in Anaheim Hills, CA, holding Series 63 and Series 66 licenses. He has 22 years of industry experience and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and affiliated investment products under a fiduciary standard.

Alexander Roth is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has 10 years of industry experience, including 11 years at UBS. Outside of his advisory role, Roth operates a small music recording, videography, and promotional business called Free Foundations. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Michael Salazar is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2010. Outside of his advisory role, he serves on the Board of Adjustments for Secaucus, New Jersey, where he reviews and votes on variances related to the town’s aesthetics. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

I Chen Le is a CFP®-designated financial advisor with 21 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Investments, Wamu Investments, and National Planning Corporation. Outside of finance, he maintains a parental blog and is actively involved in creating and selling abstract art. 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 employs research and analytics to support diversification-based investment decisions and offers a broad range of brokerage and advisory solutions.

Tingyi Wu is a financial advisor at Charles Schwab in Irvine, CA, holding a Series 66 designation. Wu has one year of industry experience, including previous roles at Morgan Stanley and Charles Schwab Bank, SSB. Prior to entering the financial industry, Wu worked in education and retail. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers research-backed multi-asset model portfolios and alternative investment options.

Evelyn Walker is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including JPMorgan Chase Bank, Wells Fargo, and UnionBanc Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Christina Bennett is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2008. She previously worked at Ameriprise from 2006 to 2008. Outside of her advisory role, she has been employed with Door Dash since 2016 in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. Its platform includes financial planning, third-party asset management, and institutional solutions, supported by a large network of investment adviser representatives.

Aliyah Jaramillo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, Merrill, and Wells Fargo Bank. 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 through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Lisa Lighthipe Hinz is a financial advisor at LPL Financial with 32 years of industry experience. She previously worked at Crown Capital Securities, LP for 21 years before joining LPL Financial in 2024. Hinz holds Series 63 and Series 66 designations and operates out of Orange, California. 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 portfolio programs, third-party asset management, and institutional platforms.

Avlin Prosa is a financial advisor with Thrivent Investment Management in Irvine, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, Prosa worked at Astraios Financial and has additional experience in educational and service roles at Chapman University and other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various topics without managing client portfolios directly. Their approach integrates planning with managed-account programs through a consolidated billing option while keeping those services distinct.

Manuel Rojas is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2016. 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 leveraging research from Wells Fargo Investment Institute and third-party databases.

Michael Liang is a financial advisor with LPL Financial, holding a Series 66 credential and over 20 years of industry experience. He has worked at LPL Financial since 2011, following positions at Cetera Investment Services and Ameriprise. Liang is co-owner of Liang & Quinley Tax Management, a tax preparation and accounting 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 advisory and brokerage services through a large network of investment adviser representatives, providing access to model portfolios, third-party asset management, and institutional platforms.

Glenn Louie is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His career includes positions at Morgan Stanley and Citigroup Global Markets prior to joining Wells Fargo in 2016. 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, leveraging research and analytics for diversified investment approaches.