Hong Taing is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gina Welch is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 17 years of industry experience. She has been associated with various Wells Fargo entities since 2013 and currently works with Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning.

James Dumbeck is a CFP® with 29 years of experience in the financial services industry. He currently works at LPL Financial and has prior experience with Waddell and Reed Inc, various insurance carriers, and teaching roles at Santiago Canyon College and Orange Coast College. Dumbeck is also a partner at Wavelength Insurance Consulting, Inc., focusing on non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions through a large network of representatives.

Mary Rilloraza is a financial advisor with Primerica Advisors in Glendora, CA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap-fee structure.

Robert Bruechert is a financial advisor with Mass Mutual Investors Services in Brea, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including over 40 years at MML Investors Services, Inc. Additionally, he owns and operates Bruechert Ins Agency Inc., where he sells life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, ongoing planning relationships using firm-approved analytical tools and offers a range of planning programs including estate and employer-sponsored planning.

Matthew Terrones is a financial advisor at Edward Jones in Orange, CA, with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Kevin Mc Gough is a financial advisor at Morgan Stanley in Long Beach, CA, holding the Series 66 designation. He has been with Morgan Stanley and its Private Bank since 2025. Before joining the financial industry, he worked in education and operations roles, including teaching positions in public schools and involvement with Onyx Indoor Golf & Cafe. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools aimed at tailored financial strategies.

William Meyer is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2017, following a 28-year tenure at Michael A. Hearn. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Mindy Do is a Series 66 credentialed financial advisor with Cetera, based in Garden Grove, CA, and has seven years of industry experience. She has held roles at Cetera and CETERA Financial Specialists LLC since 2019. Outside of her advisory work, she is a CPA who provides accounting, tax preparation, and business consulting services through her own practice and other related businesses. Additionally, she serves as CFO of a CNC machining company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, retirement plan, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services using a multi-manager platform with access to affiliated and third-party money managers and a range of program structures.

Gary Seybold is a financial advisor with LPL Financial, holding a Series 63 license and with 39 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Wamu Investments, Inc. from 2006 to 2008. Seybold also engages in non-variable life and health insurance activities. 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, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Daniel Correa III is a financial advisor with Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2020, following prior roles at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Yen Chen is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. Chen has been with both Merrill and Bank of America, N.A. since 2016. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tony Liang is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including U.S. Bancorp Investments, Chase Investment Services, Wamu Investments, and Ameriprise. Liang has been with J.P. Morgan Securities 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 to support customized investment solutions.

Randy Louie is a financial advisor at OSAIC with 28 years of industry experience. He held a position at Woodbury Financial Services, Inc. for 27 years prior to joining OSAIC in 2024. Outside of his advisory work, he coaches Muay Thai kickboxing classes several evenings per week at a martial arts fitness gym. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes various asset-allocation tools and third-party solutions to manage portfolios that include a broad mix of investment types.

John Fleishman is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 credential and 14 years of industry experience. He previously worked at Raymond James & Associates before joining Morgan Stanley and Morgan Stanley Private Bank, N.A. in 2018. Outside of his advisory role, Fleishman is active in music as a keyboard player and band member, and he serves on the board of the charity Team 100 / Food For Kids. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment programs alongside estate planning strategies.

Eric Glade is a financial advisor with Ameriprise in San Clemente, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a certified pickleball instructor and competitive player, though he has not yet provided lessons or earned prize money from tournaments. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports its financial advisors.

Kevin Tran is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 registration and four years of industry experience. His prior roles include positions at Wells Fargo Bank and Clearing as well as SchoolsFirst FCU, where he continues to be involved. Outside of advisory work, he also serves as a notary and supports retirement planning services within SchoolsFirst FCU. 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 financial planning and investment management solutions including model portfolios, third-party asset management access, and institutional platforms.

Peter O'Brien is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2013. Outside of his advisory role, he serves as a board member for Brothers on a Quest, a nonprofit focused on raising awareness and funds to fight rare neurological diseases, and acts as a FINRA arbitrator. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Toan Nguyen is a financial advisor with Primerica Advisors in La Mirada, CA, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. His career includes roles at Primerica Financial Services and involvement with Judy Bui CPA Inc and TJ Solutions. Outside of advisory services, he engages in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services via model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

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.