Akhil Pruthi is a financial advisor at Edward Jones in Orange, CA, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase for seven years before joining Edward Jones. 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 range of advisory services including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds.

Esperanza Padilla Gomez is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and Wells Fargo Clearing. Outside of her advisory work, she owns The Creperee LA, a business in the food industry and dog boarding. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Zhuang Tantiwasadakran is a financial advisor with LPL Financial in Walnut, CA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2007 and previously at 1717 Capital Management Company for five years. Outside of advisory work, he is involved in an independent fixed insurance business focusing on life, health, disability, fixed annuity, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a large advisory network with a range of non-advisory financial services.

Kevin Marumoto is a financial advisor with Ameriprise in Irvine, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he sublets office space to other advisors under a master lease arrangement. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Pierre Biscaichipy is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the advisory board and finance committee of the Devil Pups Foundation, a nonprofit focused on children and youth, where he is involved in fundraising, marketing, and administrative duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and research.

Vera Daikovich is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 licenses. She has 22 years of industry experience and has been with LPL Financial since 2012. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad non-advisory financial services network.

Antonios Lee is a Series 66-licensed financial advisor with 38 years of industry experience. He has worked at Cetera since 2025 and previously was with Avantax Investment Services and Avantax Insurance Agency for a combined 33 years. Outside of his advisory role, he is involved in managing rental real estate through several partnerships. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and unaffiliated third-party managers.

Peggy Tong is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Bank of America and Merrill. Charles Schwab serves a large client base, primarily 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investments.

Brian Chan is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services for nine years. In addition to his advisory role, Brian operates a tax preparation sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization, offering brokerage and advisory services across various account programs and utilizes a broad affiliate network to support its offerings.

Mary Caporale is a financial advisor at Edward Jones with 42 years of industry experience. She has held her position at Edward Jones since 2003 and holds the Series 63 and Series 66 designations. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Jennifer Wolfslau is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked in various roles at Morgan Stanley entities since 2016. Her background includes a year at the Segerstrom Center for the Arts and four years at Chapman University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling techniques in its planning process, providing advisory services without individual security recommendations as part of standalone plans.

Edward Cho is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He focuses on collaborating with clients to align their investment portfolios with their specific goals, regularly reviewing plans to address asset preservation, income generation, and tax-efficient investing. Edward's professional experience includes roles as an Investment Consultant at Fidelity Investments from 2017 to 2018, Financial Advisor at Morgan Stanley from 2015 to 2016, and Financial Advisor at American Express Financial Advisors from 2002 to 2003. He holds a California Insurance License.

Gabriel Ayala is a financial advisor with LPL Financial in Fullerton, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2005 and previously at Essex National Securities, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisers and various financial products.

Connie Phan is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2016. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hui Kim is a CFP® professional with 26 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Citigroup Global Markets and Citicorp Investment 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cuong Le is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes multiple roles within JPMorgan Chase and J.P. Morgan Securities since 2009, along with prior experience at Mr. Cooper, Bank of America, Essex National Securities, UBS Financial Services, and Wamu Investments. 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 and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Khaled Younes is a financial advisor with Morgan Stanley in Long Beach, CA. He holds a Series 66 credential and has been in the industry since 2025. His prior work experience includes roles at the City of La Habra and Kay Jewelers. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services ranging from retail and institutional offerings to private funds and principal trading activities.

Josiah Wilson is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Lakewood, CA. He has three years of industry experience, including roles at JPMorgan Chase Bank, Morgan Stanley, and Primerica. Prior to entering the financial sector, he worked at In-N-Out Burger and studied at California State University of Long Beach. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative analysis supported by a centralized due diligence team and may incorporate ESG considerations.

Austin Kennedy is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo since 2016. Outside of his advisory role, he is the author of a fictional adventure book titled *The Wendals*. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Benjamin Angotti is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to his advisory role, he held positions at Chapman University and Coach, among other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.