Joseph Trabert is a financial advisor with Osaic Wealth, Inc. based in Corona, California. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to joining Osaic in 2024, he spent 16 years at Securities America, Inc. and has been president of Kei Financial, an insurance sales business, since 1999. As part of his practice, he conducts risk analyses of clients’ insurance coverage to identify and address potential exposures. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing a variety of tools and third-party resources to construct diversified portfolios tailored to client needs.

Trenton Hinely is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Public Legacy, Hurley, and Cavalry Ambulance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tony Ly is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Dorian Sandoval is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank Leumi USA, Leumi Investment Services Inc., and Valley Financial Management, among others. Sandoval is also involved in CitizensTrust Investment Services, an affiliated business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research from LPL and third-party subadvisors.

Yuanyuan Liu is a financial advisor at Merrill with three years of industry experience and holds the Series 66 designation. Prior to joining Merrill in 2023, Liu worked at UBS Financial Services Inc. and has held roles in various companies across financial services and other sectors. Outside of financial advising, Liu is involved in operating a tea shop, where duties include customer service and beverage preparation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Deeba Zaman is a Resident Director and Senior Financial Advisor with Merrill in Ontario, California. She collaborates closely with individuals and families to provide personalized wealth management strategies. Deeba advises clients on a range of financial topics including college education planning, family wealth management strategies, personal retirement planning, and portfolio management services. She serves as a single point of contact for her clients’ financial questions, helping them establish a clear understanding of their current financial situation and long-term goals. Since joining Merrill in 2007, Deeba has developed her expertise through professional education and earned advanced degrees. She holds a Bachelor's degree from the University of California system and a Master's degree from the University of Southern California. She also holds the Personal Investment Advisor (PIA) designation. Deeba approaches financial advising with attention to both the technical and personal aspects, listening closely to her clients to address their financial needs as well as their aspirations. Outside of her professional role, Deeba enjoys cooking, music, spending time with her family, and traveling. She resides in Southern California with her husband and their Maltese Chihuahua mix, Rocky, and has a particular enthusiasm for Disney.

Martina Girgis is a Financial Advisor with Merrill Lynch Wealth Management, where she serves as a Merrill Financial Solutions Advisor. In her role, she collaborates with clients to understand their priorities and develop strategies aimed at achieving their short-term, mid-term, and long-term financial goals. Her responsibilities include providing guidance on investing, retirement planning, and savings, as well as facilitating access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Martina holds a Bachelor's Degree and a Master of Business Administration (MBA) from the California State University System. She carries the Professional Designation of Personal Investment Advisor (PIA). Her approach involves ongoing discussions with clients about their goals and concerns, enabling her to offer tailored advice and adapt strategies as clients' needs evolve.

David Wolfe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with PFS Investments Inc. since 2013 and has longstanding involvement with Biola University and Cerritos Nazarene Church. In addition to advisory services, Wolfe is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a tiered percentage-based fee structure and maintaining oversight of its investment models.

John Chau is a CFP®-certified financial advisor with J.P. Morgan Securities, based in Anaheim, CA, and has 27 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Arthur Velasco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citizens Business Bank and LPL Financial since 2018, with prior experience at Raymond James Financial Services and Investment Centers of America. LPL Financial is a national 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 and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Thomas Morgan is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Mass Mutual Investors Services, LPL Financial, and Trilogy Financial Services. Morgan is based in Tustin, CA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team in partnership with client advisors.

Angie Feng is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management Group, based in the Orange County Inland Empire Market, Ontario office. She provides holistic wealth management strategies tailored to high net worth clients, focusing on their individual needs and goals. Angie has built extensive client relationships over her 16-year career serving offshore and onshore high net worth individuals, business owners, executives, and families. Her areas of expertise include family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Angie also advises clients on banking, credit, and custom lending through Bank of America, retirement and investment advisory strategies, estate and wealth transfer planning, and business succession planning. She employs a team-based approach to develop and implement comprehensive wealth plans. Angie holds a Bachelor of Science degree from California State University, Fullerton, with an emphasis in Finance and International Business. She maintains her Series 7 and 66 FINRA registrations, life insurance license, and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Fluent in Mandarin and Cantonese, Angie enjoys cooking, golfing, reading, and spending time with her family in her free time.

Brent Beverly is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with LPL Financial, joining in 2022, and has held prior roles at TAG Financial Inc. and FSC Securities Corporation. Beverly is also involved in mortgage and real estate services along with advisory business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by its research and third-party subadvisors.

Steven Frantz is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2006. Charles Schwab & Co., Inc. serves 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 combines a non-discretionary client relationship model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Shun Sun is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients build wealth, preserve assets, and achieve long-term financial goals through personalized planning and investment management strategies. His client focus areas include college education planning, executive compensation, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. With over 12 years of experience in the financial industry, Shun has provided professional guidance in consumer banking, financial planning, asset management, and tax optimization strategies. He is skilled at simplifying complex financial concepts for clients and creating clear action plans to help achieve measurable outcomes. Shun demonstrates a commitment to clients' success and adherence to ethical standards. Shun holds a Master of Business Administration (MBA) degree from California State University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, he has interests in badminton, basketball, biking, fishing, golfing, music, pickleball, and traveling.

Kevin Gaffuri is a financial advisor with Primerica Advisors based in Upland, CA, holding Series 65 and Series 63 licenses with 16 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2009. Outside of advisory work, he is involved in the sale of loan products and home-related services for affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets and delivers advisory services through a large network of financial advisors using model-driven strategies supported by third-party asset managers.

George Escobar is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. His prior work includes a decade at Next Financial Group, Inc., as well as roles with Avantax Insurance Agency, LLC and Xavier Consulting, where he provides investment and financial planning as well as tax consulting services. Additionally, he is involved with Firstway Insurance Service Inc., assisting clients with health insurance coverage options. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, enabling advisors to implement diverse investment strategies through varied program structures and custodial relationships.

Gerald Tambe is a financial advisor at LPL Financial based in Claremont, CA, holding a Series 63 designation with 52 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Joseph Tobin is a financial advisor with LPL Financial in Chino, CA, holding a Series 63 designation and 36 years of industry experience. He previously worked at National Planning Corp for 17 years before joining LPL Financial in 2017. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ali Rahimi is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. He is also associated with Diamond Health Care Inc. Morgan Stanley Wealth Management provides a range of 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 employs a structured planning process supported by firm-approved tools and investment modeling techniques.