Lea Wada is a financial advisor with Merrill in Anaheim, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She has worked at Merrill and Bank of America since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Fortman is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity for over 19 years and has a total of 24 years of experience in the financial services industry. In his role, he supports clients in wealth planning, including investment strategies, retirement planning, and income planning. Prior to his current role, Brian held several positions within Fidelity, including Investment Representative and Financial Representative. His experience also includes roles at City National Bank, US Bank, Bank of America, and UBS, where he gained expertise in financial advisory and banking services. He holds a California Insurance License. Outside of his professional career, Brian enjoys spending time at the beach, attending concerts, cooking and baking, participating in family activities, parenthood, and skiing.

Brent Kanitra is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2009. In addition to his advisory role, he is involved in outside insurance activities and operates under the DBA Benchmark Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary research and third-party subadvisors.

Vivian Monahan is a financial advisor with LPL Financial who holds a Series 66 designation and has five years of industry experience. Her prior experience includes roles at FSC Securities Corporation and The Advisory Group. She is also a notary and acts in a fiduciary capacity through a living trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various management approaches.

Diane Doolin is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is a co-founder of the Institute for Preparing Heirs, where she assists in developing tools to facilitate wealth transfer conversations and occasionally speaks to professional advisors. She also serves on the board and finance committee of the Adventist Health Glendale Foundation. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved tools to model outcomes, acting primarily in an advisory capacity.

Fernando Camacho is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial plans tailored to the unique ambitions and priorities of his clients. Fernando engages with clients to understand their family goals and creates strategies that address aspects such as funding children's education, retirement planning including potential health care costs, and long-term family objectives. Fernando holds a Bachelor's Degree from the University of California System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates in both English and Spanish, facilitating effective relationship-building and guidance through the wealth management process. Fernando emphasizes a dynamic and transparent approach to financial planning, aiming to simplify the complexities of investing. He seeks to establish partnerships that reflect clients' values and provide confidence through every stage of life.

Mark Mooney is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with investment guidance from its Global Investment Committee.

Maria Ang Laigo is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patricia Valenzuela is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney for 10 years. Outside of her advisory role, she works part-time as a cake maker and decorator. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Sarah Seo is a financial advisor at Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses. She has been with Morgan Stanley since 2025 and has prior work experience in various roles including at In Home Supportive Services and Acuity Eye Group. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, and it offers comprehensive investment and advisory solutions across multiple asset classes.

James Miller is a CFP® and ChFC® with 52 years of experience in the financial services industry. He is currently affiliated with Royal Alliance Associates, Inc. and has prior experience spanning 45 years at Signator Investors, Inc. Miller also operates a sole proprietorship focused on insurance sales in Fullerton, CA. He works through Osaic Wealth, Inc., which serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using sophisticated asset-allocation tools and offers access to various investment vehicles and third-party management solutions.

Roberto De Leon Gonzalez is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Robert Half and various service positions before joining LPL Financial in 2020. Outside of his advisory role, he is a co-owner of Hecho En Casa LLC, a home-based business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by extensive research and technology solutions.

Brian Stringer is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 credential and eight years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at UBS Financial Services from 2017 to 2022 and was affiliated with Chapman University from 2015 to 2018. Outside of his advisory work, he collects and sells baseball cards. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Jahule Valuvi is a financial advisor with J.P. Morgan Securities in Claremont, CA, holding Series 63 and Series 66 licenses with 13 years of industry experience. Prior to joining JPMorgan Chase Bank, N.A. in 2014, he was involved with Jenlu, LLC, operating the Etsy shop Ladybug And Duke from 2017 to 2018. 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 non-discretionary advisory approach.

Nour Jaber is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining LPL Financial in 2026, Nour worked at UBS Financial Services Inc. for four years and JPMorgan Securities LLC for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Denise Wang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at HSBC Securities, New York Life Insurance Company, and K1 Packaging Group. Outside of finance, she provides bridal styling beauty services through Kohnur Luxurious Bridal Beauty. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting alongside affiliated brokerage and investment management capabilities.

Glenn Wiessner is a financial advisor with Morgan Stanley in Brea, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, including 12 years at UBS Financial Services before joining Morgan Stanley in 2016. Outside of his advisory role, he is a limited partner in an agricultural partnership inherited from a family member but does not have management involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and firm-approved methodologies.

Geoffrey Shrager is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association, since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Gordon Chow is a CFP® with 27 years of industry experience, currently serving at Cetera. His career includes over two decades at Avantax Advisory Services and related entities, and he has operated his own CPA practice since 1986. Outside of advising, he holds a role as Treasurer/Comptroller at First Chinese Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated managers.

Hung Au is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.