Cassandra Alvarez is a Series 66-licensed financial advisor with Edward Jones in Long Beach, CA, where she has worked since 2018. She has seven years of industry experience, including three years at Advantage Solutions prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 financial advisors.

David Cherbak 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 Bank NA since 2004 and joined Wells Fargo Clearing in 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family-related investment trust. Wells Fargo Clearing provides retirement plan consulting 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.

Jesse Clark is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2008. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Eduardo Silva is a financial advisor at LPL Financial with nine years of industry experience. He has held roles at LPL Financial since 2017 and previously worked at National Planning Corporation from 2015 to 2017. Silva holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven approaches across discretionary and non-discretionary management strategies.

Jason Orsini is a financial advisor with Edward Jones in Fullerton, CA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

David Reyna is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Lucille's Smokehouse and BBQ and Doordash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Courtney Rowley currently serves as Vice President and Branch Leader at Charles Schwab. In this role, she focuses on creating an environment that empowers and inspires, emphasizing inclusivity and a culture of trust. Her goal is to deepen client relationships through regular follow-ups, transparent communication, and by providing value-added experiences that exceed client expectations. Courtney has been with Charles Schwab since 2019, progressing from Vice President Assistant Branch Manager to her current leadership position. She holds a California Insurance License, supporting her professional expertise in financial services.

Cierra Savin is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has prior work experience with Costco and Stefanos. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Jonathan Davis is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked at In-N-Out Burger and McDonald's. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Chelse Vande Bossche is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, she worked for 12 years at Dr. Martin Luther King Jr. Middle School in the SBCUSD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Manuel Chinchay is a CFP® with 14 years of industry experience. He is currently with LPL Financial and has previously worked at Fsc Securities and The Advisory Group. He is also involved in non-variable insurance activities through his own business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Sichen Li is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to joining Edward Jones in 2025, Li worked at Transglobal Advisory, Globalink Securities, and Transglobal Insurance Agency, among other firms. Li is also the CEO of Overflow Financial Management Inc., a life insurance business based in Chino, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Delisa Abady is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeled investment outcome scenarios.

Jose Ching is a financial advisor with Ameriprise in Monterey Park, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also offers a comprehensive range of advisory, brokerage, and insurance solutions through affiliated companies.

Huyen Jaime 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 Securities and JPMorgan Chase Bank, N.A. in 2026, Jaime worked at Bank of America/Merrill Lynch for nine years. 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. The firm’s services are non-discretionary and focus on recommending funds and strategies approved through internal review processes.

Adan Santos is a financial advisor with Primerica Advisors in Bellflower, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. In addition to advisory work, he receives compensation for referrals related to home security and automation products 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 separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

U Lopez is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at both Bank of America and Merrill Lynch since 2009 and 2011, respectively. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm operates as part of Bank of America’s broader platform, which includes access to various financial products and services.

Ryan Chau is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2010. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Avani Kothari is a Financial Advisor with the Kothari Group at Merrill Lynch Wealth Management. She provides tailored financial advice designed to align with the values and goals of the families and individuals she serves. Avani began her career in wealth management through an intensive training program in New York City, developing a strong foundation in client-focused financial planning. She specializes in socially responsible, values-based, and ESG investing, as well as supporting women and clients in sports and entertainment sectors. Avani earned her Bachelor's degree in Political Economy with a concentration in Financial Economics from the University of California, Berkeley. She holds the Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designations. These credentials reflect her commitment to providing in-depth, high-quality financial guidance. Outside of her professional life, Avani is a certified yoga instructor and is passionate about wellness and balance. She and her fiancé recently moved back to Southern California after living on the East Coast for three years. Avani's personal interests also include pickleball, running, tennis, and spending time with her family.

Jake Johnson is a CFP® with seven years of industry experience, currently working at Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing Services, MakeSpace, United Parcel Service, and Trillium Trading. Outside of his advisory work, he holds a 25% ownership in JAEJ Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers customized recommendations supported by proprietary research and planning tools, with planning engagements typically structured as discrete projects.