Glen Guinto is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has concurrently worked with Wells Fargo Bank since 2013. Guinto also has a teaching role at California State University, Fullerton. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and offers specialized services for retirement plans including plan consulting, investment screening, and participant education.

Diana Wong is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 16 years of industry experience. She has worked with Wells Fargo since 2003, including 10 years in her current role at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gresell Wedel is a financial advisor with RBC Capital Markets in Irvine, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management services, combining in-house and third-party investment managers and emphasizing tailored strategies based on client risk profiles.

Brian Steen is a financial advisor at Edward Jones in Chino Hills, CA, with one year of industry experience. He previously worked at The Capital Group Companies for 21 years. Outside of his advisory role, he owns rental properties in Ferguson, MO, which are managed by a property management company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Jonathan Oyarzabal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes nine years at J.P. Morgan Securities and ten years at J.P. Morgan Chase Bank before joining Wells Fargo in 2022. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients nationwide. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and offers both brokerage and advisory solutions with an emphasis on research-driven investment strategies and a range of financial products.

Lawrence Hoey is a financial advisor with LPL Financial in Diamond Bar, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Primerica Advisors. Outside of his advisory role, he operates Hoey Consulting, a tax-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of financial planning, portfolio management, and institutional advisory services, supported by proprietary research and technology tools.

Mitchell Wilson is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Edwardo Gutierrez is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Wells Fargo Bank and UnionBanc Investment Services. Outside of his advisory role, he has a 50% ownership interest in a GNC store involved in nutritional sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-based investment strategies with a broad range of brokerage and advisory solutions.

Jordan Priest is a Series 66-credentialed financial advisor with eight years of industry experience, currently serving at LPL Financial since 2019. His prior roles include positions at Royal Alliance, Benefit Funding Retirement Services, and CT Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and asset management solutions, employing both discretionary and non-discretionary strategies supported by research and technology tools.

Alma Gonzalez Monarrez is a financial advisor with Primerica Advisors in Corona, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014 and also has a role with Technicolor USA Inc. Her other business activities include sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio management services focused on individual rather than institutional clients.

Steven Monji is a financial advisor with Cetera in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with firms including Avantax Financial Services and operated his own practice, Monji and Associates, LLC, for 15 years. Outside of advisory work, he owns Advantage Tax & Wealth, which provides accounting and tax preparation services alongside investment support. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various model portfolios, third-party managers, and bespoke strategies under discretionary and non-discretionary authority, managing over $256 billion in assets through a network of more than 10,000 advisors.

Jonathan Wright is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for matters including general investing, retirement planning, and preparing for unexpected financial needs. Jonathan can also provide access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Jonathan's client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and has completed a Bachelor's Degree at The Master's College, as well as a Master of Business Administration (MBA) from the University of Southern California. Outside of his professional work, Jonathan enjoys biking, hiking, reading, running, and spending time with his family.

Ching Yu Lam is a financial advisor at J.P. Morgan Securities with seven years of industry experience. Lam holds Series 63 and Series 66 licenses and has worked at major firms including Bank of America, Merrill, and Wells Fargo. Prior to entering the financial industry, Lam was associated with Los Angeles City College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by both quantitative and qualitative research methods.

Marc Smith is a financial advisor at Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 designations with 26 years of industry experience. His prior work includes positions at Wells Fargo Investments and U.S. Bancorp Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions based on research from Wells Fargo Investment Institute and third-party sources.

Yvette Giove is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ismael Rojo is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at SBCUSD, Walmart, and AT&T. Outside of advising, he is involved with Thrive Academics, an educational organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Robert Paul is a CFP® professional with 37 years of experience in the financial services industry. He is currently affiliated with Cetera and its related entities, having joined in 2025. His career includes prior roles at Avantax and 1st Global Advisors. Outside of his advisory work, he owns a business providing income tax preparation and planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Mayu Daley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. She also operates a tax and accounting business as an enrolled agent, providing tax preparation services. Daley's background includes roles at Avantax, H & R Block, and Transamerica Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

Thomas Nesan is a Series 66 registered advisor at J.P. Morgan Securities with two years of industry experience. His prior work includes roles at Flemings, RSM, and Great Pacific Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Jie Liu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes several roles within JPMorgan entities since 2016. 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. The firm combines quantitative and qualitative research in its advisory process and offers a range of services supported by affiliates.