Eric Ross Sr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ross Wealth Management since 2009. In addition to his advisory work, he is a public notary and works as an engineer for Dignity Health. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by research, model portfolios, and various wealth management technologies.

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.

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.

Nicholas Falk is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Panorama Coordinated Services and SF&B. Outside of finance, he has experience working in educational roles at multiple schools and has been involved in entrepreneurial ventures such as a tiki bar and a hay distribution business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Sujeire Perez is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. She has been associated with Wells Fargo in various capacities since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Michael Santoro is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2014 and also operates Michael A. Santoro Law, Inc. as an attorney, in addition to offering tax preparation services through Certified Tax and Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party models.

Oliver Cervantes is a CFP® professional with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. He holds a Series 66 license and is based in Seal Beach, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs. The firm combines research and analytics with a broad range of brokerage and advisory solutions, supporting more than 14,000 financial advisors and managing approximately $671 billion in assets.

Kai Yuan Hu is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His background includes roles at The Prudential Insurance Company of America, Ameriprise Financial Services, and JP Morgan Securities, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and alternative investment options.

Miguel Sotelo Jaime is a financial advisor with Merrill in La Palma, CA, holding a Series 66 designation and seven years of industry experience. He has worked with Merrill since 2013 and with Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Frank Lu is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America and Merrill. Outside of his advisory role, he owns and manages rental properties. 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 applying an ESG eligibility framework in its recommendations.

John Le Berthon is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at the University of California Irvine and College of the Canyons. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines common large-firm offerings with less typical activities such as private fund relationships and principal trading.

Amy Kamps is a financial advisor with LPL Financial in Tustin, CA, holding a Series 66 license and 25 years of industry experience. She has been with LPL Financial since 2000 and is also associated with Financial Advisors Network since 2014. Outside of her advisory work, she is involved in medical and life insurance sales through Kamps Asset Management Planning Services, Inc. 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 and financial planning services supported by proprietary research and third-party strategies, with both discretionary and non-discretionary management options.

Gregory Tobey is a financial advisor with LPL Financial in Orange, California, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2007. In addition to his advisory role, he engages in an independent business focused on generating non-hazardous products online. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning services, and access to model portfolios and research from LPL Research and third-party managers.

Angel Nguyen is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, including tailored financial planning that employs firm-approved tools and methodologies to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and under corporate financial planning agreements.

William Genovese is a Series 66 licensed financial advisor with UBS Financial Services in Seal Beach, CA. He has one year of industry experience, including prior roles at Quincy Cass Associates and New York Life Insurance Company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor investment strategies.

Mark Tigchelaar is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he was a partner at Solid Coffee Roasters for five years and worked with Keana Development for two years. He serves as a board member of the City of Bellflower Public Safety Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wesley Sullivan is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. and 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Sandeep Madhavan is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2003 to 2020. Madhavan serves on the Board of Directors for the Santiago Canyon College Foundation and is the Sponsorship Chair for the Tustin Western Little League. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Courtney Marshall is a financial advisor with Merrill in Long Beach, CA, holding a Series 66 credential and six years of industry experience. She has worked at Bank of America and Merrill since 2014, with a brief tenure at UPS in 2019. Outside of her advisory role, Marshall owns and operates a Christian childcare business and a YouTube channel focused on fitness, family, faith, and relationships, leveraging her background in human resource management. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies, serving a broad client base including individuals, high-net-worth clients, and institutional investors.

Grant Hartwell is a financial advisor with Osaic Wealth, Inc. based in Torrance, California. He holds the Series 66 designation and has 13 years of industry experience. Hartwell is also co-owner of Hartwell Financial Services, a financial advisory firm affiliated with Osaic. Outside of his advisory work, he serves on the Board of Directors for Free Arts for Abused Children, a nonprofit that provides art programs to transitional housing facilities and low-income areas. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct client portfolios.