Jessica Chen is a financial advisor at J.P. Morgan Securities with 3 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMC Bank NA since 2022. Outside of finance, she has been involved with The X Pot Rowland Heights LLC since 2022. J.P. Morgan Securities LLC 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 to guide investment recommendations.

Soonhee Cho is a financial advisor with LPL Financial in Whittier, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining LPL Financial, Cho worked at Grove Point Advisors, LLC and H. Beck, Inc., with a career that also includes self-employment. Outside of advisory services, Cho is involved in insurance sales as president of a related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm supports its network of advisors with a variety of financial planning and portfolio management options, combining a broad range of investment strategies with technology and operational tools.

Patrick Lane is a CFP®-certified financial advisor with Edward Jones, based in Long Beach, CA, with 17 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, Lane owns a rental property business. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Myriam Padilla is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Raymond James Financial Services Advisors since 2009 and was a 50% owner of Padilla & Hofland Financial Services from 2009 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools such as probability modeling, supporting its clients through advisory programs and other providers.

Jeremiah Nelson is a financial advisor with Thrivent Investment Management in Anaheim, CA, holding a Series 66 designation and five years of industry experience. His career includes roles at Thrivent Financial since 2021 and prior experience with Heritage Oak Private Education from 2015 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics. The firm offers these planning services separately from portfolio management and supports periodic review and updates through its network of advisors.

Christopher Cataldi is a financial advisor with Ameriprise in Redondo Beach, CA, holding a Series 66 designation and 40 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in independent insurance brokering with Metropolitan Life. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services, emphasizing managed accounts and algorithmic recommendation processes.

Jesus Gonzalez is a financial advisor with Primerica Advisors in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, he receives compensation related to referrals for home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody via BNY Mellon Advisors and Pershing.

Miguel Rodriguez is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with Jpmorgan Chase Bank, N.A. since 2011. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Vicente Funes is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. Since joining Merrill in August 2022, Vicente has worked with many families to address immediate financial needs and establish plans to achieve both their financial and lifestyle goals. His team supports clients in managing goals with varying time horizons, providing assistance that ranges from helping young clients obtain their first credit card to facilitating complex transactions such as taking a company public. Vicente holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of California System and is fluent in English and Spanish. Outside of his professional responsibilities, Vicente is involved with the Japanese American National Museum.

Hector Amezcua is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory role, he participates in land buying and selling with friends in Southern California on a personal basis. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional investors.

Diana Vasquez is the Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2019, progressing through positions including Financial Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, she worked as a Tax Specialist at H&R Block and as a Client Relationship Specialist at Charles Schwab. Diana holds a California Insurance License. Her professional focus involves understanding clients' specific financial and retirement goals to develop tailored plans aimed at providing financial peace of mind. Outside of her professional work, Diana enjoys a variety of outdoor activities such as camping, hiking, swimming, and traveling, as well as engaging in puzzles.

Sammie Kothari Peng is a Wealth Management Advisor and partner of the Kothari Group at Merrill Lynch Wealth Management. She joined Merrill in 2000 and focuses on working closely with clients to deliver comprehensive wealth planning strategies and investment advice geared towards achieving their financial goals. Sammie's expertise includes wealth management planning, intergenerational wealth transfer, global asset allocation, charitable giving, and higher education savings. She serves a diverse client base including women seeking financial direction, business owners, professionals, and retirees. Sammie holds multiple professional designations such as CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Plans Specialist™, Chartered Retirement Planning Counselor™, and Certified Plan Fiduciary Advisor® certifications. She earned her Bachelor's degree from the University of California, Irvine. Active in her community, Sammie is a long-time member of ALPHA, an auxiliary of the Assistance League of Fullerton that supports various community organizations. She resides in Brea with her husband and their two children. In her personal time, Sammie enjoys running, yoga, reading, and during winter months, skiing and snowboarding with her family.

Vi Houang is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera. She has been associated with Cetera and its related entities since 2013 and also operates Crane and Associates, a financial services business. Outside of finance, she is involved in coaching and refereeing youth basketball through her ownership of Play the Whistle, LLC. Cetera Investment Advisers LLC is an SEC-registered advisory firm with a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services across multiple program structures and custodial relationships.

Ethan Lui is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to his financial services career, Mr. Lui held roles at East West Bank and worked in education at the University of California, Riverside and Los Alamitos High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

David Rodriguez Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to organize their financial lives and plan for the future with confidence. His role involves developing personalized strategies around investments, retirement planning, business financial needs, cash flow management, and wealth preservation. David focuses on building long-term relationships based on trust and thoughtful advice, aiming to provide objective guidance and a disciplined approach to financial decision-making. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David earned a High School Diploma from North Thurston High School and attended South Puget Sound Community College without degree conferral. David serves as a resource for a broad range of financial needs, from general investing to retirement planning and banking solutions, providing ongoing advice and guidance as clients' needs evolve.

Alexander Grieve is a Financial Consultant at Fidelity Investments, where he works directly with clients to develop financial plans that align with their individual financial objectives. He has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Business Development Manager, Relationship Manager, and Investment Consultant before assuming his current position in 2024. Throughout his tenure, Alexander has gained experience in client relationship management and investment consulting. He holds a California Insurance License, supporting his expertise in financial advising. Outside of work, Alexander has personal interests in fitness, golf, pets, and running.

Barry Streeter is a financial advisor with LPL Financial in Seal Beach, CA, holding 40 years of industry experience. His prior work includes over two decades at Waddell & Reed, Inc. and various insurance carriers. He is also involved with Wavelength Insurance Consulting, Inc. as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment advisor representatives.

Michael Prizer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cetera since 2025 and previously operated his own CPA professional corporation while working extensively with Avantax firms for over three decades. He is affiliated with Roadmap Wealth Management as part of a planned retirement and sale of his practice. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, leveraging a large network of over 10,000 advisors and managing more than $256 billion in assets.

Victor Kubo is a financial advisor at Wells Fargo Clearing with 29 years of industry experience and holds Series 63 and Series 66 designations. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, leveraging research and analytics to support diversified investment strategies.

Uyen Dao is a financial advisor at LPL Enterprise with seven years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she has been involved with Invia Robotics since 2019. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and participation in a wrap program.