Jiang He is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and beginning his advisory career in 2026. He previously worked at CITIC Securities Company Limited for ten years and has experience with Yola Transocean Inc. and Waaallet LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of investment strategies.

Mohamed Aboulwafa is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. and Bank of America NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling and centralized due diligence with an ESG eligibility framework in its investment recommendations.

Jessi Beach is a Series 66 licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at CUSO Financial Services, Wescom Financial Services, and U.S. Bancorp Investments. She serves on the board of the Wescom Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Douglas Rowan is a CFP® professional with 40 years of industry experience. He has worked with Cetera since 2013 and previously was affiliated with Quantum Econometrics, LLC and the University of Southern California. In addition to his advisory work, he serves on the finance committee of the Friendly Hills Country Club and owns D & R Asset Management, an expense management business. Cetera Investment Advisers LLC is a national SEC-registered adviser offering a multi-manager platform with a broad range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides access to affiliated and third-party managers through multiple program structures and custodial relationships.

Daniel Kim is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked in the restaurant industry, including roles at Gen Korean BBQ House and Ohana Sushi. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeled outcome estimates.

Inhee Carter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and offering 23 years of industry experience. She has worked with multiple health insurance providers for nearly two decades and operates an independent insurance brokerage focusing on health, dental, and disability insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a range of portfolio management and financial planning services, using a multi-manager platform with diverse program structures and custodial relationships.

Monica Cardenas is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at CUSO Financial Services, Wescom Financial Services, Wells Fargo Clearing, and Wells Fargo Bank, nA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, LPL Research, and various technologies across discretionary and non-discretionary management services.

Jack Terrones is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior work includes roles at Daniel Goggins and Associates and BJ's Restaurants, Inc. He also has experience in education at Southern New Hampshire University and Servite High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sheila Chau is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 65 license, with 39 years of industry experience. She has been with Mass Mutual Investors Services since 2015 and MassMutual Life Insurance Company since 2014. Outside of her advisory role, she serves as a certified court interpreter and sits on the boards of California Insurance & Financial Professional and HKUAASC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements that include detailed client analysis and written recommendations, along with specialized services such as divorce planning and estate settlement.

Kinley Yann is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Massachusetts Mutual Life Insurance Co., Transamerica Financial Advisors, and World Financial Group. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Paul Yim is a financial advisor with Equitable Advisors in Hacienda Heights, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is a co-owner of an LLC that owns the office space housing his and his wife’s CPA practice. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Alex Paredes Malaga is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in investment, credit, and banking services. He joined Bank of America in 2011 and supports the financial needs of high and ultra high net worth individuals, their families, and charitable organizations. Alex specializes in family wealth management, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income strategies. Alex holds a Bachelor's Degree and a Master of Business Administration from the California State University System. He has earned several professional certifications, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Alex is engaged in community volunteering. His personal interests include golfing, hiking, music, reading, soccer, spending time with family, tennis, traveling, and writing. He is fluent in English and Spanish.

Mark Newport is a CFP® professional with 34 years of industry experience, currently serving at OSAIC since 2023. He previously worked at SagePoint Financial, Inc. for 14 years and has operated a financial advisory business with Lori Newport since 2013. Outside of advisory work, he owns and operates an S-Corporation for insurance and professional networking activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to offer customized portfolio management and access to third-party investment solutions.

Eduardo Ordorica is a financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves on the board of directors for KLH Marketing Inc., a wholesaler of kitchen equipment, and is treasurer on the board of the Yorba Linda Country Club Members Golf Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a range of services that include fee-based financial planning, portfolio management, and capital markets activities.

Jeffrey Stark is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and has previously worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Stark also serves as a trustee on a family account in a fiduciary capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Erika Holritz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and Wells Fargo Bank since 2018, as well as U.S. Bancorp Investments and U.S. Bank from 2012 to 2018. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Felix Ling is a financial advisor at UBS Financial Services in Brea, CA, with seven years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. Before entering financial services, he spent seven years at Sapling Learning / Macmillan Learning. Ling serves on the board of the ProRep Coalition and is the Chief Financial Officer of Californians for Electoral Reform, organizations focused on promoting nonpartisan electoral reforms in California. UBS Financial Services provides individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of capital markets offerings.

Jorge Vasquez Jr. is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 applying an ESG eligibility framework in its recommendations.

Juan Galvez is a financial advisor with Merrill in Norwalk, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Bank of America and Wells Fargo, spanning from 2014 to the present. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sarah Wieczorek is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 license and four years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021. Prior to joining J.P. Morgan, her background includes roles at Diamond Supply Company, The Allbright, and other businesses. 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 select group of Wealth Advisors. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.