Austin Orkin is a financial advisor at UBS Financial Services with eight years of industry experience. He has worked at UBS since 2017 and was previously employed at Belmont Brewing Company from 2016 to 2018. Austin holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored financial strategies.

Orville Mohler Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. His prior positions include roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Securities Inc. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Kenneth Chung is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, previously working at JPMorgan Chase Bank, N.A. since 2025. 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 affiliated brokerage and investment management capabilities.

Gustavo Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., with tenures spanning from 2012 to the present, and previously was associated with Stone Insurance Inc. and Independent Financial Group. 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 while incorporating ESG eligibility processes and centralized due diligence.

Daniel Andrew is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He previously worked at Z&Z Capital Inc. from 2015 to 2017 before joining LPL Financial, where he has been since 2017. His other business activities include serving as an insurance producer in a broker general agency capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and technological tools.

Marty Valade is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc. for 23 years. Valade is also a partner in Murphy Financial Services and is active as an insurance agent. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using various investment vehicles and third-party money managers.

Aidan O'Grady is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at PNC Bank and Target. O'Grady is based in Garden Grove, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Juan Vazquez is a financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities and Western International Securities. Outside of his advisory role, Vazquez is active in his community as president of the Tustin Chamber of Commerce and chairman of the Yorba Linda Chamber of Commerce, and owns businesses including Café Zócalo and Imperium Legacy LLC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to manage portfolios across a range of asset classes.

Patrick Holmquist is a financial advisor at Merrill with a Series 66 registration and two years of industry experience. Prior to joining Merrill, he worked at Morgan Stanley and Rogerson Capital. Outside of his advisory role, he serves as a music minister at St. Anne Catholic Church, leading musicians and performing during Sunday services. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Andrew Huerta is a Financial Consultant at Fidelity Investments. In his role, he works closely with clients and their families to develop personalized financial plans aimed at achieving their goals. He emphasizes providing peace of mind through thoughtful investment and retirement planning, building lasting relationships based on trust. Andrew's experience at Fidelity Investments includes roles as a Financial Consultant since 2022, Investment Consultant from 2021 to 2022, and Financial Representative from 2020 to 2021. He holds a California Insurance License. Outside of his professional work, Andrew enjoys camping, family activities, food, outdoor adventures, tennis, and traveling.

Rong Wang is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to Merrill, Wang worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. 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.

Liliana Soto is a CFP® professional with 19 years of experience in financial services. She is currently with Cetera, where she has worked since 2013, and she also holds the role of Director of Financial Services at Crane & Associates, a financial planning and investment firm. In addition to her advisory work, Soto is a licensed public notary. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party money managers.

Daven Zahn is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He has been with Cetera since 2000 and also operates Zahn & Zahn, Inc., providing accounting, tax consulting, and investment services. Outside of advising, he is involved in sales of group medical insurance to small businesses. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across multiple program structures.

Cole Heydorff is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018. Prior to his advisory role, he was employed by California State Parks for six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice centered on dependable income sources and tax-aware withdrawal strategies.

Joshua Murty is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2004 and has over 18 years of experience helping families manage wealth. Josh earned his CERTIFIED FINANCIAL PLANNER® certification in 2007 and holds additional professional designations including Certified Investment Management Analyst, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Josh focuses on delivering comprehensive wealth management strategies tailored to clients' personal goals. His expertise encompasses managing new wealth, personal retirement planning, portfolio management, small business strategies, and individual and corporate investment strategy. He believes in providing clients with the education and resources necessary to make informed financial decisions. Away from work, Josh enjoys outdoor activities such as boating, camping, fishing, football, and golfing. He lives in Yorba Linda with his wife and three children and is an active member of Friends Church.

Majid Taheran is a financial advisor with Cetera, holding Series 65 and Series 63 designations and bringing 31 years of industry experience. His background includes prior roles at Avantax Advisory Services and extensive entrepreneurial activities, including ownership and leadership positions in tax preparation, insurance, real estate, and legal services. He also teaches financial accounting and mathematics at the University of Phoenix. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors. The firm employs a multi-manager platform allowing flexible investment strategies, with over $256 billion in assets under management and more than 10,000 advisors.

Brian Lineberger is a Series 66-licensed financial advisor with UBS Financial Services in Seal Beach, CA, with 15 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he manages a family-owned property shared on short-term rental platforms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Cornel Catrina is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. In this role, he works with individuals and their families to develop customized financial plans, focusing on retirement planning, income strategies, and tax-efficient investing. His approach is centered on helping clients achieve their personal and financial goals. Prior to his current role, Cornel served as a Financial Advisor at Merrill Lynch from 2016 to 2017. He also held the position of Regional Manager at GL Advisor between 2010 and 2014, and was a Registered Representative with Datek and Heartland Securities from 1996 to 2002. Cornel holds a California Insurance License. Outside of his professional work, Cornel enjoys biking, running, swimming, and tennis.

Guillermo Salas is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 17 years of industry experience, including over a decade at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He is based in Montebello, California. 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. The firm combines institutional advisory services with affiliated brokerage and investment management capabilities.

Johnny Le is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he assists clients in developing personalized financial strategies that align with their individual ambitions and family goals. He focuses on areas such as planning for education funding, retirement lifestyle, and potential healthcare costs. Johnny's approach involves simplifying investment complexities and fostering transparent communication to guide clients through their financial planning journey. Johnny holds the designation of Personal Investment Advisor (PIA). He earned his High School Diploma from Fullerton Union High School. His professional philosophy centers on identifying what matters most to clients and their families to create effective financial strategies.