Robert Gabler is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and having 14 years of industry experience. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Opinder Marwah is a financial advisor at OSAIC with 27 years of industry experience. He held a position at Woodbury Financial Services, Inc. for 25 years before joining OSAIC in 2024. Marwah is licensed as a Series 63 and Series 65 professional and also works as a life insurance agent offering fixed insurance products such as term life, disability, and health coverage. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed portfolios using various investment tools and third-party platforms.

Jason Sgrignoli is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Raymond James since 2010 and previously worked at Kimmel & Associates. Outside of his advisory role, he is the owner of Baseline Wealth Services, LLC, and serves as a mentor coordinator for Foothill Networking Professionals (BNI). Raymond James Financial Services Advisors 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 consulting, utilizing analytical tools and risk profiling to support client goals.

Kyle Weber is a financial advisor at OSAIC with nine years of industry experience. He held a position at Woodbury Financial Services for eight years before joining OSAIC in 2024. Outside of his advisory work, he is involved in managing residential properties intended for Airbnb rentals in Arizona. OSAIC serves a wide range of retail and institutional clients, including individual and high-net-worth investors and charitable organizations, offering integrated brokerage, investment advisory, and financial planning services. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts across diverse investment options.

Alexander Apodaca is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Brokerage Services, Inc. He has been involved with SchoolsFirst Federal Credit Union since 2014, serving as an advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Kevin Goodman is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2011. In this role, he works closely with Fidelity's High Net Worth clients and their families to develop personalized investment strategies and implement long-term retirement plans. Prior to this, he served as Vice President Regional Planning Consultant at Fidelity Investments in 2010. Before joining Fidelity, Kevin was the Director of Guaranteed Investments for Separate Accounts at Pacific Life Insurance Company from 1989 to 2009. He holds a California Insurance License. Outside of his professional career, Kevin enjoys activities such as going to the beach, biking, attending concerts, spending time with family, listening to music, and traveling.

Dean Yoon is a financial advisor with Wells Fargo Clearing in Fullerton, CA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Cynthia Rich is a financial advisor with Edward Jones in Brea, CA, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at First Bank, Infinex Investments, Empress Investment Group, Madison Avenue Securities, Honor, Townsend & Kent LLC, and Penn Mutual Insurance Company. Outside of her advisory roles, she has been involved with Isagenix International, where she receives residual income. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

David Yoo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

David Williamson is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Transamerica Financial Advisors, Environmental Systems Research Institute, Net Law, and Qsciences. Outside of his advisory work, Williamson is the owner and president of Thistle California Collective. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with various operational and research tools.

Fay Meng is a Series 66-licensed financial advisor with UBS Financial Services in Claremont, CA, bringing 25 years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Paul Anderson is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Bank of America and Merrill. Anderson currently works with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global market analyses.

Oscar Bahena Del Angel is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at various Cetera entities and First Allied Securities. Outside of finance, he has worked in hospitality, attending to patrons and delivering food and drinks. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jimmy Hua is a Series 66-licensed financial advisor at Charles Schwab with four years of industry experience. His background includes roles at Bank of America from 2016 to 2022 before joining Charles Schwab and Co., Inc. in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining extensive scale with integrated custody and brokerage capabilities.

Eric Yean is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients since 2006. He specializes in corporate retirement plans, executive stock services, liability management, and designs wealth strategies tailored to clients' risk tolerance. Eric collaborates with Merrill Specialists on credit and corporate pension plans to provide comprehensive financial solutions. He holds a Bachelor's Degree in Finance from the University of Southern California and maintains the professional designation of Personal Investment Advisor (PIA). Beyond his professional role, Eric participates in community activities consistent with Merrill's tradition of service. He resides in Irvine with his wife and daughters and enjoys golfing, coaching girls basketball, and spending time with his family.

Michael Babykin is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and uses structured planning tools and modeling techniques as part of its process.

Patrick Mendoza is a financial advisor with Osaic Wealth, Inc. in Corona, CA, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Mariner Independent Advisor Network, LPL Financial, and Northstar Life Services. Mendoza also has a background at Western University of Health Sciences. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using various asset-allocation tools and portfolio management strategies.

Alan Ayoub is a financial advisor at Edward Jones in Covina, CA, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he worked at Barrios Insurance Services Inc and Kemper Insurance, and spent several years self-employed. Outside of financial advising, he has experience in computer services, having operated a computer repair business intermittently prior to his current role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, alongside affiliated mutual funds and other financial services.

Susan Outzen is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct and employer-sponsored agreements.

Aaron Blackfelner is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Flagstar Bank and JPMorgan Chase. Outside of advising, he operates an independent travel agency booking custom travel experiences. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.