Anson Li is a financial advisor with Merrill in Alhambra, CA, holding a Series 66 designation and ten years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s corporate platform to offer a wide range of products and services beyond investment management.

Nancy Eckert is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 42 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Ward is a financial advisor with LPL Financial in Huntington Beach, CA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 16 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Calvin Jacobs is a Series 66-licensed financial advisor with Morgan Stanley, based in Long Beach, CA, with 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Brandon Dunn is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jackie Lewis is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

James Owens is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Since 2009, he has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He serves as a board member and treasurer for the SBC Community Homeless Coalition, a charitable organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment services.

Reid Williams is a financial advisor at OSAIC with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Woodbury Financial Services Inc. and Jack Keeter & Associates. In addition to his advisory role, he operates a sole proprietorship as an insurance agent specializing in the sale of term life, fixed life insurance, and annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include a range of investment products.

Thomas Trauger is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he is involved in entrepreneurial ventures related to real estate, including ownership in several investment properties and business interests in Costa Mesa, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

David Ko is a CFP® professional with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cesar Macedo is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2014. He holds Series 63 and Series 65 licenses and operates out of Downey, CA. Outside of advisory work, he provides tax preparation services and notary services related to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad clientele including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Merlin Micken is a CFP® professional with 19 years of industry experience, currently serving at Wells Fargo Advisors since 2019. Prior to this, he worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. He also participates as a sales representative exam committee member for FINRA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Brian Steen is a financial advisor at Edward Jones in Chino Hills, CA, with one year of industry experience. He previously worked at The Capital Group Companies for 21 years. Outside of his advisory role, he owns rental properties in Ferguson, MO, which are managed by a property management company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Shiyi Xia is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Boston. She works closely with clients to develop personalized financial strategies tailored to their long-term goals. Her approach focuses on understanding each client's comprehensive financial picture and adapting strategies to changing market conditions, leveraging investment insights from Merrill and banking solutions from Bank of America. Her expertise encompasses a range of areas including college education planning, family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, and tax minimization. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Shiyi earned a Bachelor's degree from George Washington University and a Master's degree from the University of Massachusetts System. Fluent in English, Mandarin, and Yue (Cantonese), she also dedicates time to community volunteering. Outside of work, Shiyi enjoys boating, cooking, hiking, traveling, and practicing yoga.

Lawrence Hoey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he operates Hoey Consulting, a business entity established for tax purposes. 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 and financial planning services, supporting both discretionary and non-discretionary management with resources like LPL Research and third-party subadvisors.

Perry Nocifora is a CFP® with 41 years of industry experience, currently affiliated with OSAIC since 2023. He has prior experience at Royal Alliance Associates, Inc. and Signator Investors, Inc. Nocifora is also president of Wealth Management Services, Inc., an S-Corp providing administrative, sales, technical support, and accounting services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools for portfolio construction and management across multiple platforms and investment types.

Todd Crane is a financial advisor with Cetera, holding CFP® and CFA® designations and possessing 14 years of industry experience. He has worked at several affiliated entities including Crane Advisory LLC and Cetera Wealth Services, focusing on financial planning and asset management. Outside of his advisory roles, he manages a holding company, T Crane Advisory LLC, involved primarily in bookkeeping. Cetera Investment Advisers LLC operates as an SEC-registered adviser providing a wide range of investment and retirement services through a large network of over 10,000 independent advisors. The firm serves diverse clients including individuals, employer-sponsored plans, and institutional accounts, offering a multi-manager platform with various program structures and investment options.

Stephen Murdock is a CFP® with 52 years of industry experience. He is currently with Cetera and has previously worked at Quantum Econometrics, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates as a multi-manager platform with various program options.

Hannah Pozzebon is a Planning Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2021 in various roles, including Relationship Manager, Financial Representative, and Customer Relationship Advocate. Hannah's approach focuses on understanding clients' short- and long-term financial goals and working in partnership with individuals and their families to support their financial planning needs. She aims to build strong and lasting relationships grounded in trust. She holds a California Insurance License. Outside of work, Hannah has interests in cooking and baking, movies, music, pets, soccer, and volunteering.

Jordan Priest is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 license and seven years of industry experience. His work history includes roles at Royal Alliance and Benefit Funding Retirement Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.