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® with 25 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial in various capacities since 2007, with brief tenures at FSC Securities Corporation and Wamu Investments, Inc. Outside of his advisory role, Cesar provides tax preparation services and acts as a notary. 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 portfolios, and institutional platforms, supported by technology and a broad network of more than 22,800 advisors.

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.

Lawrence Hoey is a financial advisor with LPL Financial in Diamond Bar, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Primerica Advisors. Outside of his advisory role, he operates Hoey Consulting, a tax-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of financial planning, portfolio management, and institutional advisory services, supported by proprietary research and technology tools.

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 Series 66-licensed financial advisor with seven years of industry experience. He has worked at LPL Financial since 2019 and previously held positions at Royal Alliance, Benefit Funding Retirement Services, and CT Corporation. 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 broad range of financial planning and investment management services through a large network of advisors and utilizes various advisory platforms and technology tools.

Peter Wang is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in Brea, CA since 2021. Prior to joining LPL, he worked at Waddell & Reed Inc and various insurance carriers for W&R Insurance Agencies from 2016 to 2021. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset exposures.

Eleni Attard is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and having four years of industry experience. Prior to joining Morgan Stanley, she was involved with St John the Baptist Greek Orthodox Church for five years and has experience in educational roles at Chapman University and Canyon High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by firm-approved tools and methodologies.

Lauren Wong is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in assisting individuals and families with college education planning, legacy planning, personal retirement planning, philanthropic planning, and small business strategies. Her professional approach is centered on understanding each client's unique story, priorities, and aspirations to provide tailored financial guidance. Before entering the financial services field, Lauren built her career in nonprofit fundraising and the museum sector, focusing on cultivating relationships and supporting meaningful causes. This experience informs her client approach, emphasizing listening, building trust, and guiding clients according to their needs. Lauren holds a Bachelor's Degree from the University of California System and a Master's Degree from George Washington University. She has earned designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her advisory role, she volunteers with the Richard Nixon Presidential Library, managing the internship program and mentoring students and young professionals.

James Cantrell is a financial advisor with UBS Financial Services in Seal Beach, CA, holding Series 63 and Series 65 registrations and 34 years of industry experience. He has been with UBS since 1992. Cantrell serves as Vice President and is one of the Directors of the Los Angeles Philanthropic Foundation, a nonprofit educational endowment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Choong Kim is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at firms including Western Southern Life and New York Life. In addition to his role at Cetera, he is involved with Strategic Fortune Wealth Management, where he works with individuals, families, and businesses on financial planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mingming Zhang is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Bank of America, N.A., including roles at Merrill. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in recommending strategies.

Eric Trapasso is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and owns The Trapasso Group, a consulting business focused on assisting veterans with disability claims and life adjustments. Additionally, he is an author involved in writing and publishing books. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Shawna Gwin is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2000. Outside of her advisory work, she is the managing member of Midnight Performance LLC, a business involved in marine and automotive parts and boat service and repair. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

Ching Yu Lam is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2021, Lam worked at Bank of America, Merrill, Wells Fargo Bank, and also served at Los Angeles City College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.