Cheryl Hayden Rambeau is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and institutional trading capabilities to tailor financial plans and portfolio management.

Todd Buchner is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His career includes roles at Wells Fargo Clearing and Citigroup Global Markets. He has an ownership interest in CADOX LLC, a non-investment related business based in Long Beach. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations supported by proprietary research and planning tools, with planning engagements typically discrete and fees negotiated based on engagement complexity.

Lisa Masters is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes ten years at Credit Suisse Securities and three years at Neuberger Berman BD LLC prior to joining JPMorgan in 2015. She is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, supporting recommendations that may incorporate ESG criteria.

Frank Yanez is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling in its advisory process.

Erik Swanson is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He also serves as CEO of East Pole Inc, a music recording and production company specializing in theatrical film and symphonic concert material. Additionally, he holds a financial assistant role at Pitchess & Pitchess LLP, where he is involved in tax preparation, IRS representation, and financial planning. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services with access to third-party money managers and customizable investment strategies.

Ronald Rand is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of advising, he serves on the board of the Children's Dental Foundation and owns a racehorse managed by a trainer. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model simulations to support client financial strategies.

Benjamin Ling is a financial advisor with UBS Financial Services in Brea, California, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Ling serves on an advisory committee for the Taiwanese American Citizens League, providing guidance to national and local boards. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Nancy Woo is a financial advisor with LPL Financial and holds a Series 66 credential. She has 24 years of industry experience, including prior roles at Westland Financial Services Inc. and The Leaders Group Inc. Woo also serves as a Life and LTC Insurance Specialist at SchoolsFirst Federal Credit Union. 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, third-party asset management, and institutional platforms.

Alex Basmadjian is a Financial Consultant at Fidelity Investments, focusing on developing tailored financial plans that align with clients' personal and long-term financial objectives. His professional experience includes roles as a Portfolio Specialist and Investment Management Consultant at Fidelity Investments from 2022 to 2023, and an Investment Solutions Representative from 2021 to 2022. Prior to that, he served as a Relationship Manager at Bank of America between 2020 and 2021, and as a VP, Client Services Manager at Community Bank from 2016 to 2018. His expertise encompasses asset management, retirement and income planning, and tax-efficient investment strategies. He holds a California Insurance License, which supports his advisory capabilities. Outside of his professional work, Alex enjoys concerts, family activities, music, reading, and traveling.

Mirzayit Mirzijon is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Cetera Investment Services, East West Bank, JPMorgan Securities, JP Morgan Chase, Citibank, and Dahe Aquatic Products Co. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that also include financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Michael Kawase is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Wells Fargo Advisors since 2026 and previously spent over two decades with Ameriprise Financial Services in varying capacities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas like business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Louella Basco is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with J.P. Morgan Securities since 2013 and also has a concurrent role with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a forward-looking capital market framework.

Andrew Quillope is a financial advisor with Ameriprise in Cerritos, CA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he assists with trade requests and annual report reviews for a colleague’s practice. Ameriprise is a large institutional firm offering a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brenda Navarro is a financial advisor with Wells Fargo Clearing holding Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Wells Fargo, she worked at American Air Balance Co. and A & B Hotel Management. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alberto Suarez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., Wamu Investments, Inc., and Citigroup Global Markets. He also owns a personal security services business based in Chino, CA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to guide diversified investment strategies and offers a broad range of brokerage and advisory solutions.

Kevin Vanhaaster is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, leveraging extensive research and analytics to support its investment approach.

Edward Kawahara is a CFP® with 33 years of industry experience, currently affiliated with Wells Fargo Clearing. He previously worked at Morgan Stanley in various capacities from 2009 to 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

George Mendoza is a financial advisor with OSAIC in La Palma, California, holding a Series 63 designation and offering 30 years of industry experience. He has worked at OSAIC since 1995 and served at Regal Advisory Services, Inc. from 2016 to 2026. Outside of his advisory role, Mendoza owns George P Mendoza Tax Service, providing tax preparation services to clients. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, portfolio management, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Laura Arrevillaga is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having worked at Wells Fargo Bank, N.A. since 2004. 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 through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Kevin Petersen is a Series 66-licensed financial advisor with Morgan Stanley in Torrance, CA, and has six years of industry experience. He previously worked at Edward Jones and has held various roles outside the financial sector, including positions in the hospitality industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.