Gabriel Jimenez is a Series 66-licensed financial advisor with 18 years of industry experience, currently with J.P. Morgan Securities in San Pedro, CA. His career includes multiple tenures at J.P. Morgan Securities and related entities, as well as positions at Bank of America, Merrill, and Wells Fargo. 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 searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment management entities.

Mark Poitras is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 credential and 24 years of industry experience. He has worked at LPL Financial since 2009, with prior roles at Chase Investment Services Corp., Wamu Investments, Inc., and Ameriprise. Outside his advisory work, he is involved in managing family-owned real estate rental properties. 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 and access to various investment programs, supported by technology tools and extensive operational resources.

Andrew Bailey is a financial advisor with RBC Capital Markets holding a Series 66 designation and 11 years of industry experience. He has worked at RBC Capital Markets since 2016 and at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Claudine Rajah is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services from 2006 to 2026. 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 and investment options, using proprietary research and tools to develop tailored recommendations.

Tyler Chernack is a financial advisor at Wells Fargo Advisors with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at True Farma Holding, Inc. and Workday, Inc. He is also a Certified Divorce Financial Analyst and provides financial guidance through Smart Divorce LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Kyle Ergas is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing clients with personalized financial planning and investment strategies tailored to their unique goals and priorities. Kyle focuses on areas such as retirement planning, general investing, and saving for unforeseen events. He holds a Bachelor's Degree from San Jose State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kyle takes time to understand each client's individual circumstances to help them develop strategies aimed at achieving their financial objectives. Kyle approaches financial advising with an emphasis on simplicity and transparency, aiming to guide clients through the complexities of wealth planning by addressing their specific goals and concerns. He provides ongoing advice and support as clients' needs evolve over time.

Maria Richards is a financial advisor with Primerica Advisors based in Whittier, CA. She holds Series 65 and Series 63 licenses and has two years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Prior to her advisory career, she worked at the San Diego Gamma Knife Center and spent several years as a homemaker. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, utilizing model-based investment strategies delivered by unaffiliated asset managers.

Claudia Ramirez is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 18 years of industry experience. She previously worked at Rockefeller Financial LLC and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocations.

Jeanelle Medina is a CFP® and holds a Series 66 license. She has been with Charles Schwab since 2022 and has three years of industry experience. Prior to joining Schwab, she worked at Portfolio Insider and Instacart. Outside of her advisory role, she runs training camps for youth through the Los Angeles Dodgers Training Academy. Charles Schwab primarily serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering integrated brokerage, custody, and advisory services with a combination of non-discretionary and discretionary investment options.

Travis Wasson is a CFP® certificant with 22 years of industry experience, currently serving as a financial advisor at OSAIC. His prior experience includes over two decades at Capital Resources & Insurance, Inc., where he held various roles including President and Owner. Outside of his advisory work, he is the Director of Field Maintenance for Huntington Beach Girls Softball Inc., a local nonprofit. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm employs a model-based investment process that emphasizes asset allocation, portfolio optimization, and risk management, supporting various strategies and third-party manager selections.

Shawn Louis is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2017. Prior to that, he spent 14 years at National Planning Corporation and one year at Wells Fargo Clearing. He also operates a sole proprietorship focused on fixed life insurance sales. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Laura Martin is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Morgan Stanley since 2010 in various capacities, including Morgan Stanley Smith Barney LLC and its Wealth Management division, and previously held roles at RBC Capital Markets, Deutsche Bank Securities, Merrill, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

John Canales II is a financial advisor with J.P. Morgan Securities in Huntington Beach, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank in various roles since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research in its due diligence and offers capabilities in derivatives and commodities through various regulatory registrations and affiliations.

David Rosson is a financial advisor at Merrill in Torrance, CA, holding the Series 66 designation. He has worked at Merrill and Bank of America since 2026 and previously held roles at Nuvision Credit Union, Wells Fargo, and US Bank. Outside of finance, he has been involved with Passion For The Pie since 2023. Merrill, together 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.

Erik Klinger is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, he worked at Ameriprise Financial Services from 2020 to 2024. Outside of finance, he is involved in the Brazilian Jiu Jitsu community as a co-owner of multiple academies and is the founder of Mugen Mindset, a life coaching business. 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 and access to third-party asset management, with advice delivered through a large network of investment adviser representatives.

Jeffrey Tiedge is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Wedbush Securities, SeaCrest Wealth Management, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Connor Whalen is a financial advisor with UBS Financial Services in El Segundo, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at Tesla, F45 Training, and Adidas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers services including financial planning, portfolio management, and capital markets activities.

Mia Celest Miranda is a Series 66-credentialed financial advisor with Morgan Stanley, based in Long Beach, CA. She has two years of industry experience and has been with Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. since 2025. Prior to her financial services career, she held various positions including roles in education and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs with a focus on tailored financial planning and manages approximately $2.74 trillion in client assets.

Gabriel Vasquez is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked at various Cetera entities since 2019, with prior experience at LPL Financial and SAFE Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Julio Gonzalez is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Financial Consultant at the same firm from 2022 to 2025. His professional experience also includes roles as a Financial Wellness Specialist at Merrill Lynch from 2015 to 2022 and as a Financial Solutions Advisor at Merrill Edge from 2012 to 2015. Julio holds a California Insurance License, supporting his capacity to assist clients with insurance-related financial planning. He focuses on helping clients build customized financial plans and strategies that address their individual needs and those of their families. Julio aims to establish strong business relationships to effectively support clients in achieving key financial milestones. Outside of his professional life, Julio engages in activities such as board games, fitness, hiking, movies, parenthood, and puzzles.