Cecilia Corral is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Corral is based in Seal Beach, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Brian Vo is a financial advisor at Ameriprise with six years of industry experience and holds the Series 66 designation. He has been with Ameriprise since 2016. Outside of his advisory role, he owns and manages Brahhvo LLC, a business unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jesse Lopez is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and previously worked at Crown Capital Securities, LP for 12 years. Outside of his advisory role, he owns and operates a tax preparation and accounting business and also works as a recruiter. 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 supported by model portfolios and research.

John Holmquist is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with LPL Financial, where he has worked since 2025 following a 16-year tenure at Western International Securities, Inc. Holmquist also operates Holmquist Wealth Management, Inc. as a DBA related to his LPL business. 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 advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.

Rene Michel is a financial advisor with LPL Financial based in Santa Ana, CA. He holds a Series 66 designation and has been with LPL Financial since 2024. Prior to this, he worked at SchoolsFirst FCU, Mercy House, Home Depot, and Loara High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kristin Cost is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 credential and has worked at Cetera Advisors LLC since 2017. Outside of her advisory role, she serves as Director of Operations at MEA Wealth Advisors and is also a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers multiple portfolio management options, financial planning services, and access to third-party managers through a large nationwide network of over 10,000 advisors.

Matthew Rodriguez is a financial advisor with Merrill in Anaheim, CA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Merrill and Bank of America, he held roles at Deloitte, Accenture, Jumpstart, and UCLA in various capacities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nevil Dhabhar is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL in 2025, he worked for CUSO Financial Services and Fidelity in various advisory and brokerage roles from 2005 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Bryan Schlundt is the Vice President and Branch Leader at Fidelity Investments, where he oversees the Pasadena investor center. He is dedicated to assisting individuals, families, and businesses with their investment and financial planning needs. Bryan has held multiple leadership roles within Fidelity Investments since 2021, including Market Leader for LA North and Vice President, Branch Leader. Prior to his current tenure at Fidelity, he held various positions at TD Ameritrade from 2007 to 2021, including Regional Branch Director and Manager of Private Client services in the West Division. He holds a California Insurance License.

Eric Bembry is a financial advisor with Wells Fargo Clearing in Los Alamitos, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns two private healthcare businesses with his spouse, providing private nurse care and concierge health services. 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 menu.

Jack Wang is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at J.P. Morgan Securities, CTBC Bank, and East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program platforms and third-party managers, supporting both discretionary and non-discretionary account management across multiple custodial relationships.

Christopher Alvarez is a financial advisor with Merrill in Yorba Linda, California, holding a Series 66 designation and six years of industry experience. He has been affiliated with both Bank of America, N.A. and Merrill since 2015. Outside of his advisory role, Alvarez works as an independent contractor for ride-sharing services and operates an e-commerce business through Amway. 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.

Travis Knutson is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2011. Knutson also operates TK Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by research and model portfolios.

Hiroko Okunaga is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her career includes service at PFS Investments Inc. and Primerica Financial Services since 2000, as well as roles at Tajima America Corporation and Libec Sales of America. Outside of finance, she is a Reiki Master and teacher based in Torrance, California. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts, supported by third-party asset managers and custodians.

Craig Fein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at CUSO Financial Services, Kinecta Financial & Insurance Services, LLC, and LPL Financial. 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.

Kile Clawson is a financial advisor with Edward Jones in Orange, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Fidelity Investments, Equitable Advisors, and E*Trade Securities, as well as work outside the industry at Full Barrel Home Services and McDonald’s. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary 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.

Kristopher Nguyen is a financial advisor with J.P. Morgan Securities in Brea, CA, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining J.P. Morgan Securities in 2012, he was involved with Number One Coffee (also known as Banh Mi So 1) from 2016 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gabriela Rubio is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. Her work history includes 13 years at RBC Capital Markets and recent roles at The Blackmont Group and Creative Financial Designs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs in municipal and public finance as well as employer advisory services.

Alejandro Acosta is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Kim Lam Long is a financial advisor with Primerica Advisors in El Monte, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been associated with PFS Investments Inc. since 2013 and has worked with Primerica Financial Services since 2010. In addition to his advisory role, he receives compensation for sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with investment models implemented by BNY Mellon Advisors.