Jesse Bucio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2009 and J.P. Morgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Daniela Erman is a financial advisor at Edelman Financial Engines with a Series 65 designation and two years of industry experience. She previously worked at Financial Engines Advisors L.L.C. and operated Erman Retirement Advisory. Outside of her advisory role, she serves as an appointed board member for Jewish Long Beach, a nonprofit focused on preserving Jewish life and strengthening community advocacy. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online platforms, and offers employer-facing retirement plan consulting and education.

Kenneth Stewart is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include work at Children's HopeChest and Biola University. Edward Jones is a full-service wealth management firm catering to over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Max Premer is a Series 66 registered financial advisor with Edward Jones, located in Huntington Beach, CA, and has one year of industry experience. Prior to joining Edward Jones, he was self-employed for one year and worked at Amazon Web Services, Inc. and Amazon.com, Inc., among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of advisors and branch offices across the nation.

John Henry is a financial advisor with UBS Financial Services in Seal Beach, CA, holding a Series 66 designation and five years of industry experience. Prior to joining UBS, he has worked in roles including at Fitness 19 and American National Pacific Property and Casualty. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Adam Gonzalez is a financial advisor with Primerica Advisors in Santa Fe Springs, CA, holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at Primerica Financial Services and PFS Investments Inc. He has also worked outside the financial sector in various roles, including positions at Clearview Protective Services, IncC. and California State University of Long Beach. Primerica Advisors is a firm that sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and billions in assets under management, delivering advisory services through model-driven recommendations supported by third-party asset managers.

Jiajin Han is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Han worked in education-related roles, including positions at Teachers College, Columbia University, and Wheat Education, where Han served as a subject advisor providing tutoring and school support. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Liyan Fan is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities, Fan worked at Solomon And Associates and Zhong Rui Investment Corp. 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. Their advisory process combines quantitative and qualitative research and includes unique regulatory registrations that support broader derivatives and commodities capabilities.

Yvonne Qi is a financial advisor with Merrill in Hacienda Heights, CA. She holds Series 63 and Series 65 licenses and has been with Merrill since 2017, including prior experience with Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marites Velena is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with nine years of industry experience. She has worked at several firms including Transamerica Financial Advisors and World Financial Group. In addition to her advisory work, she is employed as a charge nurse at Keck Medical Center of USC. 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 supported by advanced research tools and manages over $819 billion in discretionary assets through a large network of investment adviser representatives.

Jesse Gomez is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. Prior to joining Fidelity, he held positions at Better Mortgage, LendingClub, Yelp, and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs.

Benedicto Santiago Jr. is a financial advisor with OSAIC based in Huntington Beach, CA. He holds Series 63 and 66 licenses and has 16 years of industry experience. His prior roles include positions at Royal Alliance, Transamerica Financial Advisors, and National Planning Corporation. He also serves as an OSJ Branch Manager at Capital Resources and Insurance, Inc., where he oversees trading supervision and compliance activities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and various advisory programs across affiliated broker-dealer and RIA relationships.

Michael Barnhill is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and 23 years of industry experience. His career includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. He is based in Long Beach, CA. 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 through a non-discretionary advisory program. The firm’s process integrates quantitative and qualitative research and includes an ESG eligibility framework.

Woong Roh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with J.P. Morgan Securities and affiliated entities since 2014, including a prior role at Edward Jones from 2019 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research, with an emphasis on forward-looking capital market assumptions and ESG considerations.

Wayne Barnes is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2017. His prior roles include positions at Bank of America, Merrill Lynch Pierce Fenner and Smith, Wells Fargo, and Ameriprise. 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 through a non-discretionary program. The firm integrates quantitative and qualitative research in its advisory process and offers access to derivatives and commodities capabilities not commonly found in similar institutional advisory programs.

Nathaniel Nesbitt is a financial advisor at UBS Financial Services with 46 years of industry experience, having worked at UBS since 1980. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with the Civil Air Patrol in search and rescue operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Rhonda Cano is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked with Avantax firms for a decade and operates Cano Income Tax, a tax-related business she has maintained since 1989. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to third-party managers and customized investment solutions.

Mane Aslanian is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2015 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Colin Babb is a Wealth Management Advisor with Merrill Lynch Wealth Management. He rejoined Merrill Lynch in 2016 and brings a professional commitment to defining financial goals and coordinating assets and liabilities to help clients achieve those goals. His approach emphasizes honest and transparent discussions, analytical rigor, and attention to detail to provide customized planning techniques. Since 2007, Colin has provided financial and wealth management advice, specializing in portfolio construction, wealth planning, retirement planning, special needs planning, liability management, and a range of client focus areas including legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. He is part of the Crow Babb Hulley Group, a team with over 100 years of combined financial services experience that employs a comprehensive goals-based approach to wealth management. Colin holds a Bachelor's degree from the University of Southern California. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional life, Colin enjoys golfing, music, spending time with his family, and traveling.

William Blum is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Ameriprise Financial, and spent four years at San Diego State University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.