Azad Rad is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing. Outside of his advisory work, he is involved with Technology Credit Union and maintains several real estate-related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Kristin Landis is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney for 14 years before joining UBS in 2023. Outside of her advisory role, she is an independent sales consultant for Mary Kay, selling cosmetic and skin care products. UBS Financial Services Inc. 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 uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

John Zeff is a Series 66–registered financial advisor with LPL Enterprise LLC, based in Irvine, CA, and has one year of industry experience. Prior to joining LPL Enterprise in 2025, he held roles in education and small business operations, including positions at the University of California, Merced, Cypress Community College, and Safe Splash Swim School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach, offering services such as financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Amanjit Bains is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan, Bains worked for Stater Bros Markets for five years. Outside of advising, Bains engages in video game streaming and creates game guides for online sale. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions, offering clients a selection of Eligible Strategies and ESG considerations.

Lanfeng Zhao is a financial advisor with Cetera, holding a Series 66 credential and bringing 24 years of industry experience. Zhao has worked at Cetera and its related entities since 2002 and also owns EZ & Company CPA Inc, a firm providing accounting, tax, and consulting services. Additionally, Zhao is involved in e-commerce through EZ FAB LLC. Cetera Investment Advisers LLC is a nationwide registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options and access to third-party money managers.

Ignacio Brache is a Series 66-credentialed financial advisor with seven years of experience at Thrivent Investment Management. He has worked at Thrivent Financial and Thrivent Investment Management since 2019. Outside of his advisory role, he coaches high school, college, and professional kickers and punters, and serves as president of Brache Bread, a nonprofit that funds mission trips for students and adults. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning without implementing those recommendations. The firm combines holistic, goal-based analyses with optional managed-account programs while maintaining advisory and planning services separately.

Yaopa Cheng is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Wells Fargo in 2023, Cheng worked at J.P. Morgan Securities, Citigroup, VincentBenjamin, Transamerica Financial Advisors, and World Financial Group. 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 combines research and analytics with diversification principles and modern portfolio theory in its investment approach.

Frederick Allen III is a financial advisor at Thrivent Investment Management based in Anaheim, CA, holding a Series 66 designation with three years of industry experience. His work history includes multiple roles within Thrivent Financial and Thrivent Investment Management since 2022, as well as prior experience at Allen Tire Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning across a range of topics without discretionary trading authority. The firm offers consolidated planning and managed-account services through its “WealthPlan” option.

Michele Green is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and possessing 19 years of industry experience. Her career includes roles at Wells Fargo Clearing Services, JP Morgan Chase Bank, JP Morgan Securities, and Bank of America/Merrill. 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 and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Sid Hukic is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in the financial services industry. He began his career in 1982 following roles at the Chicago Board of Trade and a foreign exchange trading desk in New York, where he developed insights into market drivers. Since 1985, Sid has managed pension, trust, and individual assets, and he currently serves multiple generations of clients across seven states, including managing qualified retirement plans. He is a Senior Portfolio Manager who offers personalized discretionary management strategies incorporating stocks, bonds, Merrill model portfolios, and third-party investment approaches. Sid holds a Bachelor's degree in Finance and Economics from Miami University of Ohio and has completed executive education at the University of Chicago Booth School of Business. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses a broad range of areas such as corporate benefits, executive compensation, family wealth management, endowments and non-profits, legacy planning, liquidity management, sports and entertainment, and tax minimization strategies. A lifelong resident of Boardman except for ten years in Chicago, Sid is a founding member of the Boardman Schools Fund for Educational Excellence endowment. He supports multiple community events including the Spartan Invitational cross-country meet and the Panerathon, and he is involved with Making Kids Count and the Beatitude House. Sid and his wife, Kate, spend free time at the lake with their three children, two of whom are now part of his team.

Thomas Balas is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase bank, N.A. and Chase Investment Services Corp., among other firms. He has been with J.P. Morgan Securities since 2012. 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 integrates quantitative and qualitative research and incorporates ESG considerations within a non-discretionary program.

Ryan Brown is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 15 years of industry experience. Prior to joining J.P. Morgan in 2026, he worked at Bank of America/Merrill Lynch from 2011 to 2026. Outside of his advisory role, he co-owns a trash bin cleaning business and has authored a children's book that is sold online; he also maintains a website where he blogs about camping in California. 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 advisory program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Carlos Naranjo is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 designations. He has 18 years of industry experience, having previously worked at Pruco Securities, U.S. Bancorp Investments, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various related services.

Garett Wilkinson is a financial advisor with Edward Jones in Corona, CA, holding Series 63 and Series 66 credentials. He has 25 years of industry experience, all with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindsey Caputa is a financial advisor with RBC Capital Markets in Irvine, CA, holding a Series 66 designation and five years of industry experience. She has been with RBC Capital Markets LLC since 2018 and previously worked at Mi Casa for 14 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of internal and third-party managers, supported by RBC’s capital-markets and affiliated asset management capabilities.

Robert Mendez Sr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James since 2009 and served as a California Republican Delegate from 2015 to 2017. Additionally, he is President and CEO of RLM Wealth Group, a support company based in Riverside, CA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary, tailored advice and supports municipal and public finance work through a unique municipal advisor affiliation.

Brent Gage is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Jones is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and also works with Wells Fargo Bank NA. Outside of his advisory role, he owns and operates a food preparation and sales business in Lake Elsinore, CA. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

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.