Jack Terrones is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior work includes roles at Daniel Goggins and Associates and BJ's Restaurants, Inc. He also has experience in education at Southern New Hampshire University and Servite High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kinley Yann is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Massachusetts Mutual Life Insurance Co., Transamerica Financial Advisors, and World Financial Group. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jeffrey Kanegae is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2009. He also owns Kanegae Wealth Management and holds a 25% ownership interest in KELM LLC, both investment-related ventures. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with clients choosing how to implement them through various brokerage and advisory programs.

James Barr Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James Financial Services since 1997 and the broader Raymond James Financial firm since 2009. Outside of his advisory work, he serves as Chair of the Board for the Newport Beach DeMolay Chapter, a nonprofit focused on mentoring teen members, and acts as Trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers non-discretionary, tailored advice supported by analytical tools and maintains notable municipal advisory and SIMPLE IRA Employer Advisory consulting programs.

Paul Yim is a financial advisor with Equitable Advisors in Hacienda Heights, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is a co-owner of an LLC that owns the office space housing his and his wife’s CPA practice. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Alex Paredes Malaga is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in investment, credit, and banking services. He joined Bank of America in 2011 and supports the financial needs of high and ultra high net worth individuals, their families, and charitable organizations. Alex specializes in family wealth management, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income strategies. Alex holds a Bachelor's Degree and a Master of Business Administration from the California State University System. He has earned several professional certifications, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Alex is engaged in community volunteering. His personal interests include golfing, hiking, music, reading, soccer, spending time with family, tennis, traveling, and writing. He is fluent in English and Spanish.

Mark Newport is a CFP® professional with 34 years of industry experience, currently serving at OSAIC since 2023. He previously worked at SagePoint Financial, Inc. for 14 years and has operated a financial advisory business with Lori Newport since 2013. Outside of advisory work, he owns and operates an S-Corporation for insurance and professional networking activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to offer customized portfolio management and access to third-party investment solutions.

Eduardo Ordorica is a financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves on the board of directors for KLH Marketing Inc., a wholesaler of kitchen equipment, and is treasurer on the board of the Yorba Linda Country Club Members Golf Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a range of services that include fee-based financial planning, portfolio management, and capital markets activities.

Sarah Vargas is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to that, she was employed at Eastern Leaf, Vectornate, Mt. San Antonio College, and JC Window Fashions. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered by a centralized consulting team in partnership with clients’ financial advisors.

Erika Holritz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and Wells Fargo Bank since 2018, as well as U.S. Bancorp Investments and U.S. Bank from 2012 to 2018. 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 databases.

Felix Ling is a financial advisor at UBS Financial Services in Brea, CA, with seven years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. Before entering financial services, he spent seven years at Sapling Learning / Macmillan Learning. Ling serves on the board of the ProRep Coalition and is the Chief Financial Officer of Californians for Electoral Reform, organizations focused on promoting nonpartisan electoral reforms in California. UBS Financial Services provides individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of capital markets offerings.

Jorge Vasquez Jr. is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC 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.

Kyle Standafer is a financial professional with five years of industry experience, currently affiliated with Cetera. He holds the Series 66 credential and has worked at firms including North Star Resource Group and Minnesota Life Insurance Company. Outside of his financial advisory role, he owns JWK Exotics, a business focused on automotive photography and sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting various investment strategies and program structures.

Kaylee Breeding is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses. She began her advisory career in 2024 and previously operated Kaylee's Mobile Notary. Prior to entering the financial industry, her work experience includes roles in aviation, construction, and electrical services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Rodolfo Munoz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA before joining J.P. Morgan in 2021. Outside of his advisory role, he serves as a college soccer referee. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Anil Madhyanam is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Golden1 Credit Union, B.B. Graham & Company, Inc., Ameriprise, and Sagepoint Financial. Anil currently operates under the Golden1 Investment Services trade name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Craig Attanasio is a CFP® with 35 years of industry experience currently affiliated with Cetera in Orange, CA. He has served in roles at Ameriestate Legal Plan, Inc., and Sound Financial Services since 2011. Outside of his advisory work, he owns a tax preparation and bookkeeping practice and acts as an independent agent for a legal plan provider specializing in wills and trusts. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, managing over $256 billion in assets with more than 10,000 advisors.

Alyssa Yu is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 credential with six years of industry experience. Her prior work includes roles at EnGenius Technologies, Inc., Macy’s, and Spigen Inc. Alyssa has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research-driven investment insights in its advisory process.

He Fu is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at Bank of America, Merrill, and Quest Capital Strategies. Outside of his advisory work, he is an officer and investor in Y-NUT Inc., a company selling goods on Amazon. 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.

Michelle Garcia is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2022 and has over 20 years of experience with SchoolsFirst Federal Credit Union, where she remains active. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.