Cecilia Corral is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior firms include Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Investments LLC, and Charles Schwab. She is based in Seal Beach, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Ramiro Carvajal is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. 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.

Kyle Agonia is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients from the Torrance/El Segundo office throughout his career. With over 25 years of experience in wealth management strategy, he advises individuals and families by developing personalized wealth strategies focused on high-quality assets that generate dividends and interest. Kyle’s expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and serves as a Portfolio Advisor in the Merrill Investment Advisory Program, where he helps clients meet their investment objectives by recommending a variety of investment strategies and portfolios. He earned a bachelor’s degree from the University of Southern California. Outside of work, Kyle enjoys baseball, chess, football, golfing, spending time with his family, and traveling.

James Barbara is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at Jeffries LLC and City National Bank. Outside of finance, he is the President of the Italian American Museum of Los Angeles and works seasonally as a Mountain Host at Mammoth Mountain ski resort. 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 an ESG eligibility framework.

Daniel Higgins is a financial advisor with LPL Financial in Manhattan Beach, CA, holding a Series 66 license and eight years of industry experience. He has worked at LPL Financial since 2018 and spent thirteen years at GES prior to that. Outside of his advisory role, Higgins is a partner in a Thai restaurant business based in Redondo Beach, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Ross Mc Knight is a financial advisor with Edward Jones in Hermosa Beach, CA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Symmetry Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets with a nationwide network of financial advisors and branch offices.

Taylor Cryer is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets and Wells Fargo in various capacities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement planning through a combination of proprietary research, third-party data, and algorithmic tools, focusing on income reliability and tax-aware strategies.

John Holmquist is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes 16 years at Western International Securities, Inc. and 8 years at Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management solutions supported by extensive technology and operational resources.

Venansia Tuineag is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of her advisory role, she is an owner and partner in the Tuineag & Ekawati Family Trust, which manages rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating with a centralized due-diligence framework and a non-discretionary advisory model.

Devon Uy is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and three years of industry experience. He is concurrently affiliated with LifePoint Wealth Management Inc and has an outside role at Dragonfly Thai. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Saswati Dutta is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2026. She previously worked at Bank of America for ten years. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Jason Vu is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation. He joined Morgan Stanley in 2026 and has one year of industry experience. Outside of his advisory role, he has been involved with Board & Brew since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers planning solutions directly and through corporate agreements.

Nevil Dhabhar is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, CUSO Financial Services, and E*TRADE Advisory Services. 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, including access to third-party asset managers and institutional platforms, supported by advanced operational and research tools.

Melissa Cardenas is a financial advisor at J.P. Morgan Securities with 3 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at AllianceBernstein and Jpmorgan Chase Bank, N.A., as well as work as a self-employed advisor and legal experience at California Employment Counsel, APC. 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.

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.

Robert Gomez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at UBS Financial Services for 11 years and spent three years at California State University, Long Beach. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Linda Klugman is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has held various roles including positions with Waddell & Reed and Wells Fargo Clearing. Klugman is active in her community with leadership roles such as treasurer for Temple Emet and auditor for the Redondo Beach PTSA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Kayla Schmit is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to her advisory role, she worked at The Slice and Pint for four years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

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.