Ethan Lui is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to his financial services career, Mr. Lui held roles at East West Bank and worked in education at the University of California, Riverside and Los Alamitos High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

David Rodriguez Jr. is a Financial Advisor associated with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. He provides comprehensive support in areas including investing, retirement planning, and saving for unexpected expenses, and connects clients with Bank of America specialists for additional financial services such as banking, credit, home financing, and small business solutions. David holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from North Thurston High School and attended South Puget Sound Community College without obtaining a degree. His approach focuses on understanding clients' priorities to tailor strategies accordingly and offering ongoing advice as their financial situations evolve.

Mohamed Rafeek is a financial advisor with Primerica Advisors in Gardena, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is involved with Rafeek & Associates, Inc., a business formed for Primerica-related purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on tiered percentage-based fees and ongoing oversight of its investment models.

Alexander Grieve is a Financial Consultant at Fidelity Investments, where he works directly with clients to develop financial plans that align with their individual financial objectives. He has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Business Development Manager, Relationship Manager, and Investment Consultant before assuming his current position in 2024. Throughout his tenure, Alexander has gained experience in client relationship management and investment consulting. He holds a California Insurance License, supporting his expertise in financial advising. Outside of work, Alexander has personal interests in fitness, golf, pets, and running.

Barry Streeter is a financial advisor with LPL Financial who holds 40 years of industry experience. His career includes 24 years at Waddell & Reed, Inc. and various insurance carriers prior to joining LPL Financial in 2021. He is also involved with Wavelength Insurance Consulting, Inc. as an insurance agent. 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, and retirement plan consulting, supported by research and model portfolios.

Michael Prizer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cetera since 2025 and previously operated his own CPA professional corporation while working extensively with Avantax firms for over three decades. He is affiliated with Roadmap Wealth Management as part of a planned retirement and sale of his practice. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, leveraging a large network of over 10,000 advisors and managing more than $256 billion in assets.

Viveka Sharma is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley since 2009 and previously at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 committee-driven investment estimates in its process.

Uyen Dao is a financial advisor at LPL Enterprise with seven years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside her advisory roles, she has been involved with Invia Robotics since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory programs, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and other financial services.

Zyanya De La Torre is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Melissa Levin is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 designations and 28 years of industry experience. She has been with LPL Financial since 1998. Outside of her advisory role, Levin owns a travel-related business used primarily for personal travel and is involved in several insurance-related ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Riley Williams is a financial advisor with Primerica Advisors in Walnut, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1982. Beyond advisory work, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model centered on tiered wrap fees and ongoing oversight of its investment options.

Amine Mabsout is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior work includes roles at Sagepoint Financial, Royal Alliance Associates, and Signator Investors. He is also the founder of Ametrine Wealth Strategies, LLC, and operates an insurance agency under Ametrine Financial & Insurance Services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with access to multiple investment platforms, employing asset allocation tools and third-party managers to build diversified portfolios.

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.

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.

Sean Feibleman is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2022. Prior to his finance career, Feibleman worked at the University of Oregon and Corona Del Mar High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

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 at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill and Bank of America in 2026, he worked at Deloitte and held various roles during his time at UCLA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to offer access to a broad set of investment products and services.

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.