Bryan Schlundt is the Vice President and Branch Leader at Fidelity Investments, where he oversees the Pasadena investor center. He is dedicated to assisting individuals, families, and businesses with their investment and financial planning needs. Bryan has held multiple leadership roles within Fidelity Investments since 2021, including Market Leader for LA North and Vice President, Branch Leader. Prior to his current tenure at Fidelity, he held various positions at TD Ameritrade from 2007 to 2021, including Regional Branch Director and Manager of Private Client services in the West Division. He holds a California Insurance License.

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.

Jack Wang is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at J.P. Morgan Securities, CTBC Bank, and East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program platforms and third-party managers, supporting both discretionary and non-discretionary account management across multiple custodial relationships.

Spencer Brooksby is a financial advisor at Morgan Stanley in Irvine, CA, holding a Series 66 designation with five years of industry experience. His work history includes prior roles at BizIQ, the Arizona Diamondbacks, and the Arizona Cardinals Football Club. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering broad retail and institutional investment services.

Christopher Alvarez is a financial advisor with Merrill in Yorba Linda, CA, holding a Series 66 designation and six years of industry experience. He has been affiliated with Bank of America and Merrill since 2015. Outside of his advisory role, Alvarez works as an independent contractor for Uber and operates an e-commerce business through Amway. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Yijun Yao is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Morgan Stanley in 2019, Yao worked at JP Morgan Securities LLC and JPMorgan Chase Bank from 2017 to 2019, and at the Bank of China from 2016 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers both direct individual plans and corporate financial planning solutions.

Travis Knutson is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2011. Knutson also operates TK Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by research and model portfolios.

Hiroko Okunaga is a financial advisor with Primerica Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2000 and is currently involved with Libec Sales of America. Outside of her advisory work, Okunaga is a Reiki Master and teacher at Oneness Holistic Care. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts structured as wrap-fee solutions. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Craig Fein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at CUSO Financial Services, Kinecta Financial & Insurance Services, LLC, and LPL Financial. 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 provides both brokerage and advisory solutions.

Walter Tuer is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes nine years at Ameriprise Financial Services and ongoing roles at Morgan Stanley and Morgan Stanley Private Bank since 2017 and 2018, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Kile Clawson is a financial advisor with Edward Jones in Orange, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Fidelity Investments, Equitable Advisors, and E*Trade Securities, as well as work outside the industry at Full Barrel Home Services and McDonald’s. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kristopher Nguyen is a financial advisor with J.P. Morgan Securities in Brea, CA, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining J.P. Morgan Securities in 2012, he was involved with Number One Coffee (also known as Banh Mi So 1) from 2016 to 2019. 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.

Gabriela Rubio is a CFP®-designated financial advisor with 18 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at RBC Capital Markets and other firms. Rubio is based in Brea, CA. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individual investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored advisory services and specialized programs for small businesses, supported by a broad affiliate network.

Alejandro Acosta is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Bank of America and Merrill since 2009. 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, and institutional investors. The firm is integrated with Bank of America’s corporate platform, providing access to a broad set of financial products and services.

Kim Lam Long is a financial advisor with Primerica Advisors in El Monte, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been associated with PFS Investments Inc. since 2013 and has worked with Primerica Financial Services since 2010. In addition to his advisory role, he receives compensation for sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with investment models implemented by BNY Mellon Advisors.

Brian Woo is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

Vijay Kumar is a CFP® professional with 43 years of industry experience, currently serving at Cetera since 2023. He previously worked at VOYA Financial Advisors for seven years and has operated Kumar Financial Services since 1986. Outside of financial advising, he serves on the board of directors for the Hindu Society of the Inland Empire. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Michael Conway is a financial advisor with LPL Financial based in Huntington Beach, CA. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Grove Point Investments, Think Next, H. Beck, Inc., and Diversified Securities, Incorporated. Outside of advising, Conway has limited involvement in a non-investment-related business, DSI Properties, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing various model portfolios, research sources, and technology-driven strategies.

Makandal Pierre is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior firms include Bank of America, JP Morgan Chase Bank, and Edward Jones. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s platform to offer model-based and discretionary investment strategies managed by affiliated and third-party managers.

Peter Holliday is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds the Series 66 designation and has worked at multiple Edelman-affiliated firms since 2014. He is based in Costa Mesa, CA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment approach.