Konstantinos Gregory is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has held his current role at J.P. Morgan Securities since 2014 and holds a Series 66 designation. 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 and fund searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jamie Harwood is a CFP® professional with 20 years of industry experience and has been with Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Harwood serves as Vice President of the Chino Youth Museum, where he participates in meetings and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies and tax-efficient overlay services.

Craig Truman is a financial advisor with OSAIC based in Tustin, CA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been affiliated with OSAIC since 1995 and Liberty Capital Management since 1997. In addition to his advisory roles, he is president of CMT Financial and Insurance Services, Inc., providing financial advice to clients, and is involved in life, annuity, and health insurance sales. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios incorporating various asset classes, while offering both discretionary and non-discretionary account management and access to third-party money managers and wrap programs.

Melissa Bergeron is a financial advisor at Fidelity Investments with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has previously worked at firms including Edward Jones, Liberty Capital Strategists, and Primary Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and emphasizes systematic methodologies and long-term asset allocation.

Leslie Flores is a financial advisor with Wells Fargo Clearing in Anaheim, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank NA since 2007. Outside of her financial career, she is co-owner of D&D Barber & Beauty LLC, where she is involved in managing payroll and staffing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions and employs research and analytics to evaluate investment options.

Israel Nazari is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022 and previously at The Lemoine Group, Inc. for nine years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Ryan Chester is a financial advisor with OSAIC in Anaheim, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has previously worked at The Leaders Group, Inc., Cetera Advisors Network LLC, and BGA Insurance. Outside of his financial advisory career, he has entrepreneurial interests, operating Smoqued BBQ Orange LLC and The Rub Company, Inc. OSAIC serves a diverse client base including retail, high-net-worth, institutional investors, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing various asset-allocation tools and offering access to multiple investment platforms.

Sandip Sehmi is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has been with LPL Financial since 2009. Sehmi is also involved as a sole proprietor in OC Wealth Advisors and serves as a successor trustee on his family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and advanced technologies.

June Vinci is a financial advisor with Osaic Wealth, Inc. based in Tustin, CA, holding Series 63 and 65 licenses and having 39 years of industry experience. She has been with Osaic since 2007. She serves as a FINRA arbitrator for Los Angeles and San Diego counties and is a successor trustee for family trusts. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and offers both discretionary and non-discretionary account management.

Weihsiung Liang is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 1999 and is also the owner of a CPA firm, Liang & Company Accountancy Corp, which provides accounting and tax services. Additionally, he works as an insurance agent, selling life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with access to affiliated and third-party managers.

Afra Torres De Macias is a financial advisor with Primerica Advisors in Fullerton, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. Her other business activities include sales of investment-related products and part-time referrals of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model focused on percentage-based wrap fees and ongoing manager oversight.

Craig Floerke is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves as a financial advisor at SchoolsFirst Federal Credit Union and CUNA Brokerage Services, Inc. since 2012. 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, utilizing both discretionary and non-discretionary management supported by LPL Research, third-party subadvisors, and technology-driven solutions.

Joseph Yu is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Joseph works closely with clients to develop personalized financial strategies aligned with their long-term goals. Born in China and having relocated to the U.S. at age eleven, Joseph's background includes a Bachelor's degree from the University of California and a Master's degree from Cornell University. Before transitioning to financial advising, he worked as an engineer for six years. He holds the Personal Investment Advisor (PIA) designation and communicates fluently in English and Chinese. Joseph supports community involvement through volunteering activities and pursues various personal interests such as basketball, biking, football, golfing, music, reading, running, swimming, and spending time with his family. He remains committed to providing tailored wealth management solutions and values the opportunity to work one-on-one with clients to help them pursue their financial objectives.

Thomas Castillo is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and technology-driven portfolio management.

Richard Rustin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., and National Planning Corporation. Outside of his advisory work, he is involved in buying and selling sports and movie collectibles as well as non-fungible tokens. 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 and financial planning services, with both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and advanced technologies.

Javier Lopez is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 credentials and has eight years of industry experience. His work history includes positions at J.P. Morgan Securities since 2017 and JPMorgan Chase Bank, N.A. since 2015, as well as two years at Circle K. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services through a select group of Wealth Advisors on a non-discretionary basis.

Brandon Lam is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of finance, he has been involved with the Boys & Girls Club in Garden Grove. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Raoul Dubery is a financial advisor with OSAIC in Tustin, CA, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. He has worked with OSAIC since 1999 and Liberty Capital Management since 1998. Outside of his advisory roles, Dubery operates a sole proprietorship providing insurance solutions and is involved in real estate sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include various asset classes on both discretionary and non-discretionary bases.

Wei Yue is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Wei worked at Wells Fargo and held positions at the University of California, San Diego, and China Merchants Securities Co., Ltd. Merrill, together 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.

Jing Yang is a financial advisor with Merrill in Tustin, CA, holding a Series 66 designation and seven years of industry experience. Yang has worked with Bank of America and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.