Leonel Garcia is a financial advisor with LPL Financial based in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining LPL Financial, he worked at institutions including J.P. Morgan Securities LLC and Citibank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, offering various portfolio strategies and access to institutional platforms.

Alana Amela is a financial advisor at Primerica Advisors with five years of industry experience. She holds Series 63 and Series 65 credentials. Prior to her advisory role, she worked in various service and retail positions. In addition to her advisory work, she is a part-time personal trainer. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies and offers discretionary separately managed accounts.

Hernan Martinez is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan in 2019, he worked with firms including American Financial Network and Axa Advisors. Outside of his advisory role, he owns an online recipe business and is an officer at a banquet hall event venue. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Caress Ho King is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their program emphasizes centralized due diligence, quantitative and qualitative research, and incorporates ESG criteria within a non-discretionary advisory framework.

Thomas Adame is a financial advisor at Merrill holding a Series 66 designation with one year of industry experience. His previous roles include positions at Bank of America, Vega Settlement Group, and SGV Law, APC. Outside of his financial career, he has worked in hospitality and retail sectors, including at Hangar 18 Climbing Gym and Jamba Juice. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Benjamin Lee is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at notable firms including Wells Fargo Investments, Countrywide Investment Services, Banc of America Investment Services, and Morgan Stanley DW Inc. He co-owns a rental property in La Crescenta, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions.

Clara Park is a CFP® professional with 16 years of experience in the financial industry. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Prentice Parr Jr. is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 credential and 10 years of industry experience. He previously worked at Bank of America, Merrill, and JPMorgan over the past decade. Outside of his advisory role, he manages a personal real estate trust as an owner and partner. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting with a broad range of brokerage and advisory solutions.

Elton Villanueva is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at PFS Investments Inc. since 2017 and has been affiliated with Primerica Financial Services since 2012. Outside of his advisory role, he is a self-employed notary and has experience in home security and automation product referrals. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies managed by third-party asset managers and offers discretionary separately managed accounts supported by custodial and trade execution services.

Fred Khalil is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include six years at the Qatar Finance and Business Academy and current positions at J.P. Morgan Securities and JPMC BANK NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG framework.

Deyanira Gutierrez is a financial advisor with J.P. Morgan Securities in Glendale, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. Outside of finance, she managed DJA Investment LLC, operating Ciao Pizzeria Bar from 2023 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research, ESG considerations, and offers derivatives and commodities capabilities uncommon among institutional advisory programs.

Anthony Akhverdyan is a financial advisor with Ameriprise in Glendale, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at California State University, Northridge, and Berolina Bakery. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Velarde Jr. is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Premier America Credit Union and LPL Financial. Velarde also operates Velarde Wealth Partners, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

Daniel Tauberg is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Prior to this, he held positions at JPMorgan Chase Bank, Ameriprise, and Wamu Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with recommendations supported by centralized due diligence and incorporating an ESG eligibility framework.

Jill Kasen is a CFP® and ChFC® with 40 years of industry experience. She is currently with Ameriprise Financial Services, LLC and has held roles at several firms including 1st Global Advisors Inc and Kasen Investment Services, INC. She is also the owner of CentsSense.com, a consulting business unrelated to investment management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice.

Jeannette Harris is a Financial Advisor at Merrill Lynch Wealth Management, where she works with individuals and families who have built meaningful wealth and seek clarity on their financial future. She focuses on providing thoughtful financial planning and investment guidance to help clients make informed decisions about retirement, tax-aware planning, and investing. Her areas of expertise include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Jeannette holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jeannette earned an Executive MBA and a Master of Science in Finance from Saint Mary's College of California, and a Bachelor of Science in Business Administration with a concentration in Management from San Jose State University. She is also involved in the Junior League of Los Angeles. Outside of work, her interests include dancing, gardening, horseback riding, pickleball, reading, spending time with her family, and traveling.

John Herrera is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at JP Morgan Chase Bank, Wells Fargo, and CUSO Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory services supported by a large nationwide network of independent advisors.

James Frew is a financial advisor with LPL Financial, holding a Series 63 designation and over 41 years of industry experience. His prior firms include Western International Securities and Financial West Group. He maintains involvement in small business entities related to investment and insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Alexander Burum is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at PlanMember Securities Corporation for eight years and has been self-employed as an independent contractor since 2013. Outside of his advisory role, Burum dedicates time as a caregiver to his father. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and brokerage and insurance product facilitation through affiliated entities.

David Belkin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Western International Securities, Inc. for eight years and Financial West Group for nine years. Outside of his advisory role, he serves as CFO and business owner of Continental Chemical. 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.