Jonathan Glant is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Perry is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2008. In addition to his advisory work, Perry provides tax preparation services and serves as a notary to assist clients with death claims and IRA rollover documentation. LPL Financial is an SEC-registered investment adviser and broker-dealer offering financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and research from LPL Research.

Cassia Stefanini is a financial advisor with Primerica Advisors in Chino, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for ten years and has been with Primerica since 2019. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading and overlay responsibilities to BNY Mellon Advisors.

Ashley Model is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services that utilize structured discovery processes and firm-approved planning tools.

Lincoln Lai is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Foresters Advisory Services LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party portfolio strategists.

Darci Kelley is a financial advisor with LPL Financial in Tustin, CA, holding a Series 66 designation and 26 years of industry experience. She has worked at LPL Financial since 2021 and previously operated her own firm, Darci Kelley Inc. Additionally, she has extensive experience with Waddell & Reed, Inc. and various insurance carriers. Kelley also maintains a business entity, Darci Kelley Incorporated, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brent Dennard is a Series 66-licensed financial advisor with three years of industry experience, currently with Osaic Wealth, Inc. He previously worked at Commonwealth Financial Network, Diversified Investment Services, TriNet, and Capital Group - American Funds. In addition to advising, he supports senior and associate advisors as a paraplanner, assisting with client financial planning and investment research. Osaic Wealth, Inc. serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and third-party managed-account solutions.

Camille Gaffney is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 designations. 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 market simulations as part of its financial planning process.

Carlos Bernabe is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. His prior experience includes roles at LPL Financial LLC, Orange County's Credit Union, and Wells Fargo. Outside of his advisory work, he has been involved in caregiving activities for family members. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios and serves as an adviser to multiple registered investment companies.

Darren Chia is a CFP® professional with 16 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with J.P. Morgan since 2012 and is also involved in real estate ownership through Chia Vine Properties, LLC. Outside of finance, he is a silent investor and partner in a restaurant called Our Nest. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting delivered on a non-discretionary basis.

Daniela Fricke is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. She previously worked at Partners Federal Credit Union and LPL Financial LLC for 17 years. Outside of her advisory role, she is an owner of a rental real estate business. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting implementation through various advisory and institutional programs.

Jiahui Xu is a financial advisor at Cetera with five years of industry experience. Xu holds Series 63 and Series 65 credentials and has previous experience at J.P. Morgan Securities and Wells Fargo. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, ranging from model portfolios to bespoke strategies, and oversees more than $256 billion in assets with over 10,000 advisors nationwide.

Margaret Sturdy is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2001. In addition to her advisory work, she occasionally sells health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Ozzy Macias is currently the Vice President and Branch Leader at Fidelity Investments. In this role, he leads and inspires associates through the implementation of the company's Standards of Care, focusing on creating meaningful client relationships and delivering an exceptional Fidelity experience. He has been with Fidelity Investments since 2016, progressing from Financial Consultant to Vice President Regional Planning Consultant in 2021, before assuming his current position in 2026. His professional background is centered on financial consulting and regional planning within the organization. Ozzy holds a California Insurance License.

Daniel Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience at Wells Fargo Bank, NA dating back to 2014. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Wende is a financial advisor at Edward Jones in Orange, CA, holding a Series 66 designation with 11 years of industry experience. He previously worked at Ameriprise Financial Services LLC from 2023 to 2025 and has been with Edward Jones since 2014. Outside of finance, he works as a Gameday Compliance Monitor for Major League Baseball, overseeing adherence to league rules during games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Tzu Jung Huang is a financial advisor at UBS Financial Services with a Series 66 designation and experience that includes roles at Sumitomo Mitsui Banking Corporation and CDIB & Partners Investment Holding Corporation. He has been with UBS since 2025. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and operates across multiple financial sectors, including futures commission merchant activities and principal trading.

Laura Schroeder is a Series 66-licensed financial advisor with Edward Jones, working in Yorba Linda, CA. She has 18 years of industry experience, all with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary wrap fee solutions and separately managed accounts. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Garrett Tuck is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. Prior to joining Fidelity, Garrett worked as a Financial Advisor at Edward Jones Investments from 2014 to 2016. Garrett specializes in investment guidance and retirement income planning, partnering with clients and their families to manage their wealth and update plans as life circumstances change. He holds a California Insurance License. Outside of his professional work, Garrett enjoys baseball, concerts, fitness, golf, and traveling.

Kevin Cheng is a financial advisor with Wells Fargo Clearing in Chino Hills, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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.