Wendy Wei is a financial advisor at Merrill with 18 years of experience. She holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill since 2012. Outside of her advisory role, she is a general partner and managing member of two single-member LLCs involved in real estate activities in California and Nevada. Merrill, along 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Tomlinson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of areas including legacy planning, college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel works closely with individuals, couples, and businesses to develop personalized financial strategies aligned with their long-term goals. Daniel holds a Bachelor’s Degree from Southern Methodist University and is a Personal Investment Advisor (PIA). He is affiliated with the Irvine Chamber of Commerce and draws on his background as a former Marine to build strong, trust-based relationships with clients. His approach emphasizes understanding what matters most to clients and collaborating with them to navigate financial decisions throughout different stages of life. Outside of his professional work, Daniel enjoys spending time with his family, watching movies, and playing baseball. He also actively participates in his community through volunteering, reflecting his commitment to service both personally and professionally.

Steve Kang is a Series 66 licensed financial advisor with two years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Merrill Lynch, Bank of America, and other financial institutions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Isaac Diaz is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2017. Prior to his career in finance, he was employed at In-N-Out Burger for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within a broader broker-dealer and banking organization and offers access to a diverse range of products through its unique regulatory registrations.

Joshua Goeppner is a financial advisor with Ameriprise in Torrance, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew Kriege is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Business Incentive Solutions and Philz Coffee. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Shiela Imperial is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various JPMorgan entities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Kathryn Hackney is a financial advisor at LPL Financial with 36 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes roles at SchoolsFirst FCU, CUNA Brokerage Services, Inc., and Orange County Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

Anson Li is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America, N.A. since 2016. Merrill, alongside 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nancy Eckert is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 42 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 offerings.

Calvin Jacobs is a Series 66-licensed financial advisor with Morgan Stanley, based in Long Beach, CA, with 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Brandon Dunn is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jackie Lewis is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

James Owens is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Since 2009, he has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He serves as a board member and treasurer for the SBC Community Homeless Coalition, a charitable organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment services.

Reid Williams is a financial advisor at OSAIC with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Woodbury Financial Services Inc. and Jack Keeter & Associates. In addition to his advisory role, he operates a sole proprietorship as an insurance agent specializing in the sale of term life, fixed life insurance, and annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include a range of investment products.

Thomas Trauger is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he is involved in entrepreneurial ventures related to real estate, including ownership in several investment properties and business interests in Costa Mesa, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

David Ko is a CFP® professional with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 investment approach 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 offerings.

Cesar Macedo is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2014. He holds Series 63 and Series 65 licenses and operates out of Downey, CA. Outside of advisory work, he provides tax preparation services and notary services related to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad clientele including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Yibin Evan Xu is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has worked with J.P. Morgan Securities since 2013 and has also been employed at JPMorgan Chase Bank, N.A. for the past 10 years. Outside of his advisory role, he works as an employee/contractor for In-Home Supportive Services, assisting a family member in home. J.P. Morgan Securities LLC 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. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Merlin Micken is a CFP® professional with 19 years of industry experience, currently serving at Wells Fargo Advisors since 2019. Prior to this, he worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. He also participates as a sales representative exam committee member for FINRA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.