Joe Valenzuela Jr. is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2017 and previously was affiliated with the University of Southern California from 2014 to 2017. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christopher Olson is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at VectorUSA, Relocity, Inc., Data Analysis Inc., and Kforce Inc. Olson operates JW Financial Strategies as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Elizabeth Cervantes is a CFP® and Series 66 licensed financial advisor with 19 years of industry experience. She currently works at Morgan Stanley in Brea, CA, having previously held roles at Wells Fargo Clearing and Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Julia Pearl is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked for Bob Smith Toyota for seven years. Outside of her advisory role, she is involved with BRAHHVO LLC, an investment-related LLC formed by her Ameriprise franchise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers comprehensive retirement planning focused on income reliability and tax-aware withdrawal strategies.

Mai Park is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Morgan Stanley. 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 supported by various investment platforms and tools.

Tom Aguilera Jr. is a financial advisor with LPL Financial in Placentia, CA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 15 years and has been affiliated with SchoolsFirst FCU since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of representatives. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools for operational support.

Hsien Lu is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, Axa Advisors, where he worked for 21 years. Outside of his advisory role, he is involved in an outside fixed business and owns investment real estate. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm emphasizes matching clients to appropriate investment models and discretionary managers, utilizing third-party asset managers and a range of investment products.

Cong Wang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at Cetera, HSBC Bank USA, Avantax Advisory Services, Bohai Securities, and Everbright Securities. He also serves as an insurance agent selling fixed insurance products and works as a wealth management associate at TYWL Wealth Advisors, LLC. 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.

John Tran is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, and JP Morgan Chase Bank. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Ronald Thompson is a Series 66 licensed financial advisor with Fidelity, based in Brea, CA, with one year of industry experience. Prior to joining Fidelity, he held positions at Northwestern Mutual and New York Life Insurance Company. Outside of his advisory role, he is a sole proprietor as an Amazon Publisher. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Victoria Vargas is a financial advisor with Edward Jones in Long Beach, CA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked at Yelp for six years and Lindamood-Bell Learning Processes for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bo Ram Lim is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, Lim worked as an accountant with Gatto Mcferson CPAs and operated a CPA practice for nine years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models primarily implemented through third-party managers and emphasizes fiduciary services for qualified plans.

Alexander Reuben is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, JP Morgan Chase Bank, JP Morgan Securities, Raymond James Financial, and a CPA accountancy corporation. Outside of his advisory work, he is involved in a non-investment-related role at Jonathon P Reuben, CPA AAC. 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technological tools and a wide network of over 22,800 advisors.

Kyle Brancato is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has held various roles at Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory work, he serves as CEO of Torque & Title Solutions, a business facilitating vehicle purchases for dealerships and individuals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across multiple areas, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Ryan Gill is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Waldorf Estoria and attended Arizona State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Raul Hernandez is a financial advisor with LPL Financial, holding a Series 66 credential and 17 years of experience in the industry. His prior roles include positions at BMO Bank NA, BancWest Investment Services, Wells Fargo Clearing, and Wells Fargo Bank. Hernandez is based in Huntington Park, CA. 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 portfolio programs, third-party asset management, and institutional platforms.

Howard Marchbanks III is a CFP® with 34 years of industry experience. He is currently an advisor at LPL Financial, where he has worked since 2021. His prior experience includes roles at Innovative Employee Solutions, James Dumbeck, and Waddell & Reed, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad advisory platform that includes financial planning, model portfolios, and institutional services.

Tracy Peatling is a financial advisor at Edward Jones in Fountain Valley, CA, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise and Parkland Securities. Outside of advising, she manages a residential rental property in Las Vegas with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services through a nationwide network of over 23,000 financial advisors.

Eddie Kaspar is a financial advisor with LPL Enterprise holding ChFC® and Series 65 credentials and has 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1978 and most recently joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven approach to investment implementation and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Matthew Chan is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Cetera, having joined in 2026, and previously worked at Ameriprise from 2021 to 2025. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, employing a multi-manager platform that includes both affiliated and third-party managers.