Rong Wang is a financial advisor at Merrill with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, J.P. Morgan Securities, and J.P. Morgan Chase Bank. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines internal Chief Investment Office teams and third-party style managers to implement trading, account administration, and custody support.

Liliana Soto is a CFP® professional with 19 years of experience in financial services. She is currently with Cetera, where she has worked since 2013, and she also holds the role of Director of Financial Services at Crane & Associates, a financial planning and investment firm. In addition to her advisory work, Soto is a licensed public notary. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party money managers.

Daven Zahn is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2000 and operates Zahn & Zahn, Inc., providing investment services, accounting, and tax consulting since 1988. Outside of his advisory work, he is an authorized agent involved in group medical sales to small businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and supports multiple program structures with access to various third-party and affiliated investment managers.

Cole Heydorff is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018. Prior to his advisory role, he was employed by California State Parks for six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice centered on dependable income sources and tax-aware withdrawal strategies.

Joshua Murty is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He works primarily with high-net-worth and ultra-high-net-worth individuals and families who have complex planning needs. Joshua focuses on investment strategy and long-term wealth planning, assisting clients in evaluating how their portfolios, estate plans, and financial structures align with their goals over time. He has experience with complex investment strategies and estate planning, especially for families dealing with multi-generational planning, concentrated wealth, and significant life transitions. Joshua employs a disciplined approach to investment management, emphasizing alignment between strategy, risk tolerance, liquidity needs, and long-term objectives. He often collaborates with clients' attorneys, CPAs, and other advisors to coordinate investment and estate planning decisions. Joshua earned a Bachelor's Degree from California State University, Fullerton, College of Business and Economics, and completed an executive education program at Yale University. He holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). His personal interests include boating, camping, fishing, football, and golfing.

Jennifer Lee is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with J.P. Morgan Securities in Irvine, CA. She has been with J.P. Morgan Securities since 2016 and also provides part-time administrative support to a family engineering business. J.P. Morgan Securities offers 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, with clients retaining final decision-making authority.

Majid Taheran is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 31 years of industry experience. He has worked at Avantax Advisory Services and Cetera Wealth Services, and he has operated his own financial advisory and legal practices. Taheran also serves as a professor teaching financial accounting and mathematics at the University of Phoenix. Cetera Investment Advisers LLC is an SEC-registered advisor that supports over 10,000 independent advisors nationwide, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, including access to third-party managers and customizable investment solutions.

Brian Lineberger is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds a Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he manages a family-owned property that is rented short-term through platforms like Airbnb and VRBO. UBS Financial Services serves individual, corporate, and institutional clients by offering a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, using proprietary research and asset allocation models to tailor client strategies.

Cornel Catrina is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. In this role, he works with individuals and their families to develop customized financial plans, focusing on retirement planning, income strategies, and tax-efficient investing. His approach is centered on helping clients achieve their personal and financial goals. Prior to his current role, Cornel served as a Financial Advisor at Merrill Lynch from 2016 to 2017. He also held the position of Regional Manager at GL Advisor between 2010 and 2014, and was a Registered Representative with Datek and Heartland Securities from 1996 to 2002. Cornel holds a California Insurance License. Outside of his professional work, Cornel enjoys biking, running, swimming, and tennis.

Guillermo Salas is a Series 66 registered advisor with 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience at JPMorgan Chase Bank, N.A., Wells Fargo Clearing, and Wells Fargo Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates centralized due diligence, quantitative and qualitative research, and may include an ESG eligibility framework.

Johnny Le is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he assists clients in developing personalized financial strategies that align with their individual ambitions and family goals. He focuses on areas such as planning for education funding, retirement lifestyle, and potential healthcare costs. Johnny's approach involves simplifying investment complexities and fostering transparent communication to guide clients through their financial planning journey. Johnny holds the designation of Personal Investment Advisor (PIA). He earned his High School Diploma from Fullerton Union High School. His professional philosophy centers on identifying what matters most to clients and their families to create effective financial strategies.

Karen Chang is a Financial Consultant currently working with Fidelity Investments since 2023. She partners with clients and their families to create and implement personalized financial plans, focusing on engagement and involvement in their financial journeys. Her approach aims to develop plans that provide confidence and peace of mind regarding clients' most important financial matters. Karen has extensive experience in the financial services industry, having served as a Financial Consultant at E*TRADE from 2018 to 2023 and as a Branch Manager at Scottrade from 2001 to 2018. She holds a California Insurance License, supporting her work in financial consultation and planning.

Garrett Earls is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade Inc. Outside of his advisory role, he serves as a high school football official with the Foothill-Citrus Football Officials Association and is a board member of the OCS Foundation, which provides scholarships to families in need. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research and due diligence on alternative investments.

Shiqing Deng is a financial advisor at Edward Jones in Orange, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Deng worked for Societe Generale Corporate and Investment Banking from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory services through a large network of financial advisors and branch offices nationwide.

Donny Takemoto is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America Inc. and National Planning Corporation. Outside of his advisory work, he is also licensed as a non-variable insurance agent. 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 financial planning and investment management services through a large network of advisors, employing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Jin Kim is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Bank of America, Merrill, and Fidelity Investments, as well as a period of self-employment with Kim Translation's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Mena Eskander is a financial advisor with J.P. Morgan Securities in Tustin, CA, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with J.P. Morgan Securities and affiliated entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.

David Kim is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked in automotive sales at several dealerships, including Penske Land Rover Puente Hills, Porsche Beverly Hills, McKenna Porsche, and BMW of Buena Park. Edward Jones is a full-service wealth management firm serving more than four million clients across individual and institutional segments. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

William Hoa is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMC BANK NA (Southwest) since 2016. Outside of his advisory work, he operates an online sales business specializing in rare Nintendo products and secondhand items. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG frameworks where applicable.

Brittany Taylor is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She has held roles at Wells Fargo Advisors since 2017, including a position at Wells Fargo Clearing Services, LLC prior to her current role. Taylor took a one-year break as a stay-at-home mom between 2016 and 2017. 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 uses proprietary research and planning tools to develop tailored recommendations for clients.