Stanley Tang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has worked with J.P. Morgan and its affiliated entities since 2011. Outside of his advisory role, he is a silent investor in a technology start-up focused on artificial intelligence data. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. Their approach includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Esteban Muniz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His career includes roles at Merrill and Bank of America, as well as multiple positions within JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he was involved with Relámpago del Cielo for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by a systematic due diligence process and an ESG eligibility framework.

Richard Skelton Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked for Woodbury Financial Services for 20 years before joining OSAIC. Outside of his advisory role, he assists with a family-owned horse riding stable on Catalina Island, occasionally helping with daily ranch activities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization with tools for discretionary management, third-party manager selection, and alternative investments.

Vanessa Solis is a financial advisor at Charles Schwab with three years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB since 2022. Prior to that, she was with LBS Financial Credit Union from 2014 to 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by its large scale and integrated operational structure.

Kelli Putnam is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Her work history includes roles at JP Morgan Chase Bank, First Republic Investment Management, and First Republic Bank. 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 within a non-discretionary program. The firm supports its advisory process with centralized due diligence, combining quantitative and qualitative research, and incorporates ESG eligibility frameworks in its recommendations.

David Willett is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with firms including LPL Financial and Trilogy Capital, and he serves on the committee for St. John's Lutheran School Endowment Fund. Willett also owns and operates his own financial services businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering various portfolio management and consulting services through a nationwide network of independent advisors. The firm provides access to multiple program structures and third-party managers with over $256 billion in assets under management.

Uyen Quang is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has previously worked at Merrill and East West Bank. Outside of her advisory role, she is involved in a family-owned business focused on business development and marketing. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, allowing advisors to implement model portfolios, third-party managers, or bespoke strategies.

Russell Stark is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Outlaw Racing Products, a parts distribution business related to model boat racing. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and access to various investment strategies through its broad platform.

Arnold Garcia is a financial advisor with Wells Fargo Clearing in Seal Beach, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Michael Dye is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He worked at UBS Financial Services for 15 years before joining Wells Fargo in 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 uses research from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Jose Rosales is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of strategic investment options.

Delilah Dijamco is a financial advisor at LPL Enterprise with 21 years of industry experience. She holds a Series 66 designation and has worked at Prudential Insurance Company of America since 2006, alongside previous roles at Pruco Securities and Ameriprise. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers and financial planning services.

Adrian Montecinos is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and previously served five years in the U.S. Navy. Outside of his advisory role, he is president of the Swordsmens Gridiron Club and serves on the advisory board of the Orange County Navy League. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sunita Foley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Raymond James since 2009. Foley is also the owner of a support company, FoleyKefals Investment Services Inc. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Rasik Shah is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 41 years of industry experience. Prior to joining Raymond James in 2009, he worked for UBS Financial Services from 1997 to 2009. Outside of advisory work, he is a registered associate at Ketchum Investment Management Co Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to assist clients in evaluating potential investment outcomes.

Carlos Rojas Jr. is a financial advisor with J.P. Morgan Securities in Chino Hills, CA, holding a Series 66 designation and 17 years of industry experience. His career includes positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Yvonne Kuhn is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds the Series 66 designation and is based in North Tustin, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jeffrey Campbell is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Morgan Stanley and operating his own financial services business, J. Campbell Financial, since 2005. Outside of his advisory work, he owns a printing wholesale business where he processes images for print. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Hai Dao is a Financial Consultant currently working at Fidelity since 2024. Prior to this role, he served as a Financial Solutions Advisor at Merrill Lynch from 2017 to 2024. He holds a California Insurance License. His professional approach involves understanding the unique financial situations and goals of individuals and families to develop tailored strategies that align with their objectives. Outside of his professional responsibilities, Hai Dao has personal interests in food, football, golf, singing, and traveling.

Martha Moran is a Series 66 licensed advisor with J.P. Morgan Securities in Brea, CA, where she has worked for 12 years. Her experience is exclusively with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process relies on centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.