Eric Glade is a financial advisor with Ameriprise in San Clemente, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a certified pickleball instructor and competitive player, though he has not yet provided lessons or earned prize money from tournaments. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports its financial advisors.

Kevin Tran is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and SchoolsFirst FCU. He is also a notary public and is involved with SchoolsFirst Retirement Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and various portfolio management options.

Peter O'Brien is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2013. Outside of his advisory role, he serves as a board member for Brothers on a Quest, a nonprofit focused on raising awareness and funds to fight rare neurological diseases, and acts as a FINRA arbitrator. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Toan Nguyen is a financial advisor with Primerica Advisors in La Mirada, CA, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. His career includes roles at Primerica Financial Services and involvement with Judy Bui CPA Inc and TJ Solutions. Outside of advisory services, he engages in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services via model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Benjamin Dominguez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He worked at C2G International, LLC from 2016 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, Dominguez serves as a high school basketball referee with the California Basketball Officials Association. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party data, applying diversification principles and modern portfolio theory in its investment approach.

William Shinen is a financial advisor at LPL Financial with 43 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from various sources.

Jennifer Ho is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Outside of her advisory role, she is involved in personal real estate investment. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and advisory services including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Tony Tat Yan Lam is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Bancwest Investment Services, Bank of the West, and U.S. Bancorp Investments. His current role at LPL Financial follows a diverse career including prior institutions in the financial services sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and retirement plan consulting, utilizing model portfolios, third-party research, and various technology-driven investment management solutions.

Ileana Chavez is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 securities licenses and has worked at JPMorgan Securities LLC and Wells Fargo prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach includes structured discovery conversations and firm-approved tools, offering a range of services without providing individual security recommendations as part of standalone plans.

Joshua Lee is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that reflect their financial situations, family needs, and long-term goals. Joshua provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients' financial lives. His client focus includes legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Joshua holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Loyola Marymount University. He communicates with clients in English and Korean. Joshua participates in community volunteer activities, reflecting his commitment to the tradition of service associated with Merrill. Outside of work, he has interests in hiking, music, pickleball, table tennis, tennis, traveling, and yoga.

Yoon Chang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Merrill and Bank of America. J.P. Morgan Securities 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.

Sergio Garcia is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2008. Outside of finance, he is the owner of Quality Furniture Inc., a furniture manufacturing and sales business. J.P. Morgan Securities 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 large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Brandon Robles is a Planning Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to develop comprehensive financial plans tailored to the needs of them and their families. Prior to this role, Brandon held several positions at J.P. Morgan Chase Bank N.A., including Private Client Advisor from 2017 to 2021, Financial Advisor from 2016 to 2017, Private Client Investment Associate from 2014 to 2016, and Banker from 2012 to 2014. Brandon holds a California Insurance License, supporting his work in financial planning and client advisement. He is committed to understanding his clients' financial needs and partnering with them to achieve their goals.

Nora Nosaka is a financial advisor with Primerica Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Primerica Advisors since 2019 and has been associated with Primerica Financial Services since 2016. Outside of investment advising, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Edward Arcilla Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2022 and also has ongoing roles with CUNA Brokerage Services, Inc. and SchoolsFirst FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Ioan Peia is a financial advisor with Primerica Advisors in Anaheim, CA, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of his advisory role, he is a member of Organized Chaos Studios LLC and co-founder of the 24/7 National Strategic Prayer Call. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Derrick Hilts is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2020. Prior to his career in financial services, he spent eight years at Siemens Healthineers. Outside of financial advising, he is involved in a construction and engineering business related to hospital and healthcare sectors. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and emphasizes advisory capacities without providing individual security recommendations as part of standalone plans.

Curtis Kurtz is a financial advisor with Ameriprise in Lakewood, CA, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Ameriprise and its predecessor entities since 1982. Outside of his advisory work, Kurtz serves on the Board of Directors for the YMCA of Greater Long Beach, chairs its Finance Committee, and participates in community organizations including the Rotary Club of Lakewood and Los Altos United Methodist Church. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Blake Hilts is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers financial planning based on structured discovery and firm-approved tools.

Evan Ocepek is a CFP® certificant with 15 years of industry experience and is currently affiliated with OSAIC. He previously worked at Woodbury Financial Services and Western International Securities, Inc. Evan is also a partner in Murphy Financial Services and acts as an insurance agent, recommending and assisting clients with insurance products. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services supported by asset-allocation tools and access to third-party money managers across multiple platforms.