David Loftus is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Services LLC for three years. Outside of his advisory role, he has been involved with Pushpin Financial as an assistant. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.

Jeramy Heath is a financial advisor with Morgan Stanley in Yorba Linda, California, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Heath is the sole proprietor of a photography business, McTIN2b Photography LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models and manages approximately $2.74 trillion in client assets.

Michael Hicks is a financial advisor at LPL Financial with 27 years of industry experience and a Series 66 credential. He previously worked for INVEST Financial Corp for 14 years and has over four decades of experience as a CPA providing tax preparation and accounting services. Hicks is based in Westminster, CA. 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 with both discretionary and non-discretionary management options.

Irene Herrera Robles is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked in various roles within Wells Fargo entities since 2006. Outside of her advisory work, she provides freelance Spanish-English translation services and serves as a caretaker for an elderly family member. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Mingxiu Hao is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. Hao holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2016, also working at JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kevin Yook is a CFP® with 13 years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Kai Yuan Cheng is a financial advisor with Cetera and holds a Series 66 designation. He has 15 years of industry experience, including roles at East West Bank where he currently serves as a senior relationship manager. Cheng has been with Cetera since 2018. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering diverse portfolio management and financial planning options across multiple program structures.

Yvonne Flores is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings over two decades of experience in banking and wealth management, with expertise in helping clients organize their financial lives and advance meaningful goals for themselves, their families, and their businesses. Fluent in Spanish, Yvonne is skilled at connecting with multiple generations of families and first-generation investors. Yvonne holds a Bachelor's Degree from the California State University System and has earned the Personal Investment Advisor (PIA) designation. Her knowledge spans banking, insurance, wealth transfer, and investing, enabling her to assist clients in identifying opportunities and addressing financial gaps. She focuses on building long-term relationships through diligence, responsiveness, and attentive listening. Originally a first-generation American whose parents emigrated from Mexico, Yvonne values hard work and sacrifice. Outside of her professional responsibilities, she spends time with her family and parents and volunteers with Corazon de Vida, regularly traveling to an orphanage in Tijuana to deliver supplies and spend time with children.

Arthur Cordts is a CFP®-certified financial advisor with 27 years of industry experience. He has been with LPL Financial since 2009 and operates under the DBA Synergy Wealth Management in Anaheim Hills, CA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both proprietary and third-party research and technology-driven portfolio management.

Mohammad Jabbari is a Financial Advisor associated with the Kothari group at Merrill Lynch Wealth Management. He provides personalized wealth management strategies designed to help clients pursue their financial goals. He offers access to investment insights from Merrill and lending solutions through Bank of America. With over 15 years of experience, Moe has a diverse background in consumer and business banking as well as residential home mortgage lending. His extensive knowledge allows him to develop comprehensive financial strategies tailored to the unique needs of his clients. Moe holds the Personal Investment Advisor (PIA) designation. Moe earned a bachelor's degree from the University of San Diego. Outside of his professional work, he has interests in biking, camping, chess, cooking, rock climbing, running, soccer, and writing.

Maurice Clein is a financial advisor at Osaic Wealth, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Liberty Capital Strategists, Inc., Liberty Capital Management Inc., and Royal Alliance Associates, Inc. Outside of his advisory role, he is involved in managing Liberty Capital Strategists, Inc., a marketing entity, and serves as president of Financial Progressions Group, Inc. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large affiliated advisor network and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes.

Craig Wong is a Wealth Management Advisor at Merrill Lynch Wealth Management with 34 years of experience. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Craig emphasizes understanding clients' full financial situations and their priorities to develop personalized, flexible wealth management strategies. He integrates the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients’ financial lives. Craig holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree from California State Polytechnic University at Pomona. Alongside his professional focus, Craig participates in community volunteering consistent with Merrill’s tradition. He resides in Chino Hills, where he has lived for 34 years, and enjoys fishing, golfing, and spending time with his family. He has been married for 38 years and has two daughters, a granddaughter, and a grandson.

Jobel Rentino is a financial advisor with LPL Financial in Los Alamitos, CA, holding a Series 66 license and eight years of industry experience. He has previously worked at Cetera and Avantax-related firms and operates several business activities including tax preparation and consulting as an enrolled agent through Williams Tax and Financial Services. Rentino also provides independent contracting services focused on public procurement and federal purchasing policies for a municipal transportation department. 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 programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various management options.

Hoang Tran is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Tran owns a clothing business called Volley Club, which creates and sells casual apparel. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Julio Sandoval is a financial advisor at Edward Jones in La Palma, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he was involved in various financial and real estate investment roles, including co-ownership of two real estate investment companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Darrell May is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 advice. The firm’s 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.

Steven Adelizi is a financial advisor with Wells Fargo Advisors in The Woodlands, TX, holding a Series 63 designation and over 44 years of industry experience. He has been with various Wells Fargo entities since 2009. Outside of his work with Wells Fargo, he owns and operates Adelizi Investment Group LLC, a related investment business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Christine Stanley is a financial advisor with Primerica Advisors in Santa Fe Springs, CA. She holds Series 63 and Series 65 designations and has 39 years of industry experience, having worked with Primerica Financial Services and Primerica Advisors since 1986. In addition to her advisory role, she has involvement in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs an operational model featuring tiered wrap fees and oversight of portfolio models.

Stacey Kim is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL, she worked with Waddell & Reed Inc. and various insurance carriers from 2003 to 2021. She has held a business entity for tax purposes since 2017 and is also an insurance agent with Penn Mutual. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

John Greene is a financial advisor at Ameriprise Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at CUSO Financial Services and California Credit Union, where he also advised members on investing assets. Based in Orange, CA, Greene has been with Ameriprise since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.