Jiaqi Peng is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. She has worked at Bank of America and Merrill since 2016 and previously was involved in a wireless business from 2013 to 2017. Outside of her advisory role, Peng co-owns a family investment business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Roberto Flores Jr. is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, California Bank & Trust, and Opus Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

David Bohman is a financial advisor with Mass Mutual Investors Services in Los Alamitos, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 1986. Outside of his advisory role, he is involved in life and health insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved tools and collaborative annual planning processes.

Mildred Young is a financial advisor with Primerica Advisors in Diamond Bar, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, 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.

Vincent Brizzolara is a financial advisor with Morgan Stanley in Santa Ana, CA, holding a Series 66 credential and ten years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, he worked at BNI Boom!, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed, Inc. Additionally, he served as a soccer official for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering plans without individual security recommendations and emphasizing client responsibility for plan implementation.

Christopher Gendreau is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options under a wrap-fee structure.

Sung Won Suh is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Fidelity, he worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, and Merrill. Outside of his advisory work, he has been involved with Pet and Tree for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and its advisory role to registered investment companies and fund-of-funds.

Adam Shiono is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2010, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services with a broad range of planning options such as retirement, education, and business-owner transition planning. Advisors at the firm use Wells Fargo research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

John Shaker is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and 16 years of industry experience. His career includes roles at J.P. Morgan Securities, Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services alongside affiliated brokerage, distribution, and investment management capabilities.

Jonathan Manaloto is a Series 66-licensed financial advisor with Merrill in Huntington Beach, CA, and has eight years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremiah Gramm is a financial professional at Cetera with four years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliated entities since 2021. Outside of his advisory role, he provides tax planning and preparation services and is also commissioned as a notary. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse investment management options and operates a multi-manager platform with access to various program structures and third-party managers.

Dylan Aschoff is a financial advisor with LPL Financial in Corona, CA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios, third-party research, and various technology-driven investment solutions.

Allen Chen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Antonio Alvarez is a financial advisor with Cetera in Santa Ana, CA, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. His prior experience includes roles at Avantax Investment Services Inc. and Transamerica Financial Advisors, Inc. Outside of advisory work, he is CEO of Alvarez-Soto ATS Insurance Service Inc. and leads a charitable nonprofit focused on building a large religious and cultural center. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, allowing advisors to use affiliated and third-party managers or create custom strategies.

Glenn Yasukochi is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes 17 years at Lincoln Financial Securities Corporation and ongoing work with Greenwich Financial Insurance Services since 1997. Yasukochi participates in a pro bono program with the Financial Planning Association, providing brief budgeting assistance to low-income individuals. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing firm-provided tools and third-party platforms to build portfolios across various asset classes.

Zubeen Tukina is a financial advisor with LPL Financial and holds a Series 66 designation. He has nine years of industry experience, including eight years at Edward Jones and one year at Lyft. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of representatives. The firm offers a range of financial planning and advisory programs with access to model portfolios, research, and various management options.

Brandon Arnold is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently serving at Edward Jones since 1998. He holds the Series 63 designation and is based in Anaheim Hills, CA. Outside of his advisory role, he is the Vice President of the Kiwanis Club of Anaheim Hills/Yorba Linda. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Peter Castillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and previously spent three years at Citigroup. Castillo is also involved in insurance services through Castillo Consulting Group Insurance Services and CCG Adelante Insurance Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management options.

Carlos Salazar Ramirez is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Wells Fargo in various capacities since 2015. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sonny Kothari is a Wealth Management Advisor and Managing Director with the Kothari Group at Merrill. He has been with Merrill since 1990, providing customized wealth planning and advice to high-net-worth families. Sonny focuses on creating seamless, comprehensive financial experiences that address both clients' daily needs and long-term aspirations. He specializes in family wealth management strategies, legacy planning, and philanthropic planning. Sonny holds a Bachelor's degree in Business Economics from the University of California, Santa Barbara. He holds professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Throughout his career, he has collaborated closely with clients' CPAs and attorneys to maintain integrated financial management. Committed to his community, Sonny sits on the board of Pathways of Hope in Fullerton, California, an organization providing access to food, shelter, and housing. He lives in Fullerton with his wife and has three grown daughters. Sonny enjoys hiking, running, and spending time with his family.