Steven Dauglash is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and having three years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2022. In addition to his advisory role, he works as a relationship manager involved in outside insurance sales, including life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software tools to analyze client goals and offers event-driven planning programs alongside educational seminars.

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 at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2019, following three years at C2G International, LLC. Outside of his advisory role, he serves as a referee for high school basketball games with the California Basketball Officials Association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Junia Pan Li is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities (USA) Inc., Capital Group Private Client Services, Inc., and JP Morgan Chase. Outside of her advisory role, she is president of The Meaning of Travel, a small private venture related to travel gear and website expenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs that combine discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to clients’ risk profiles.

Stephen Sheffield Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is a member of The Sheffield Group. He provides customized investment, lending, and estate planning services to a diverse clientele, including affluent families, working professionals, non-profits, foundations, and institutional 401(k) plans. His focus is on developing and implementing personalized wealth management strategies for individuals, trusts and estates, and businesses. Stephen began his career at Bank of America in 2005 and joined Merrill Lynch Wealth Management in 2010. Prior to Merrill Lynch, he worked as a Mortgage Loan Officer and Client Relationship Manager with Bank of America Global Wealth and Investment Management. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor of Arts degree from the University of Southern California and a Master of Business Administration from Pepperdine University. Stephen is also a member of Sigma Phi Epsilon. Outside of his professional work, he enjoys adventure sports such as biking, camping, cooking, reading, soccer, surfing, swimming, traveling, and yoga.

Kunal Sharma is a Financial Consultant currently with Fidelity Investments since 2024. He partners with families to develop personalized financial strategies that assist them in working toward their financial goals, providing clarity and confidence throughout the decision-making process. He has held several roles in the financial services industry, including Business Growth Strategy Consultant at Wells Fargo Advisors from 2022 to 2023, Private Client Advisor at JP Morgan from 2018 to 2022, and Private Client Banker at JP Morgan Chase from 2007 to 2018. Kunal holds a California Insurance License. Outside of his professional work, Kunal has interests in fitness, food, football, movies, museums, and pets.

Cameron Hooshivar is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Cameron is also affiliated with California Bank & Trust and has been involved with California State University, Fullerton since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies and technology tools to support its network of over 22,800 advisors.

Tony Tat Yan Lam is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at Bank of the West, Bancwest Investment Services, U.S. Bancorp Investments, J.P. Morgan Securities, Chase Investment Services, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Chadwick Goldberg is a financial advisor with LPL Financial based in Los Angeles, CA. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Armey, Bushey and Associates Wealth Management and Mogul, as well as employment with Amazon and Graphiq Inc. Outside of finance, he has experience in the music industry with Venice Music. 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 wide range of advisory and brokerage services through a large network of representatives and supports diverse investment strategies including model portfolios, third-party management, and customized allocations.

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.

Yoon Chang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has worked at several firms, including Merrill, Bank of America, and Mass Mutual Investors Services. 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 combines quantitative and qualitative research and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Sergio Garcia is a financial advisor with J.P. Morgan Securities in Long Beach, CA, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has worked within various divisions of JPMorgan Chase since 2008 and is also the owner of a private furniture manufacturing and sales business. 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.

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 bringing 12 years of industry experience. He has worked at LPL Financial since 2022 and previously spent eight years at CUNA Brokerage Services, as well as time with SchoolsFirst FCU and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors, combining scale with multiple advisory and non-advisory financial offerings.

Edward Hays is a Series 66-registered financial advisor with Edward Jones, based in Covina, CA, and has three years of industry experience. Prior to joining Edward Jones, he worked at RAD Diversified REIT Inc and Wells Fargo Home Mortgage. He also manages a rental property through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

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.

Kenneth Sullivan is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets Corporation for 10 years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

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.

Juliane Rollon is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at BMO Bank, Banner Bank, Comerica Bank, and Bank of the West. 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 portfolio management services through a large network of investment adviser representatives.