Sherif Salib is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Lisa Silva is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Lincoln Financial Securities Corporation. Outside of financial advisory, she is the broker and owner of Strategix Realty Inc., a real estate brokerage firm. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated financial services through a large network of advisors, utilizing advanced asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Sean Kang is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank since 2015, following several years at Morgan Stanley Smith Barney starting in 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

George Veater is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial and Sagepoint Financial. Outside of his advisory role, he owns and operates a working cattle ranch and bronc riding school, hosting rodeo events and producing related content. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer customized portfolio management across various investment types.

Susan Chung is a financial advisor with Equitable Advisors in Brea, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors since 2005, previously working with AXA Advisors, LLC. Chung volunteers with the VITA Program through the Good Hands Foundation and works as a tax preparer specializing in business taxes. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to clients' goals, risk tolerance, and time horizons.

Douglas Bailey is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an active owner of a consulting business focused on advising private developers and serves on the Board of Directors for the Boys and Girls Club of Cypress. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and integrating capital-markets capabilities and alternative investment options.

Paul Gregerson is a financial advisor with Cetera, holding a Series 66 designation and bringing 28 years of industry experience. His career includes roles at Avantax Advisory Services, Kaiser, and Blue Cross/Blue Shield, alongside ownership of Gregerson Tax Service, which provides tax preparation services. He serves as a trustee of family trusts and maintains involvement in tax and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Josie Chuang is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with JPMorgan Chase and its affiliates since 2014. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Karen Burneff is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked at Cetera Wealth Services, LLC since 2013 and was previously with Quantum Econometrics from 2004 to 2023. Burneff serves as a non-public arbitrator in industry dispute hearings. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services, utilizing multiple program structures and a multi-manager platform to deliver customizable investment strategies.

David Nguyen is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes positions at World Financial Group and First City Realty. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with diverse program structures and investment options.

Shaquawn Schasa is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. He has worked previously at firms including Pruco Securities LLC, The Prudential Insurance Company of America, and Securian Financial Services Inc. Schasa serves as board chair for the Los Angeles Community Development Foundation and volunteers with the Rich Heritage Foundation, which supports HBCU athletes through basketball conferences. Cetera Investment Advisers LLC is a large SEC-registered advisory platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Lulu Lo is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2019. Prior to that, she was employed at JPMorgan Chase Bank, N.A. and KinFine USA, Inc. 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.

Kevin Han is a financial advisor with OSAIC based in Anaheim, CA, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions with Woodbury Financial Services, Questar Asset Management, and Wells Fargo. He is president of Cornerstone Financial Planning, a corporation he established for business planning and marketing related to his financial advisory practice. OSAIC serves a broad range of clients, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, efficient-frontier analysis, and access to third-party managers to construct diversified portfolios across multiple investment types.

Joshua Anspaugh is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His previous roles include positions at D.A. Davidson & Co. and Raymond James & Associates Inc. Anspaugh is also involved with Anspaugh Oil and Gas LLC, a business he has been associated with since 2018. LPL Financial is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research and model portfolios.

David Steinmetz is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2019. He helps clients develop strategies to address their specific wealth planning goals. Prior to his current role, he held various positions at Fidelity Investments, including Investment Consultant, Relationship Manager, Stock Plan Consultant, and Financial Representative, gaining comprehensive experience in financial services since 2014. David holds a California Insurance License, which supports his work in providing financial consultation and planning. Outside of his professional career, he enjoys activities such as spending time at the beach, playing and watching football and tennis, hiking, and reading.

Daniel Ruddock is a financial advisor with Primerica Advisors in Santa Fe Springs, CA, holding Series 63 and Series 65 designations and two years of industry experience. His work history includes positions at NeoGenomics, PFS Investments Inc., Primerica Financial Services, and Alcon Vision. He is involved in sales of investment-related products and receives compensation for referring home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by third-party custodians.

Joseph Garza is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth management and retirement planning, holding the designations of Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC). Joseph earned his Bachelor's Degree from the California State University System.

Justin Gilia is a financial advisor with Primerica Advisors in Huntington Beach, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of his advisory role, he serves as CEO of The Gilia Team, a legal entity formed for Primerica business purposes, and is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model that includes a tiered wrap fee structure and delegated trading through BNY Mellon Advisors.

Jon Massey is a financial advisor with OSAIC Wealth, Inc., holding the ChFC® designation and Series 63 license, and has 29 years of industry experience. He has previously worked with Mariner Independent Advisor Network, LLC, LPL Financial, LLC, and WealthPLAN Partners. Massey is President of Providence Professional Insurance Services and Plan With Providence, LLC, which provides insurance and administrative support services. He also serves as a board member for Lamb's Fellowship Church. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated financial services through a large network of advisors, utilizing asset-allocation tools and multiple advisory platforms to manage a wide range of investment products.

Krishna Agnihotri is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Crown Capital Securities and Foresters Equity Services. Outside of advisory work, he is involved in insurance sales as an independent agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.