Maxwell Stanley is a financial advisor at MassMutual Investors Services with two years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and TEC Newport Beach LLC. Outside of finance, he operated a kayak rental business for two years. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and a collaborative planning process to deliver tailored recommendations, with options for clients to implement strategies through separate brokerage or insurance arrangements.

Irina Bykova is a financial advisor with Wells Fargo Clearing in Sherman Oaks, CA, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC, along with over two decades at Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Genesis Sanchez is a Financial Advisor at Merrill Lynch Wealth Management, where she works to develop personalized investment strategies tailored to her clients' unique goals. She provides investing advice across a broad range of areas including general investing, retirement planning, and saving for unforeseen circumstances. In her role as a Merrill Financial Solutions Advisor, she also facilitates access to Bank of America services for banking and lending needs. Sanchez holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned her Bachelor's degree from California State University of Dominguez Hills. By taking the time to understand what matters most to her clients, she aims to help them pursue their financial objectives through ongoing advice and guidance.

Vincent Chu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and offering 20 years of industry experience. He has worked with various Wells Fargo entities since 2008 and has served on the finance and administration committee of Kindle Hill Church since 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through more than 14,000 advisors.

Zhen Rong Yu is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, he was employed by Bank of America, N.A. from 2014 to 2017. Outside of his advisory role, he is a co-owner of a family rental property in Rosemead, California. 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.

Stephan Shatynski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of finance, he is a former actor with residual earnings from past roles and serves as an information officer overseeing Naval Academy admissions outreach in Orange County schools. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their IPS-driven advisory process incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Chauthy Pham is a financial advisor at Cetera with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2013. Pham is also a partner at Rathbun Sargent Insurance & Financial Services, where she is involved in life, health, and employee benefits sales and service. Cetera Investment Advisers LLC is a nationwide, SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, supporting a broad range of investment strategies and program structures.

Samantha Power is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo since 2016. Outside of her advisory role, she owns a company called Apricity LLC, which is a potential candle business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Eliz Shahverdyan is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at Union Bank Investment Services, Bank of the West, and Firefighters First Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities. The firm uses proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

David Lee is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMORGAN Chase Bank, N.A. since 2010. Outside of his advisory role, he is an owner of a rental property. 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 services on a non-discretionary basis.

Jason Kincaid is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his advisory role, he has worked with the LA County Sheriff Department since 2015. Primerica Advisors provides 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 uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts with trade execution and custody services supported by BNY Mellon Advisors and Pershing.

Cynthia Sayabounthavong is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. She also briefly worked for the County of Orange in 2018. 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 applying an ESG eligibility framework in its investment recommendations.

David Lumiqued is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years and Independent Capital Management, Inc. for 21 years. Outside of his advisory role, Lumiqued serves as president of the West Covina chapter of the Society for Financial Awareness, where he presents educational seminars to the public and local businesses. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and investment advisory services. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms, including third-party money managers and managed-account solutions.

Donald Crane is a financial advisor with Cetera, holding the CFP® and CFA® designations, and has 17 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2009 and currently owns and operates Crane Advisory LLC, providing financial planning and asset management services. Outside of his advisory work, he also sells fixed insurance products including life and annuities. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a variety of program structures and custodial relationships.

Donald Crane is a CFP® with 42 years of industry experience, currently affiliated with Cetera. He has operated his own firms, including Crane Advisory LLC and Crane & Associates, where he provides financial planning and asset management services. He also sells fixed insurance products such as life, health, disability, annuities, and long-term care insurance as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Sinahy Luna is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She works closely with clients and families to help them achieve their financial goals, providing access to a trusted brand and a variety of investment and planning tools. Her professional experience includes positions as an Investment Consultant at Fidelity Investments from 2019 to 2021, AVP and Financial Solutions Advisor at Merrill Lynch from 2014 to 2019, and Financial Advisor at JP Morgan Securities from 2012 to 2014. She holds a California Insurance License.

Ataullah Mangal is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Dexa Ventures, Wells Fargo Bank, Uber, Cydcor, PAE, and Azizi Bank. Outside of advisory work, he has been involved with Uber since 2022. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers. The firm’s approach involves assessing client risk tolerance and leveraging both proprietary and third-party investment programs.

Erika Noble is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she was involved with Shisha Sisters LLC for three years. 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.

Preston Dawson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked with Cubist LLC and Little Dot Studios. Outside of his advisory role, he serves as a creative consultant for Cubist, providing services such as email marketing and social media management. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Peter Kokos is a financial advisor with Ameriprise in Glendale, CA, holding a Series 63 designation and over 26 years of industry experience. He was previously with American Express Financial Advisors Inc for 20 years before joining Ameriprise in 2020. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and third-party data.