John Henry is a financial advisor with UBS Financial Services in Seal Beach, CA, holding a Series 66 designation and five years of industry experience. Prior to joining UBS, he has worked in roles including at Fitness 19 and American National Pacific Property and Casualty. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Adam Gonzalez is a financial advisor with Primerica Advisors in Santa Fe Springs, CA. He holds Series 65 and Series 63 licenses and has five years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as earlier positions outside the financial sector. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and custodians, overseeing approximately $15.5 billion in assets under management.

Blair Maley is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Maley worked in various roles across the hospitality and education sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jiajin Han is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Han held roles at Teachers College, Columbia University, and worked with Wheat Education as a subject advisor. Han continues to be involved in educational tutoring activities outside of the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of discretionary and non-discretionary advisory services, including model portfolios constructed from mutual funds, ETFs, and ETPs for both retail and institutional investors.

Liyan Fan is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, Liyan worked at Solomon And Associates and held roles at Zhong Rui Investment Corp, East West Bank, and Rayliant Global Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Yvonne Qi is a financial advisor with Merrill in Hacienda Heights, CA. She holds Series 63 and Series 65 licenses and has been with Merrill since 2017, including prior experience with Bank of America, N.A. 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.

Marites Velena is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at World Financial Group, Transamerica Financial Advisors, and Gladstone Wealth Partners. Velena also works as a charge nurse at Keck Medical Center of USC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, and institutions nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Jesse Gomez is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. Prior to joining Fidelity, he held positions at Better Mortgage, LendingClub, Yelp, and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs.

Benedicto Santiago Jr. is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Royal Alliance and Transamerica Financial Advisors. He also serves as an OSJ Branch Manager for Capital Resources and Insurance, Inc., overseeing compliance and supervision activities related to trading and account management. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk assessments, and access to third-party managers across various investment vehicles.

Michael Barnhill is a financial advisor with J.P. Morgan Securities in Long Beach, CA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at JP MORGAN CHASE Bank, N.A. since 2025. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Woong Roh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various roles within J.P. Morgan entities since 2014, with a two-year tenure at Edward Jones from 2019 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a broad range of advisory and brokerage services.

Wayne Barnes is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, and Merrill Lynch Pierce Fenner and Smith. 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 brokerage, distribution, and investment management capabilities.

Nathaniel Nesbitt is a financial advisor at UBS Financial Services with 46 years of industry experience, having worked at UBS since 1980. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with the Civil Air Patrol in search and rescue operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Rhonda Cano is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked with Avantax firms for a decade and operates Cano Income Tax, a tax-related business she has maintained since 1989. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to third-party managers and customized investment solutions.

Mane Aslanian is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2015 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Colin Babb is a Wealth Management Advisor with Merrill Lynch Wealth Management. He rejoined Merrill Lynch in 2016 and has been providing financial and wealth management advice and services since 2007. Colin is part of The Crow Babb Hulley Group, a team with over 100 years of combined experience, which employs a comprehensive, goals-based approach to wealth management. Colin's areas of expertise include portfolio construction, wealth planning, retirement planning, special needs planning, liability management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of Southern California. Outside of his professional work, Colin is involved in various alumni and charitable organizations. He lives in Huntington Beach with his wife, Kira, and their two daughters. His personal interests include golfing, music, spending time with his family, and traveling.

William Blum is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Ameriprise Financial, and spent four years at San Diego State University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christian Li is a Certified Financial Planner® (CFP®) with 38 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at TAG Financial Inc. and FSC Securities Corporation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management supported by proprietary and third-party research.

Kaitlyn Chuong is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 10 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Stuart Hoshide is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked with Cetera and its predecessor firms since 2008 and maintains a private registered investment advisory business, Orange Capital Management. Outside of advising, he volunteers as a coach for an inline hockey program and provides coaching on financial planning software for a software company. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors. The firm serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services across various program structures and custodial relationships.