Ross Mc Knight is a financial advisor at Edward Jones with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Symmetry Financial Group and J.P. Morgan Securities LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Taylor Cryer is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2026, Cryer worked at RBC Capital Markets for four years and Wells Fargo in various capacities from 2016 to 2022. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing tailored retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

John Holmquist is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with LPL Financial, where he has worked since 2025 following a 16-year tenure at Western International Securities, Inc. Holmquist also operates Holmquist Wealth Management, Inc. as a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.

Venansia Tuineag is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of her advisory role, she is an owner and partner in the Tuineag & Ekawati Family Trust, which manages rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating with a centralized due-diligence framework and a non-discretionary advisory model.

Devon Uy is a financial advisor at LPL Financial with a Series 66 license and three years of industry experience. He is also involved with Dragonfly Thai, a business unrelated to investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified financial planning and advisory programs supported by research, model portfolios, and technology-driven solutions.

Saswati Dutta is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2026. She previously worked at Bank of America for ten years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristin Cost is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 credential and has worked at Cetera Advisors LLC since 2017. Outside of her advisory role, she serves as Director of Operations at MEA Wealth Advisors and is also a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers multiple portfolio management options, financial planning services, and access to third-party managers through a large nationwide network of over 10,000 advisors.

Matthew Rodriguez is a financial advisor with Merrill in Anaheim, CA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Merrill and Bank of America, he held roles at Deloitte, Accenture, Jumpstart, and UCLA in various capacities. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nevil Dhabhar is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL in 2025, he worked for CUSO Financial Services and Fidelity in various advisory and brokerage roles from 2005 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Bryan Schlundt is the Vice President and Branch Leader at Fidelity Investments, where he oversees the Pasadena investor center. He is dedicated to assisting individuals, families, and businesses with their investment and financial planning needs. Bryan has held multiple leadership roles within Fidelity Investments since 2021, including Market Leader for LA North and Vice President, Branch Leader. Prior to his current tenure at Fidelity, he held various positions at TD Ameritrade from 2007 to 2021, including Regional Branch Director and Manager of Private Client services in the West Division. He holds a California Insurance License.

Melissa Cardenas is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and with three years of industry experience. Her work history includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank, AllianceBernstein, as well as self-employment and legal positions at Shegerian & Associates, Inc. and California Employment Counsel, APC. 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 an ESG eligibility framework for investment recommendations.

Eric Bembry is a financial advisor with Wells Fargo Clearing in Los Alamitos, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns two private healthcare businesses with his spouse, providing private nurse care and concierge health services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Robert Gomez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at UBS Financial Services for 11 years and spent three years at California State University, Long Beach. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Linda Klugman is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 65 licenses and 31 years of industry experience. Her prior roles include positions at Waddell & Reed, various insurance carriers, and multiple community organizations. She serves as treasurer for Temple Emet and auditor for the Redondo Beach PTSA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Kayla Schmit is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to her advisory role, she worked at The Slice and Pint for four years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

Hiroko Okunaga is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her career includes service at PFS Investments Inc. and Primerica Financial Services since 2000, as well as roles at Tajima America Corporation and Libec Sales of America. Outside of finance, she is a Reiki Master and teacher based in Torrance, California. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts, supported by third-party asset managers and custodians.

Jacob Berger is a financial advisor with J.P. Morgan Securities in Marina Del Rey, CA, holding a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he worked in real estate with Coldwell Banker Realty and has been employed as a statistician for the Los Angeles Sparks. 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.

Craig Fein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at CUSO Financial Services, Kinecta Financial & Insurance Services, LLC, and LPL Financial. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Louie Bitanga is a financial advisor with Ameriprise in Hermosa Beach, CA, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Alejandro Acosta is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.