Tazia Paredes is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Her background includes roles at SchoolsFirst FCU, LPL Financial, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. 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 through a large network of advisors, employing strategic, tactical, and alternative investment options supported by advanced research tools.

Ryan Hawkins is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at Morgan Stanley from 1999 to 2007 and Wells Fargo Clearing from 2007 to 2015. Outside of his advisory work, he owns Hawkins Motorsports, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm uses proprietary research and planning tools to develop recommendations that clients may choose to implement through various brokerage or advisory programs.

Jake Parsons is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works with individuals and their families to develop sustainable long-term financial plans, focusing on personalized wealth planning within a collaborative team setting. Jake joined Fidelity Investments in 2023 and has held several roles, including Financial Representative from 2023 to 2024, Relationship Manager from 2024 to 2026, before becoming a Planning Consultant. He holds a California Insurance License. Outside of his professional work, Jake has interests in baseball, beach activities, biking, cars, hiking, and motorcycles.

Craig Davis Jr. is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held positions at Chase Investment Services Corp., Morgan Stanley, and Merrill. Based in Huntington Beach, CA, he holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes access to broader derivatives and commodities capabilities.

Yang Zhang is a financial advisor with Edward Jones in Chino Hills, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Transglobal Holding Company and Topocean Consolidation Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Dennis Fitzgerald is a financial advisor at RBC Capital Markets with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2017, following previous roles at Wells Fargo Clearing and Citigroup Global Markets. He serves as trustee for charitable and QTIP trusts, including oversight of a deceased client’s estate. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies, integrating in-house and third-party managers, and provides services including financial planning, custody, and brokerage.

Karin Knoop is a financial advisor with LPL Financial, holding a Series 66 license and 17 years of industry experience. Her prior roles include work at Effective Planning, Agi Accounting Services, and Waddell & Reed. She is also involved in tax preparation and accounting through Effective Planning and serves as an insurance agent with Wavelength Insurance Consulting. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Christopher Woo is a financial advisor with LPL Financial in Los Alamitos, CA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has been with LPL Financial since 2008 and is also the president of ICON TECH, a computer repair service company he founded in 2011. Additionally, he provides prepaid legal services through AmeriEstate Legal Plan, Inc., and holds a notary commission. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced research tools and a broad non-advisory financial services network.

Tram Anh Trieu is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and three years of industry experience. Prior to joining Wells Fargo, Trieu worked at Bank of America and has held various roles including positions at the University of California Irvine and Amazon Inc. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Amanda Mercier serves as Vice President and Branch Leader at Fidelity Investments' Brea, CA investor center. In this role, she leads a team of financial professionals, focusing on building a culture of trust for clients and associates to enhance service delivery throughout Southern California. Her career in financial services began in 2009 as a Financial Planner at Pacific Capital Resource Group. She joined Fidelity Investments in 2010, progressing through roles including Financial Representative, Senior Relationship Manager, and Assistant Branch Leader before assuming her current position in 2021. Amanda holds a California Insurance License.

Basheer Husami is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera. His prior work includes roles at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors, along with operating Husami & Associates since 2009. He serves as a successor trustee for a non-family trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and 800,000 clients, offering a range of portfolio management and financial planning services. The firm provides a multi-manager platform that includes affiliated and third-party model portfolios, catering to individual, corporate, charitable, and institutional clients.

Julia Ngo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Bank of America, N.A./Merrill Lynch and First Command. Since 2024, she has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

David Krake is a Wealth Management Advisor at Merrill Lynch Wealth Management in Brea, California. Since beginning his career in the financial services industry in 2003 and joining Merrill Lynch Wealth Management in 2004, David has worked with families and business owners to help them navigate financial challenges and pursue their goals with an appropriate level of risk. His practice areas include family wealth management, corporate benefits, retirement income planning, legacy planning, liquidity management, and small business strategies. He holds several professional designations, including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Exit Planning Advisor (CEPA®), which support his work in corporate retirement plans and exit planning. David earned his Bachelor of Business Administration degree in Finance and Marketing, graduating summa cum laude from Hardin-Simmons University. He is a member of professional organizations such as the Financial Planning Board, the National Association of Plan Advisors, the Exit Planning Institute, and Kingdom Advisors. Recognized by Forbes as one of America’s Top Next-Generation Wealth Advisors in 2017, 2018, and 2019, David maintains an ongoing commitment to professional excellence. Active in his community, David serves as an elder at The Church at Green Hills and chairs the Whittier Mayor's Prayer Breakfast. He volunteers with Imagine Whittier, a mentoring program for families transitioning out of homelessness, and participates in other local organizations such as Whittier CBMC and the Whittier Consortium on Homelessness. David lives in Whittier, California, with his wife, Lauren, and their three children. In his personal time, he enjoys cooking, gardening, hiking, music, reading, running, singing, and writing.

Thomas Bette Jr. is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior roles include positions at SCOTTRADE, Merrill, Bank of America, and LBS Financial Credit Union. 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 services and platforms, including financial planning and third-party asset management, supported by advanced research and operational tools.

Bryan Misajon is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Prudential Equity Group and Citigroup Global Markets. He is also owner of Misajon Wealth Management, a financial planning practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and wealth transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Johnny Do is a financial advisor with Merrill in Garden Grove, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Bank of America and Merrill for the past 10 years. Outside of his advisory role, he is the sole owner of an unrelated business named Johnny Do. 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.

Nick Gomes is an Investment Consultant currently working at Fidelity Investments since 2026. He focuses on helping individuals and families make confident financial decisions by simplifying complex topics and creating clear strategies that align with their priorities. Prior to his current role, Nick accumulated experience in various positions within the financial sector, including Service Advisor at Hawekotte Financial Group (2024-2025), Associate Trader at Ritholtz Wealth Management (2022-2023), Registered Associate at Morgan Stanley (2021-2022), and Institutional Trading Specialist at TD Ameritrade (2018-2021). He holds a California Insurance License. Outside of his professional work, Nick has personal interests in concerts, cooking and baking, fitness, movies, and music.

Truong Thieu is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 66 credentials and 16 years of industry experience. Prior to joining LPL in 2025, he worked at CUSO Financial Services, LP and Wescom Financial Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers various financial planning and asset management programs, utilizing both proprietary and third-party strategies with an emphasis on technological tools for operational support.

Sean Wong is a financial advisor with J.P. Morgan Securities in Anaheim, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2011. 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 screens and qualitative research, incorporating forward‑looking capital market assumptions and an ESG eligibility framework.

Jiang He is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Cambridge, he worked for CITIC Securities Company Limited for ten years and was involved with Yola Transocean Inc. and Waaallet LLC. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to various platforms, third-party advisers, and proprietary model strategies.