Antonios Lee is a Series 66-licensed financial advisor with 38 years of industry experience. He has worked at Cetera since 2025 and previously was with Avantax Investment Services and Avantax Insurance Agency for a combined 33 years. Outside of his advisory role, he is involved in managing rental real estate through several partnerships. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and unaffiliated third-party managers.

Sean Kennally is a financial advisor at Morgan Stanley with Series 63 and Series 65 registrations and 46 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Kennally serves as a member of the USC Athletics Board of Counselors and is on the Trojan Board of Directors for the USC Athletic Department. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its advisory process.

Peggy Tong is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 65 and Series 63 designations and previously worked at Bank of America and Merrill from 2014 to 2023. Outside of her advisory role, she is an owner of a non-agent real estate investment property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and maintains a centralized operational structure supporting a large client base.

Isabelle Chang is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. She has one year of industry experience and has held a variety of roles outside the finance sector, including in food-related businesses such as Tifa Chocolate & Gelato. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Ted Inagaki is a financial advisor at Osaic with 19 years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial for 11 years. In addition to his advisory role, he is involved with LA Private Wealth, where he offers non-variable insurance products through a field marketing organization. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of advisers, providing integrated brokerage and investment advisory services, financial planning, and access to multiple managed account platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Orion Richardson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked with Equitable Advisors since 2014, including through the firm's previous affiliation as Axa Advisors LLC. Richardson's other business activities include involvement with various outside insurance companies. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Brian Chan is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2024, he spent nine years at Woodbury Financial Services INC. In addition to his advisory role, Chan operates a tax preparation sole proprietorship. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include various types of securities and alternative investments.

Mary Caporale is a financial advisor at Edward Jones with 42 years of industry experience. She has held her position at Edward Jones since 2003 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Jennifer Wolfslau is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked in various roles at Morgan Stanley entities since 2016. Her background includes a year at the Segerstrom Center for the Arts and four years at Chapman University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling techniques in its planning process, providing advisory services without individual security recommendations as part of standalone plans.

Christian Terrazas is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable firms, including Morgan Stanley, Bank of America, Merrill, and BBVA. He is based in Upland, CA. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Michael Kiang is a CFP® professional with 13 years of industry experience, currently serving at J.P. Morgan Securities. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also an owner and partner of NELA Living Properties LLC, a real estate investment venture. 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 investment recommendations.

Edward Cho is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He focuses on collaborating with clients to align their investment portfolios with their specific goals, regularly reviewing plans to address asset preservation, income generation, and tax-efficient investing. Edward's professional experience includes roles as an Investment Consultant at Fidelity Investments from 2017 to 2018, Financial Advisor at Morgan Stanley from 2015 to 2016, and Financial Advisor at American Express Financial Advisors from 2002 to 2003. He holds a California Insurance License.

Jolie Thai is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Gabriel Ayala is a financial advisor with LPL Financial in Fullerton, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Kingsley Wong is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. His background includes roles at JP Morgan Chase, Northwestern Mutual Investment Services LLC, and Purshe Kaplan Sterling Investments. Outside of advising, he volunteers as a sound and lighting engineer at his church. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Hui Kim is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, Kim spent seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm that offers 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 supported by research from the Wells Fargo Investment Institute.

Kambiz Tangestanifar is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Wells Fargo Clearing and affiliated entities since 2016. 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 backed by research and analytics from Wells Fargo Investment Institute and third parties.

Khaled Younes is a financial advisor with Morgan Stanley in Long Beach, CA. He holds a Series 66 credential and has been in the industry since 2025. His prior work experience includes roles at the City of La Habra and Kay Jewelers. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services ranging from retail and institutional offerings to private funds and principal trading activities.

Timothy Stratz is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Lincoln Financial Securities and Axiom Advisors LLC. Stratz also serves as an investment committee member for Maryvale and is a board member of Neuro-Cycling. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Duvan Chiang is a financial advisor with Ameriprise who holds a Series 63 designation and has 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.