Ricardo Olvera Jr. is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Jeannette Dobbyn is a CFP® professional with 38 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Thanh Nguyen is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this role, Thanh has accumulated experience as a Private Client Advisor at JP Morgan from 2019 to 2021, a Financial Planner at Prudential in 2019, and a Financial Advisor at Wilson Financial Advisors from 2016 to 2019. Thanh holds a California Insurance License. Thanh focuses on building long-term relationships with clients to understand their unique financial goals and needs. Thanh's approach includes providing a holistic view of wealth planning, encompassing financial planning, investment strategies, and tax-efficient investing, often aiming to support clients across multiple generations. Outside of professional commitments, Thanh enjoys badminton, gardening, hiking, and soccer.

Phillip Bracey is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Cetera. He has been associated with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of advisory work, he owns and operates tax preparation services and serves as a church elder at Kindred Outreach Ministries Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, institutional, and retirement plan clients. The firm offers a multi-manager platform with diverse portfolio management options and financial planning services.

Cassra Mashkouri is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. She also serves as a licensed branch employee for SchoolsFirst Credit Union and acts as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options, supported by research and model portfolios.

Anita Dougherty is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she serves as a trustee for her parents' trust in Long Beach, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Brian Cobian is a financial advisor with LPL Financial in Whittier, CA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. Prior to joining LPL Financial in 2026, he worked at OneAmerica Securities and American United Life from 2011 to 2026. He is also the owner of AAABC Tax Services, Inc., a tax service business. 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 services, including model portfolios, retirement plan consulting, and brokerage services.

Sisi Wu is a financial advisor with Cetera who holds a Series 66 designation and has nine years of industry experience. Her prior work includes roles at JP Morgan Chase Bank, HSBC Securities USA, Axa Advisors, and Bank of America. Outside of her advisory work, she is the sole owner of 810 Jarrow LLC, a rental property business. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing more than $256 billion in assets.

Lindsay Mais is a Series 66-licensed financial advisor with UBS Financial Services in Seal Beach, CA, where she has worked since 2010. She has 16 years of industry experience. Outside of her advisory role, Mais serves on several community and nonprofit boards, including healthcare and educational organizations, and contributes as a statistician and sideline reporter for Los Alamitos high school football games. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets solutions.

Samantha Sokasaim is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. 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 and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Christopher Nunez is a financial advisor with LPL Enterprise holding a Series 66 credential and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Edward Jones. Outside of finance, he is employed by Amazon in a non-investment role. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management. The firm offers an integrated platform combining advisory programs with brokerage and insurance products.

Stephanie Lee is a financial advisor with J.P. Morgan Securities in Temple City, CA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. Her prior roles include working at AC Real Estate Services, Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jaime Nyssen is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2019, Jaime worked at Wells Fargo Clearing and spent seven years at DeCarlo Optometry. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Habib Habibi is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and three years of industry experience. He has worked at LPL Financial since 2022 and is also affiliated with SchoolsFirst Federal Credit Union. 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 range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Diana Chan is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has previously worked with Bancwest Investment Services, Inc. and Bank of the West. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Cherie Jones is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Service, LLC since 2019. Her prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc., as well as managing her own practice from 2015 to 2019. Outside of advising, she holds positions on the board of the California Society of Tax Consultants and provides tax consulting and preparation services through her firm, Cherie Jones & Associates. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

David Marich is a financial advisor with J.P. Morgan Securities in Los Alamitos, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His career includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2012. Outside of finance, he was involved with Marich Copter Cams from 2014 to 2017. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a non-discretionary program supported by an in-house manager solutions team.

Salvador Linaker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Priority 1 and McKeehan Construction. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

John Cao is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Merrill and Bank of America. Outside of his advisory role, he owns and operates an e-commerce business reselling clothing, tickets, and cards. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling and centralized due diligence, offering customized performance reporting and an ESG eligibility framework for recommended strategies.

Sean Bracey is a financial advisor with Cetera in Brea, CA, holding the ChFC® and Series 66 credentials and has 15 years of industry experience. He has worked with Cetera since 2013 and previously operated his own tax and financial services firm. Bracey serves as a finance committee member for Life Bible Fellowship Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.