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. He previously worked at CUSO Financial Services, LP, and has been affiliated with Wescom Financial Services, LLC since 2010. Outside of his advisory work, he is associated with Thieu Chainz LLC, a business entity for tax and investment purposes. LPL Financial serves a broad client base including 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, with both discretionary and non-discretionary management, supported by research and model portfolios from LPL and third-party subadvisors.

Sean Wong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2011. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a comprehensive range of advisory and brokerage capabilities.

Jiang He is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and beginning his advisory career in 2026. He previously worked at CITIC Securities Company Limited for ten years and has experience with Yola Transocean Inc. and Waaallet LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of investment strategies.

Daniel Romero is a CFP®-credentialed financial advisor with LPL Financial, where he has worked since 1998, totaling 27 years of industry experience. He holds Series 63 and Series 65 licenses and is based in Orange, California. Outside of his advisory role, he is involved in independent insurance sales and receives commissions from prepaid legal services. 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 financial planning and advisory programs, supported by research and multiple investment strategies including discretionary and non-discretionary management.

Trevor Pitzak is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various divisions of JPMorgan Chase since 2012. 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. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Carolina Rose is a financial advisor with LPL Financial and holds a Series 66 designation, bringing 23 years of industry experience. She has served in investment-related roles at SchoolsFirst FCU since 2003, including Vice-President, and has been with LPL Financial since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Mohamed Aboulwafa is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. and Bank of America NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling and centralized due diligence with an ESG eligibility framework in its investment recommendations.

Jessi Beach is a Series 66 licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at CUSO Financial Services, Wescom Financial Services, and U.S. Bancorp Investments. She serves on the board of the Wescom Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Douglas Rowan is a CFP® professional with 40 years of industry experience. He has worked with Cetera since 2013 and previously was affiliated with Quantum Econometrics, LLC and the University of Southern California. In addition to his advisory work, he serves on the finance committee of the Friendly Hills Country Club and owns D & R Asset Management, an expense management business. Cetera Investment Advisers LLC is a national SEC-registered adviser offering a multi-manager platform with a broad range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides access to affiliated and third-party managers through multiple program structures and custodial relationships.

Daniel Kim is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked in the restaurant industry, including roles at Gen Korean BBQ House and Ohana Sushi. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeled outcome estimates.

Inhee Carter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and offering 23 years of industry experience. She has worked with multiple health insurance providers for nearly two decades and operates an independent insurance brokerage focusing on health, dental, and disability insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a range of portfolio management and financial planning services, using a multi-manager platform with diverse program structures and custodial relationships.

Monica Cardenas is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at CUSO Financial Services, Wescom Financial Services, Wells Fargo Clearing, and Wells Fargo Bank, nA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, LPL Research, and various technologies across discretionary and non-discretionary management services.

Malik Mallory is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Edward Jones for six years and has three years of experience with LPL Financial. Mallory serves as a board member of the Hope Through Housing Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management strategies.

Jack Terrones is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior work includes roles at Daniel Goggins and Associates and BJ's Restaurants, Inc. He also has experience in education at Southern New Hampshire University and Servite High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Raymond Hebert is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2014. He focuses on developing personalized financial strategies for high-net-worth individuals, families, and their businesses to help them achieve their short- and long-term financial goals. Raymond leverages resources from Merrill Lynch and the banking services of Bank of America to address clients' comprehensive financial needs, including investment advice, education funding, tax minimization strategies, and retirement services. With over 20 years of experience as a former business owner, Raymond has developed expertise in the concerns faced by business owners today. He collaborates closely with professionals such as business bankers, CPAs, insurance companies, pension plan consultants, and business, tax, and estate planning attorneys. Raymond also acts as a Portfolio Manager, managing discretionary portfolios that may incorporate individual stocks, bonds, model portfolios, and third-party investment strategies. Raymond holds a Bachelor of Science in Business Administration from the Department of Finance, Real Estate & Law at California State Polytechnic University, Pomona, earned in 1988. He maintains Series 7 and 66 FINRA Registrations and a State of California Life & Health Insurance License. He holds the Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services. Beyond his professional endeavors, Raymond is involved in community organizations including the Los Angeles County Reserve Deputy Sheriff and the San Dimas Mountain Rescue Team. His personal interests include camping, ice hockey, and volleyball.

Kinley Yann is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Massachusetts Mutual Life Insurance Co., Transamerica Financial Advisors, and World Financial Group. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jeffrey Kanegae is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2009. He also owns Kanegae Wealth Management and holds a 25% ownership interest in KELM LLC, both investment-related ventures. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with clients choosing how to implement them through various brokerage and advisory programs.

Paul Yim is a financial advisor with Equitable Advisors in Hacienda Heights, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is a co-owner of an LLC that owns the office space housing his and his wife’s CPA practice. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Alex Paredes Malaga is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in investment, credit, and banking services. He joined Bank of America in 2011 and supports the financial needs of high and ultra high net worth individuals, their families, and charitable organizations. Alex specializes in family wealth management, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income strategies. Alex holds a Bachelor's Degree and a Master of Business Administration from the California State University System. He has earned several professional certifications, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Alex is engaged in community volunteering. His personal interests include golfing, hiking, music, reading, soccer, spending time with family, tennis, traveling, and writing. He is fluent in English and Spanish.