Angelica Estrada is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2015. 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.

Cody Hale is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, his work history includes roles in automotive sales and detailing as well as experience at the University of California, Irvine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial recommendations across various planning areas without implementation. The firm offers a holistic, goal-based approach and separates its planning and managed-account services while maintaining periodic reviews of client plans.

Yuran Liu is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to Merrill, they worked at Cathay Bank and Bank of America, N.A. Liu also serves as a California Notary Public, providing notary services since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies developed by internal and third-party managers for a range of individual and institutional clients.

Nailah Khan is a financial advisor at Edward Jones with 19 years of industry experience, including 12 years at Edward Jones. She holds the Series 66 designation. Outside of her advisory role, Khan serves as Vice President of a local referral networking group and is a board member of The LGBTQ Center in Long Beach, participating in strategy meetings and donor engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Arthur Chen is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Western and Southern Life. Outside of his advisory work, he is a co-owner of a rental property managed by a third party. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without investment discretion.

Ryan O'Keefe is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2010 and is also involved in hospitality operations through a catering and event support role outside of his advisory work. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Gustavo Rivera is a financial advisor with LPL Financial in Brea, CA, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed and various insurance carriers. Rivera has also been involved with community organizations such as the University Heights Middle School Site Council and the Moreno Valley Community Band. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by extensive research and technology resources.

Rosemarie Borson is a financial advisor at LPL Financial in Orange, CA, holding Series 63, 65, and 66 licenses with 16 years of industry experience. Her prior roles include positions at Chaffey FCU and Anaheim Glass, alongside self-employment since 2011. She also operates a bookkeeping business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Maitram Nguyen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Nguyen worked at JP Morgan Securities LLC and JP Morgan Chase, with a combined tenure from 2011 to 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data to guide investment decisions.

Sina Tahamzadeh is a financial advisor with LPL Enterprise in Orange, CA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, providing financial planning, advisory services, and access to a range of investment and insurance products through its integrated platform.

Natalie Barron is a CFP®-certified financial advisor with UBS Financial Services, where she has worked since 2004. She has 21 years of industry experience and holds a Series 66 license. Outside of her advisory role, she leads the Long Beach chapter of Provisors, a professional networking organization, and volunteers on event planning committees for nonprofit and healthcare organizations including Able ARTS Work and the Memorial Medical Center Foundation. She also serves as a continuing education sponsor and presenter for the CFP Board. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including portfolio management and financial planning. The firm integrates proprietary research and model-driven asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Jonathan Kiester is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. 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, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Michael Weber is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Grove Point Investments, Grove Point Advisors, Diversified Securities, and H. Beck. Outside of advisory work, he is involved in website maintenance for DSI Properties, Inc. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various management strategies.

Christopher Nguyen is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Bank of America and Wells Fargo, as well as experience in real estate services. Outside of his advisory work, he serves as a caregiver for a mentally disabled family member. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, institutions, and charitable organizations.

Rainier Radoc is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at JP Morgan Securities, Wells Fargo Clearing, and Grape Modern Wealth Management. Radoc is also involved with Rsquared FS LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various investment strategies.

Jonathon Allen is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at CUSO Financial Services, LP, Wescom Financial Services, LLC, and Citigroup Global Markets. He is involved with Wescom Wealth Management as part of his practice. 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 and financial planning services, utilizing both discretionary and non-discretionary management and access to diverse model portfolios and research resources.

Jaime Trujillo Garcia is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2022, following a 12-year tenure at Bank of America. 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.

Cory Kleinschmit is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he partners with clients to build financial plans and provides investment guidance tailored to their specific situations. Cory focuses on creating tax-efficient investing strategies aimed at building, growing, and protecting wealth through long-term client relationships. His professional experience includes various roles at Fidelity Investments, including Investment Consultant from 2012 to 2014 and Financial Representative from 2010 to 2012. Prior to joining Fidelity, Cory worked as a Licensed Banker at JP Morgan Chase in 2010, an Institutional Client Associate at Charles Schwab & Co. from 2008 to 2010, and a Mortgage Banker at Bank of America from 2007 to 2008. He holds a California Insurance License. Outside of his professional career, Cory has personal interests in beach activities, concerts, family activities, food, golf, and traveling.

Alexander Folken is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 12 years of industry experience. He has worked at multiple firms including Fidelity, NY Life, and Avantax. Folken is also involved with Husami & Associates, where he assists with wealth management, tax, payroll, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Max Zelaya is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes seven years at Citigroup and earlier roles with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he has managed a catering business for nine years. 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, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.