Travis Knutson is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2011. Knutson also operates TK Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by research and model portfolios.

Craig Fein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at CUSO Financial Services, Kinecta Financial & Insurance Services, LLC, and LPL Financial. Wells Fargo Advisors is a national securities firm offering 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.

Kerrie Lou is an Investment Consultant at Fidelity Investments, where she partners with clients to develop personalized investment strategies and provide ongoing support. She has been with Fidelity Investments since 2024, progressing through roles including Financial Representative and Relationship Manager before her current position. Her professional experience includes a Wealth Management internship at Mercer Advisors in 2024. Kerrie holds a California Insurance License. Outside of her professional career, she engages in family activities, Pilates, and running.

Walter Tuer is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes nine years at Ameriprise Financial Services and ongoing roles at Morgan Stanley and Morgan Stanley Private Bank since 2017 and 2018, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Kile Clawson is a financial advisor with Edward Jones in Orange, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Fidelity Investments, Equitable Advisors, and E*Trade Securities, as well as work outside the industry at Full Barrel Home Services and McDonald’s. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kristopher Nguyen is a financial advisor with J.P. Morgan Securities in Brea, CA, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining J.P. Morgan Securities in 2012, he was involved with Number One Coffee (also known as Banh Mi So 1) from 2016 to 2019. 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 recommendations.

Gabriela Rubio is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. Her work history includes 13 years at RBC Capital Markets and recent roles at The Blackmont Group and Creative Financial Designs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs in municipal and public finance as well as employer advisory services.

Marisol Cozza is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. 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 delivers these services through a select group of Wealth Advisors, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Brian Woo is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Vijay Kumar is a CFP® professional with 43 years of industry experience, currently serving at Cetera since 2023. He previously worked at VOYA Financial Advisors for seven years and has operated Kumar Financial Services since 1986. Outside of financial advising, he serves on the board of directors for the Hindu Society of the Inland Empire. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Makandal Pierre is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JP Morgan Chase Bank, Edward Jones, Bank of America, and Merrill. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Holliday is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds the Series 66 designation and has worked at multiple Edelman-affiliated firms since 2014. He is based in Costa Mesa, CA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Christian Lopez Alavez is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and create portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adjusts portfolios to align with clients’ changing needs and circumstances. Christian's areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation and is bilingual in English and Spanish. Christian earned his high school diploma from Indian River High School and attended Delaware Tech without completing a degree. Outside of his professional work, Christian is involved in community organizations such as food banks, Hola LA, Hope through Housing, and his church. His personal interests include boxing, hiking, music, reading, running, soccer, spending time with family, traveling, and watching movies.

Matthew Andre Burns is a financial advisor with Thrivent Investment Management in Brea, CA. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at HP Communications Inc and Northern Arizona University before joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses across a range of financial topics. The firm’s approach separates planning from portfolio management and does not include implementation within its planning service.

Jeffrey Li is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent four years at Janco & Winnex Inc. Li also holds a real estate license for his primary residence in Brea, California. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Joo Yong Park is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked with Fire Tax Consulting, where he continues to provide tax preparation and accounting services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, consulting, and access to model portfolios and third-party asset management programs.

Steve Rincand is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at several firms including NY Life Securities and Civil Financial Services. Outside of his advisory role, he volunteers as a line cook for a keto meal prep nonprofit and is the founder of a portrait and event photography business. Equitable Advisors serves a diverse client base including individuals, high-net-worth, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a model that emphasizes third-party program sponsors and provides both discretionary and non-discretionary advisory services.

Steven Sehrer is a Vice President and Financial Consultant at Fidelity Investments. In this role, he helps clients prepare for and navigate their financial health with a focus on forward-looking retirement strategies. He works closely with clients and his team to build a foundation of trust through personalized financial roadmaps. Steven has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he was an Agent at MassMutual Financial Group from 2014 to 2015. He holds a California Insurance License. Outside of his professional work, Steven enjoys camping, hiking, and skiing.

Campbell Kelley is Vice President, Financial Consultant at Fidelity Investments, where he works with high net worth clients to develop and implement comprehensive investment and wealth planning strategies aimed at growing, preserving, and distributing wealth. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Campbell holds a California Insurance License, supporting his work in financial consulting and wealth management. Outside of his professional role, he enjoys camping, fishing, golf, traveling, and volunteering.

Bo Wang is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A., and NYLIFE Securities LLC. Prior to his current role, he was involved with Very Investment Group Inc and Yunnan Aibi Agricultural Technology, LLC. 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 an ESG eligibility framework to guide investment recommendations.