Felix Ling is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018. Prior to his career in financial services, he spent seven years at Sapling Learning / Macmillan Learning. Outside of his advisory role, Ling serves on the board of ProRep Coalition and holds officer positions with organizations promoting nonpartisan electoral reform in California. 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 operates with institutional trading capabilities alongside wealth management services.

Jorge Vasquez Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria within eligible strategies.

Juan Galvez is a financial advisor with Merrill in Norwalk, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Bank of America and Wells Fargo, spanning from 2014 to the present. 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 plans, corporations, and charitable organizations.

Sarah Wieczorek is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Kyle Standafer is a financial professional with five years of industry experience, currently affiliated with Cetera. He holds the Series 66 credential and has worked at firms including North Star Resource Group and Minnesota Life Insurance Company. Outside of his financial advisory role, he owns JWK Exotics, a business focused on automotive photography and sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting various investment strategies and program structures.

Jose Moreno is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 27 years of industry experience. He worked at UBS Financial Services for 15 years before joining Wells Fargo in 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 both brokerage and advisory solutions.

Jeremy Tysor is a financial advisor with Thrivent Investment Management, located in Huntington Beach, CA. He holds Series 63 and Series 66 designations and has 28 years of industry experience. Tysor has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations on various planning topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Kaylee Breeding is an investment adviser representative with LPL Financial in Irvine, CA, holding Series 63 and Series 65 designations. She began her financial services career in 2022 and joined LPL Financial in 2024. Prior to her advisory role, she operated Kaylee's Mobile Notary and has worked in various industries including aviation and electrical services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Rodolfo Munoz is a financial advisor with J.P. Morgan Securities in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of advising, he serves as a college soccer referee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative due diligence to build model asset allocations and offers capabilities in derivatives and commodities through related affiliates.

Anil Madhyanam is a financial advisor with LPL Financial based in Ontario, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Golden1 Credit Union, Ameriprise, Sagepoint Financial, and several credit unions. He currently provides investment products and services through LPL Financial using the Golden1 Investment Services name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Craig Attanasio is a CFP® with 35 years of industry experience currently affiliated with Cetera in Orange, CA. He has served in roles at Ameriestate Legal Plan, Inc., and Sound Financial Services since 2011. Outside of his advisory work, he owns a tax preparation and bookkeeping practice and acts as an independent agent for a legal plan provider specializing in wills and trusts. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, managing over $256 billion in assets with more than 10,000 advisors.

Dennis Kotoff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group, LLC from 2000 to 2003. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Alyssa Yu is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 credential with six years of industry experience. Her prior work includes roles at EnGenius Technologies, Inc., Macy’s, and Spigen Inc. Alyssa has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management serves individual and institutional clients by 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 research-driven investment insights in its advisory process.

Haneul Lee is a financial advisor at J.P. Morgan Securities with one year of industry experience. Lee holds the Series 66 designation and has previously worked at MassMutual Life Insurance Company and Lenox Advisors. Outside of finance, Lee has been involved with the Community Literature Initiative. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their approach combines quantitative and qualitative research to offer written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

He Fu is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Quest Capital Strategies. Outside of his advisory role, he is an officer and investor in Y-NUT Inc., a company engaged in selling goods on Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a combination of quantitative and qualitative research.

Michelle Garcia is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has worked at SchoolsFirst Federal Credit Union since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party managers, and institutional platforms.

Karina Carpio is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has been with Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Hayim Clein is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC Wealth, Inc. since 2017. Clein has also been involved with Liberty Capital Management, Incorporated since 2014 and briefly worked at California State University, Fullerton. Outside of his advisory roles, he operates a sole proprietorship focused on marketing and selling insurance products and serves as a financial strategist supporting client account access and financial planning tools. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation, portfolio optimization, and multiple program options, supported by a broad affiliate network and private-equity ownership.

Brandon Gattis is a Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been working in the Financial Services industry for 24 years, with prior roles including Investments Consultant at Fidelity Investments from 2011 to 2013 and Investment Counselor at T. Rowe Price Associates, Inc. from 2002 to 2011. He holds a California Insurance License. Throughout his career, Brandon has focused on helping local families plan for their financial futures by educating clients on their finances and identifying areas for improvement. He emphasizes a client-centered approach by listening closely to what is most important to them. Outside of his professional life, Brandon enjoys spending time with his wife and three children. His personal interests include art, parenthood, skiing, soccer, swimming, and traveling.

Samantha Briers is a financial advisor at Ameriprise in Tustin, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2022, she worked at Kingston University of London and Huntington Beach High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.