Janssen Carr Barfield is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of client-focused areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and services tailored for endowments, foundations, and non-profits. Janssen integrates both fundamental and technical analysis in his approach and educates clients on global economic factors influencing inflation. He also provides access to alternative investments across various sectors such as precious metals, agriculture, energy, and private equities as part of diversified portfolio strategies. With a Bachelor's Degree from the University of California System, Janssen holds the Personal Investment Advisor (PIA) designation. Fluent in English, Spanish, French, Hebrew, and Greek, he communicates with a broad range of clients. Janssen is committed to linking clients’ personal perspectives and priorities with financial planning, emphasizing the importance of connecting all aspects of financial life to help clients pursue their most important goals. Outside of his professional work, Janssen is a family man with nine children and a strong personal commitment to his family, including raising his niece and nephew. His personal interests include camping, chess, dancing, fishing, music, reading, scuba diving, skydiving, surfing, and spending time with his family. He also engages in agricultural activities and enjoys preparing large meals for family and friends. Janssen’s community philosophy is guided by principles found in Matthew 6:3-4.

Vicente Funes is a financial advisor at Merrill with Series 65 and Series 66 licenses and three years of industry experience. His prior work includes positions at Bank of America, The Myers Law Group, and Costco Wholesale Corporation. 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 strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mariannette Lopez is a financial advisor at Merrill with 5 years of industry experience. She holds a Series 66 designation and has worked at Bank of America since 2021. Her background also includes roles at East Los Angeles College and Los Angeles City College. 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.

Hector Amezcua is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory role, he participates in land buying and selling with friends in Southern California on a personal basis. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional investors.

Diana Vasquez is the Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2019, progressing through positions including Financial Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, she worked as a Tax Specialist at H&R Block and as a Client Relationship Specialist at Charles Schwab. Diana holds a California Insurance License. Her professional focus involves understanding clients' specific financial and retirement goals to develop tailored plans aimed at providing financial peace of mind. Outside of her professional work, Diana enjoys a variety of outdoor activities such as camping, hiking, swimming, and traveling, as well as engaging in puzzles.

Sammie Kothari Peng is a Wealth Management Advisor and partner of the Kothari Group at Merrill Lynch Wealth Management. She joined Merrill in 2000 and focuses on working closely with clients to deliver comprehensive wealth planning strategies and investment advice geared towards achieving their financial goals. Sammie's expertise includes wealth management planning, intergenerational wealth transfer, global asset allocation, charitable giving, and higher education savings. She serves a diverse client base including women seeking financial direction, business owners, professionals, and retirees. Sammie holds multiple professional designations such as CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Plans Specialist™, Chartered Retirement Planning Counselor™, and Certified Plan Fiduciary Advisor® certifications. She earned her Bachelor's degree from the University of California, Irvine. Active in her community, Sammie is a long-time member of ALPHA, an auxiliary of the Assistance League of Fullerton that supports various community organizations. She resides in Brea with her husband and their two children. In her personal time, Sammie enjoys running, yoga, reading, and during winter months, skiing and snowboarding with her family.

Nancy Molina is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 license and 20 years of industry experience. She has worked with Morgan Stanley since 2016, with a brief tenure at UBS Financial Services in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Annie Chen is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 credential and has worked at Bank of America and AXA Advisors. Outside of her advisory role, Chen is a general partner and managing member of BA and TB Succulents LLC, which is not investment related. 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.

Vi Houang is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera. She has been associated with Cetera and its related entities since 2013 and also operates Crane and Associates, a financial services business. Outside of finance, she is involved in coaching and refereeing youth basketball through her ownership of Play the Whistle, LLC. Cetera Investment Advisers LLC is an SEC-registered advisory firm with a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services across multiple program structures and custodial relationships.

Ethan Lui is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to his financial services career, Mr. Lui held roles at East West Bank and worked in education at the University of California, Riverside and Los Alamitos High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

David Rodriguez Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to organize their financial lives and plan for the future with confidence. His role involves developing personalized strategies around investments, retirement planning, business financial needs, cash flow management, and wealth preservation. David focuses on building long-term relationships based on trust and thoughtful advice, aiming to provide objective guidance and a disciplined approach to financial decision-making. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David earned a High School Diploma from North Thurston High School and attended South Puget Sound Community College without degree conferral. David serves as a resource for a broad range of financial needs, from general investing to retirement planning and banking solutions, providing ongoing advice and guidance as clients' needs evolve.

Mohamed Rafeek is a financial advisor with Primerica Advisors in Gardena, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is involved with Rafeek & Associates, Inc., a business formed for Primerica-related purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on tiered percentage-based fees and ongoing oversight of its investment models.

Alexander Grieve is a Financial Consultant at Fidelity Investments, where he works directly with clients to develop financial plans that align with their individual financial objectives. He has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Business Development Manager, Relationship Manager, and Investment Consultant before assuming his current position in 2024. Throughout his tenure, Alexander has gained experience in client relationship management and investment consulting. He holds a California Insurance License, supporting his expertise in financial advising. Outside of work, Alexander has personal interests in fitness, golf, pets, and running.

Barry Streeter is a financial advisor with LPL Financial in Seal Beach, CA, holding 40 years of industry experience. His prior work includes over two decades at Waddell & Reed, Inc. and various insurance carriers. He is also involved with Wavelength Insurance Consulting, Inc. as an insurance agent. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment advisor representatives.

Michael Prizer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cetera since 2025 and previously operated his own CPA professional corporation while working extensively with Avantax firms for over three decades. He is affiliated with Roadmap Wealth Management as part of a planned retirement and sale of his practice. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, leveraging a large network of over 10,000 advisors and managing more than $256 billion in assets.

Kiesha Earle is a CFA® charterholder with 19 years of industry experience. She is currently with Edward Jones and has previously worked at Vanguard and Capital Group Companies - American Funds Distributors, Inc. Earle owns and manages condo rental properties in Brooklyn, New York. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Uyen Dao is a financial advisor at LPL Enterprise with seven years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she has been involved with Invia Robotics since 2019. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and participation in a wrap program.

Zyanya De La Torre is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. She has worked at various J.P. Morgan entities since 2012, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC 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 investment recommendations.

Melissa Levin is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with LPL Financial since 1998. Outside of her advisory role, Levin owns a travel business used primarily for personal travel and participates in a workout program venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a combination of discretionary and non-discretionary strategies.

Riley Williams is a financial advisor with Primerica Advisors in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica and its affiliated entities since 1982. In addition to advisory services, Williams receives compensation for referring home security, automation, and other home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by custody and trade execution services from Pershing and BNY Mellon Advisors.