Devon Uy is a financial advisor at LPL Financial with a Series 66 license and three years of industry experience. He is also involved with Dragonfly Thai, a business unrelated to investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified financial planning and advisory programs supported by research, model portfolios, and technology-driven solutions.

Saswati Dutta is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2026. She previously worked at Bank of America for ten years. 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.

Kristin Cost is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 credential and has worked at Cetera Advisors LLC since 2017. Outside of her advisory role, she serves as Director of Operations at MEA Wealth Advisors and is also a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers multiple portfolio management options, financial planning services, and access to third-party managers through a large nationwide network of over 10,000 advisors.

Nevil Dhabhar is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL in 2025, he worked for CUSO Financial Services and Fidelity in various advisory and brokerage roles from 2005 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Melissa Cardenas is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and with three years of industry experience. Her work history includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank, AllianceBernstein, as well as self-employment and legal positions at Shegerian & Associates, Inc. and California Employment Counsel, APC. 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 for investment recommendations.

Eric Bembry is a financial advisor with Wells Fargo Clearing in Los Alamitos, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns two private healthcare businesses with his spouse, providing private nurse care and concierge health services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Robert Gomez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at UBS Financial Services for 11 years and spent three years at California State University, Long Beach. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Linda Klugman is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 65 licenses and 31 years of industry experience. Her prior roles include positions at Waddell & Reed, various insurance carriers, and multiple community organizations. She serves as treasurer for Temple Emet and auditor for the Redondo Beach PTSA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Oliver Grant is a Financial Advisor with Merrill Lynch Wealth Management, focusing on business development and client relationship building. He works closely with clients to develop customized financial strategies tailored to their individual goals and circumstances. Oliver’s approach emphasizes trust, transparency, and thoughtful guidance to deliver personalized solutions. Since joining Merrill Lynch Wealth Management in October 2024, Oliver has specialized in areas including college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, and special needs planning strategies. His experience is supported by a degree in Economics from the University of California, Santa Cruz, where he was actively engaged as president of the club water polo team and a member of the Slug Fund Investment Group. He also began his college education at San Jose State University, participating as a walk-on to the Division 1 water polo team. Oliver holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys baseball, basketball, camping, cooking, photography, scuba diving, swimming, traveling, watching movies, and spending time with his family.

Kayla Schmit is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to her advisory role, she worked at The Slice and Pint for four years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

Hiroko Okunaga is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her career includes service at PFS Investments Inc. and Primerica Financial Services since 2000, as well as roles at Tajima America Corporation and Libec Sales of America. Outside of finance, she is a Reiki Master and teacher based in Torrance, California. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts, supported by third-party asset managers and custodians.

Jacob Berger is a financial advisor with J.P. Morgan Securities in Marina Del Rey, CA, holding a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he worked in real estate with Coldwell Banker Realty and has been employed as a statistician for the Los Angeles Sparks. 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.

Louie Bitanga is a financial advisor with Ameriprise in Hermosa Beach, CA, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Alejandro Acosta is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Kevin Bloom is a financial advisor at Cetera with 13 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at Hartford Investment Financial Services and multiple Cetera entities since 2017. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting advisors through various program structures and investment options.

Michael Rudkin is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held his current role since 2009 at Morgan Stanley Smith Barney and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by data-driven modeling tools, managing approximately $2.74 trillion in client assets.

Conrad Sundqvistolmos is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked as a freelance production coordinator and lead man. 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 a range of brokerage and advisory solutions.

Annie Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked with Wells Fargo affiliates since 2009. Outside of her advisory role, she contributes as a columnist and project coordinator for a web-based automotive magazine and manages a crafts business on Etsy. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Magdalena Keech is a financial advisor with Edward Jones in Manhattan Beach, CA, holding Series 66 and Series 63 credentials. She has one year of industry experience and previously worked at The Vanguard Group, Inc. and Jackson Coffee Co, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Felicia Gonzalez is a Series 66-licensed financial advisor with Edward Jones in Seal Beach, CA, where she has worked since 2018. She has seven years of industry experience, including prior roles at Wingstop Restaurants and time spent in homemaking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.