Timothy Healy is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers specialized planning in areas such as business-owner transition, sports and entertainment, and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Xuejun Kuang is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at J.P. Morgan Securities and Wm Financial Services, Inc. Kuang is based in Hacienda Heights, CA. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Elliott is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 credentials. He has 36 years of industry experience and has worked at City National Bank since 2019 while maintaining his association with RBC Capital Markets since 2008. Elliott serves as a voting board member of the Beachside Bruins Alumni Network, a UCLA alumni group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Lu Chen is a Series 66-licensed advisor with Merrill, joining the firm in 2022. Prior to Merrill, Lu worked at Deluxe Med Spa and Wave Plastic Surgery and Laser Center, among other positions. Outside of advisory work, Lu is a co-owner of two small rental properties with rooms leased to tenants. 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 a range of client types including individuals, high-net-worth clients, pension plans, and charitable organizations.

Ryan Hawkins is a CFP®-certified financial advisor with Wells Fargo Advisors in Santa Ana, CA, bringing 28 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns Hawkins Motorsports, LLC, an automotive sales business based in Corona, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored planning solutions using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

Jake Parsons is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works with individuals and their families to develop sustainable long-term financial plans, focusing on personalized wealth planning within a collaborative team setting. Jake joined Fidelity Investments in 2023 and has held several roles, including Financial Representative from 2023 to 2024, Relationship Manager from 2024 to 2026, before becoming a Planning Consultant. He holds a California Insurance License. Outside of his professional work, Jake has interests in baseball, beach activities, biking, cars, hiking, and motorcycles.

Yang Zhang is a financial advisor with Edward Jones in Chino Hills, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Transglobal Holding Company and Topocean Consolidation Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Dennis Fitzgerald is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with RBC Capital Markets since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as trustee for charitable and marital trusts established by a deceased client. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to client risk profiles. The firm utilizes a combination of in-house and third-party investment managers and provides integrated services including financial planning, custody, and brokerage.

Ross Benson is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and 11 years of industry experience. His prior roles include positions at BMO Bank NA, BancWest Investment Services, Wells Fargo Bank, Wells Fargo Clearing Services, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Cyndie Huang is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009 and is currently affiliated with Bank of America, N.A. since 2023. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Karin Knoop is a financial advisor with LPL Financial who holds the Series 66 designation and has 17 years of industry experience. Her prior experience includes roles at Effective Planning, Agi Accounting Services, and Waddell & Reed, Inc. She is involved with Effective Planning for tax preparation and accounting, as well as Wavelength Insurance Consulting as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services supported by research and multiple portfolio management options.

Pedro Alaniz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Wells Fargo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.

Christopher Woo is a financial advisor with LPL Financial in Los Alamitos, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He is also the president of ICON TECH, a computer repair service company he has owned since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, with access to model portfolios, third-party research, and various investment strategies.

Tram Anh Trieu is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and three years of industry experience. Prior to joining Wells Fargo, Trieu worked at Bank of America and has held various roles including positions at the University of California Irvine and Amazon Inc. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Amanda Mercier serves as Vice President and Branch Leader at Fidelity Investments' Brea, CA investor center. In this role, she leads a team of financial professionals, focusing on building a culture of trust for clients and associates to enhance service delivery throughout Southern California. Her career in financial services began in 2009 as a Financial Planner at Pacific Capital Resource Group. She joined Fidelity Investments in 2010, progressing through roles including Financial Representative, Senior Relationship Manager, and Assistant Branch Leader before assuming her current position in 2021. Amanda holds a California Insurance License.

Basheer Husami is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera. His prior work includes roles at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors, along with operating Husami & Associates since 2009. He serves as a successor trustee for a non-family trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and 800,000 clients, offering a range of portfolio management and financial planning services. The firm provides a multi-manager platform that includes affiliated and third-party model portfolios, catering to individual, corporate, charitable, and institutional clients.

David Krake is a Wealth Management Advisor at Merrill Lynch Wealth Management in Brea, California. Since beginning his career in the financial services industry in 2003 and joining Merrill Lynch Wealth Management in 2004, David has worked with families and business owners to help them navigate financial challenges and pursue their goals with an appropriate level of risk. His practice areas include family wealth management, corporate benefits, retirement income planning, legacy planning, liquidity management, and small business strategies. He holds several professional designations, including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Exit Planning Advisor (CEPA®), which support his work in corporate retirement plans and exit planning. David earned his Bachelor of Business Administration degree in Finance and Marketing, graduating summa cum laude from Hardin-Simmons University. He is a member of professional organizations such as the Financial Planning Board, the National Association of Plan Advisors, the Exit Planning Institute, and Kingdom Advisors. Recognized by Forbes as one of America’s Top Next-Generation Wealth Advisors in 2017, 2018, and 2019, David maintains an ongoing commitment to professional excellence. Active in his community, David serves as an elder at The Church at Green Hills and chairs the Whittier Mayor's Prayer Breakfast. He volunteers with Imagine Whittier, a mentoring program for families transitioning out of homelessness, and participates in other local organizations such as Whittier CBMC and the Whittier Consortium on Homelessness. David lives in Whittier, California, with his wife, Lauren, and their three children. In his personal time, he enjoys cooking, gardening, hiking, music, reading, running, singing, and writing.

Thomas Bette Jr. is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior work includes positions at SCOTTRADE, Merrill, Bank of America, and LBS Financial Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, using both discretionary and non-discretionary management supported by in-house and third-party research.

Bryan Misajon is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Advisors and its related entities since 2009. Outside of his role at the firm, he is the owner of Misajon Wealth Management and serves as a trustee for his grandparent's trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Johnny Do is a financial advisor with Merrill in Garden Grove, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Bank of America and Merrill for the past 10 years. Outside of his advisory role, he is the sole owner of an unrelated business named Johnny Do. 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.