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.

Ruben Valdez is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 66 designations. He has 11 years of industry experience and has previously worked at JP Morgan and Bank of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Jamie Brown is a financial advisor at Raymond James Financial with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with New York Life Insurance Company and American Income Life. Outside of his advisory role, Brown has been involved with IHSS since 2020. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports its clients through advisory programs and partnerships in specialized areas such as municipal finance.

Michelle Chung Hui Lai is a CFP®-certified financial advisor with J.P. Morgan Securities, bringing 15 years of industry experience. She has been with J.P. Morgan Securities and its affiliated entities since 2014. 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 through a team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities.

Ronald Owen is a financial advisor with J.P. Morgan Securities in Chino, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Merrill Edge and Northwestern Mutual, as well as service in the U.S. Navy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a selective group of Wealth Advisors. The firm employs a quantitative asset-allocation process combined with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Lake Robinson is a financial advisor at Fidelity with Series 65 and Series 66 credentials and four years of industry experience. His prior work includes positions at Ameriprise and Equitable Advisors, LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a variety of fund and model portfolio strategies.

Marshall James is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2007. He also serves as a board member for Prospector's Federal Credit Union, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering advisory programs, financial planning, and retirement plan consulting through its national network of investment adviser representatives.

Rene Licon Jr. is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2025, he spent 11 years with SCF Investment Advisors, Inc. and SCF Securities, Inc. He operates RSL Wealth Management, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial services.

Nauman Lakhany is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. 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 Wealth Advisors who make non-discretionary recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Thomas Schiada is a Vice President Private Wealth Management Advisor at Fidelity Investments, where he has worked since 2005. In his current role, he helps families develop personalized wealth strategies focused on growth, preservation, and transfer of wealth. He coordinates a team of specialists, including an Investment Manager, an Advanced Planner, and a Trust Officer, to deliver comprehensive wealth planning services. Thomas has extensive experience in private wealth management, having progressed through positions at Fidelity Investments from Financial Consultant to Vice President over nearly two decades. He holds a California Insurance License which supports his advisory capabilities. Outside of his professional work, Thomas has personal interests that include baseball, golf, music, social events with friends, parenthood, and traveling.

Richard Felling Jr. is a financial advisor with Equitable Advisors in Brea, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he operates a tax and accounting services business as a CPA and serves as co-trustee and successor trustee for family trusts. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage channels to implement client recommendations.

Frank Ortiz is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. 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 offerings.

Bruce Lien is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Brea, CA. He has three years of industry experience and has worked previously at American Fidelity and Randstad Holding. Outside of financial advising, he operates a laundry and dry cleaning business as a sole proprietor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated planning and managed-account option called WealthPlan, while maintaining separate services.

Jennifer Broemeling is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. Prior to joining LPL, she spent 12 years with U.S. Bancorp Advisors. Outside of her advisory role, she owns Loving Hearts Center, a non-investment business, and is involved with The Venusian Mt Shasta. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management supported by research and model portfolios.

Lupita Duenas is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Wells Fargo Clearing Services LLC, Wells Fargo Bank NA, and J.P. Morgan Chase. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative investment process.

Sapphira Chow is a financial advisor at Cetera with 12 years of industry experience. Her background includes positions at JP Morgan Securities LLC and East West Bank. Outside of finance, she is a licensed real estate agent and part-owner of a dog daycare and boarding business, Family Paws Resort LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services and operates a multi-manager platform that includes model portfolios and third-party manager options.

Chunyi Lei is a financial advisor at J.P. Morgan Securities with 15 years of industry experience and holds the ChFC® and Series 66 designations. Prior to joining J.P. Morgan in 2016, Lei established AJ4properties, LLC, where they continue to be involved. 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 in its recommendations.

Shane Gold is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan entities since 2016, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Hawkins is a financial advisor at LPL Financial with 53 years of industry experience. He has worked at Crown Capital Securities since 2002 and joined LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by LPL Research, third-party subadvisors, and various portfolio management options.