Linda Klugman is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has held various roles including positions with Waddell & Reed and Wells Fargo Clearing. Klugman is active in her community with leadership roles such as treasurer for Temple Emet and auditor for the Redondo Beach PTSA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 advanced operational and research tools.

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.

Craig Fein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at CUSO Financial Services, Kinecta Financial & Insurance Services, LLC, and LPL Financial. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.

Kim Lam Long is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2010. Outside of his advisory role, he is involved in selling non-investment related products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Vijay Kumar is a CFP® professional with 43 years of industry experience, currently serving at Cetera since 2023. He previously worked at VOYA Financial Advisors for seven years and has operated Kumar Financial Services since 1986. Outside of financial advising, he serves on the board of directors for the Hindu Society of the Inland Empire. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

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 Conway is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including prior roles at Grove Point Investments, Think Next, H. Beck, Inc., and Diversified Securities. Outside of advising, he is involved with a non-variable insurance business and has outside employment unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Matthew Andre Burns is a financial advisor with Thrivent Investment Management in Brea, CA. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at HP Communications Inc and Northern Arizona University before joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses across a range of financial topics. The firm’s approach separates planning from portfolio management and does not include implementation within its planning service.

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 at Edward Jones with Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at The Vanguard Group and Jackson Coffee Co, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Joo Yong Park is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has worked in tax preparation and accounting through his involvement with Fire Tax Consulting since 2021. Prior to joining LPL Enterprise, he was associated with JC Sky Inc for five years. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it also offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

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.

Mary Huang is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and a wrap program, with notable involvement in insurance and trust services.

Sobhna Magana is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Linsco/Private Ledger since 2007. 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, supporting a broad range of advisory strategies and operational tools.