David Marquis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Merrill and AXA Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Ronald Morales is a Series 65-credentialed financial advisor with Primerica Advisors in Anaheim, CA, with 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure alongside ongoing manager oversight.

Victoria Catanese is an Investment Consultant at Fidelity Investments, where she provides guidance and support to clients by understanding their unique financial goals and partnering with them to develop personalized strategies. She has been in this role since 2025. Prior to her current position, Victoria worked as a Relationship Manager at Fidelity Investments from 2023 to 2025, and as a Financial Representative at the same firm from 2022 to 2023. Her career began at JP Morgan Chase, where she was a Relationship Banker from 2019 to 2022. Victoria holds a California Insurance License. Outside of her professional work, Victoria enjoys cooking and baking, fitness activities, exploring culinary experiences as a foodie, solving puzzles, reading, and traveling.

Stephen Blanchard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Thuy Bui is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015, as well as Wamu Investments Inc. since 2009. 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. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Jonathan Thomas is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Ruben Tarkhanyan is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Osaic Wealth Inc and has held prior roles at Edward Jones, LPL Financial, BancWest Investment Services, Boston Institute of Finance, AssetMark Brokerage, and J.P. Morgan Securities. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and advisory platforms. The firm offers a range of investment and financial planning services, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

James Morner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In this role, James collaborates closely with affluent families and business owners to develop customized financial strategies that align with their specific goals and needs. With 18 years of experience in the financial services industry, James joined Merrill Lynch Wealth Management in 2007, following his tenure at Oppenheimer & Co. in New York. He earned a Bachelor's Degree in Business Economics from California State University, Long Beach. James focuses on a range of client areas including divorce transition planning, family wealth management strategies, education planning, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Outside of his professional work, James engages in various personal interests such as baseball, basketball, fishing, football, gardening, golfing, running, traveling, watching movies, and spending time with his family.

Joseph McGrath is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in various non-financial organizations, including Sierra Produce and IATSE Local 504, and was involved with Xcel Baseball and Softball as well as Tom Hicks Baseball Camps. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Pedro Ureno is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing seven years of industry experience. He has previously worked at CUNA Brokerage Services and has been associated with SchoolsFirst FCU since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Travis Jon Barr is a Series 66-credentialed financial advisor with over 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following tenures at Wells Fargo Advisors LLC and Merrill. Outside of his advisory work, Barr owns and writes an automotive blog called Cars & Characters and coaches volleyball privately and as an assistant at Saddleback Volleyball Club. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

James Froelich is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and with several years of professional experience including multiple periods at Morgan Stanley since 2023. His prior work includes roles outside the financial industry at DeLaveaga Golf Course and UC Santa Cruz. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by structured tools and analytical models.

Jarod Garza is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at BJ's Restaurants, Inc. and FedEx. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Josiah Ball is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Western International Securities, Cambridge Investment Research Advisors, and SagePoint Financial, among others. He also serves as a non-variable insurance agent for Sphera Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, providing a range of financial planning, portfolio management, and institutional platforms.

David Gibb is a financial advisor with Cambridge Investment Research Advisors in Orange, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Cambridge Investment Research since 2017 and previously at Investment Centers of America. Outside of his advisory role, he operates as an independent insurance agent and serves as president of ArdentOne Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and custody platforms.

Ivy Sampson is a financial advisor with Edward Jones in Long Beach, CA, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2016 and previously worked at California State University, Fullerton. Outside of her advisory role, Ivy is an independent ballroom dance instructor and a caregiver assisting the elderly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Serina Foster is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing in multiple tenures since 2012, with a brief period at UBS Financial Services. Outside of her advisory role, she is a wellness advocate selling essential oils through DoTERRA Essentials. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet a net-worth threshold. The firm integrates advisory services with various financial product sales and referral channels, delivering recommendations based on proprietary research and planning tools.

Linda Chen is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her prior work includes roles at The Arrow House and Mitsubishi Motor North America, among others. She also assists with Retirement Distribution and Wealth Management Strategies, where she works with fixed insurance products and contributes to client communications. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Sure Oeng is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. Prior to his current role, he held positions at AD.IQ, The Container Store, Anteater Television, and Hotel Irvine. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services with a focus on multi-asset model portfolios and both non-discretionary and discretionary investment options.

Johnna Iantorno is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Morgan Stanley, and Commonwealth Financial Network. Outside of her advisory role, she is the sole member of Beth Bandit Books LLC, a publishing company that produces books unrelated to financial services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.