Rhonda Cano is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked with Avantax firms for a decade and operates Cano Income Tax, a tax-related business she has maintained since 1989. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to third-party managers and customized investment solutions.

Mane Aslanian is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2015 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Colin Babb is a Wealth Management Advisor with Merrill Lynch Wealth Management. He rejoined Merrill Lynch in 2016 and has been providing financial and wealth management advice and services since 2007. Colin is part of The Crow Babb Hulley Group, a team with over 100 years of combined experience, which employs a comprehensive, goals-based approach to wealth management. Colin's areas of expertise include portfolio construction, wealth planning, retirement planning, special needs planning, liability management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of Southern California. Outside of his professional work, Colin is involved in various alumni and charitable organizations. He lives in Huntington Beach with his wife, Kira, and their two daughters. His personal interests include golfing, music, spending time with his family, and traveling.

William Blum is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Ameriprise Financial, and spent four years at San Diego State University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christian Li is a Certified Financial Planner® (CFP®) with 38 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at TAG Financial Inc. and FSC Securities Corporation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management supported by proprietary and third-party research.

Stuart Hoshide is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked with Cetera and its predecessor firms since 2008 and maintains a private registered investment advisory business, Orange Capital Management. Outside of advising, he volunteers as a coach for an inline hockey program and provides coaching on financial planning software for a software company. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors. The firm serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services across various program structures and custodial relationships.

Mckenzie King is a financial advisor at Morgan Stanley with 5 years of industry experience. He holds the Series 66 designation and has worked at multiple Morgan Stanley entities since 2018. Prior to his advisory career, he worked at Chick-Fil-A and was involved with California State University, Long Beach, as well as the Mission Oaks Recreation and Park District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Brett Bell is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation. His prior work experience includes roles at Bell and Lowell, Beach Social LLC, and AutoNation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ individual risk profiles.

Karen Codman is a financial advisor with Osaic Wealth, Inc. based in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at FSC Securities Corporation for 17 years before joining Osaic in 2023. Outside of her advisory role, Codman serves on the Long Beach City College Foundation Board of Governors and is involved with the Long Beach Chamber of Commerce, where she participates in government affairs. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs advanced portfolio construction tools and provides a range of managed account solutions.

Victor Correa is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities and Ameriprise Financial Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and serves as a commodity pool operator and adviser to multiple registered investment companies.

Isabel Irvine is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2015. She employs a hands-on, goals-based approach to wealth management, focusing on understanding her clients' assets, liabilities, portfolios, and personal goals. Isabel also assists companies in managing their 401(k) plans to address the needs of both the company and its employees. She holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Isabel earned her bachelor's degree in Public Administration from California State University Fullerton and her MBA in Business Administration from Chapman University in Orange, California. She is a member of the Certified Financial Planning Association and the National Association of Plan Advisors. Outside of her professional work, Isabel enjoys spending time with her family and friends, as well as engaging in activities such as baseball, basketball, cooking, football, music, reading, tennis, and yoga. She resides in Orange, California.

Ronald Coleman is a financial advisor with LPL Financial in Claremont, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and various portfolio management options.

Yohan Chung is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Crown Wealth Management and Biola University. Outside of his advisory roles, he has been involved with the Orange County Children's Therapeutic Arts Center for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment approaches, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Andrew Rivera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JP Morgan Chase Bank, N.A. since 2013. Rivera is also involved with Rivera & Associates, a non-public entity focused on investment and rental property management. J.P. Morgan Securities 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Paul Byrd is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns Argos Products Inc, a company that designs diving booties and gloves, and is a band member with Neon Nation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning engagements typically structured as discrete projects.

Edwin Young Jr. is a financial advisor at Cetera with 29 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at Cetera and Cetera Wealth Services since 2019 and previously spent seven years at VOYA Financial Advisors. In addition, he owns Young's Tax & Financial Services, a business providing tax preparation, accounting, audit representation, and fixed insurance product sales. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with more than 10,000 advisors and over $256 billion in assets under management.

Mindy Cheng is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2019. 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.

Max Nunley is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. He has previously worked at One Pacific F.S. and Securities and has military service experience with the U.S. Army and Army National Guard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it acts as an adviser to multiple funds and model portfolios.

Maria Vargas is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She focuses on building meaningful partnerships with her clients by understanding their goals, values, and financial circumstances to provide personalized financial guidance. Her professional experience includes positions as Relationship Manager (2023-2025) and Financial Representative (2021-2023) at Fidelity Investments, as well as roles as a Financial Service Professional at LA Pension Planners and Equitable from 2020 to 2021. She holds a California Insurance License. Outside of her professional work, Maria is involved in activities such as fitness, exploring culinary interests, social events with friends, caring for pets, traveling, and volunteering.

Oreste Volkert is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as President of the Brea Little League, overseeing league operations and community activities in Brea, California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and affiliated banking programs.