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 at LPL Enterprise with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, and third-party asset management, combining adviser programs with sales of financial products such as insurance.

Sobhna Magana is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with LPL Financial and its predecessor, Linsco/Private Ledger, since 2007. 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 broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Brooke Goldstein is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has worked at Cetera since 2019 and previously was with Oppenheimer from 2013 to 2019. She is co-founder and partner of Brentwood Financial Advisors and serves as secretary of Goldstein Financial Group. Outside of her advisory work, she hosts a podcast called "Adulting" that features discussions with professionals on practical knowledge adults should know. Cetera Investment Advisers LLC is a large-scale SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, with access to a wide range of third-party and affiliated managers.

Shannon Ryan is a financial advisor with RBC Capital Markets in Manhattan Beach, CA, holding the CFP® designation and boasting 33 years of industry experience. Prior to joining RBC in 2026, Ryan worked for Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, Ryan is the owner of The Heavy Purse LLC, which publishes children's books on financial literacy, and serves as a professor at The American College of Financial Services. Ryan is also an author of a financial education book titled Your Finances Have Feelings and holds a 60% ownership stake in Unstoppable Protective Gear LLC, a sporting gear company. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities, offering tailored portfolio management, financial planning, custody, and brokerage services through a variety of advisory programs. The firm utilizes a combination of in-house and third-party investment managers and provides options such as tax-management and responsible-investing screens.

Donna Mcneely is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior experience includes roles at Kinecta Federal Credit Union and LPL Financial. She serves on the boards of the Kinecta Community Foundation, Apollo Insurance Services, Inc., and Cancer Support Community South Bay, where she is vice president elect. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Edgar Flores is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Footlocker. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leonard Teplitsky is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Eastward Capital Partners, and GuidedChoice. In addition to his advisory work, he is involved in selling and servicing fixed insurance products. OSAIC Wealth, Inc. serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated advisory and brokerage services, using asset-allocation tools and third-party money managers to construct diversified portfolios across multiple asset classes.

Frank Arens is a Series 66 licensed financial advisor with LPL Financial, based in Long Beach, CA. He has five years of industry experience, including four years at Edward Jones prior to joining LPL Financial. His background includes roles outside finance, such as involvement with a septic and sewer company and educational consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Hokon Yun is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining LPL Financial. Based in Torrance, CA, Yun serves a broad range of clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Justin Neiman is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Schools First Federal Credit Union, JPMorgan Securities, LLC, and JPMorgan Chase Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Justin Holcher is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 29 years of experience serving high-net-worth families. He leads a wealth management team dedicated to assisting affluent families and institutions by developing customized strategies that focus on growing, preserving, and building a legacy of wealth. Justin's approach involves listening carefully to each client's unique needs and objectives, starting with a thorough analysis of their current financial situation to create a personalized financial strategy that addresses short-term needs and long-term goals. Justin holds a Bachelor's Degree from the University of Southern California and 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 Benefits Consultant (RBC). His expertise covers areas such as corporate executive services, divorce transition planning, education planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. He has been married for 25 years, has three children, and is a long-time resident of Palos Verdes, California. Outside of his professional work, Justin enjoys activities such as basketball, camping, hiking, skiing, soccer, spending time with his family, and traveling.

George Ly is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 licenses and over 23 years of industry experience. His prior roles include positions at NuVision Federal Credit Union, East West Bank, and Cetera. He is also involved as a business owner in several investment-related ventures, including LYCAN Capital and Alpha Venture Capital LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting with both discretionary and non-discretionary management options.

Michael Phung is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with TIAA-CREF. Outside of his advisory role, he is an owner and partner in an e-commerce business selling artwork with his daughter. 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 select group of Wealth Advisors. The firm delivers these services alongside affiliated brokerage and investment management capabilities on a non-discretionary basis.

Jeanne Suttie is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with LPL Financial and its predecessor entities since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Robert Smith Jr. is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and over 41 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Financial Group since 2011 and has operated R.J. Smith Insurance & Financial Services since 2006. Outside of his advisory role, he is also an insurance agent involved in life, health, and disability insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements without discretionary authority on investments.

Jeffrey Osakwe is a financial advisor with Fidelity in Buena Park, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Advisors and Goldman Sachs Ayco Personal Financial Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and it serves a formal advisory role to multiple registered investment companies and fund-of-funds.

Behnam Beheshti is a financial advisor with Merrill, holding a Series 66 credential and 12 years of industry experience. He has worked with Bank of America and Merrill since 2017 and previously spent one year with Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved as an account signer for his wife's eyecare practice. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Vant is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Paterik is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Securities America Inc, and National Planning Corporation. In addition to his advisory role, he is involved with Spark Financial LLC, which provides tax preparation and accounting services. 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, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.