Angela Reilly is a financial advisor with Thrivent Investment Management in Lakewood, CA, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Thrivent Financial and Hobby Lobby Stores, Inc. She has also been involved with Bible Study Fellowship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based financial analyses and planning across various topics without including implementation of recommendations.

Nancy Michael is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 24 years of industry experience. Her career includes long-term roles at Crown Capital Securities, First American Investments, and First American Management prior to joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management supported by research and technology-driven strategies.

Keith Witt is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2010. Witt has an outside business interest in KPW Asset Management, Inc., an entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Han Kyul Kim is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working in the gaming industry with EZ Gaming. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Alexander Velto is a financial advisor at UBS Financial Services with 47 years of industry experience. He has been with UBS since 2013. Velto serves as CEO of the Sunny Brown Foundation, which provides scholarships, and is a board member and treasurer of the Keala O Wailea Homeowners Association in Maui, Hawaii. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, offering proprietary research and a wide range of capital markets activities.

Peter Paik is a CFP® professional at Morgan Stanley with 13 years of industry experience. He previously worked at UBS Financial Services before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is involved as a partner in a technology firm, Moniak Holdings LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, combining tailored financial planning and investment strategies supported by firm-approved tools and research.

Cory Justus is a financial advisor with Edward Jones in Chino Hills, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he spent 12 years at Azusa Pacific University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Albert Cline is a financial advisor at OSAIC with 49 years of industry experience. He holds a Series 63 designation and has worked with firms including Woodbury Financial Services and AIG Financial Advisors. Outside of his advisory role, he is a grantor of a college scholarship trust in memory of his late father. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering a range of integrated brokerage, investment advisory, and retirement planning services through a large network of affiliated advisors. The firm employs various asset allocation and portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Alma Araceli Alvarez is a financial advisor with Primerica Advisors in Whittier, CA, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior work includes positions at Mike's Pizza and California State University, Long Beach. She is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based, tiered wrap fees and ongoing oversight of its investment models.

James Zivich is a financial advisor with LPL Financial in Fullerton, CA, holding a Series 63 designation and 42 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1995. Outside of his advisory role, he teaches investment education classes for the Fullerton Community Services program. 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 retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Jennifer Kim is a financial advisor with Merrill in Fullerton, CA, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2004, totaling 22 years at the firm. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Adragna is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes three years at Wells Fargo Clearing and multiple periods at Edward Jones totaling nine years. He is based in Yorba Linda, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large nationwide network of financial advisors and branch offices.

Mindy Cutler is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. She began her career 25 years ago with Bank of America and has been with Merrill Lynch Wealth Management for the past 2.5 years. Mindy focuses on providing personalized wealth management strategies tailored to clients' unique financial goals and circumstances. Her areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, women and wealth, and retirement income. Mindy is a Personal Investment Advisor (PIA) and is fluent in English and Chinese. She attended Citrus College without obtaining a degree. Outside of her professional role, Mindy is involved with the Second Harvest Food Bank in Irvine, California. In her personal time, she enjoys cooking, baking, gardening, playing pickleball and tennis, and watching movies.

Dennis Priest is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with LPL Financial since 2019 and previously worked at Royal Alliance Associates, Inc. from 2008 to 2019. Outside of LPL, he provides financial planning and consulting services through Benefit Funding Retirement Services, LLC, an independent registered investment advisor. LPL Financial is a 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 model portfolios and research from various sources to support both discretionary and non-discretionary management.

Marion Manahan is a financial advisor with Primerica Advisors in La Mirada, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains oversight of investment models, operating primarily with a tiered wrap fee structure.

Jorge Chavez Jr. is a financial advisor with Merrill in Whittier, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His work history includes roles at Bank of America, J.P. Morgan Securities, and JPMorgan Chase bank. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Cindy Havenhill is a CFP®-designated financial advisor with LPL Financial, based in Brea, CA, and has 36 years of industry experience, including over 31 years at LPL Financial. Her background includes operating businesses related to wealth and risk management under her own name, serving clients within the LPL framework. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Michael Peters is a Series 66-registered financial advisor with 25 years of industry experience. He is currently with Osaic and was previously associated with LPL Financial. Outside of his advisory role, Peters owns and operates a fly fishing guide service and teaches hunter education and safety for the California Department of Fish and Wildlife. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable clients. The firm offers a wide range of advisory and brokerage services utilizing firm-provided investment tools and multiple advisory platforms.

Jose Quintanilla is a financial advisor with Ameriprise in Long Beach, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Quintanilla serves on the boards of several local organizations, including the Rose Park Neighborhood Association and the Rotary Club of Signal Hill, where he has held leadership positions. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kurt Chen is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at National Planning Corporation from 2014 to 2017. Chen serves as president of Genuine Financial Services, a non-variable insurance business offering life and fixed insurance products. 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 advisers. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.