Kambiz Tangestanifar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2016. 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 both brokerage and advisory solutions.

Timothy Stratz is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Lincoln Financial Securities and Axiom Advisors LLC. He also serves on the investment committee at Maryvale and is a board member of a private company, Neuro-Cycling. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, and charitable organizations. The firm offers a variety of financial planning and investment management services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party strategies.

Duvan Chiang is a financial advisor with Ameriprise who holds a Series 63 designation and has 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Lily Li is a financial advisor with Wells Fargo Clearing in Alhambra, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her career includes roles at Wells Fargo Investments, Citigroup Global Markets, and Citicorp Investment Services. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Tyler Ybarra is a financial advisor at Merrill with a Series 66 license and less than one year of industry experience. His prior roles include positions at Bank of America and Pacific Global Investment Management, as well as work in education and entrepreneurship. He has also been involved with beatBread, a financial technology company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions. The firm combines internal and third-party portfolio management with various tactical and tax-aware approaches.

Walter Huber is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Western International Securities, Inc., D.A. Davidson & Co., Crowell, Weedon & Co., and UBS Financial Services. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies across various asset classes.

Joeffrey Sunga is a Financial Advisor with Merrill Lynch Wealth Management, where he works with individuals, families, and businesses to provide tailored wealth planning and investment management. He leverages resources across Merrill Lynch and Bank of America to address a wide range of financial needs, including investing, retirement planning, and small business solutions. Joeffrey focuses on building clear and personalized plans aimed at financial security and growth. He has expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, investment strategy, tax minimization, and retirement income. Joeffrey holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from John Marshall High. Outside of his professional work, Joeffrey is involved with the Foothill Vineyard Church. His personal interests include billiards, chess, drawing, fishing, music, painting, spending time with family, table tennis, and writing.

John Holodak is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill for most of his career, including a brief period at BOFA Securities, Inc. There are no additional notable outside activities reported. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ricardo Marrujo Mexia is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup and Ladder Up Financial Services. J.P. Morgan Securities LLC 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.

Jessica Chen is a financial advisor at J.P. Morgan Securities with 3 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMC Bank NA since 2022. Outside of finance, she has been involved with The X Pot Rowland Heights LLC since 2022. J.P. Morgan Securities LLC 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 to guide investment recommendations.

Chen Chen is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and nine years of industry experience. Chen has been associated with Bank of America and Merrill since 2009. Merrill, together 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 strategies developed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Soonhee Cho is a financial advisor with LPL Financial in Whittier, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining LPL Financial, Cho worked at Grove Point Advisors, LLC and H. Beck, Inc., with a career that also includes self-employment. Outside of advisory services, Cho is involved in insurance sales as president of a related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm supports its network of advisors with a variety of financial planning and portfolio management options, combining a broad range of investment strategies with technology and operational tools.

Raye Thomas is a financial advisor with Wells Fargo Clearing in Santa Monica, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kais Zeiadah is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2016, with prior experience at TD Ameritrade from 2021 to 2023. Charles Schwab & Co., Inc. serves primarily 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Miguel Rodriguez is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with Jpmorgan Chase Bank, N.A. since 2011. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Robert Floe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at LPL Financial since 1995, with a ten-year tenure at Wells Fargo Advisors from 2012 to 2022. 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 a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Tim Gottschalk is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014, also working at JPMorgan Chase Bank, N.A. since 2010. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Janssen Carr Barfield is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of client-focused areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and services tailored for endowments, foundations, and non-profits. Janssen integrates both fundamental and technical analysis in his approach and educates clients on global economic factors influencing inflation. He also provides access to alternative investments across various sectors such as precious metals, agriculture, energy, and private equities as part of diversified portfolio strategies. With a Bachelor's Degree from the University of California System, Janssen holds the Personal Investment Advisor (PIA) designation. Fluent in English, Spanish, French, Hebrew, and Greek, he communicates with a broad range of clients. Janssen is committed to linking clients’ personal perspectives and priorities with financial planning, emphasizing the importance of connecting all aspects of financial life to help clients pursue their most important goals. Outside of his professional work, Janssen is a family man with nine children and a strong personal commitment to his family, including raising his niece and nephew. His personal interests include camping, chess, dancing, fishing, music, reading, scuba diving, skydiving, surfing, and spending time with his family. He also engages in agricultural activities and enjoys preparing large meals for family and friends. Janssen’s community philosophy is guided by principles found in Matthew 6:3-4.

Vicente Funes is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. Since joining Merrill in August 2022, Vicente has worked with many families to address immediate financial needs and establish plans to achieve both their financial and lifestyle goals. His team supports clients in managing goals with varying time horizons, providing assistance that ranges from helping young clients obtain their first credit card to facilitating complex transactions such as taking a company public. Vicente holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of California System and is fluent in English and Spanish. Outside of his professional responsibilities, Vicente is involved with the Japanese American National Museum.

Jean Koehler is a financial advisor with Ameriprise in Monrovia, CA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she has real estate ownership interests in Los Angeles County. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement income advice through a centralized consulting team.