Emma Aragon is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she spent 15 years with various divisions of Wells Fargo and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Julio Sandoval is a financial advisor at Edward Jones in La Palma, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he was involved in various financial and real estate investment roles, including co-ownership of two real estate investment companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Darrell May is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Adelizi is a financial advisor with Wells Fargo Advisors in The Woodlands, TX, holding a Series 63 designation and over 44 years of industry experience. He has been with various Wells Fargo entities since 2009. Outside of his work with Wells Fargo, he owns and operates Adelizi Investment Group LLC, a related investment business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Christine Stanley is a financial advisor with Primerica Advisors in Santa Fe Springs, CA. She holds Series 63 and Series 65 designations and has 39 years of industry experience, having worked with Primerica Financial Services and Primerica Advisors since 1986. In addition to her advisory role, she has involvement in sales of loan products and home-related services through affiliated 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 account options. The firm curates third-party asset managers and employs an operational model featuring tiered wrap fees and oversight of portfolio models.

Stacey Kim is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL, she worked with Waddell & Reed Inc. and various insurance carriers from 2003 to 2021. She has held a business entity for tax purposes since 2017 and is also an insurance agent with Penn Mutual. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

John Greene is a financial advisor at Ameriprise Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at CUSO Financial Services and California Credit Union, where he also advised members on investing assets. Based in Orange, CA, Greene has been with Ameriprise since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Angela Schlafke is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is involved in property management as a sole proprietor and partner of rental property in Germany. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services without offering individual security recommendations as part of standalone plans.

Jiaqi Peng is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. She has worked at Bank of America and Merrill since 2016 and previously was involved in a wireless business from 2013 to 2017. Outside of her advisory role, Peng co-owns a family investment business. 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 using model-based and discretionary investment strategies.

David Bohman is a financial advisor with Mass Mutual Investors Services in Los Alamitos, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 1986. Outside of his advisory role, he is involved in life and health insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved tools and collaborative annual planning processes.

Mildred Young is a financial advisor with Primerica Advisors in Diamond Bar, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Vincent Brizzolara is a financial advisor with Morgan Stanley in Santa Ana, CA, holding a Series 66 credential and ten years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, he worked at BNI Boom!, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed, Inc. Additionally, he served as a soccer official for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering plans without individual security recommendations and emphasizing client responsibility for plan implementation.

Juan Olivares is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015 and previously worked at Amazon from 2019 to 2021. 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. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Adam Shiono is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2010, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services with a broad range of planning options such as retirement, education, and business-owner transition planning. Advisors at the firm use Wells Fargo research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Michael Tan is a financial advisor with LPL Financial in Cerritos, CA, holding a Series 66 designation and 12 years of industry experience. His previous roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and Scottrade Investment Management. Michael is also involved with LBS Financial Credit Union in an investment services capacity. 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 variety of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios supported by in-house and third-party research.

John Shaker is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and 16 years of industry experience. His career includes roles at J.P. Morgan Securities, Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 combines large institutional advisory operations with additional market-facing registrations and functions, delivering services alongside affiliated brokerage, distribution, and investment management capabilities.

Jonathan Manaloto is a Series 66-licensed financial advisor with Merrill in Huntington Beach, CA, and has eight years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2011. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremiah Gramm is a financial professional at Cetera with four years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliated entities since 2021. Outside of his advisory role, he provides tax planning and preparation services and is also commissioned as a notary. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse investment management options and operates a multi-manager platform with access to various program structures and third-party managers.

Dylan Aschoff is a financial advisor with LPL Financial in Corona, CA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, third-party research, and various technology-driven investment solutions.

Allen Chen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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.