Nevil Dhabhar is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, CUSO Financial Services, and E*TRADE Advisory 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, including access to third-party asset managers and institutional platforms, supported by advanced operational and research tools.

Melissa Cardenas is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2024, following prior roles at AllianceBernstein, self-employment, and legal positions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a model emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, focusing on eligible strategies and incorporating ESG criteria where applicable.

Eric Bembry is a financial advisor with Wells Fargo Clearing in Los Alamitos, CA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior experience includes roles at Citigroup Global Markets and Citicorp Investment Services. Outside of his advisory work, he assists with business strategy and operations for two private healthcare companies he co-owns with his spouse. 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.

Robert Gomez is a financial advisor with Wells Fargo Clearing in Rolling Hills Estates, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior experience includes roles at UBS Financial Services, Raymond James & Associates, Citigroup Global Markets, and an academic position at California State University, Long Beach. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics with a diversified investment approach.

Linda Klugman is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has held various roles including positions with Waddell & Reed and Wells Fargo Clearing. Klugman is active in her community with leadership roles such as treasurer for Temple Emet and auditor for the Redondo Beach PTSA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Oliver Grant is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop customized financial strategies that align with their unique goals and circumstances. He is focused on business development and places an emphasis on building lasting relationships based on trust, transparency, and thoughtful guidance. Since joining Merrill Lynch Wealth Management in October 2024, Oliver has advised clients in various areas including college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, and special needs planning strategies. He holds the Personal Investment Advisor (PIA) designation. Oliver earned his degree in Economics from the University of California, Santa Cruz. During his time at UCSC, he served as President of the club water polo team and was a member of the Slug Fund Investment Group. Prior to UCSC, he began his college studies at San Jose State University, where he walked on to the Division 1 Water Polo team. Outside of work, his personal interests include baseball, basketball, camping, cooking, photography, scuba diving, spending time with his family, swimming, traveling, and watching movies.

Kayla Schmit is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to her advisory role, she worked at The Slice and Pint for four years. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

Hiroko Okunaga is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her career includes service at PFS Investments Inc. and Primerica Financial Services since 2000, as well as roles at Tajima America Corporation and Libec Sales of America. Outside of finance, she is a Reiki Master and teacher based in Torrance, California. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts, supported by third-party asset managers and custodians.

Jacob Berger is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at firms including UBS, Merrill Lynch, Compass, and Skylight Technologies. Outside of finance, Berger works as a statistician for the Los Angeles Sparks and is also active as a real estate agent with Coldwell Banker Realty. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research supported by a centralized due diligence team and may incorporate ESG considerations.

Louie Bitanga is a financial advisor with Ameriprise in Hermosa Beach, CA, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Alejandro Acosta is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Kim Lam Long is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2010. Outside of his advisory role, he is involved in selling non-investment related products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Kevin Bloom is a financial advisor at Cetera with 13 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at Hartford Investment Financial Services and multiple Cetera entities since 2017. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting advisors through various program structures and investment options.

Michael Conway is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including prior roles at Grove Point Investments, Think Next, H. Beck, Inc., and Diversified Securities. Outside of advising, he is involved with a non-variable insurance business and has outside employment unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Michael Rudkin is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held his current role since 2009 at Morgan Stanley Smith Barney and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by data-driven modeling tools, managing approximately $2.74 trillion in client assets.

Conrad Sundqvistolmos is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked as a freelance production coordinator and lead man. 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 a range of brokerage and advisory solutions.

Annie Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she coordinates projects and writes a column for a web-based automotive magazine. 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 provides a range of brokerage and advisory solutions.

Magdalena Keech is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Edward Jones, she held roles at The Vanguard Group, Jackson Coffee Co., and Fox Restaurant Concepts. She has also been involved in community and service roles including work with the City of Phoenix Juniper Branch Library and Grassroots Voter Outreach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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 with LPL Enterprise, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and a wrap program, with notable involvement in insurance and trust services.