Antonio Alvarez is a financial advisor with Cetera in Santa Ana, CA, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. His prior experience includes roles at Avantax Investment Services Inc. and Transamerica Financial Advisors, Inc. Outside of advisory work, he is CEO of Alvarez-Soto ATS Insurance Service Inc. and leads a charitable nonprofit focused on building a large religious and cultural center. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, allowing advisors to use affiliated and third-party managers or create custom strategies.

Glenn Yasukochi is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes 17 years at Lincoln Financial Securities Corporation and ongoing work with Greenwich Financial Insurance Services since 1997. Yasukochi participates in a pro bono program with the Financial Planning Association, providing brief budgeting assistance to low-income individuals. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing firm-provided tools and third-party platforms to build portfolios across various asset classes.

Quentin Fenn Anstruther is a Series 63-licensed financial advisor with Morgan Stanley in Long Beach, CA, and has 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by various models and tools, serving a broad client base with both retail and institutional offerings.

Frank Teng is a financial advisor at LPL Financial with 27 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining LPL Financial in 2024, he worked at Cetera Advisors LLC, First Allied Advisory Services, and First Allied Securities. Outside of advising, he is involved in life insurance related activities. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to various model portfolios and research resources.

Zubeen Tukina is a financial advisor with LPL Financial and holds a Series 66 designation. He has nine years of industry experience, including eight years at Edward Jones and one year at Lyft. 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 representatives. The firm offers a range of financial planning and advisory programs with access to model portfolios, research, and various management options.

Norman Cauntay is a CFP® and holds a Series 66 license with 14 years of industry experience, all with Edward Jones since 2012. He is based in Long Beach, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through its nationwide network of financial advisors and offers a range of advisory programs along with affiliated mutual funds and trust services.

Talon Love is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC, Talon held various roles including positions at American Campus Community and the University of California, Irvine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using approved tools and offers diverse services including estate planning and access to proprietary investment research.

Brandon Arnold is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently serving at Edward Jones since 1998. He holds the Series 63 designation and is based in Anaheim Hills, CA. Outside of his advisory role, he is the Vice President of the Kiwanis Club of Anaheim Hills/Yorba Linda. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kathy Andazola is a CFP® professional with 25 years of industry experience. She is currently with Cetera and has held roles at Avantax Insurance Agency and Avantax Investment Services. Outside of financial advising, she is involved in tax preparation and accounting through Andazola Financial Services, Inc. and R.C. Andazola, EA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to implement various investment strategies across multiple program structures and custodial relationships.

Peter Castillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and previously spent three years at Citigroup. Castillo is also involved in insurance services through Castillo Consulting Group Insurance Services and CCG Adelante Insurance Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management options.

Carlos Salazar Ramirez is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Wells Fargo in various capacities since 2015. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sonny Kothari is a Wealth Management Advisor and Managing Director with the Kothari Group at Merrill. He has been with Merrill since 1990, providing customized wealth planning and advice to high-net-worth families. Sonny focuses on creating seamless, comprehensive financial experiences that address both clients' daily needs and long-term aspirations. He specializes in family wealth management strategies, legacy planning, and philanthropic planning. Sonny holds a Bachelor's degree in Business Economics from the University of California, Santa Barbara. He holds professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Throughout his career, he has collaborated closely with clients' CPAs and attorneys to maintain integrated financial management. Committed to his community, Sonny sits on the board of Pathways of Hope in Fullerton, California, an organization providing access to food, shelter, and housing. He lives in Fullerton with his wife and has three grown daughters. Sonny enjoys hiking, running, and spending time with his family.

Sherif Salib is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Lisa Silva is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Lincoln Financial Securities Corporation. Outside of financial advisory, she is the broker and owner of Strategix Realty Inc., a real estate brokerage firm. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated financial services through a large network of advisors, utilizing advanced asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Sean Kang is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank since 2015, following several years at Morgan Stanley Smith Barney starting in 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

George Veater is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial and Sagepoint Financial. Outside of his advisory role, he owns and operates a working cattle ranch and bronc riding school, hosting rodeo events and producing related content. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer customized portfolio management across various investment types.

Elizabeth Metal is a Series 66 designated financial advisor with 24 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a broad range of solutions including fee-based financial planning, portfolio management, and alternative product distribution.

Susan Chung is a financial advisor with Equitable Advisors in Brea, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors since 2005, previously working with AXA Advisors, LLC. Chung volunteers with the VITA Program through the Good Hands Foundation and works as a tax preparer specializing in business taxes. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to clients' goals, risk tolerance, and time horizons.

Douglas Bailey is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an active owner of a consulting business focused on advising private developers and serves on the Board of Directors for the Boys and Girls Club of Cypress. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and integrating capital-markets capabilities and alternative investment options.

Stephen Shanklin is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.