Christian Allemang is a financial advisor with Raymond James Financial in Fountain Valley, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at Dow, Inc. from 2016 to 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Scott Gevertz is a financial advisor with LPL Financial in Los Alamitos, CA, holding a Series 66 credential and 17 years of industry experience. His work history includes roles at Southland Credit Union, Wescom Financial Services, Merrill, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Sofian Haikal is a financial advisor with Edward Jones in Long Beach, CA, holding the CFA® charter and Series 66 registration with 13 years of industry experience. He has been with Edward Jones since 2013. Haikal is a member of the Pipeline BNI Redondo Beach membership committee, where he helps other members improve their networking skills. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erik Brickel is a financial advisor with LPL Financial based in Santa Ana, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining LPL Financial and SchoolsFirst FCU. Brickel is also commissioned as a notary in the state of California. 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 institutions. The firm offers a range of financial planning and investment management programs and supports advisors with advanced operational and research tools.

Brandon Lopez is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo, Solar Optimum, Raising Cane’s, and World Financial Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Yvette Garcia is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley. Outside of her advisory role, she co-owns a handmade crafts business and a record label with her spouse, and serves as vice president of a homeowners association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Susan West is a CFP®-designated financial advisor with Morgan Stanley in Brea, California, bringing 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through various planning and investment strategies.

John Coury is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. His career includes roles at Cathay Bank since 2017 and East West Bank from 2015 to 2017. He serves as Vice President of the California State Board for the World Lebanese Cultural Union, assisting the president with meetings, events, and scheduling. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program options and affiliations.

Jose Ramirez M is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2022, and previously at Bank of America from 2016 to 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of model-based and discretionary strategies developed by internal and third-party managers, with portfolio implementation tailored to client needs.

Christopher Andres is a financial advisor with Merrill in West Covina, CA, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to his current role at Merrill and Bank of America N.A., he worked for T-Mobile USA for 13 years. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

John Splain is a financial advisor with Raymond James & Associates in Yorba Linda, CA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Raymond James & Associates since 1993. Outside of his advisory role, he serves as a trustee for an investment-related entity and has a personal investment interest in a solar energy business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of investment strategies and affiliated research.

Patrick Jakowchik is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he partners with clients to develop agile wealth road maps that address life's uncertainties and changing market conditions. His approach includes investment strategies focusing on risk assessment, tax-efficient investing, and cash flow analysis, collaborating with various internal and external partners to support clients' comprehensive financial health. Patrick has extensive experience in the financial services industry, having held roles such as Investment Representative at Fidelity Investments from 2011 to 2012, Associate Portfolio Consultant and Senior Registered Representative at Charles Schwab between 2008 and 2011, Financial Advisor at INTERSECURITIES, INC. from 2004 to 2008, Registered Representative at SIGNATOR INVESTORS, INC. from 2000 to 2004, and Insurance Agent at Robert J. Insurance & Financial Services from 1998 to 2000. He holds a California Insurance License. Outside of his professional work, Patrick enjoys biking, cooking and baking, family activities, hiking, and spending time with pets.

Daniel Foley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at BlackRock Investments, LLC for 12 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory 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.

James Nguyen is a financial advisor with Merrill in Garden Grove, CA, holding a Series 66 designation and one year of industry experience. His prior work includes six years at Bank of America and three years at Donga Bank. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tina Harmier is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 designations. She has 28 years of industry experience and has been with Wells Fargo Clearing 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.

Jae Hyeong Koo is a financial advisor with J.P. Morgan Securities in Brea, CA, holding Series 66 and Series 63 licenses. He has four years of industry experience, including roles at JPMorgan Chase Bank, N.A. and KMW USA Inc. Prior to entering the financial industry, he was briefly employed at Mr. BBQ. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized manager solutions team that combines quantitative and qualitative research.

Scott Jones Jr. is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with LPL Financial since 2010, following prior roles at Chase Investment Services Corp. and Wamu Investments, Inc. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm supports its advisors with various investment options, including model portfolios, third-party subadvisors, and customized strategies, alongside a wide array of non-advisory financial services.

Jianing Zhou is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Merrill, Zhou worked at Bank of America and held various roles including positions at Ernst & Young and University of California-Irvine. Zhou is also involved with Carofin.com, an entrepreneurial venture. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Frisco Escudero is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked with Cetera Investment Advisers LLC since 2020 and its affiliated entities since 2008, as well as Orange Capital Management since 1997. Outside of advisory work, he provides coaching on financial planning software and teaches retirement planning through the Financial Educators Network. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Hailey Swanson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has held positions at Wells Fargo Advisors via US Tech Solutions, WFBM, LLP, and the Automobile Club of Southern California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.