Dorian Harris is a financial advisor at Merrill with a Series 66 designation and 17 years at the firm, including three years of industry experience. Based in Brea, CA, Harris has spent his entire career at Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Nick Milazzo is a CFP® with 21 years of industry experience. He currently works at LPL Financial and previously operated The Nick A Milazzo Group for nine years. He has a background in insurance sales spanning over 17 years with various carriers through W & R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Ross Pake is a financial advisor with Equitable Advisors in Tustin, CA, holding Series 65 and Series 63 designations and having 40 years of industry experience. His career includes ten years at Cetera Advisors LLC before joining Equitable Advisors in 2025. Outside of advisory work, he is president and owner of Legacy Wealth Planning, Inc., and serves as a trustee for a personal trust. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Rita Moreno is a financial advisor at Merrill with 21 years at the firm and 11 years of industry experience. She holds a Series 66 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joe Esparza is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at the Prudential Insurance Company of America since 2013. Esparza has been involved in referring health insurance solutions for large employers through the Prudential Pathways program. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to proprietary and third-party investment programs through an integrated platform that also includes broker-dealer and insurance product sales.

Lisa Castillo is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jake Orr is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and the University of Oklahoma in various roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Scott Sloan is a CFP®-designated financial advisor with over 30 years of industry experience. He is currently with Cetera and has longstanding ties to Crane and Associates, where he serves as Director of Operations and Chief Compliance Officer. His other business activities include providing fixed insurance products such as life, disability, annuities, and long-term care. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, retirement services, and access to third-party money managers.

Kristy Hernandez is a financial advisor at Morgan Stanley with 12 years of experience in the industry. She holds a Series 66 designation and previously worked at RBC Capital Markets for nine years before joining Morgan Stanley in 2024. Outside of her advisory role, she is involved in photography as an independent contractor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Ignacio Guzman is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cuna Brokerage Services, SchoolsFirst FCU, Union Bank, TA Equipment Finance, and Lids Sports Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Kim Sanchez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Securities since 2013. Outside of her advisory role, she owns Sanchez Consulting, a business providing consulting services for backyard and home remodeling. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm operates on a non-discretionary basis, combining large institutional advisory capabilities with brokerage and investment management services.

Mary Chorbagian is a CFP®-designated financial advisor with 44 years of industry experience. She is currently affiliated with Independent Financial Group, LLC and previously worked at LPL Financial for nine years. She is also the owner of Chorgagain Associates, a tax preparation and accounting service she has operated since 1976. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage, supported by model portfolios and third-party research.

Min Choi is a financial advisor at J.P. Morgan Securities with three years of industry experience. They hold Series 63 and Series 66 licenses and have prior work experience spanning financial services and retail, including roles at JPMC BANK NA and Amazon Prime, as well as involvement in small business ventures like Yuzen Japanese Restaurant and KYK Sales. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers a broad range of investment products through its affiliations within the J.P. Morgan organization.

Rahamin Suares is a CFP® professional with 44 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing spanning from 2009 to 2021. Suares operates under Pacific Coast Capital Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services through a nationwide network of investment adviser representatives.

Thomas Mountain is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors Financial Network LLC for nine years. Mountain is based in Long Beach, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Patrick Gallagher is a financial advisor at Morgan Stanley in Long Beach, CA. He holds a Series 66 designation and has been with Morgan Stanley since 2025. Outside of his advisory role, he is involved with District 4 Pizza, a restaurant/bar in Long Beach. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides its services through a combination of direct client relationships and corporate financial planning agreements.

Oscar Ramos is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Ramos also worked at California State University Long Beach from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial advisory services.

Amanjit Bains is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Stater Bros Markets. Outside of his advisory role, he is involved as a content creator producing video game guides and streaming. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Louis Dong is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2013, also working at JPMorgan Chase Bank since 2018. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Krogulski is a CFP® professional with 24 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2016. His work is based in Seal Beach, California. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.