Jung Han is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alfredo Gomez is a financial advisor with Edward Jones, holding Series 63, 65, and 66 credentials and bringing 18 years of industry experience. His background includes roles at U.S. Bank, HighMark Capital Management, Advisor Group, SagePoint Financial, and Jackson National Life. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Alexis Muro is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has previously worked with Avantax Advisory Services and Hazard Financial. Outside of his advisory role, he serves as an authorized check signer for Narbonne Plaza Partners, LLC, managing accounting duties for a commercial rental property. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Cory Kleinschmit is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he partners with clients to build financial plans and provides investment guidance tailored to their specific situations. Cory focuses on creating tax-efficient investing strategies aimed at building, growing, and protecting wealth through long-term client relationships. His professional experience includes various roles at Fidelity Investments, including Investment Consultant from 2012 to 2014 and Financial Representative from 2010 to 2012. Prior to joining Fidelity, Cory worked as a Licensed Banker at JP Morgan Chase in 2010, an Institutional Client Associate at Charles Schwab & Co. from 2008 to 2010, and a Mortgage Banker at Bank of America from 2007 to 2008. He holds a California Insurance License. Outside of his professional career, Cory has personal interests in beach activities, concerts, family activities, food, golf, and traveling.

Jim Kottoor is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 credentials. His career has been with UBS Financial Services since 2015 across various entity registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Camden Wopperer is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. He has held roles at OSAIC and Securities America, Inc., and has prior work experience in academia and the hospitality industry. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Mario Picarelli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. He serves on the finance committee of St. Joseph Catholic School in Long Beach, CA. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Nahman is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Fidelity Investments, Mass Mutual Life Insurance Company, and Northwestern Mutual. Nahman is currently based in Hawthorne, CA. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports automated allocations, direct indexing, and unified managed accounts.

Virginia Ferrer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at various Wells Fargo entities since 2005, including Wells Fargo Bank, Wells Fargo Advisors, and Wells Fargo Clearing. Outside of her advisory role, she is a co-owner and treasurer of Fresh Prints & Design Inc. and serves as treasurer for the St. Lukes Preschool Booster Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. 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.

David Anderson is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Bank of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and tailors recommendations using proprietary research and tools, with planning engagements typically discrete and fees negotiated based on scope and complexity.

Steven Parker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. Outside of his advisory role, he is an owner and partner in SpaceX. 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.

Jonathan Gragg is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and previously operated under his own advisory business, Jonathan Gragg, from 2016 to 2021. Outside of advisory services, he is also an insurance agent who sells life, health, annuities, and long-term care products. Cetera is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and investment strategies.

Katsuko Yamabe is a financial advisor with Primerica Advisors in Cerritos, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Primerica Advisors since 1999 and also works as a partner at Yamada & Nakata CPA, an accounting firm. In addition to her advisory role, she is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Andrew Davis is a financial advisor with Morgan Stanley, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Hristo Stefanov is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Cetera. He has held various roles within Cetera and its affiliated entities since 2013 and has been associated with Tower Square Investment Management LLC since 2015. Outside of his advisory work, he participates as a member of a homeowners association board, where he attends meetings and reviews budgets. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse investment program options and oversight.

Stephanie Elias is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has worked with Bank of America since 2022 and has prior experience at USC Credit Union and the University of Southern California. Outside of her advisory role, she is the sole owner of a rental property business. 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 strategies supported by internal and third-party managers for a range of individual and institutional investors.

Vincent Woo is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior positions include roles at City National Bank and RBC Capital Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to assist clients in developing financial plans.

Maarten Rietveld is a financial advisor with LPL Financial in Santa Monica, CA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with LPL Financial since 2011 and previously worked at PlanVest Financial, Inc. in 2018. His outside activities include involvement with insurance services and business succession planning through affiliated entities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management styles.

Arthur Wexler is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 66 credentials and 34 years of industry experience. His prior roles include positions at Edward Jones, Horace Mann Companies, and TCG Advisors. Outside of finance, he is an early investor in Tastry, an AI technology company focused on the wine industry. 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 support customized investment solutions.

Nicholas Anthony is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has worked since 2011. He has been in the financial services industry since 1985. Nicholas provides clients with access to Merrill Lynch's investment resources and the banking services of Bank of America to support various aspects of their financial lives. In his role as a Portfolio Manager within Merrill's Investment Advisory Program, Nicholas focuses on creating investment strategies for high net worth individuals and business owners. As a qualified Portfolio Manager, he manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. His areas of focus include family wealth management, legacy planning, retirement planning, portfolio management, and strategies for small businesses, among others. Nicholas holds a bachelor's degree in Finance from Iowa State University and has earned the Personal Investment Advisor (PIA) designation. He emphasizes teamwork and client involvement, seeking to be a primary resource for financial advice and guidance throughout the wealth management process.