Chinh Vuong is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Merrill and Bank of America, N.A. since 2006. Outside of his advisory role, Vuong owns a sole proprietorship unrelated to investment activities. 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 for individuals, high-net-worth clients, and institutional investors.

Rachael Aspaturian is a financial advisor with RBC Capital Markets in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. Her career includes roles at Bank of America N.A. and Merrill from 2022 to 2024, as well as prior positions outside finance such as work at Nordstrom and involvement with the Boys and Girls Club. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies using a range of in-house and third-party managers and emphasizes integrated capital-markets capabilities.

Brian Dao is a financial advisor with J.P. Morgan Securities in Anaheim, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career has been focused entirely within various J.P. Morgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives and commodities capabilities.

Marianela Silva is a CFP® professional with 19 years of experience in the financial services industry. She is currently with LPL Financial, where she has worked since 2022, following prior roles at Wells Fargo Clearing and Merrill. In addition to her advisory work, Silva owns Marigold Tax & Bookkeeping Solutions, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary research tools and access to third-party asset managers.

Mason Preston is a Series 66-credentialed advisor with Morgan Stanley in Long Beach, CA. He has been with Morgan Stanley since 2025 and has work experience in various service and hospitality roles. Outside of his advisory work, he is involved with Panama Joes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jonathan Glant is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Perry is a financial advisor with LPL Financial in Seal Beach, CA, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2008. In addition to her advisory role, she provides tax preparation services for a fee and offers notary services as part of client support. 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 and access to third-party asset management, with advice primarily delivered by investment adviser representatives using a variety of investment strategies and operational support tools.

Edgar Whitmore III is a financial advisor with MassMutual Investors Services in Los Angeles, CA, holding the ChFC® designation and Series 63 and 66 licenses. He has 32 years of industry experience and has been with MassMutual and its affiliated entities since 2008. Outside of his advisory role, he is also an insurance agent. MassMutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Ashley Model is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. She 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, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services that utilize structured discovery processes and firm-approved planning tools.

Lincoln Lai is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Foresters Advisory Services LLC. 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 typically model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Camille Gaffney is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Mathew Watt is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and its predecessor entities since 2006, with prior roles including positions at Waddell & Reed and Thrivent Investment Management. Watt also operates Mathew Watt Financial Planning Services as a separate business entity. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive operational and research tools.

Carlos Bernabe is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial LLC and Orange County’s Credit Union. Outside of his advisory role, he has worked as a caregiver providing support to family members. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad spectrum of clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and provides advisory services to registered investment companies and fund-of-funds.

Darren Chia is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities since 2012. Prior to that, he worked at Chase Investment Services Corp. from 2009 to 2012. Outside of his advisory role, he is a silent investor and owner/partner in a restaurant called Our Nest. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program.

Douglas Dyakon is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 license and 23 years of industry experience. He worked at UBS Financial Services for ten years before joining Morgan Stanley in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to clients and through Corporate Financial Planning agreements.

Yingshu Jiang is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. Jiang has worked at multiple firms including W&S Brokerage, Western & Southern Life, and Keller Williams. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Daniela Fricke is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2024. She previously worked at Partners Federal Credit Union and LPL Financial LLC from 2007 to 2024. Outside of her advisory role, she owns and manages a small rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and affiliated research.

Miguel Sanchez is a Senior Financial Advisor and founder of the ST Wealth Management Group at Merrill Lynch Wealth Management in Los Angeles. With over 25 years of experience at Bank of America/Merrill, he provides financial advice and guidance to high-net-worth individuals, families, and businesses, focusing on areas such as family wealth management, retirement planning, investment consulting, tax minimization, and wealth transfer. He has developed long-term relationships within the Latin business community, supporting clients in managing both personal and professional financial aspects. Born and raised in Los Angeles, Miguel values building strong relationships and encourages clients to actively participate in managing their wealth by thoroughly explaining available options. He began his career at the firm as a Teller and progressed through various roles before becoming a Financial Advisor in 2003, leveraging his knowledge and network to address a range of client needs. Miguel leads a team that includes his daughter, Jessalyn Escalante, to provide attentive and responsive service. Miguel holds a High School Diploma/GED from California Technical University and is a Personal Investment Advisor (PIA). He is bilingual in English and Spanish. Outside of work, he enjoys spending time with his family, coaching his son's football team, and playing golf.

Jiahui Xu is a financial advisor at Cetera with six years of industry experience. Xu has worked with several firms, including J.P. Morgan Securities and Wells Fargo, before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser with 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 and financial planning services through multiple program structures and custodial relationships.

Margaret Sturdy is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial (formerly LINSCO/Private Ledger) since 2001. Outside of her advisory work, she occasionally sells health insurance. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.