David Rodriguez Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to organize their financial lives and plan for the future with confidence. His role involves developing personalized strategies around investments, retirement planning, business financial needs, cash flow management, and wealth preservation. David focuses on building long-term relationships based on trust and thoughtful advice, aiming to provide objective guidance and a disciplined approach to financial decision-making. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David earned a High School Diploma from North Thurston High School and attended South Puget Sound Community College without degree conferral. David serves as a resource for a broad range of financial needs, from general investing to retirement planning and banking solutions, providing ongoing advice and guidance as clients' needs evolve.

Mohamed Rafeek is a financial advisor with Primerica Advisors in Gardena, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is involved with Rafeek & Associates, Inc., a business formed for Primerica-related purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on tiered percentage-based fees and ongoing oversight of its investment models.

Alexander Grieve is a Financial Consultant at Fidelity Investments, where he works directly with clients to develop financial plans that align with their individual financial objectives. He has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Business Development Manager, Relationship Manager, and Investment Consultant before assuming his current position in 2024. Throughout his tenure, Alexander has gained experience in client relationship management and investment consulting. He holds a California Insurance License, supporting his expertise in financial advising. Outside of work, Alexander has personal interests in fitness, golf, pets, and running.

Barry Streeter is a financial advisor with LPL Financial in Seal Beach, CA, holding 40 years of industry experience. His prior work includes over two decades at Waddell & Reed, Inc. and various insurance carriers. He is also involved with Wavelength Insurance Consulting, Inc. as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment advisor representatives.

Michael Prizer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cetera since 2025 and previously operated his own CPA professional corporation while working extensively with Avantax firms for over three decades. He is affiliated with Roadmap Wealth Management as part of a planned retirement and sale of his practice. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, leveraging a large network of over 10,000 advisors and managing more than $256 billion in assets.

Kiesha Earle is a CFA® charterholder with 19 years of industry experience. She is currently with Edward Jones and has previously worked at Vanguard and Capital Group Companies - American Funds Distributors, Inc. Earle owns and manages condo rental properties in Brooklyn, New York. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Uyen Dao is a financial advisor at LPL Enterprise with seven years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she has been involved with Invia Robotics since 2019. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and participation in a wrap program.

Zyanya De La Torre 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 with various J.P. Morgan entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporating ESG criteria and broader derivatives capabilities.

Melissa Levin is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with LPL Financial since 1998. Outside of her advisory role, Levin owns a travel business used primarily for personal travel and participates in a workout program venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a combination of discretionary and non-discretionary strategies.

Riley Williams is a financial advisor with Primerica Advisors in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica and its affiliated entities since 1982. In addition to advisory services, Williams receives compensation for referring home security, automation, and other home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by custody and trade execution services from Pershing and BNY Mellon Advisors.

Amine Mabsout is a financial advisor at Osaic Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Royal Alliance Associates, and Signator Investors. Mabsout is also the founder of Ametrine Wealth Strategies, LLC, and operates Ametrine Financial & Insurance Services as an insurance agent. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

Cecilia Corral is a financial advisor with UBS Financial Services who holds the Series 63 and Series 65 designations and has 32 years of industry experience. She has worked at UBS since 2020 and previously held positions at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Charles Schwab. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and lending solutions.

Brian Vo is a financial advisor at Ameriprise with six years of industry experience and holds the Series 66 designation. He has been with Ameriprise since 2016. Outside of his advisory role, he owns and manages Brahhvo LLC, a business unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jesse Lopez is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Crown Capital Securities, Edward Jones, Cambridge Investment Research Advisors, and Newport Wealth Strategies. Outside of his advisory work, he owns and operates JL Financial Services, providing tax preparation and accounting services, and works as a recruiter with Regal Resources. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

John Holmquist is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Western International Securities, Inc. and Merrill. Holmquist is based in Los Alamitos, CA. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Devon Uy is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and three years of industry experience. He is concurrently affiliated with LifePoint Wealth Management Inc and has an outside role at Dragonfly Thai. 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, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Rene Michel is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience at SchoolsFirst FCU, Mercy House, Home Depot, and Loara High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolio programs, supported by technology and a large network of advisors.

Kristin Cost is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 credential and has worked at Cetera Advisors LLC since 2017. Outside of her advisory role, she serves as Director of Operations at MEA Wealth Advisors and is also a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers multiple portfolio management options, financial planning services, and access to third-party managers through a large nationwide network of over 10,000 advisors.

Matthew Rodriguez is a financial advisor with Merrill in Anaheim, CA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Merrill and Bank of America, he held roles at Deloitte, Accenture, Jumpstart, and UCLA in various capacities. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Vu is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation. He joined Morgan Stanley in 2026 and has one year of industry experience. Outside of his advisory role, he has been involved with Board & Brew since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers planning solutions directly and through corporate agreements.