Hokon Yun is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining LPL Financial. Based in Torrance, CA, Yun serves a broad range of clients. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Justin Neiman is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Schools First Federal Credit Union, JPMorgan Securities, LLC, and JPMorgan Chase Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Justin Holcher is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 29 years of experience serving high-net-worth families. He leads a wealth management team dedicated to assisting affluent families and institutions by developing customized strategies that focus on growing, preserving, and building a legacy of wealth. Justin's approach involves listening carefully to each client's unique needs and objectives, starting with a thorough analysis of their current financial situation to create a personalized financial strategy that addresses short-term needs and long-term goals. Justin holds a Bachelor's Degree from the University of Southern California and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers areas such as corporate executive services, divorce transition planning, education planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. He has been married for 25 years, has three children, and is a long-time resident of Palos Verdes, California. Outside of his professional work, Justin enjoys activities such as basketball, camping, hiking, skiing, soccer, spending time with his family, and traveling.

George Ly is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 licenses and over 23 years of industry experience. His prior roles include positions at NuVision Federal Credit Union, East West Bank, and Cetera. He is also involved as a business owner in several investment-related ventures, including LYCAN Capital and Alpha Venture Capital LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting with both discretionary and non-discretionary management options.

Michael Phung is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with TIAA-CREF. Outside of his advisory role, he is an owner and partner in an e-commerce business selling artwork with his daughter. 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 delivers these services alongside affiliated brokerage and investment management capabilities on a non-discretionary basis.

Jeanne Suttie is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with LPL Financial and its predecessor entities since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Robert Smith Jr. is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and over 41 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Financial Group since 2011 and has operated R.J. Smith Insurance & Financial Services since 2006. Outside of his advisory role, he is also an insurance agent involved in life, health, and disability insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements without discretionary authority on investments.

Jeffrey Osakwe is a financial advisor with Fidelity in Buena Park, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Advisors and Goldman Sachs Ayco Personal Financial Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and it serves a formal advisory role to multiple registered investment companies and fund-of-funds.

Behnam Beheshti is a financial advisor with Merrill, holding a Series 66 credential and 12 years of industry experience. He has worked with Bank of America and Merrill since 2017 and previously spent one year with Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved as an account signer for his wife's eyecare practice. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Vant is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Paterik is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Securities America Inc, and National Planning Corporation. In addition to his advisory role, he is involved with Spark Financial LLC, which provides tax preparation and accounting services. 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 a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Roxana Solorzano is a financial advisor at Ameriprise with 24 years of industry experience. Her prior roles include positions at Urban Wealth Management, Allstate Financial Services, and LPL Financial. She serves as president of the Rotary Club of East Los Angeles and is involved in tax preparation through Legacy Wealth Partners. 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 annual advice focused on retirement income planning and tax-aware withdrawal strategies.

Daniel Chory is a CFP®-certified financial advisor with four years of industry experience. He is currently with LPL Financial and previously worked at Northwestern Mutual Wealth Management Company and Cycad Management. 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 and financial planning services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Q Fenn Anstruther is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include collaboration with investment companies, private funds, and commodity pool operations.

Blake Anthony is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position he has held since 2017. He works alongside Senior Financial Advisor Nicholas Anthony as part of a team that provides personalized strategies supported by the firm's resources. Blake focuses on helping clients define and pursue their financial goals through thoughtful planning and guidance. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. Blake holds the CERTIFIED FINANCIAL PLANNER® certification along with designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's Degree from the University of Oregon. Blake follows a disciplined process that begins with understanding each client’s unique financial situation and priorities to develop a personalized financial approach. Outside of his professional work, Blake enjoys playing tennis, football, hiking, music, traveling, watching movies, and spending time with his family. He previously competed as a Division 1 tennis athlete at Indiana University and the University of Oregon, and he brings the same focus to his advisory role.

Rachael O'Leary is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to that, she worked at Pacific Life from 2015 to 2019. Earlier in her career, she had roles as a marketing intern at Frieda's Inc. and as a mentor for incoming college freshmen at Northern Arizona University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Aubrey D'haenens is a financial advisor at Morgan Stanley in Santa Monica, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Aubrey worked at Merrill for six years and has additional experience with the Antelope Valley Board of Trade, Anschutz Entertainment Group, and Starbucks Coffee Company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning arrangements.

Kevin Patterson is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is associated with a family business in cold storage. LPL Financial is a national 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 brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Kendra Kearney is a Series 66 licensed financial advisor with 13 years of industry experience. She currently works at Fidelity Investments and has previously been employed by Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and UnionBanc Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm serves a variety of clients such as registered investment companies and an IRS-qualified Charitable Gift Fund.

Steven Yokomizo is a CFP® professional with 34 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2017. His prior experience includes a one-year tenure at National Planning Corporation. Outside of his advisory role, he is a registered tax preparer and has operated as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of platform arrangements and both proprietary and third-party model strategies.