Samee Aboubakare is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Forte Labs, The Grace and Mercy Foundation, and Archegos Capital Management. Outside of his advisory work, he is involved with Sporos Wealth Management, related to his LPL business activities. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tung Luu is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Garden Grove, CA. 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 searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative screens and qualitative research and incorporates ESG criteria in its recommendations.

Thomas Mckenzie III is a financial advisor with OSAIC Wealth Inc, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at OSAIC since 2024 and previously at Independent Financial Group, LLC and NPB Financial Group, LLC. In addition to his advisory work, Mckenzie is a practicing attorney specializing in trusts, wills, estate planning, trust administration, and probate since 1993, and maintains active real estate brokerage licenses, occasionally assisting clients as a Realtor. OSAIC Wealth serves a diverse clientele including retail, institutional, high-net-worth, and non-high-net-worth investors, providing a range of brokerage and advisory services. The firm’s investment process centers on model-based asset allocation and portfolio optimization, offering discretionary and non-discretionary strategies through an extensive multi-advisor platform.

Suly Lan is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at UBS Financial Services and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Gregory White is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he serves as the Finance Chair for the Iron Star District of the Long Beach Area Council, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm provides both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Paul Escudero is a CFP® with 35 years of experience in financial advising. He is currently with Cetera and has held positions at First Allied Advisory Services and Orange Capital Management, where he has been involved since 1990. Outside of his advisory work, he coaches on financial planning software for a separate business focused on software development. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a diverse client base, including individuals, 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.

Ally Li is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. Her work history includes roles at Wells Fargo Bank, JP Morgan Chase Bank, and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, applying research and analytics alongside diversification principles and modern portfolio theory.

Robert Garcia Jr. is a Series 66-licensed financial advisor with LPL Financial, bringing 19 years of industry experience. His background includes roles at CUSO Financial Services and Wescom Financial Services, along with a 28-year career in the United States Navy. 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, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Patrick Bivona is a CFP® with 39 years of industry experience, currently with LPL Financial since 2020. His prior experience includes roles at Sagepoint Financial, Inc. and Cadaret, Grant & Co., Inc. Outside of his advisory work, he has served as a professor for the American Dental Education Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Jorge Aguilar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked in various capacities within J.P. Morgan since 2016 and was involved with Jaguilar Brands, LLC from 2019 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Hui is a financial advisor at Charles Schwab with the Series 66 credential and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, and multiple mortgage companies. Michael is based in Rowland Heights, California. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and comprehensive due diligence.

Dominador De Guzman III is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Deutsche Bank, Cinergy Financial, and Independent Financial Group. Outside of his advisory role, he serves as a youth basketball referee for a community league in Tustin, California. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Qianlin Chen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Chen worked at JP Morgan Chase from 2016 to 2018. Outside of work, Chen serves as a successor trustee for a family trust. Merrill 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, pension plans, corporations, and charitable organizations.

Christian Ong is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services, as well as prior experience outside finance, including positions at Chick-fil-A and educational institutions. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm manages approximately $15.5 billion in assets under management and utilizes model-delivery strategies developed by unaffiliated asset managers supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Joseph Micalizzi is a financial advisor with Primerica Advisors in Corona, CA, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with Primerica Advisors since 1994 and with Primerica Financial Services since 1993. His other business activities include sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients, offering model-driven portfolio management with support from third-party asset managers and custodians. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets.

Michael Ray is a financial advisor with LPL Financial, holding the Series 63 and Series 65 credentials and offering 31 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Avantax Investment Services for 27 years and has been involved with Fiduciary Appointment since 2019. He also operates Michael Ray Income Tax Services, a tax preparation and accounting business he has managed since 1992. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Derek Wilson is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 17 years of industry experience. Prior to joining LPL in 2024, he worked at Lincoln Financial Securities Corporation for five years and Nationwide Securities, LLC and Nationwide Financial for eight years each. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and third-party asset management through a large network of investment adviser representatives.

Justin Harmier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Merrill. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within custodial platforms.

Paul Wu is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017 and previously worked at Wells Fargo Clearing. 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, manager searches, and customized performance reporting. The firm uses a combination of quantitative and qualitative research to support its recommendations and offers access to derivatives and commodities capabilities through affiliated entities.

Jeffrey Malaterre is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including ABN Financial Group and Bankers Life and Casualty. Outside of his financial career, he has written a book. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.