Alejandro Acosta is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Kim Lam Long is a financial advisor with Primerica Advisors in El Monte, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been associated with PFS Investments Inc. since 2013 and has worked with Primerica Financial Services since 2010. In addition to his advisory role, he receives compensation for sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with investment models implemented by BNY Mellon Advisors.

Vijay Kumar is a CFP® professional with 43 years of industry experience, currently serving at Cetera since 2023. He previously worked at VOYA Financial Advisors for seven years and has operated Kumar Financial Services since 1986. Outside of financial advising, he serves on the board of directors for the Hindu Society of the Inland Empire. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Michael Conway is a financial advisor with LPL Financial based in Huntington Beach, CA. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Grove Point Investments, Think Next, H. Beck, Inc., and Diversified Securities, Incorporated. Outside of advising, Conway has limited involvement in a non-investment-related business, DSI Properties, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing various model portfolios, research sources, and technology-driven strategies.

Makandal Pierre is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JP Morgan Chase Bank, Edward Jones, Bank of America, and Merrill. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Holliday is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds the Series 66 designation and has worked at multiple Edelman-affiliated firms since 2014. He is based in Costa Mesa, CA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Christian Lopez Alavez is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and create portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adjusts portfolios to align with clients’ changing needs and circumstances. Christian's areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation and is bilingual in English and Spanish. Christian earned his high school diploma from Indian River High School and attended Delaware Tech without completing a degree. Outside of his professional work, Christian is involved in community organizations such as food banks, Hola LA, Hope through Housing, and his church. His personal interests include boxing, hiking, music, reading, running, soccer, spending time with family, traveling, and watching movies.

Matthew Andre Burns is a financial advisor with Thrivent Investment Management in Brea, CA. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at HP Communications Inc and Northern Arizona University before joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses across a range of financial topics. The firm’s approach separates planning from portfolio management and does not include implementation within its planning service.

Annie Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked with Wells Fargo affiliates since 2009. Outside of her advisory role, she contributes as a columnist and project coordinator for a web-based automotive magazine and manages a crafts business on Etsy. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joo Yong Park is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked with Fire Tax Consulting, where he continues to provide tax preparation and accounting services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, consulting, and access to model portfolios and third-party asset management programs.

Steve Rincand is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at several firms including NY Life Securities and Civil Financial Services. Outside of his advisory role, he volunteers as a line cook for a keto meal prep nonprofit and is the founder of a portrait and event photography business. Equitable Advisors serves a diverse client base including individuals, high-net-worth, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a model that emphasizes third-party program sponsors and provides both discretionary and non-discretionary advisory services.

Felicia Gonzalez is a Series 66-licensed financial advisor with Edward Jones in Seal Beach, CA, where she has worked since 2018. She has seven years of industry experience, including prior roles at Wingstop Restaurants and time spent in homemaking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Mary Huang is a financial advisor at LPL Enterprise with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, and third-party asset management, combining adviser programs with sales of financial products such as insurance.

Sobhna Magana is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with LPL Financial and its predecessor, Linsco/Private Ledger, since 2007. 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 broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Jodi Estrada is a Series 66-credentialed financial advisor with Morgan Stanley in Brea, CA, bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including customized financial planning. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.

Seung Ho Na is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Bank of America/Merrill Lynch, Ameriprise Financial, and Professional Advisors Group. 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 when recommending strategies.

Edgar Flores is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Footlocker. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Frank Arens is a Series 66 licensed financial advisor with LPL Financial, based in Long Beach, CA. He has five years of industry experience, including four years at Edward Jones prior to joining LPL Financial. His background includes roles outside finance, such as involvement with a septic and sewer company and educational consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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.

Troy Linaker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.