Nevil Dhabhar is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, CUSO Financial Services, and E*TRADE Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced operational and research tools.

Bryan Schlundt is the Vice President and Branch Leader at Fidelity Investments, where he oversees the Pasadena investor center. He is dedicated to assisting individuals, families, and businesses with their investment and financial planning needs. Bryan has held multiple leadership roles within Fidelity Investments since 2021, including Market Leader for LA North and Vice President, Branch Leader. Prior to his current tenure at Fidelity, he held various positions at TD Ameritrade from 2007 to 2021, including Regional Branch Director and Manager of Private Client services in the West Division. He holds a California Insurance License.

Eric Bembry is a financial advisor with Wells Fargo Clearing in Los Alamitos, CA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior experience includes roles at Citigroup Global Markets and Citicorp Investment Services. Outside of his advisory work, he assists with business strategy and operations for two private healthcare companies he co-owns with his spouse. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jack Wang is a financial advisor with Cetera in Diamond Bar, CA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His work history includes roles at East West Bank, CTBC Bank, and J.P. Morgan Securities. Cetera Investment Advisers LLC operates a large 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 a multi-manager platform with various program structures and custodial arrangements.

Linda Klugman is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has held various roles including positions with Waddell & Reed and Wells Fargo Clearing. Klugman is active in her community with leadership roles such as treasurer for Temple Emet and auditor for the Redondo Beach PTSA. 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 portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Travis Knutson is a financial advisor with LPL Financial based in Brea, CA, holding Series 63 and Series 66 registrations and 26 years of industry experience. He has been with LPL Financial since 2011, following prior roles at Chase Investment Services Corp. and Wamu Investments, Inc. He also operates a business under the name TK Wealth Management. 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 and access to third-party asset management, supported by an extensive platform of discretionary and non-discretionary investment strategies.

Hiroko Okunaga is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her career includes service at PFS Investments Inc. and Primerica Financial Services since 2000, as well as roles at Tajima America Corporation and Libec Sales of America. Outside of finance, she is a Reiki Master and teacher based in Torrance, California. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts, supported by third-party asset managers and custodians.

Craig Fein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at CUSO Financial Services, Kinecta Financial & Insurance Services, LLC, and LPL Financial. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Kile Clawson is a financial advisor with Edward Jones in Orange, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Fidelity Investments, Equitable Advisors, and E*Trade Securities, as well as work outside the industry at Full Barrel Home Services and McDonald’s. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kristopher Nguyen is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Chase Investment Services Corp., and operated a coffee business called Number One Coffee (Banh Mi So 1). 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 through a non-discretionary program. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating ESG criteria and broader derivatives capabilities.

Gabriela Rubio is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. Her work history includes 13 years at RBC Capital Markets and recent roles at The Blackmont Group and Creative Financial Designs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs in municipal and public finance as well as employer advisory services.

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 at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2010. Outside of his advisory role, he is involved in selling non-investment related products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial 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 and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including prior roles at Grove Point Investments, Think Next, H. Beck, Inc., and Diversified Securities. Outside of advising, he is involved with a non-variable insurance business and has outside employment unrelated to investments. 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 and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

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 closely with clients to define financial goals and develop portfolio strategies tailored to their needs. He provides ongoing advice and adjusts portfolios as clients' situations change. Christian's areas of focus include education planning, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. He received a High School Diploma from Indian River High School and attended Delaware Tech without earning a degree. Christian is bilingual in English and Spanish. He is involved in his community through organizations such as Food Bank, Hola LA, Hope through Housing, and his church. Outside of work, Christian's 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 credentials and bringing 20 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she coordinates projects and writes a column for a web-based automotive magazine. 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 manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.