Eric Glade is a financial advisor with Ameriprise in San Clemente, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a certified pickleball instructor and competitive player, though he has not yet provided lessons or earned prize money from tournaments. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports its financial advisors.

Kevin Tran is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and SchoolsFirst FCU. He is also a notary public and is involved with SchoolsFirst Retirement Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and various portfolio management options.

Peter O'Brien is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2013. Outside of his advisory role, he serves as a board member for Brothers on a Quest, a nonprofit focused on raising awareness and funds to fight rare neurological diseases, and acts as a FINRA arbitrator. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Cole Hahn is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Outside of his advisory role, he is involved in real estate ownership. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Benjamin Dominguez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He worked at C2G International, LLC from 2016 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, Dominguez serves as a high school basketball referee with the California Basketball Officials Association. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party data, applying diversification principles and modern portfolio theory in its investment approach.

Yuchun Tung is a financial advisor at Morgan Stanley in Irvine, CA, with one year of industry experience. Prior to joining Morgan Stanley, Tung worked at Cathay Bank and has a diverse background including roles in higher education and the design and retail sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services without providing individual security recommendations in standalone plans.

Rachelle Rivera is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 license and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she held various roles primarily in educational settings and worked at Willis Towers Watson. Rivera has been involved with the United Spirit Association for over a decade. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying significantly on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Maurice Murray is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, with prior roles at Compass Group USA, BNP Paribas | Bank of the West, and Merrill. Outside of finance, he is the owner of Murray’s Transportation Agency LLC, a company providing home-to-school transportation for students with special needs. J.P. Morgan Securities LLC offers 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. The firm operates within the broader J.P. Morgan organization and delivers services on a non-discretionary basis through a select group of Wealth Advisors.

William Shinen is a financial advisor at LPL Financial with 43 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 25 years. 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 retirement consulting services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from various sources.

Jennifer Ho is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Outside of her advisory role, she is involved in personal real estate investment. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and advisory services including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Tony Tat Yan Lam is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Bancwest Investment Services, Bank of the West, and U.S. Bancorp Investments. His current role at LPL Financial follows a diverse career including prior institutions in the financial services sector. 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 and brokerage services, including financial planning and retirement plan consulting, utilizing model portfolios, third-party research, and various technology-driven investment management solutions.

Ileana Chavez is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 securities licenses and has worked at JPMorgan Securities LLC and Wells Fargo prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach includes structured discovery conversations and firm-approved tools, offering a range of services without providing individual security recommendations as part of standalone plans.

Kelli Sarna is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 65 and Series 63 licenses and 15 years of industry experience. She has been with J.P. Morgan Securities since 2011 and also works with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Joshua Lee is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that reflect their financial situations, family needs, and long-term goals. Joshua provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients' financial lives. His client focus includes legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Joshua holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Loyola Marymount University. He communicates with clients in English and Korean. Joshua participates in community volunteer activities, reflecting his commitment to the tradition of service associated with Merrill. Outside of work, he has interests in hiking, music, pickleball, table tennis, tennis, traveling, and yoga.

Carley Wilvers is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 and Series 63 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Yoon Chang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Merrill and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brandon Robles is a Planning Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to develop comprehensive financial plans tailored to the needs of them and their families. Prior to this role, Brandon held several positions at J.P. Morgan Chase Bank N.A., including Private Client Advisor from 2017 to 2021, Financial Advisor from 2016 to 2017, Private Client Investment Associate from 2014 to 2016, and Banker from 2012 to 2014. Brandon holds a California Insurance License, supporting his work in financial planning and client advisement. He is committed to understanding his clients' financial needs and partnering with them to achieve their goals.

Nicole De Loza is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley and its predecessor firms since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning strategies and corporate financial planning agreements.

Mingda Dong is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience starting in 2026. His prior roles include positions at JPMorgan Chase Bank, N.A., PNC Bank, Guggenheim Partners LLC, and service in the United States Marine Corps and California Army National Guard. He also has an academic connection with Cornell University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Edward Arcilla Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2022 and also has ongoing roles with CUNA Brokerage Services, Inc. and SchoolsFirst FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.