Marites Velena is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with nine years of industry experience. She has worked at several firms including Transamerica Financial Advisors and World Financial Group. In addition to her advisory work, she is employed as a charge nurse at Keck Medical Center of USC. 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 and brokerage services supported by advanced research tools and manages over $819 billion in discretionary assets through a large network of investment adviser representatives.

Jesse Gomez is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. Prior to joining Fidelity, he held positions at Better Mortgage, LendingClub, Yelp, and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs.

Benedicto Santiago Jr. is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Royal Alliance and Transamerica Financial Advisors. He also serves as an OSJ Branch Manager for Capital Resources and Insurance, Inc., overseeing compliance and supervision activities related to trading and account management. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk assessments, and access to third-party managers across various investment vehicles.

Michael Barnhill is a financial advisor with J.P. Morgan Securities in Long Beach, CA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at JP MORGAN CHASE Bank, N.A. since 2025. J.P. Morgan Securities 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Woong Roh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase N.A., Edward Jones, and JP Morgan Securities in various capacities since 2014. 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, utilizing quantitative asset-allocation modeling and centralized due diligence to support non-discretionary client decision-making.

Wayne Barnes is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, and Merrill Lynch Pierce Fenner and Smith. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nathaniel Nesbitt is a financial advisor at UBS Financial Services with 46 years of industry experience, having worked at UBS since 1980. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with the Civil Air Patrol in search and rescue operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Rhonda Cano is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked with Avantax firms for a decade and operates Cano Income Tax, a tax-related business she has maintained since 1989. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to third-party managers and customized investment solutions.

Mane Aslanian is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2015 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Colin Babb is a Wealth Management Advisor with Merrill Lynch Wealth Management. He rejoined Merrill Lynch in 2016 and brings a professional commitment to defining financial goals and coordinating assets and liabilities to help clients achieve those goals. His approach emphasizes honest and transparent discussions, analytical rigor, and attention to detail to provide customized planning techniques. Since 2007, Colin has provided financial and wealth management advice, specializing in portfolio construction, wealth planning, retirement planning, special needs planning, liability management, and a range of client focus areas including legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. He is part of the Crow Babb Hulley Group, a team with over 100 years of combined financial services experience that employs a comprehensive goals-based approach to wealth management. Colin holds a Bachelor's degree from the University of Southern California. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional life, Colin enjoys golfing, music, spending time with his family, and traveling.

William Blum is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Ameriprise Financial, and spent four years at San Diego State University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christian Li is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including over three decades at FSC Securities Corporation and a long tenure at TAG Financial Inc. based in Diamond Bar, CA. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and advisor tools.

Kaitlyn Chuong is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, Citigroup Global Markets, and Wells Fargo Investments. She operates under Taylor Wealth Management, Inc., a registered business related to her LPL activities. 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 institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional platforms.

Stuart Hoshide is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked with Cetera and its predecessor firms since 2008 and maintains a private registered investment advisory business, Orange Capital Management. Outside of advising, he volunteers as a coach for an inline hockey program and provides coaching on financial planning software for a software company. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors. The firm serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services across various program structures and custodial relationships.

Mckenzie King is a financial advisor at Morgan Stanley with 5 years of industry experience. He holds the Series 66 designation and has worked at multiple Morgan Stanley entities since 2018. Prior to his advisory career, he worked at Chick-Fil-A and was involved with California State University, Long Beach, as well as the Mission Oaks Recreation and Park District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Jay Nguyen is a financial advisor at Merrill with six years at the firm and two years of industry experience. He holds a Series 66 designation. Prior to his advisory role, Jay worked at Bank of America and has experience outside finance as a co-founder of a family restaurant in Houston, Texas. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Brett Bell is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation. His prior work experience includes roles at Bell and Lowell, Beach Social LLC, and AutoNation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ individual risk profiles.

Karen Codman is a financial advisor with OSAIC in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining OSAIC in 2023, she worked at FSC Securities Corporation for 17 years and Crown Capital Securities, L.P. for 3 years. Outside of her advisory work, she serves on the Board of Governors for the Long Beach City College Foundation, where she chairs the Homeless Student Housing Taskforce, focusing on programs for homeless students. She is also active as a board member of the Long Beach Chamber of Commerce’s Government Affairs Council. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and supports various advisory platforms and legacy program transitions.

Victor Correa is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities and Ameriprise Financial Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and serves as a commodity pool operator and adviser to multiple registered investment companies.

Isabel Irvine is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2015. She employs a hands-on, goals-based approach to wealth management, focusing on understanding her clients' assets, liabilities, portfolios, and personal goals. Isabel also assists companies in managing their 401(k) plans to address the needs of both the company and its employees. She holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Isabel earned her bachelor's degree in Public Administration from California State University Fullerton and her MBA in Business Administration from Chapman University in Orange, California. She is a member of the Certified Financial Planning Association and the National Association of Plan Advisors. Outside of her professional work, Isabel enjoys spending time with her family and friends, as well as engaging in activities such as baseball, basketball, cooking, football, music, reading, tennis, and yoga. She resides in Orange, California.