Brent Gage is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013, concurrently working at Bank of America, N.A. since 2015. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide array of products and services.

Daniela Erman is a financial advisor at Edelman Financial Engines with a Series 65 designation and two years of industry experience. She previously worked at Financial Engines Advisors L.L.C. and operated Erman Retirement Advisory. Outside of her advisory role, she serves as an appointed board member for Jewish Long Beach, a nonprofit focused on preserving Jewish life and strengthening community advocacy. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online platforms, and offers employer-facing retirement plan consulting and education.

Kenneth Stewart is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include work at Children's HopeChest and Biola University. Edward Jones is a full-service wealth management firm catering to over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Max Premer is a financial advisor with Edward Jones in Huntington Beach, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Amazon Web Services, Amazon.com, Inc., Slalom, SAP Concur, and the University of Washington. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and offers various investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Barbara Fleming is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2009. Fleming currently works out of Long Beach, CA. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling to assist clients, offering both direct individual plans and corporate financial planning agreements.

John Henry is a financial advisor with UBS Financial Services in Seal Beach, CA, holding a Series 66 designation and five years of industry experience. Prior to joining UBS, he has worked in roles including at Fitness 19 and American National Pacific Property and Casualty. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Adam Gonzalez is a financial advisor with Primerica Advisors in Santa Fe Springs, CA. He holds Series 65 and Series 63 licenses and has five years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as earlier positions outside the financial sector. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and custodians, overseeing approximately $15.5 billion in assets under management.

Blair Maley is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation. Blair joined Morgan Stanley in 2025 and has prior experience in the hospitality and education sectors, including roles at Naples Rib Company and California State University Long Beach. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured tools and research from its Global Investment Committee.

Jiajin Han is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Han held roles at Teachers College, Columbia University, and worked with Wheat Education as a subject advisor. Han continues to be involved in educational tutoring activities outside of the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of discretionary and non-discretionary advisory services, including model portfolios constructed from mutual funds, ETFs, and ETPs for both retail and institutional investors.

Liyan Fan is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, Liyan worked at Solomon And Associates and held roles at Zhong Rui Investment Corp, East West Bank, and Rayliant Global Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Yvonne Qi is a financial advisor at Merrill with Series 63 and Series 65 credentials. She has been with Merrill and Bank of America, N.A. since 2017, accumulating seven years of industry experience. Her background includes multiple roles within Merrill and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Marites Velena is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at World Financial Group, Transamerica Financial Advisors, and Gladstone Wealth Partners. Velena also works as a charge nurse at Keck Medical Center of USC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, and institutions nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

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 across various roles within J.P. Morgan entities since 2014, with a two-year tenure at Edward Jones from 2019 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a broad range of advisory and brokerage services.

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.