Hao Wu is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2022, following prior roles at Thrivent Financial and Bank of America. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Cindy Min is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill for four years. Cindy’s background also includes a 14-year tenure at California State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Nancy Johnson is a CFP® professional with 47 years of industry experience. She is currently with Wells Fargo Advisors, where she has worked since 2022, following a decade at Wells Fargo Clearing Services, LLC. She holds Series 63 and Series 65 licenses in addition to her CFP® designation. Outside of her advisory role, Johnson has ownership interests in NZJJ, Inc. and JAEJ Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

Jeffrey Barlow is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2024, he spent 12 years at Crown Capital Securities, LP. Outside of his advisory role, he is involved with Trillium Insurance Services, Inc., where he focuses on non-variable insurance trails. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Gabler is a Series 66–designated financial advisor with Morgan Stanley in Brea, CA, with seven years of industry experience. He has worked at Morgan Stanley since 2018 and previously worked at RD Tax Service from 2016 to 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Christopher Sciarra is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved as a partner in a property management business. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, offering tailored financial planning supported by firm-approved tools and investment strategy estimates.

Dwight Nakata is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 26 years of industry experience. He has worked at Cetera and its affiliate entities since 1999 and previously was a principal at Yamada & Nakata CPAs. Nakata serves as a committee member of the California Society of CPAs, participates on the board of the Orange County Academic Decathlon, and holds volunteer positions with California State University, Los Angeles, including chairing the Board of Trustees and Audit Committee. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment strategies and program structures.

Lai Jung is a financial advisor with LPL Enterprise holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining LPL Enterprise, Lai worked at Squad Capital Investments and Exxpon Real Estate Development. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Margaret Reid is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2014, alongside operating Clover Financial Strategies since 2016. Outside of her advisory roles, she sells recycled clothing and household items online through a resale retail business. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Like Wu is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities since 2015. Outside of his advisory role, he was involved with Vanco Tech, LLC from 2015 to 2022. 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. The firm delivers these services through a non-discretionary program supported by an in-house manager solutions team and a centralized due-diligence framework.

Alex Huff is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds a Series 66 designation and also operates Huff & Marshall CPA’s, providing tax preparation and accounting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm utilizes multiple custody and platform arrangements and offers both proprietary and third-party model strategies tailored to client objectives.

Timothy Healy is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers specialized planning in areas such as business-owner transition, sports and entertainment, and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Xuejun Kuang is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at J.P. Morgan Securities and Wm Financial Services, Inc. Kuang is based in Hacienda Heights, CA. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Elliott is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 credentials. He has 36 years of industry experience and has worked at City National Bank since 2019 while maintaining his association with RBC Capital Markets since 2008. Elliott serves as a voting board member of the Beachside Bruins Alumni Network, a UCLA alumni group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Lu Chen is a Series 66-licensed advisor with Merrill, joining the firm in 2022. Prior to Merrill, Lu worked at Deluxe Med Spa and Wave Plastic Surgery and Laser Center, among other positions. Outside of advisory work, Lu is a co-owner of two small rental properties with rooms leased to tenants. 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 a range of client types including individuals, high-net-worth clients, pension plans, and charitable organizations.

Ryan Hawkins is a CFP®-certified financial advisor with Wells Fargo Advisors in Santa Ana, CA, bringing 28 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns Hawkins Motorsports, LLC, an automotive sales business based in Corona, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored planning solutions using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

Jake Parsons is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works with individuals and their families to develop sustainable long-term financial plans, focusing on personalized wealth planning within a collaborative team setting. Jake joined Fidelity Investments in 2023 and has held several roles, including Financial Representative from 2023 to 2024, Relationship Manager from 2024 to 2026, before becoming a Planning Consultant. He holds a California Insurance License. Outside of his professional work, Jake has interests in baseball, beach activities, biking, cars, hiking, and motorcycles.

Craig Davis Jr. is a CFP®-certified financial advisor with J.P. Morgan Securities, bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Yang Zhang is a financial advisor with Edward Jones in Chino Hills, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Transglobal Holding Company and Topocean Consolidation Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Dennis Fitzgerald is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with RBC Capital Markets since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as trustee for charitable and marital trusts established by a deceased client. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to client risk profiles. The firm utilizes a combination of in-house and third-party investment managers and provides integrated services including financial planning, custody, and brokerage.