Beiyun Wang is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 66 and Series 63 licenses and five years of industry experience. Wang has worked at JPMC Bank NA and J.P. Morgan Securities since 2021, with previous roles at Bank of America, East West Bank, Aucher World, and Jupai Holding. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and incorporates ESG criteria within eligible investment strategies.

Julia Ngo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Bank of America, N.A./Merrill Lynch and First Command. Since 2024, she has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

David Krake is a Wealth Management Advisor at Merrill Lynch Wealth Management in Brea, California. Since beginning his career in the financial services industry in 2003 and joining Merrill Lynch Wealth Management in 2004, David has worked with families and business owners to help them navigate financial challenges and pursue their goals with an appropriate level of risk. His practice areas include family wealth management, corporate benefits, retirement income planning, legacy planning, liquidity management, and small business strategies. He holds several professional designations, including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Exit Planning Advisor (CEPA®), which support his work in corporate retirement plans and exit planning. David earned his Bachelor of Business Administration degree in Finance and Marketing, graduating summa cum laude from Hardin-Simmons University. He is a member of professional organizations such as the Financial Planning Board, the National Association of Plan Advisors, the Exit Planning Institute, and Kingdom Advisors. Recognized by Forbes as one of America’s Top Next-Generation Wealth Advisors in 2017, 2018, and 2019, David maintains an ongoing commitment to professional excellence. Active in his community, David serves as an elder at The Church at Green Hills and chairs the Whittier Mayor's Prayer Breakfast. He volunteers with Imagine Whittier, a mentoring program for families transitioning out of homelessness, and participates in other local organizations such as Whittier CBMC and the Whittier Consortium on Homelessness. David lives in Whittier, California, with his wife, Lauren, and their three children. In his personal time, he enjoys cooking, gardening, hiking, music, reading, running, singing, and writing.

Thomas Bette Jr. is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior roles include positions at SCOTTRADE, Merrill, Bank of America, and LBS Financial Credit Union. 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 services and platforms, including financial planning and third-party asset management, supported by advanced research and operational tools.

Bryan Misajon is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Prudential Equity Group and Citigroup Global Markets. He is also owner of Misajon Wealth Management, a financial planning practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and wealth transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Johnny Do is a financial advisor with Merrill in Garden Grove, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Bank of America and Merrill for the past 10 years. Outside of his advisory role, he is the sole owner of an unrelated business named Johnny Do. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nick Gomes is an Investment Consultant currently working at Fidelity Investments since 2026. He focuses on helping individuals and families make confident financial decisions by simplifying complex topics and creating clear strategies that align with their priorities. Prior to his current role, Nick accumulated experience in various positions within the financial sector, including Service Advisor at Hawekotte Financial Group (2024-2025), Associate Trader at Ritholtz Wealth Management (2022-2023), Registered Associate at Morgan Stanley (2021-2022), and Institutional Trading Specialist at TD Ameritrade (2018-2021). He holds a California Insurance License. Outside of his professional work, Nick has personal interests in concerts, cooking and baking, fitness, movies, and music.

David Latham is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2006. He holds the Series 63 designation and operates out of Long Beach, CA. His outside business activities include managing Latham Wealth Management Group, which involves selling fixed insurance products. 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 services including financial planning, model portfolios, and access to third-party asset managers, supported by technology tools and a broad platform that includes insurance, credit, and banking partnerships.

Truong Thieu is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 66 credentials and 16 years of industry experience. Prior to joining LPL in 2025, he worked at CUSO Financial Services, LP and Wescom Financial Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers various financial planning and asset management programs, utilizing both proprietary and third-party strategies with an emphasis on technological tools for operational support.

Sean Wong is a financial advisor with J.P. Morgan Securities in Anaheim, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward‑looking capital market assumptions and an ESG eligibility framework.

Jiang He is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Cambridge, he worked for CITIC Securities Company Limited for ten years and was involved with Yola Transocean Inc. and Waaallet LLC. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to various platforms, third-party advisers, and proprietary model strategies.

Shari Knox is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has previously worked at UBS Financial Services from 2007 to 2009 and has been with Wells Fargo Clearing since 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Harold Durbin II is a financial advisor with Thrivent Investment Management in Huntington Beach, CA, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Durbin serves as Vice President of the NAFIC Foundation, a charitable and educational organization, and is a lifetime trustee of the Concordia University Irvine Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning topics without discretionary trading authority or institutional portfolio management.

Daniel Romero is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 1998. Based in Orange, CA, he is also involved in independent insurance sales and receives commissions from prepaid legal services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering financial planning, model portfolios, and institutional platforms.

Trevor Pitzak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. His career has been entirely with JPMorgan Chase entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program emphasizes centralized due diligence and incorporates both quantitative and qualitative research within a non-discretionary framework.

Carolina Rose is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to that, she held roles at SchoolsFirst FCU, CUNA Brokerage Services, CUSO Financial Services, and Equitable Advisors. She also serves as Vice-President at SchoolsFirst FCU. 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 offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Mohamed Aboulwafa is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A. and Bank of America NA. 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 and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, and includes broader derivatives and commodities capabilities.

Jessi Beach is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 designation and having 10 years of industry experience. Prior to joining LPL Financial in 2025, she worked at CUSO Financial Services, Wescom Financial Services, LLC, and U.S. Bancorp Investments, Inc. Additionally, she serves as a board member for the Wescom Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, retirement plan participants, banks, and institutions. The firm supports its advisors with a range of portfolio programs, third-party management access, and technology tools, managing over $819 billion in discretionary assets.

Douglas Rowan is a CFP® professional with 40 years of industry experience. He has worked with Cetera since 2013 and previously was affiliated with Quantum Econometrics, LLC and the University of Southern California. In addition to his advisory work, he serves on the finance committee of the Friendly Hills Country Club and owns D & R Asset Management, an expense management business. Cetera Investment Advisers LLC is a national SEC-registered adviser offering a multi-manager platform with a broad range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides access to affiliated and third-party managers through multiple program structures and custodial relationships.

Daniel Kim is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked in the restaurant industry, including roles at Gen Korean BBQ House and Ohana Sushi. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeled outcome estimates.