Michael Weber is a financial advisor at LPL Financial with 24 years of industry experience. He previously worked at Grove Point Investments, Grove Point Advisors, Diversified Securities, and H. Beck, Inc. Outside of advising, he is involved in website maintenance through DSI Properties, Inc. 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 financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Christopher Nguyen is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Bank of America and Wells Fargo, as well as experience in real estate services. Outside of his advisory work, he serves as a caregiver for a mentally disabled family member. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, institutions, and charitable organizations.

Alfonso Tapia is a financial advisor at Fidelity with seven years of industry experience. He previously worked at Merrill Lynch for eight years and spent one year at Bank of America before joining Fidelity in 2026. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Rainier Radoc is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Securities, Wells Fargo Clearing, and other firms. Outside of his advisory role, he is involved with Rsquared FS LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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 advanced operational tools and oversight of substantial discretionary assets.

Jaime Trujillo Garcia is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2022, following a 12-year tenure at Bank of America. 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.

Alexis Muro is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has previously worked with Avantax Advisory Services and Hazard Financial. Outside of his advisory role, he serves as an authorized check signer for Narbonne Plaza Partners, LLC, managing accounting duties for a commercial rental property. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Wendy Behner is a CFP®-certified financial advisor with 36 years of industry experience, currently practicing at Wells Fargo Advisors since 2025. Her career includes nearly two decades with Wells Fargo-affiliated entities, spanning roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a comprehensive range of financial planning and investment services tailored to clients meeting certain net-worth criteria.

Cory Kleinschmit is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he partners with clients to build financial plans and provides investment guidance tailored to their specific situations. Cory focuses on creating tax-efficient investing strategies aimed at building, growing, and protecting wealth through long-term client relationships. His professional experience includes various roles at Fidelity Investments, including Investment Consultant from 2012 to 2014 and Financial Representative from 2010 to 2012. Prior to joining Fidelity, Cory worked as a Licensed Banker at JP Morgan Chase in 2010, an Institutional Client Associate at Charles Schwab & Co. from 2008 to 2010, and a Mortgage Banker at Bank of America from 2007 to 2008. He holds a California Insurance License. Outside of his professional career, Cory has personal interests in beach activities, concerts, family activities, food, golf, and traveling.

Alexander Folken is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 12 years of industry experience. He has worked at multiple firms including Fidelity, NY Life, and Avantax. Folken is also involved with Husami & Associates, where he assists with wealth management, tax, payroll, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, 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.

Max Zelaya is a financial advisor with LPL Financial in Orange, CA, holding the Series 63 and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at CitiGroup, Wells Fargo Clearing, Wells Fargo Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he operated a catering business for nine years. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Leticia Miramontes is a Series 66–licensed financial advisor at Merrill with 21 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Merrill. 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 plans, corporations, and charitable organizations.

Brian Matz is a financial advisor with Equitable Advisors in Los Angeles, holding the Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at LPL Financial, Wedbush Securities, and U.S. Bancorp Investments. He is also the owner of Matz Wealth Management, Inc. and serves as a trustee for a personal trust. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to offer customized advisory solutions without sponsoring its own wrap fee program.

Mario Picarelli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. He serves on the finance committee of St. Joseph Catholic School in Long Beach, CA. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Talal Abdo is a Financial Consultant currently working at Fidelity Investments since 2025. He has over 17 years of experience in the financial services industry, previously serving as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2008 to 2025. His approach to financial planning is personalized and goals-based, emphasizing trust, transparency, and clear communication to understand clients' priorities and provide thoughtful guidance. Talal holds a California Insurance License, which supports his work in financial consultation. Outside of his professional duties, he engages in activities such as biking, family activities, golf, motorcycles, parenthood, and tennis.

Terry Gordy Jr. is a financial advisor at Osaic Wealth, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for SagePoint Financial, Inc. for 14 years. Gordy also has been affiliated with Pepperdine University since 2007 and is involved with Independent Capital Management Corp. in roles related to investment relations and trust services. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of financial advisers. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessments, and access to third-party money managers and managed accounts.

Nicholas Garl is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Tustin, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Shahryar Shaikh is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank NA. Shaikh’s career includes multiple roles at Wells Fargo before joining Merrill and Bank of America in 2026. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charmaine Chow is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Nicholas Sliemers is a CFP® professional with 20 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2018. Prior to joining Osaic, he spent 12 years at Sii. He is also involved as a life and health insurance broker and operates a sole proprietorship focused on securities sales, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to provide portfolio management across various investment types.

Steven Parker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. Outside of his advisory role, he is an owner and partner in SpaceX. 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 and investment management capabilities, delivering services on a non-discretionary basis.