Steven Dauglash is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and having three years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2022. In addition to his advisory role, he works as a relationship manager involved in outside insurance sales, including life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software tools to analyze client goals and offers event-driven planning programs alongside educational seminars.

Toan Nguyen is a financial advisor with Primerica Advisors in La Mirada, CA, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. His career includes roles at Primerica Financial Services and involvement with Judy Bui CPA Inc and TJ Solutions. Outside of advisory services, he engages in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services via model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Benjamin Dominguez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He worked at C2G International, LLC from 2016 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, Dominguez serves as a high school basketball referee with the California Basketball Officials Association. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party data, applying diversification principles and modern portfolio theory in its investment approach.

Junia Pan Li is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at HSBC Securities, HSBC Bank USA, Capital Group Private Client Services, Capital Bank & Trust Company, Hsbc, and JP Morgan Chase. Outside of her advisory work, she serves as president of a travel-related private business called The Meaning of Travel. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services, implementing tailored strategies through various investment managers and program structures.

Stephen Sheffield Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is a member of The Sheffield Group. He provides customized investment, lending, and estate planning services to a diverse clientele, including affluent families, working professionals, non-profits, foundations, and institutional 401(k) plans. His focus is on developing and implementing personalized wealth management strategies for individuals, trusts and estates, and businesses. Stephen began his career at Bank of America in 2005 and joined Merrill Lynch Wealth Management in 2010. Prior to Merrill Lynch, he worked as a Mortgage Loan Officer and Client Relationship Manager with Bank of America Global Wealth and Investment Management. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor of Arts degree from the University of Southern California and a Master of Business Administration from Pepperdine University. Stephen is also a member of Sigma Phi Epsilon. Outside of his professional work, he enjoys adventure sports such as biking, camping, cooking, reading, soccer, surfing, swimming, traveling, and yoga.

Kunal Sharma is a Financial Consultant currently with Fidelity Investments since 2024. He partners with families to develop personalized financial strategies that assist them in working toward their financial goals, providing clarity and confidence throughout the decision-making process. He has held several roles in the financial services industry, including Business Growth Strategy Consultant at Wells Fargo Advisors from 2022 to 2023, Private Client Advisor at JP Morgan from 2018 to 2022, and Private Client Banker at JP Morgan Chase from 2007 to 2018. Kunal holds a California Insurance License. Outside of his professional work, Kunal has interests in fitness, food, football, movies, museums, and pets.

Cameron Hooshivar is a financial advisor with LPL Financial based in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities LLC. He is also affiliated with California Bank & Trust as a Private Banking Relationship Manager and has been involved with California State University, Fullerton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by research from internal and third-party sources.

William Shinen is a financial advisor at LPL Financial with 43 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from various sources.

Jennifer Ho is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Outside of her advisory role, she is involved in personal real estate investment. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and advisory services including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Tony Tat Yan Lam is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Bancwest Investment Services, Bank of the West, and U.S. Bancorp Investments. His current role at LPL Financial follows a diverse career including prior institutions in the financial services sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and retirement plan consulting, utilizing model portfolios, third-party research, and various technology-driven investment management solutions.

Chadwick Goldberg is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial, he worked at Armey, Bushey and Associates Wealth Management and has diverse experience including roles at Amazon and in consulting. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Ileana Chavez is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 securities licenses and has worked at JPMorgan Securities LLC and Wells Fargo prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach includes structured discovery conversations and firm-approved tools, offering a range of services without providing individual security recommendations as part of standalone plans.

Joshua Lee is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that reflect their financial situations, family needs, and long-term goals. Joshua provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients' financial lives. His client focus includes legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Joshua holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Loyola Marymount University. He communicates with clients in English and Korean. Joshua participates in community volunteer activities, reflecting his commitment to the tradition of service associated with Merrill. Outside of work, he has interests in hiking, music, pickleball, table tennis, tennis, traveling, and yoga.

Yoon Chang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Merrill and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sergio Garcia is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2008. Outside of finance, he is the owner of Quality Furniture Inc., a furniture manufacturing and sales business. 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 combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Brandon Robles is a Planning Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to develop comprehensive financial plans tailored to the needs of them and their families. Prior to this role, Brandon held several positions at J.P. Morgan Chase Bank N.A., including Private Client Advisor from 2017 to 2021, Financial Advisor from 2016 to 2017, Private Client Investment Associate from 2014 to 2016, and Banker from 2012 to 2014. Brandon holds a California Insurance License, supporting his work in financial planning and client advisement. He is committed to understanding his clients' financial needs and partnering with them to achieve their goals.

Nora Nosaka is a financial advisor with Primerica Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Primerica Advisors since 2019 and has been associated with Primerica Financial Services since 2016. Outside of investment advising, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Imhyun Cho is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, Cho manages a car wash business and is involved in several real estate ventures. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL and various third-party managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Edward Arcilla Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2022 and also has ongoing roles with CUNA Brokerage Services, Inc. and SchoolsFirst FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Edward Hays is a Series 66-registered financial advisor with Edward Jones, based in Covina, CA, and has three years of industry experience. Prior to joining Edward Jones, he worked at RAD Diversified REIT Inc and Wells Fargo Home Mortgage. He also manages a rental property through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.