Inhee Carter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and offering 23 years of industry experience. She has worked with multiple health insurance providers for nearly two decades and operates an independent insurance brokerage focusing on health, dental, and disability insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a range of portfolio management and financial planning services, using a multi-manager platform with diverse program structures and custodial relationships.

Monica Cardenas is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 license and five years of industry experience. She has worked at several firms, including CUSO Financial Services, Wescom Financial Services, and Wells Fargo. 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 and brokerage services, including financial planning and model portfolios, supported by extensive advisor tools and a broad platform of non-advisory financial services.

Jack Terrones is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Daniel Goggins and Associates and held roles outside the financial sector at BJ's Restaurants, Inc. and Tempo Cantina. He also has a background in education, having been associated with Southern New Hampshire University and Servite High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Kinley Yann is a financial advisor with J.P. Morgan Securities in Chino Hills, CA, holding Series 63 and Series 66 licenses and having seven years of industry experience. Prior to joining J.P. Morgan in 2025, Yann worked at Massachusetts Mutual Life Insurance Co., Mass Mutual Investors Services, Six Sigma Leadership Corp., Transamerica Financial Advisors, and World Financial Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeffrey Kanegae is a CFP® with 27 years of industry experience, currently affiliated with Wells Fargo Advisors. He previously worked at Wells Fargo Clearing and Citigroup Global Markets. Kanegae has an ownership interest in Kanegae Wealth Management and serves as a trustee for its associated 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and planning tools to deliver detailed recommendations.

James Barr Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James Financial Services since 1997 and the broader Raymond James Financial firm since 2009. Outside of his advisory work, he serves as Chair of the Board for the Newport Beach DeMolay Chapter, a nonprofit focused on mentoring teen members, and acts as Trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers non-discretionary, tailored advice supported by analytical tools and maintains notable municipal advisory and SIMPLE IRA Employer Advisory consulting programs.

Paul Yim is a financial advisor with Equitable Advisors in Hacienda Heights, CA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he is a co-owner of an investment LLC that owns the office space shared with his wife's CPA practice. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models, often implemented through third-party managers, and provides ERISA fiduciary services to qualified plans.

Alex Paredes Malaga is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in investment, credit, and banking services. He joined Bank of America in 2011 and supports the financial needs of high and ultra high net worth individuals, their families, and charitable organizations. Alex specializes in family wealth management, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income strategies. Alex holds a Bachelor's Degree and a Master of Business Administration from the California State University System. He has earned several professional certifications, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Alex is engaged in community volunteering. His personal interests include golfing, hiking, music, reading, soccer, spending time with family, tennis, traveling, and writing. He is fluent in English and Spanish.

Mark Newport is a CFP® with 34 years of experience in the financial industry. He is currently with OSAIC, joining the firm in 2023, and previously operated Mark Newport/Lori Newport and worked at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. He also owns a financial marketing firm, Newport Financial Concepts Inc., which focuses on networking with professionals such as doctors, CPAs, and attorneys. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Eduardo Ordorica is a financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves on the board of directors for KLH Marketing Inc., a wholesaler of kitchen equipment, and is treasurer on the board of the Yorba Linda Country Club Members Golf Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a range of services that include fee-based financial planning, portfolio management, and capital markets activities.

Erika Holritz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and Wells Fargo Bank since 2018, as well as U.S. Bancorp Investments and U.S. Bank from 2012 to 2018. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Felix Ling is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018. Prior to his career in financial services, he spent seven years at Sapling Learning / Macmillan Learning. Outside of his advisory role, Ling serves on the board of ProRep Coalition and holds officer positions with organizations promoting nonpartisan electoral reform in California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services.

Jorge Vasquez Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 and qualitative research to build model asset allocations and incorporates ESG criteria within eligible strategies.

Juan Galvez is a financial advisor with Merrill in Norwalk, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Bank of America and Wells Fargo, spanning from 2014 to the present. 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.

Sarah Wieczorek is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Jose Moreno is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 27 years of industry experience. He worked at UBS Financial Services for 15 years before joining Wells Fargo in 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 offers both brokerage and advisory solutions.

Jeremy Tysor is a financial advisor with Thrivent Investment Management, located in Huntington Beach, CA. He holds Series 63 and Series 66 designations and has 28 years of industry experience. Tysor has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations on various planning topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Kaylee Breeding is an investment adviser representative with LPL Financial in Irvine, CA, holding Series 63 and Series 65 designations. She began her financial services career in 2022 and joined LPL Financial in 2024. Prior to her advisory role, she operated Kaylee's Mobile Notary and has worked in various industries including aviation and electrical services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Rodolfo Munoz is a financial advisor with J.P. Morgan Securities in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of advising, he serves as a college soccer referee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative due diligence to build model asset allocations and offers capabilities in derivatives and commodities through related affiliates.

Anil Madhyanam is a financial advisor with LPL Financial based in Ontario, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Golden1 Credit Union, Ameriprise, Sagepoint Financial, and several credit unions. He currently provides investment products and services through LPL Financial using the Golden1 Investment Services name. 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 asset management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.