Adrian Gaytan is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved as an owner and partner in a business utilizing residential property for Airbnb rentals. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and 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, distribution, and investment management capabilities.

Oscar Harrison II is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with Fremont Bank since 2013. Harrison also managed Sorrento Pacific Financial, LLC from 2013 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research.

Rosario Nicho Casas is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Union Bank. Outside of his advisory role, he is an employee of Rover Group Inc., where he provides pet care services on weekends. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lisa Chapman is a financial advisor with UBS Financial Services in Seal Beach, CA, holding the Series 63 and Series 65 designations and bringing 39 years of industry experience. She has worked at UBS since 1990. Outside of her advisory role, Chapman serves on the board and finance committee of the Memorial Medical Center Foundation and mentors at-risk youth through Operation Jump Start in Long Beach, CA. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and tailored portfolio management.

Adriana Soto is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, N.A., and Sigma Financial Corporation prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Lee is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan in 2022. Outside of his advisory role, he is a sole owner and landlord of a rental property in West Covina, California. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Becky Tapper is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured financial planning process.

Jeffrey Cote is a financial advisor at Morgan Stanley in Los Angeles, CA, with 15 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2015 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Luca Gandolfi is a financial advisor with Fidelity Investments in Brea, CA. He holds a Series 66 designation and began his advisory career in 2024. His prior experience includes roles at Provident Savings Bank and involvement with educational institutions and family business ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and is noted for its regulatory registrations and use of advanced technologies in investment processes.

Julie Le is a financial advisor at Morgan Stanley in Los Angeles, CA, with two years of industry experience. She holds a Series 66 designation and has worked previously at D.A. Davidson & Co., AmeriHome Mortgage, and UCLA. Outside of financial advising, she is involved as a social media ambassador with SoulSociety, a program connected to SoulCycle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that employs structured discovery conversations and advanced modeling tools.

Jaime Garcia is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked extensively in financial and tax advisory roles, including long tenures at Avantax and Investax-related firms. Garcia serves as a trustee for a family trust outside of his advisory work. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and providing access to affiliated and third-party investment solutions.

Nishan Paranawitane is a financial advisor at LPL Financial in Los Angeles, CA, holding a Series 66 designation with 21 years of industry experience. He has worked at firms including Wells Fargo Advisors, Comerica, Ameriprise, and BMO Harris Bank. Outside of his advisory role, he has ownership involvement in a family trust that holds real estate assets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Michael Pierre is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016. Outside of his advisory role, he is employed by Garda, where he works as a camera surveillance and dispatch operator. 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.

Rabinder Sekhon is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has been associated with Cetera and its affiliates since 2009 and operates Sekhon Advisors as a principal. Outside of his advisory role, he works as a software consultant and is involved as a business analyst at LA Care. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple program structures and custodial relationships.

Michael Jowdy is a CFP® with 28 years of experience in the financial industry. He has worked at Wells Fargo Advisors since 2024 and previously spent 23 years at LPL Financial. Outside of his advisory role, he is a silent partner in a restaurant business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, allowing tailored recommendations delivered through meetings and written summaries.

Alice Baick is a financial advisor with Edward Jones in Yorba Linda, CA, holding a Series 66 designation and three years of industry experience. She previously worked at TK Elevator for eight years before joining Edward Jones. She serves as a board member for the Wind Rivers Condominium Association in Saratoga, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jason Martinez is a CFA® charterholder with seven years of industry experience. He is currently affiliated with LPL Financial in Orange, CA, where he has worked in multiple roles since 2013. Martinez has also worked at Pacific Edge Advisors and Romero Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and both discretionary and non-discretionary management options.

Courtney Sprinkle is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her prior roles include positions at LPL Enterprise LLC, Prudential Advisors, and Charles Schwab. 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 supported by internal and third-party teams.

Peggy Neal is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She holds Series 63 and Series 65 credentials and 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amy Kaufman is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Meeder Advisory Services, Cetera, and Summit Brokerage Services. Amy is based in Cypress, CA. 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 variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies.