Hoang Tran is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp., LPL Financial, and Wamu Investments. Outside of his advisory role, Tran owns Volley Club, a clothing business that sells t-shirts, hoodies, and crewneck sweatshirts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that combines quantitative screening and qualitative research.

Emma Aragon is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to that, she worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for 15 years. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Julio Sandoval is a financial advisor with Edward Jones in La Palma, CA, holding a Series 66 designation and three years of industry experience. He has held roles at multiple firms, including JMJ Financial Group and various real estate investment ventures where he served as co-owner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Darrell May is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent six years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines extensive research and analytics with both brokerage and advisory solutions, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Steven Adelizi is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 63 designation and 45 years of industry experience. He has been with Wells Fargo Advisors since 2021, following five years at Wells Fargo Clearing and two years at Prudential Equity Group, LLC. He also owns and operates Adelizi Investment Group LLC, a separate investment-related business. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, utilizing proprietary research and tools, and integrates advisory services with other financial product offerings and referral channels.

James Bui is a Planning Consultant at Fidelity Investments, where he partners with clients to develop financial plans aimed at growing, protecting, and transferring wealth for individuals and their families. He began his career as a Banker at Wells Fargo from 2022 to 2024, followed by roles as an Analyst at Goldman Sachs and Relationship Manager at Fidelity Investments before becoming a Planning Consultant in 2025. James holds a California Insurance License. Outside of his professional work, he has interests in cars and cooking/baking.

Christine Stanley is a financial advisor with Primerica Advisors in Santa Fe Springs, CA. She holds Series 63 and Series 65 designations and has 39 years of industry experience, having worked with Primerica Financial Services and Primerica Advisors since 1986. In addition to her advisory role, she has involvement in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs an operational model featuring tiered wrap fees and oversight of portfolio models.

Stacey Kim is a CFP® professional with 23 years of experience in the financial services industry. She has worked at LPL Financial since 2017 and previously held roles at Waddell & Reed Inc and various insurance carriers. Kim also operates her own CFP business entity. 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 range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advisor-facing technology tools.

John Greene is a financial advisor at Ameriprise Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at CUSO Financial Services and California Credit Union, where he also advised members on investing assets. Based in Orange, CA, Greene has been with Ameriprise since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Angela Schlafke is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 license and has worked at Morgan Stanley in various capacities since 2009, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Wells Fargo Clearing and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-partnered financial planning solutions.

Jiaqi Peng is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. She has worked at Bank of America and Merrill since 2016 and previously was involved in a wireless business from 2013 to 2017. Outside of her advisory role, Peng co-owns a family investment business. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Bohman is a financial advisor with Mass Mutual Investors Services in Los Alamitos, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 1986. Outside of his advisory role, he is involved in life and health insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved tools and collaborative annual planning processes.

Mildred Young is a financial advisor with Primerica Advisors in Diamond Bar, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, 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.

Vincent Brizzolara is a financial advisor with Morgan Stanley in Santa Ana, CA, holding a Series 66 credential and ten years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, he worked at BNI Boom!, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed, Inc. Additionally, he served as a soccer official for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering plans without individual security recommendations and emphasizing client responsibility for plan implementation.

Juan Olivares is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. Prior to this, he spent two years at Amazon from 2019 to 2021. 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’s program delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking capital market framework.

Adam Shiono is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. He has been with Wells Fargo Clearing and Advisors since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad range of offerings, including specialized planning for business transitions, special needs, and divorce. Advisors use proprietary research and tools to create tailored recommendations, with clients choosing how to implement them.

Michael Tan is a financial advisor with LPL Financial in Cerritos, CA, holding a Series 66 designation and 13 years of industry experience. His career includes roles at JP Morgan Chase Bank, JP Morgan Securities, Scottrade Investment Management, and Merrill. He is also involved with LBS Financial Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

John Shaker is a Series 66-licensed advisor at J.P. Morgan Securities with 16 years of industry experience. He has held positions at several major firms, including Bank of America, Merrill, JPMorgan Chase Bank, and Wells Fargo. Currently based in Santa Ana, CA, Shaker has spent multiple periods with J.P. Morgan Securities during his career. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG considerations within a non-discretionary framework.

Jonathan Manaloto is a Series 66-licensed financial advisor with Merrill in Huntington Beach, CA, and has eight years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2011. 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.

Jeremiah Gramm is a financial professional at Cetera with four years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliated entities since 2021. Outside of his advisory role, he provides tax planning and preparation services and is also commissioned as a notary. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse investment management options and operates a multi-manager platform with access to various program structures and third-party managers.