Glenn Matt is a financial advisor with Primerica Advisors in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been affiliated with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advising, he has self-published a book on evidence for a Christian view. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers with oversight and due diligence.

Glynis Colosimo is a financial advisor at Morgan Stanley with 25 years of industry experience and holds a Series 66 designation. She has worked in various capacities within Morgan Stanley since 2002, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and quantitative models.

Richard Tran is a financial advisor with Merrill in Long Beach, CA, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously held roles at Dossier Liquids and Vaporholic. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Perry is a financial advisor with LPL Financial, holding a Series 63 designation and over 42 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 1984. Perry also manages tax preparation services for existing clients, handling approximately 150 tax returns annually. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Andrew Chou is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial. His career includes roles at firms such as Woodbury Financial Services, OSAIC, Centaurus Financial, and Fidelity. Outside of his advisory work, he serves as a city councilman for Diamond Bar, California, participating in local government activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by extensive advisor resources and technology.

Nicholas Bero is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Bank of America, Merrill, California State University San Bernardino, and Ventura College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products through a network of more than 4,000 advisors.

Justin Cryan is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services, LLC since 2016. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in advising registered investment companies, its use of AI and systematic methodologies, and its delivery of model portfolios to intermediary platforms.

Daniel Cairo is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, and National Planning Corporation. He is also the author of the investment-related book *Own Your Future*. 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, portfolio management, and institutional platforms, combining advisory services with a broad range of financial activities and oversight of significant discretionary assets.

Amy Mei is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She worked at Merrill from 2001 to 2016 before joining UBS, where she has been since 2016. Outside of her advisory role, she is the owner of a real estate rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-backed, model-based investment strategies tailored to client goals.

Travis Bovee is a financial advisor at Edward Jones in Tustin, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Ecolab Inc for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Scott Bishop is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked at LPL Financial since 2018, following nine years at Wells Fargo Advisors Financial Network and prior roles at Wells Fargo Clearing and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network of representatives. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Christian Allemang is a financial advisor with Raymond James Financial in Fountain Valley, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at Dow, Inc. from 2016 to 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Scott Gevertz is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including Merrill, Wescom Financial Services, and Banc of America Investment Services. Gevertz is also involved with Southland Credit Union through Southland Investment 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 a range of financial planning and investment management solutions using model portfolios, third-party subadvisors, and customized strategies.

Kaiping Wu is a financial advisor at OSAIC with 31 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at FSC Securities Corporation and its affiliated entities. Wu is also the owner of Consultants Of Wu Corp., a corporation providing consulting and sales services related to group and individual insurance products. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a broad range of investment options and third-party services.

Sofian Haikal is a financial advisor with Edward Jones in Long Beach, CA, holding the CFA® charter and Series 66 registration with 13 years of industry experience. He has been with Edward Jones since 2013. Haikal is a member of the Pipeline BNI Redondo Beach membership committee, where he helps other members improve their networking skills. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erik Brickel is a financial advisor with LPL Financial based in Santa Ana, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining LPL Financial and SchoolsFirst FCU. Brickel is also commissioned as a notary in the state of California. 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 institutions. The firm offers a range of financial planning and investment management programs and supports advisors with advanced operational and research tools.

Brandon Lopez is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo, Solar Optimum, Raising Cane’s, and World Financial Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Yvette Garcia is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been affiliated with Wells Fargo in various capacities since 2009. Outside of her advisory work, she co-owns several small businesses with her spouse, including handmade crafts and a record label, and serves as vice president of a homeowners association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations using proprietary research and tools.

Susan West is a CFP®-designated financial advisor with Morgan Stanley in Brea, California, bringing 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through various planning and investment strategies.

John Coury is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. His career includes roles at Cathay Bank since 2017 and East West Bank from 2015 to 2017. He serves as Vice President of the California State Board for the World Lebanese Cultural Union, assisting the president with meetings, events, and scheduling. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program options and affiliations.