Brandon Vertullo is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2019. Prior to his advisory role, he worked at Vincitore Italian Restaurant and attended Chapman University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through detailed recommendation reports and tax-aware withdrawal strategies.

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.

Jonathan Cortes is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab Bank SSB, Charles Schwab & Co., AXA Advisors, Merrill Lynch, and Northwestern Mutual. Outside of finance, he has experience working at Sonora Bakery and Starbucks. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Bridge Nathanson is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation. He has recently begun his career in the financial industry, with prior roles including experience at Raymond James and involvement in various community and educational organizations such as the South OC Flag Football League and Capistrano Unified School District. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that includes firm-approved tools and scenario modeling.

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® professional with 34 years of industry experience, currently serving at OSAIC since 2023. He previously worked at SagePoint Financial, Inc. for 14 years and has operated a financial advisory business with Lori Newport since 2013. Outside of advisory work, he owns and operates an S-Corporation for insurance and professional networking activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to offer customized portfolio management and access to third-party investment solutions.

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.

Aaron Davis is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan entities since 2012, including JPMorgan Chase Bank. J.P. Morgan Securities LLC 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, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Jeffrey Stark is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and has previously worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Stark also serves as a trustee on a family account in a fiduciary capacity. 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 investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

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 in Brea, CA, with seven years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. Before entering financial services, he spent seven years at Sapling Learning / Macmillan Learning. Ling serves on the board of the ProRep Coalition and is the Chief Financial Officer of Californians for Electoral Reform, organizations focused on promoting nonpartisan electoral reforms in California. UBS Financial Services provides individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of capital markets offerings.

Jorge Vasquez Jr. is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC 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.

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 with J.P. Morgan Securities in Los Angeles, holding a Series 66 license and four years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021. Prior to joining J.P. Morgan, her background includes roles at Diamond Supply Company, The Allbright, and other businesses. 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. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Kyle Standafer is a financial professional with five years of industry experience, currently affiliated with Cetera. He holds the Series 66 credential and has worked at firms including North Star Resource Group and Minnesota Life Insurance Company. Outside of his financial advisory role, he owns JWK Exotics, a business focused on automotive photography and sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting various investment strategies and program structures.

Jose Moreno is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Rodolfo Munoz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA before joining J.P. Morgan in 2021. Outside of his advisory role, he serves as a college soccer referee. 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 affiliated brokerage and investment management capabilities.

Anil Madhyanam is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Golden1 Credit Union, B.B. Graham & Company, Inc., Ameriprise, and Sagepoint Financial. Anil currently operates under the Golden1 Investment Services trade name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Craig Attanasio is a CFP® with 35 years of industry experience currently affiliated with Cetera in Orange, CA. He has served in roles at Ameriestate Legal Plan, Inc., and Sound Financial Services since 2011. Outside of his advisory work, he owns a tax preparation and bookkeeping practice and acts as an independent agent for a legal plan provider specializing in wills and trusts. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, managing over $256 billion in assets with more than 10,000 advisors.

Dennis Kotoff is a financial advisor with Wells Fargo Clearing in Long Beach, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes both non-discretionary and discretionary investment management options.