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Billy Tan Chu is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Billy has been in the financial services industry for over 4 years, with experience working with a variety of clients including individuals, high-net-worth individuals, corporations, insurance companies, and pension and profit-sharing plans. Billy is currently registered to provide investment advice in California and Texas.

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Diego Lizarraga is a financial advisor with Wells Fargo Clearing Services, LLC based in SANTEE, CA. Diego has been in the industry since August 2022 and holds Series 7TO, Series 63, and SIE licenses. Diego has 11 approved SRO registrations and 1 approved FINRA registration. Diego is registered in California as a broker-dealer.

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Eithar Gaggi is a financial advisor with J.P. Morgan Securities LLC. Eithar has been in the industry since 2012 and is registered to offer investment advice in 23 states. Eithar is also a licensed investment advisor representative. Eithar Gaggi offers a variety of investment services to individuals, businesses, and institutions. Eithar is committed to providing her clients with personalized advice and investment strategies that are tailored to their specific needs.

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Franklin Bellavia is a financial advisor with Avantax Investment Services, Inc. located in Santee, California. Franklin has been in the industry since 2018 and has a Series 7, Series 66 and SIE license. Prior to joining Avantax, Franklin held positions at Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, First Allied Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Franklin specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension and profit-sharing plans.

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Gisselle Romero-serna de gomez is a financial professional with over 4 years of experience in the industry. Gisselle is registered with Wells Fargo Clearing Services, LLC and holds the Series 63, Series 6TO and SIE licenses. Gisselle specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses.

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Janet Kohrmann is a financial advisor who has been working in the financial services industry for over 23 years. Janet holds Series 6 and Series 63 licenses and is a Certified Financial Planner. Janet has worked at a number of firms including Retirement Capital Group Securities, Inc., Securities America, Inc., TIAA-CREF Individual & Institutional Services, Inc., Liberty Funds Distributor, Inc. and SunAmerica Securities, Inc. Janet's current firm is Farther. Farther is an independent financial advisory firm that provides financial planning, investment management, and other financial services to individuals, families, and businesses. The firm has been in business since 2019 and has offices in San Francisco and Santee.

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John Cleary Loehr is a financial advisor with Edward Jones. John has been in the financial services industry since 2018. John specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. John holds the Series 7 and 66 licenses and the SIE Exam. John is registered in over 30 states.

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Jonathan Larson Van sickle is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Jonathan has been in the industry since November 2005 and is registered in 25 states. Jonathan is also registered with Wells Fargo Investments, LLC. Jonathan specializes in various financial products, including mutual funds, variable annuities, life insurance and fixed insurance products. Jonathan is currently registered in California, Alabama, Arizona, Colorado, Florida, Idaho, Illinois, Indiana, Maine, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and West Virginia.

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Matthew Behrendt is a financial advisor with Edward Jones, a firm with over 20,000 advisors. He has been in the financial services industry since 2015. Matthew has experience working with individuals, businesses, and retirement plans. He holds licenses in Securities Industry Essentials (SIE), General Securities Representative (Series 7), Municipal Securities Representative (Series 52), Futures Managed Funds (Series 31), and Uniform Combined State Law (Series 66). He is a Registered Options Principal, Municipal Securities Principal, and General Securities Principal. Matthew has previously worked with LPL Financial LLC, SagePoint Financial, Inc., Commonwealth Financial Network, MML Investors Services, LLC and Aston Carter.

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Mavi Rammo is a financial professional with a Series 63, Series 6TO and SIE license. Mavi has been in the industry since December 2022, and is currently registered with J.P. Morgan Securities LLC.

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