Khoi Nguyen is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Financial Representative at Fidelity Investments in 2024 and as a Financial Advisor at Edward Jones from 2023 to 2024. His financial services career also includes positions at JPMorgan Chase & Co., Morgan Stanley, and Northwestern Mutual Insurance Company. Nguyen holds a California Insurance License. He focuses on developing strong relationships with clients, assisting them in aligning their finances with their personal goals to create tailored financial plans. His approach emphasizes prioritizing clients' needs, wants, and wishes to help them find confidence and balance in their financial journey. Outside of his professional life, Nguyen enjoys boating, family activities, fitness, food, hiking, and photography.

Darren Bui is a financial advisor with J.P. Morgan Securities in Fountain Valley, CA, holding Series 66 and Series 63 licenses and with 11 years of industry experience. He has been with J.P. Morgan Securities since 2015 and has also worked with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach emphasizes non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Roberto Austin Jr. is a CFP®-certified financial advisor with J.P. Morgan Securities, bringing 19 years of industry experience. He has worked at J.P. Morgan since 2016 and previously held a position at LPL Financial. Outside of his advisory role, he operates an e-commerce business reselling new and used clothing and merchandise. 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 selection, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating ESG criteria and broader derivatives capabilities.

Hoan Pham is a financial advisor with J.P. Morgan Securities in Fountain Valley, CA, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. 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 offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.