Jeremy Hui is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at J.P. Morgan Securities, NYLife Securities, and Tutton Insurance Services. Outside of finance, he was involved with Casa Medici Designs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charssy Zhang is a financial advisor with Wells Fargo Clearing who holds the Series 63 and Series 66 credentials and has eight years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and at Wells Fargo Bank NA since 2017, with prior experience at Avemia USA Inc. from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Matthew Sanchez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Melody Chow is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Charles Schwab, she held roles at Charles Schwab Bank, The Little Bra Company, and worked in education and healthcare. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment options with multi-asset model portfolios and centralized operational support.

Curtis Wolfslau is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2018. He is also affiliated with Chapman University since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers various advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

William Thomas is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He has worked with LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. In addition to his advisory role, he is involved as Chief Marketing Officer with Tangram Solutions LLC, an angel-funded private company operating the MedicareWizard business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Delbert Secrist is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Stifel Financial Corp, First National Capital, and Wells Fargo Advisors. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mark Thornburg is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he is a partner in Timbercreek, a golf driving range in Lewisville, Texas. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with clients able to implement these recommendations through various brokerage or advisory programs.

Diogo Draese is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior roles include positions at Halbert Hargrove and J.P. Morgan Chase Bank. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Joseph Christian is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds the Series 66 designation and has been affiliated with MassMutual and its subsidiaries since 2016. Outside of his advisory role, he is involved in the sale of individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual financial planning engagements.

Mark Givenrod is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has worked with LPL Financial since 2022 and has longstanding roles at Cuna Brokerage Services, Inc. and SchoolsFirst Federal Credit Union. Outside of his advisory work, he serves in an investment-related capacity at SchoolsFirst FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Allen Tsai is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Audrey Hong is a financial advisor with LPL Financial in Fountain Valley, CA, holding a Series 66 designation and possessing 26 years of industry experience. She has worked at Linsco/Private Ledger since 2007. Outside of advisory work, she is involved in selling fixed and long-term care insurance through the Orange County Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Farnaz Sharifian is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank since 2006, including roles with Wells Fargo Advisors LLC and Wells Fargo Clearing. 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.

Susan Ellena is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2012. Outside of financial advising, she co-owns and serves on the board of PTI Sand and Gravel Inc. and General Aggregate Supply Inc., both non-investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs planning, supported by proprietary research and tools.

Kinnie Chen is a CFP® with seven years of industry experience, currently advising at Cetera in Newport Beach, CA. Her background includes roles at Cetera Wealth Services, Securian Financial Services, and business valuation, with additional experience at Synear Foods USA LLC. She has held positions involving tax and financial group services since 2018. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operates a multi-manager platform with both affiliated and third-party managers, and manages over $256 billion in assets across more than 10,000 advisors.

Enrique Santos is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA. He holds a Series 66 designation and has been in the industry since 2025, with prior experience in various roles including at Able Plumbing, Magnolia Foods LLC, and educational institutions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written recommendations within annual collaborative client relationships.

Eva Choi is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. She has worked at Bank of America, N.A. and Merrill since 2008. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions. The firm utilizes internal and third-party investment models and offers strategic asset allocation with tax-aware options.

Kimberly Jaso is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and has worked previously with Wells Fargo Clearing, Wells Fargo Advisors LLC, and BMO Harris Bank. Kimberly is also a commissioned notary in California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

Jessica Pasco is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to her current role, she has worked in various positions across the technology and recruitment sectors. She is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.