Kenneth Henderson is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Equitable Advisors since 2003 and previously at Morgan Stanley DW Inc. from 1998 to 2002. Outside of his advisory role, he serves as a commissioner on the Tustin City Community Service Commission and is treasurer and a board member of the Tustin Host Lions Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

Dora Valles is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Charles Schwab, and TD Ameritrade. Outside of finance, she managed 5 Stars Delivery Service for a decade. 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 searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence.

Jennifer Kim is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. She previously worked at Cetera and Avantax and serves as a partner at Prospera Accountancy Group, where she provides CPA services. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Son Van is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. His prior work includes roles at Bank of America, N.A., KEM BY MMM Gelato, Bamboo Couriers, and several educational institutions. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Maetani is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2012, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Rafael Robles is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America for 23 years. His current location is Whittier, CA. Merrill, along 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 strategies managed by internal and third-party teams for a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Alex Waddell is a Financial Consultant at Fidelity Investments, a position held since 2026. In this role, Alex partners with clients to develop financial plans and comprehensive investment strategies aligned with their goals. Prior to this, Alex held several roles at Fidelity Investments, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), Financial Representative (2023-2024), and Financial Services Representative (2023). Before joining Fidelity Investments, Alex worked as a Business Development Officer at California Business Bank from 2022 to 2023. Alex holds a California Insurance License. Outside of professional work, Alex has an interest in football.

Gabriella Burke is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016, with a brief gap in 2017. Outside of her advisory role, Burke works as a fitness coach at Orange Theory Fitness and operates a personal training business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Kirk Sheby is a Series 66-credentialed financial advisor with 16 years of industry experience, currently with LPL Financial since 2017. He previously worked at National Planning Corporation from 2009 to 2017. Outside of his advisory role, he is involved in tax preparation through Sheby Financial Group. 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 services, including financial planning and access to model portfolios and third-party asset managers, supported by operational tools and a broad spectrum of financial products.

Kirsten Medina is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 12 years of industry experience. She previously worked at J.P. Morgan Securities for five years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Kay Yamada is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 designations and over 39 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and was previously with Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured discovery conversations and firm-approved planning tools to support clients, managing approximately $2.74 trillion in assets.

Derek Kokubun is a financial advisor with Raymond James Financial in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS and Concurrent Advisors before joining Raymond James in 2019. Outside of his advisory role, he serves as president of Wolfley Wealth Management, a support company based in Long Beach. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Norbert Chen is a financial advisor at LPL Financial with 25 years of industry experience. He has been with LPL Financial since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he provides private tutoring and financial education services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of advisors.

Michelle Moldenhauer Smart is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and combines research from its investment institute with diversification and portfolio theory in its investment approach.

Michael Hernan is a financial advisor with Edward Jones in Irvine, CA, holding the ChFC® designation and Series 66 license, with nine years of industry experience. He has worked at Edward Jones since 2017, following eight years at State Farm Insurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Gregory Prough is a financial advisor with Edward Jones in Long Beach, CA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kristiane Sweeney is a financial advisor with Wells Fargo Clearing in El Segundo, CA. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Kristiane has been with Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment approach.

Michael Yu is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Sino-World Acquisition Group, and J.P. Morgan Securities. Outside of his advisory role, he serves as an officer for Vice Apparel, a retail and online store based in Irvine, California. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and supports both direct client relationships and corporate financial planning agreements.

Johnny Vallejo is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and previously was with Money Concepts Capital Corp from 2004 to 2011. Outside of his advisory role, he owns Johnny V Distributing, a business based in Fullerton, CA. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians, and offers proprietary model strategies alongside access to unaffiliated third-party advisers.

Daniel Gracy is a financial advisor with Ameriprise in Torrance, CA, holding CFP®, ChFC®, and Series 63 designations with 31 years of industry experience. He has worked with Ameriprise and its affiliates since 1995. Outside of his advisory role, he is involved in real estate ownership in Burbank, CA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.