Katherine Simpson is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked for First Republic Bank for ten years. 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. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Moises Macias Jr. is a Series 66 licensed financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities, and HomeStreet Bank. Outside of his advisory work, he is also a baseball coach for Ayala High School in the Chino Valley Unified School District. 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Hoai Bui is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Based in Irvine, CA, Hoai holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutional entities. The firm manages approximately $671 billion in assets and provides both brokerage and advisory services supported by research from Wells Fargo Investment Institute and other sources.

Jason Buenger is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, retirement plan consulting, and solutions that combine brokerage and advisory capabilities.

Ozzy Macias is currently the Vice President and Branch Leader at Fidelity Investments. In this role, he leads and inspires associates through the implementation of the company's Standards of Care, focusing on creating meaningful client relationships and delivering an exceptional Fidelity experience. He has been with Fidelity Investments since 2016, progressing from Financial Consultant to Vice President Regional Planning Consultant in 2021, before assuming his current position in 2026. His professional background is centered on financial consulting and regional planning within the organization. Ozzy holds a California Insurance License.

Daniel Lee is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2014, serving in both Wells Fargo Bank, N.A., and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.

John Wende is a financial advisor at Edward Jones in Orange, CA, holding a Series 66 designation with 11 years of industry experience. He previously worked at Ameriprise Financial Services LLC from 2023 to 2025 and has been with Edward Jones since 2014. Outside of finance, he works as a Gameday Compliance Monitor for Major League Baseball, overseeing adherence to league rules during games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Christina Dimitropoulos is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to develop financial plans tailored to clients' goals. She has been with Fidelity Investments since 2024, progressing from Financial Representative to Relationship Manager before assuming her current role in 2026. Her experience encompasses client relationship management and financial planning support within the firm. Outside of her professional work, Christina enjoys family activities, practicing Pilates, and traveling.

Tzu Jung Huang is a financial advisor at UBS Financial Services with a Series 66 designation and experience that includes roles at Sumitomo Mitsui Banking Corporation and CDIB & Partners Investment Holding Corporation. He has been with UBS since 2025. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and operates across multiple financial sectors, including futures commission merchant activities and principal trading.

Laura Schroeder is a Series 66-licensed financial advisor with Edward Jones, working in Yorba Linda, CA. She has 18 years of industry experience, all with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary wrap fee solutions and separately managed accounts. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Garrett Tuck is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. Prior to joining Fidelity, Garrett worked as a Financial Advisor at Edward Jones Investments from 2014 to 2016. Garrett specializes in investment guidance and retirement income planning, partnering with clients and their families to manage their wealth and update plans as life circumstances change. He holds a California Insurance License. Outside of his professional work, Garrett enjoys baseball, concerts, fitness, golf, and traveling.

Kevin Cheng is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Wells Fargo Investments, Morgan Stanley, and Ameriprise. Outside of his advisory work, he has ownership interests in several investment-related businesses. 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 a combination of brokerage and advisory solutions.

Edwin Yoon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has nine years of experience assisting families and businesses with financial planning and management. Edwin focuses on goal setting and planning, utilizing his background in banking, lending, credit, and investments to develop strategies that support his clients in achieving their financial objectives. His client expertise includes corporate benefits, corporate executive services, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, personal retirement planning, and retirement income. Edwin holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from the University of California system. In addition to his professional work, Edwin participates in community volunteering aligned with Merrill’s tradition of community involvement. His personal interests include adventure sports, basketball, biking, fishing, and photography. Banking and lending services offered through his practice are provided by Bank of America, N.A.

Nicholas Adelizi is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves as a trustee for his parent's trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written client summaries.

Denise Marinacci is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. Her career includes multiple tenures at Wells Fargo Clearing and Morgan Stanley. Outside of advising, she is involved in property management through an LLC she owns with her spouse. 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 combines research from Wells Fargo Investment Institute and third-party sources to support diversified portfolio management and offers both brokerage and advisory solutions.

Stephen Pincin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Outside of his advisory work, he owns and operates Legacy Wealth Management, LLC and SMP Group, Inc., the latter involved in building, selling, and managing his personal real estate holdings. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized services in municipal finance and SIMPLE IRA employer consulting.

Matthew Chabot is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Northwestern Mutual in various roles from 2016 to 2025. Outside of his advisory work, he owns a premium activewear business called Chabot Capital LLC, operating under the name Krunkie. Equitable Advisors serves individuals across a broad wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services, avoiding proprietary wrap fee programs and relying on endorsed TAMPs and affiliated asset managers for client solutions.

Derek Mclean is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2020, with previous experience at First Allied Securities and First Allied Advisory Services dating back to 2008. Outside of his advisory role, Mclean is also involved with Orange Capital Management Inc. as an investment adviser representative. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that supports both discretionary and non-discretionary accounts.

Charles Nguyen is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, Eagle Strategies (NY Life), and NY Life Securities. 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. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

David Jakl is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services. Outside of finance, he serves as head coach for a nonprofit swim team, the Manta Rays Parent Association. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide array of investment programs delivered via affiliated broker-dealer and RIA relationships.