Jessica Rodriguez is a Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management Team to develop and implement comprehensive financial strategies tailored to clients' diverse financial needs. She has been with Fidelity Investments since 2020, progressing from Financial Representative to Relationship Manager before assuming her current role in 2025. Jessica holds a California Insurance License, supporting her work in financial planning and client advisement. Outside of her professional responsibilities, she enjoys activities such as comedy, concerts, family activities, hiking, outdoor adventures, and parenthood.

Jennifer Overby is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Morgan Stanley in 2023, she worked for eight years at Fidelity Brokerage Services. Outside of her advisory role, she provides contract services for technology platforms Uber Technologies, Inc. and DoorDash. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, with financial planning centered on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate financial planning agreements.

Sean Gomez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Stephanie Crean is a CFP®-certified financial advisor with 8 years of industry experience. She is currently affiliated with LPL Financial and California Financial Partners, having previously worked at American Express for 12 years. Outside of her advisory work, she is associated with 39 North, Inc., a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large 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 from LPL Research and third-party subadvisors.

Chad Mortenson is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 credential and 14 years of industry experience. He previously worked at Edward Jones for 10 years before joining Raymond James in 2022. He is also CEO of Mortenson Financial Services, Inc., a financial advisory support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services, as well as specialized SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Shujuan Yan is a financial advisor at Ameriprise with 10 years of industry experience, including six years at Edward Jones and four years at Ameriprise. She holds a Series 66 designation. Outside of advisory work, she is involved in independent insurance brokering. 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 written recommendation reports and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Rhonda Sasse is a financial advisor with Morgan Stanley in Claremont, CA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 1991. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and modeling tools, managing approximately $2.74 trillion in client assets.

Jeannie Shen is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank, Bank of America, LPL Financial, BMO Harris Bank, and JPMorgan 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Dana Go is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2022, Dana worked at Securities America, Inc. and Credit Union of Southern California, among other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Qiong Jackson is a CFP® professional affiliated with Ameriprise, with 10 years of industry experience. She previously worked at Edward Jones for nine years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically serving those with at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with financial advisors.

Lindy Bell is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with several firms including Transamerica Financial Advisors, Inc. and Net Law. Bell serves on the board of the nonprofit Grace Lion Clug. LPL Enterprise, LLC 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Darren Delle Donne is a financial advisor with LPL Financial in Rancho Cucamonga, CA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA for over a decade combined, and more recently at Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Stephen Boyle is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edelman Financial Engines in 2025, he worked at CUSO Financial Service, LP and Wescom Financial Services, LLC, each for six years, and The Capital Group for three years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

AJ Jimenez is the Branch Leader at Fidelity Investments, a role he has held since 2025. In this capacity, he supports and coaches associates to ensure clients receive a great experience when visiting the office. Prior to this, AJ held several positions within Fidelity Investments, including Financial Consultant (2024-2025), Planning Consultant (2023-2024), Relationship Manager (2022-2023), and Financial Representative (2021-2022). AJ holds a California Insurance License, which supports his work in the financial services industry. Outside of his professional responsibilities, AJ has interests in baseball, camping, concerts, golf, and music.

Mike Lo is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining J.P. Morgan Securities in 2021, he worked at CitiGroup Global Markets Inc. for nine years. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Stevens is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, Stevens is a caregiver providing in-home supportive services in Riverside, California. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Frank Nyerges is a financial advisor with LPL Financial, holding a Series 63 designation and 41 years of industry experience. His prior work includes roles at Western International Securities, Inc. and Morgan Stanley. He is also involved in accident and health, life, and variable insurance activities as an agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by both discretionary and non-discretionary management and access to research, model portfolios, and various investment strategies.

Yi Shen is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Yi worked at Citigroup/Citibank for 15 years. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Irvin Hoyos Olea is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Bank, NA and Wells Fargo Clearing since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregg Sherman is a Financial Consultant with Fidelity Investments, where he has been serving clients since 2020. He holds the Certified Financial Planner™ designation and focuses on financial planning principles to assist clients in growing and accumulating assets for retirement, as well as helping those already retired maintain their lifestyle throughout retirement. Before joining Fidelity Investments, Gregg worked as an Investment Consultant at Fidelity from 2019 to 2020. His prior experience includes roles as a Financial Advisor with U.S. Bancorp Investments, Inc. from 2013 to 2019, and with Wells Fargo Advisors, LLC from 2011 to 2013, as well as a Sales Associate with Wells Fargo Investments, LLC from 2008 to 2011. He holds a California Insurance License. Outside of his professional work, Gregg enjoys camping, comedy, cooking and baking, hiking, outdoor adventures, and traveling.