Thomas Tedesco is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for ten years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Jesse Nelson is the Vice President and Financial Consultant at Fidelity Investments, a position held since 2024. Jesse has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Jesse holds a Masters of Science in Personal Financial Planning and is a Certified Financial Planner™. He works with individuals and families to develop personalized financial plans that align with their unique goals, values, and needs. Jesse is also licensed for insurance in California. Outside of his professional work, Jesse has interests in cars, fitness, food, outdoor adventures, traveling, and volunteering.

Jason Seitz is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses. He has two years of industry experience and has worked at Charles Schwab and Charles Schwab Bank, SSB since 2023. His prior work includes roles in various sectors and periods of full-time education. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Wendy Fortenberry is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley and its Private Bank division since 2015, operating out of San Francisco, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Erica Schickerling is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has held roles at several firms, including Raymond James Financial Services and Citrus Wealth Management. Outside of her advisory work, she is the founder and writer of a travel blog. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Arlon Enmeier is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America, Inc. and Dynamic Healthcard Systems, Inc. He also sells life insurance and annuities as part of his business activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering a range of brokerage, advisory, and retirement services through a large network of affiliated advisors and multiple investment platforms.

Dina Fernandes is a Series 66-licensed financial advisor with Morgan Stanley in Laguna Niguel, CA, and has 20 years of experience at the firm. She has been active in the industry for seven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools but does not include individual security recommendations within its standalone planning program.

John Leat is a Financial Consultant at Fidelity Investments, where he currently partners with clients to develop personalized financial plans and strategies aimed at enhancing their comfort and confidence in their financial futures. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before assuming his current position in 2025. John holds a California Insurance License, supporting his work in financial consulting. His career at Fidelity Investments has provided him with a broad range of experience in financial services and client relationship management.

Cory White is a financial advisor at Edward Jones in San Clemente, CA, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Birdwell California! LLC, William Ray Valentine LLC, and The Pacific Financial Group, Inc., as well as consulting through CM White Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachariah Page is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in roles at Belmont Publications, Cintas, Target, and 24 Hour Fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a network of approximately 23,701 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Blackwell is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2014. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Blake Driscoll is a financial advisor with Charles Schwab, holding a Series 66 designation and based in Mission Viejo, CA. He has been with Charles Schwab and its affiliate firm since 2025 and has prior experience working in the hospitality industry. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts.

Marc Spiegel is a CFP® with 38 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at FSC Securities Corporation for 29 years and was affiliated with the University of California Irvine for 25 years. Outside of his advisory role, Spiegel owns two sole proprietorships focused on tax return preparation and insurance, and acts as a trustee managing licensing and intellectual property matters related to the likeness of "Andre the Giant." OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Quincy Johnson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In his role, he partners with clients to develop personalized financial plans and strategies aimed at helping them achieve their financial goals and increasing their confidence in their financial future. Prior to his current role, Quincy held several positions within Fidelity Investments, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), and Central Relationship Manager (2023-2024). He holds a California Insurance License. Outside of his professional work, Quincy has interests in cars, fitness, football, music, outdoor adventures, and snowboarding.

Joon Young Lee is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Hibu, AT&T, Hometown Equity Mortgage, Charter Communications, and Verizon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jason Underwood is a financial advisor with Charles Schwab in Mission Viejo, CA, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2014 and 2016, respectively. 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 operates a large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

Ali Bavarian is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 20 years of industry experience. He previously worked at Edward Jones and Ameriprise before joining Raymond James in 2011. 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, pension plans, corporations, and institutional clients. The firm uses risk profiling and analytical tools to offer tailored, non-discretionary planning and consulting, supporting implementation through its advisory programs or other providers.

Jeffrey Holsinger is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America, N.A., among other roles. Outside of financial services, he has been involved in used book sales through eBay and Amazon. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Zwilling is a CFP®-certified financial advisor with 19 years of industry experience, currently with Morgan Stanley in Laguna Niguel, CA. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services, and U.S. Bancorp Advisors. Outside of his advisory work, he owns and manages rental properties. 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 advanced modeling techniques.

John Wrenn is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2006. Outside of his advisory work, he is a minority owner of Red Truck Publishing LLC, which published the original story Lucky the Golden Goose. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a variety of capital markets services.