John Murayama is a financial advisor at Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Equitable Advisors since 2015. Outside of his advisory role, he is involved with Pacific Educators, focusing on disability income insurance. 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 asset-management programs, utilizing a range of proprietary and third-party advisory solutions.

Qiming Liang is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities in 2022, he worked at NYLife Securities LLC and Hainan Shengda Corp. 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 selective group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations, with an emphasis on non-discretionary client decision-making.

Mark Garcia is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His prior work includes roles at TD Ameritrade, Bank of America, Merrill, and Scottrade. Charles Schwab & Co., Inc. serves primarily 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 offers both non-discretionary and discretionary investment options, using multi-asset model portfolios and a centralized operational structure.

Irena Hsiao is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank, Raymond James & Associates, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers a range of investment and planning products.

Jack Chen is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and nine years of industry experience. He has worked at various J.P. Morgan affiliates since 2017, as well as at Waddell & Reed and Red Tower Advisors earlier in his career. 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, offering a range of eligible strategies that may include an ESG eligibility framework.

Tom Aguilera Jr. is a financial advisor with LPL Financial in Placentia, CA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 15 years and has been affiliated with SchoolsFirst FCU since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of representatives. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools for operational support.

Anastasia Khokholkova is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Merrill, and TD Ameritrade. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Derrick Strub is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with LPL Financial in Irvine, CA. His prior roles include positions at Bank of America and Merrill. Outside of financial advisory work, he operates a website design business focused on real estate professionals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services delivered through a large network of investment adviser representatives, utilizing various investment strategies and advanced operational tools.

Peter Feibleman is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Outside of his advisory work, he is associated with a business involving property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Christopher Calagna is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at City National Bank and UnionBanc Investment Services. Calagna holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Venegas is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with Equitable Advisors since 2000 and was previously associated with Axa Advisors, LLC. Venegas is the sole owner of DCV, Inc., an S-Corporation. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services without sponsoring its own wrap fee program.

Jessica Lundquist is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been affiliated with 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal CIO teams and third-party managers.

Howard Hsieh is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2014. His prior work includes a role at East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and retirement services, featuring a multi-manager platform and various program structures with discretionary and non-discretionary options.

Greg Pitcher is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 2005 to 2009. Outside of his advisory role, he owns and manages Pitcher Pandemonium, a property management and real estate business in Mammoth Lakes, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various channels including its Financial Advisors and Estate Planning Strategies Group.

Don Stalker is a CFP® professional with over 31 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2005 and previously spent seven years with Waddell & Reed. Outside of his advisory role, he is involved in the performing arts as a musician and songwriter. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians while offering both discretionary and non-discretionary management options through proprietary model strategies and third-party advisers.

Fernando Hirugami is a financial advisor with Merrill in Riverside, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he was involved with Vision Solved Wealth Management Group and has experience in marketing, wealth management, and estate planning. Outside of his advisory role, he is owner and operations manager of Shift Studios LA, a clothing studio. 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.

Mark Chew is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and worked at Citigroup Global Markets from 2007 to 2009. Chew’s tenure includes 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and approved tools to support clients in developing and implementing financial plans.

William Lewallen II is a Series 66-licensed financial advisor with one year of industry experience, currently with Equitable Advisors in Irvine, CA. His prior work includes roles at Varis, SADA, and Microsoft Corporation. He serves as a trustee for the Lewallen Living Trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory programs and third-party asset managers to tailor investment solutions to client needs.

Jennifer Ahern is a financial advisor at LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with LPL Financial since 2002 and previously worked at Citigroup Global Markets from 1999 to 2002. Outside of her advisory role, Ahern serves as president of the charity Opportunities for Orphans. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Joseph Halder is a financial advisor with Mass Mutual Investors Services in Santa Ana, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 32 years of industry experience and has been with MassMutual and its affiliated firms since 1987. He serves on the board of directors for St. Lucy's Priory High School, an all-girls Catholic high school. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers tailored financial planning using advanced analytical tools and event-driven planning programs, including estate and employer-sponsored planning.