Tess Buenaventura is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Charles Schwab and TD Ameritrade. 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, with clients retaining final decision-making authority.

Melissa Kenshalo is a CFP® professional with 24 years of industry experience, currently advising at Ameriprise in Tustin, CA. Her prior roles include positions at Eagle Strategies, NYLife Securities, New York Life Insurance Company, Stifel Nicolaus & Co Inc, RBC Capital Markets, Bank of America, and Merrill. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients nearing or in retirement with written recommendations and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jordan Oliver is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at Axa Advisors and has professional experience outside finance, including a role at Big Canyon Country Club. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers and integrates both proprietary and third-party solutions.

Cameron Shirangi is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and having one year of industry experience. Prior to joining Morgan Stanley, he has worked in various roles including positions at universities such as the University of Southern California and the University of Hawaii Manoa, as well as running a business called Self Identity Charms LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning solutions supported by structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Alexandra Dodds is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management for families and business owners. With over 20 years in the financial industry, she focuses on a goals-based approach to simplify financial needs and provide tailored advice. Alexandra manages discretionary custom investment strategies and incorporates tax minimization and diversification in portfolio management. Her expertise spans executive compensation, family wealth management, personal retirement planning, and socially responsible investing, including ESG strategies. Alexandra holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of California, San Diego. Alexandra is actively involved in her community through organizations such as the Girl Scouts of San Gorgonio and the Temecula Valley Women’s Club. She enjoys hiking, running, spending time with her family, and traveling. Alexandra values building strong client relationships to better understand and meet their financial and planning goals.

Tammy Macarthur is a Series 66 licensed financial advisor with six years of industry experience, currently serving clients through LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed Inc and Darci Kelley, alongside involvement with various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, wrapped and model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and diverse operational tools.

Edin Beqaj is a financial advisor with Equitable Advisors in Irvine, CA. He holds the Series 66 designation and has been with the firm since 2026. Prior to his current role, Edin’s background includes positions at San Diego State University and Chipotle. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and a variety of third-party advisory programs to deliver customized investment solutions.

Lupita Fernandez is a financial advisor with Fidelity in Riverside, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. She previously worked at JP Morgan Securities, LLC for nine years before joining Fidelity in 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of advanced methodologies such as AI and systematic model portfolios.

Susan Bordeaux is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held positions at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Bordeaux holds the Series 66 designation and is based in Irvine, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Oralia Valenzuela is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She previously worked at Wells Fargo Clearing from 2009 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Daniel McDermott is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2025, he spent 17 years at Lincoln Financial Securities Corporation and has operated the D.J. McDermott Insurance Agency since 1986. Outside of advisory work, he owns and operates World of Weightlifting, where he sells equipment, hosts competitions, and coaches. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment process with asset allocation and portfolio optimization tools, supporting various managed account strategies and third-party manager selections.

Jerilyn Bostock is a financial advisor at Merrill with 30 years of industry experience. She has been with Merrill since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she also works as a food delivery driver on a part-time basis. 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 plans, corporations, and charitable organizations.

Joseph Caira is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Mass Mutual Financial and MML Investors Services since 2004. Outside of his advisory work, he owns and operates a baseball training facility for children. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Michelle Vu is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Securities Service Network and First Allied Securities, Inc. since 2018, she has been associated with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms while utilizing various advisory tools and strategies.

Feiruz Ennabe Ayoub is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 10 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since 2015. Outside of advising, she has been involved with 2000 C-Store, Inc. since 1989. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies and offers discretionary portfolio management through a network of advisors supporting approximately $15.5 billion in assets under management.

Mark Ansara is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 31 years of industry experience. His prior work includes roles at Crowell, Weedon & Co. and Wells Fargo Clearing. Outside of his advisory work, Ansara has ownership interests in several family and investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning capabilities include cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services such as business-owner transition and special-needs planning.

Kristine Lee is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She has held positions at J.P. Morgan Securities and JPMC Bank NA since 2013, and previously worked at U.S. Bancorp Advisors and Chase Investment Services Corp. She holds Series 63 and Series 66 licenses. 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 and fund searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and may include ESG considerations.

Trevor Salisbury is a financial advisor at Equitable Advisors in Irvine, CA, holding a Series 66 designation with less than one year of industry experience. His prior work experience includes roles outside the financial industry, such as at Golf Galaxy and Oggis Pizza and Brewery Co. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.

Kevin Chen is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has held positions at JPMorgan Chase Bank, Bank of America, Merrill, and Tesla Motors. 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 structured, non-discretionary program.

Sunny Kaura is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. since 2011, and Primerica Financial Services since 2000. He is also involved with the Corona-Norco Unified School District. Outside of advisory services, he receives compensation for referrals related to mortgage products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and utilizes BNY Mellon Advisors for model implementation and trade execution.