Russ Johnson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He joined Fidelity in 2022, progressing from Investment Consultant to Financial Consultant before assuming his current position. Prior to joining Fidelity, Russ worked at JPMorgan Chase from 2009 to 2022 in various roles including Private Client Advisor, Private Client Banker, and Personal Banker. Russ specializes in creating customized financial plans focused on investments that offer predictability and stability, particularly to help clients navigate retirement with confidence. He partners with individuals and families to develop tailored financial roadmaps suited to their unique journeys. Russ holds a California Insurance License. Outside of his professional career, Russ enjoys activities such as spending time at the beach, cooking and baking, hiking, and other outdoor adventures. He also values family activities and has an interest in food culture.

Jason Brady is a Series 66 licensed financial advisor with Edward Jones in Mission Viejo, CA. He has five years of industry experience, including roles at Treana Winery and Phillips Farms Inc. before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Tran is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within J.P. Morgan entities since 2013. Outside of finance, she owns a business offering medium services, readings, and spiritual guidance. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice 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.

Robert Engel is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial since 2006. He holds a Series 63 license and operates in Irvine, CA. Outside of his advisory role, he is involved in developing products for the golf industry through ProX Golf Products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Gabriela Liang is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, delivering customized, algorithm-assisted recommendations reviewed by a specialized oversight team.

Jeffrey Albert is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he held positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, as well as roles in the financial technology sector at Netspend Corporation and First Data Corporation. He is involved in a professional networking group in Tustin, CA, where he manages new memberships. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

James Fullenkamp is a financial advisor with Edward Jones in Laguna Niguel, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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 national network of financial advisors and branch offices.

David Ha is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having four years of industry experience. He has worked with several firms, including Northwestern Mutual Investment Services LLC and Matloff Garg LLC, before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. 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 its Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Frank Huang is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets, Merrill, and Bank of America. Huang is based in Irvine, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Kennedy Shaw is a Series 66-registered financial advisor with Thrivent Investment Management, based in Chesterbrook, PA. Shaw has three years of industry experience and has worked at Thrivent Financial and related entities since 2022. Prior to entering the financial advisory field, Shaw held various roles including a position at Lorimar Winery from 2020 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses across a range of financial topics while keeping planning and managed-account services separate. The firm does not manage institutional portfolios, focusing instead on personalized planning relationships.

Angela Yu is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following two years at Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Sayaka Collard is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2019 and previously held positions at Pacific Island Club Guam and Chapman University. Merrill, along 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Loftus is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes over 17 years at various Wells Fargo entities prior to his current role since 2022. Outside of advising, he is involved in managing a financial planning practice and serves as a trustee for a retirement plan. Wells Fargo Advisors Financial Network is a 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 supported by proprietary research and tools, serving clients who meet specific net-worth requirements.

Russell Cecil is a Senior Financial Advisor at Merrill Lynch Wealth Management located in Irvine, California. He joined the firm in 2019 and serves as a managing member of a family-led team with over 80 years of combined experience. His team focuses on providing customized wealth management strategies that emphasize simplification, tax efficiency, transparency, and results meaningful to clients. Russell graduated from Chapman University's Argyros College of Business and Economics with a Bachelor of Science degree in Finance. He has earned the Accredited Portfolio Management Advisor (APMA™) and Chartered Retirement Planning Counselor (CRPC™) designations, which enhance his capabilities in overseeing client portfolios and aligning financial strategies with client goals. His areas of expertise include education planning, family wealth management, legacy planning, liquidity management, socially responsible and ESG investing, investment strategy, tax minimization, and retirement income planning. Outside his professional work, Russell is actively involved in community and professional organizations such as the Sons of the American Revolution, Orange Elks Lodge 1475, the Boy Scouts of America, and The American Foundation for Suicide Prevention. He holds the rank of Eagle Scout and serves as an Assistant Scout Master for local Orange County troops. Additionally, he mentors students at Chapman University who are pursuing careers in wealth management. He lives in Orange County with his wife, Cambria, and enjoys camping, exploring local cuisine, and gardening.

Mitchel Fortin is a Planning Consultant currently working at FRRM Fidelity since 2023. In his role, he partners with clients to assist with strategy and retirement planning. He holds a California Insurance License, enabling him to provide insurance-related financial guidance. Specific details about his educational background or additional credentials are not provided.

Adam Preston is Vice President, Wealth Planner at Fidelity Investments, where he partners with affluent clients and their families to develop comprehensive financial plans. In this role, he focuses on understanding clients' needs to empower them in making meaningful decisions aligned with their life goals. Adam has been with Fidelity Investments since 2015, holding various positions including Financial Consultant, Investment Consultant, Relationship Manager, Trading Execution Representative, and High Net Worth Representative. His experience encompasses wealth planning, client relationship management, and investment consulting. He holds a California Insurance License. Outside of work, Adam's personal interests include baseball, beach, football, golf, music, and traveling.

Sze Yiu Wong is a financial advisor with UBS Financial Services holding a Series 66 designation. Wong has worked in the financial industry with prior roles at First Republic Bank and Bank of America. He is based in Irvine, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Tenley Hardt is a financial advisor with LPL Financial in San Juan Capistrano, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2023, Hardt worked at Bank of America and Merrill from 2019 to 2023 and has entrepreneurial experience with businesses including Tenley Hardt Design. In addition to advisory work, Hardt is a partner and wealth management advisor at Exclusive Insurance Brokerage. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and accesses various investment research and model portfolios from multiple sources.

Qianyi Ma is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, Ma worked at Bank of America, East West Bank, and held various roles outside the financial services industry, including positions at Newpie Technology Inc and academic institutions. Merrill, along 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Virant is a financial advisor with Ameriprise Financial Services in Irvine, CA, holding a Series 66 credential and seven years of industry experience. Prior to joining Ameriprise, he worked at Pepperdine University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.