Melissa To is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2012 and is currently affiliated with Morgan Stanley Private Bank, National Association. To holds a Series 66 designation. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured tools and analyses such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both individual and employer-sponsored financial planning services.

Paul Hoang is a financial advisor with J.P. Morgan Securities in Chino, CA, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2015 and previously held roles at Wells Fargo Clearing and Wells Fargo Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.

Stuart Pollard is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 66 credentials and two years of industry experience. His prior experience includes roles at Eventide Asset Management and Rimrock Capital Management, as well as coaching lacrosse at the middle school and high school levels. Outside of his advisory work, he serves as a lacrosse coach and board member for Scots South Orange County Middle School and as an assistant lacrosse coach at St. Margaret’s Episcopal School. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual, institutional, and charitable clients. The firm delivers advice through a network of Investment Adviser Representatives, utilizing a range of programs and third-party managers, and offers services including ERISA fiduciary support and various investment products.

Victor Bui is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, LLC, as well as Morgan Stanley Private Bank, N.A. Outside of finance, he had a brief role at Flufflie's in 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Markus Wong is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018, following five years at Beijing Lisi Trading Company. Outside of his advisory role, he is president of a food services business, Spice and Rice, and owns Kelly's Closet LLC, an apparel consulting firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and emphasizes a large retail advisor and branch network alongside affiliated capabilities such as a trust company and securities-based lending.

Kara Noone is a Series 66-credentialed financial advisor with Morgan Stanley, based in Irvine, CA, and has 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is involved in farming as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning facilitated by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Mark Rooney is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with Equitable Advisors since 1999, including time at AXA Advisors, LLC from 1999 to 2020. Rooney serves as a board member and nomination committee member for The American College and is also involved in community service as a homeowner association board member. 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’s approach involves assessing client risk tolerance and aligning clients with program models or discretionary managers, utilizing third-party asset managers and a range of investment vehicles, including mutual funds, ETFs, and alternative investments.

Frederick Chang is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and previously worked at Pacific Life Insurance Company for ten years before joining Fidelity Personal and Workplace Advisors and later Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Lacey Rivello is a financial advisor with Ameriprise in Tustin, CA, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, she worked in personal training at F45 and had roles at Lululemon, Naturalena, and TruBru Organic Coffee. Outside of her advisory duties, she continues to work as a personal trainer for group fitness classes. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides annual planning advice and written Recommendation Reports focused on dependable income and tax-aware withdrawal strategies.

Nancy Dorado Corrales is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Primerica Advisors in various capacities since 2015 and has additional work experience with firms including Nevtis Communications and Home Depot. She is involved in the sale of investment-related products and also participates in referrals for home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and utilizes model-driven investment strategies managed by third-party asset managers.

Salomon Gonzalez is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in delivering personalized financial strategies to clients. He focuses on understanding each client's unique financial situation and goals to develop flexible wealth management plans, leveraging investment insights from Merrill and banking solutions from Bank of America. His expertise encompasses liquidity management, managing new wealth, personal retirement planning, and small business strategies. With a 10-year career in banking, Salomon has held multiple roles, including Client Service Representative and Relationship Manager, before transitioning into an advisory role in August 2022. He obtained his Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC) designations through The Academy licensing pathway. Salomon is committed to serving the Hispanic community, reflecting his own experience as an immigrant from Mexico. He is actively involved in leadership roles within the Inland Empire Hispanic Organization of Leadership and Advancement Chapter (HOLA) and the Inland Empire Hispanic Business Council (HLBC), and participates in community and mentorship programs. Salomon holds an Accredited Certificate from the College for Financial Planning, an Associate's Degree from Mt San Antonio College, and a High School Diploma from Garey High School. He resides in Redlands, CA, with his spouse and two children. Outside of his professional work, Salomon enjoys soccer, tennis, golf, coin collecting, and playing guitar.

James Burns is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Farzin Morena is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing one year of experience. Prior to joining Equitable Advisors, he worked at Tesla Inc and has been involved in real estate through ownership and brokerage at The R&R Realty Company Inc. and related entities. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment programs primarily through third-party managers and emphasizes customized client solutions based on risk tolerance and personal information.

Diep Le is a CFP® credentialed financial advisor with 20 years of industry experience, currently with Morgan Stanley in Riverside, CA. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he was with National Planning Corporation from 2015 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct client relationships and corporate financial planning agreements.

Noah Remnek is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 credential and with one year of experience at the firm. His background includes roles outside finance, such as working at Chipotle Mexican Grill since 2022 and previous positions in the restaurant industry and education. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning and asset management through various advisory programs and third-party managers.

Shane Kim is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 and Series 63 designations and has worked exclusively within the J.P. Morgan organization since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach includes non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Andrew Lee is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2015. Outside of his advisory role, he is involved in a small-scale ecommerce business focused on buying items in bulk and reselling them individually. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jamil Dada is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2008. In addition to his advisory role, he serves as Vice President of Investment Services at Provident Bank, where he also acts as an officer and program manager for the bank’s investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Anthony Sayavong is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at SagePoint Financial, Inc. Sayavong also has experience in the hospitality industry and education. He supports financial advisor Amine Mabsout as a paraplanner and assistant. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process that emphasizes model-based asset allocation and portfolio optimization.

Raul Aballi is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since May 1987. As a qualified Portfolio Manager, Raul provides tailored financial and investment strategies, managing personalized or defined discretionary portfolios that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. He focuses on offering advice and guidance grounded in his clients' goals and priorities, helping track progress and adjust strategies over time. Raul's expertise encompasses wealth accumulation, portfolio development, liability management, asset preservation, and wealth transfer through customized wealth management approaches. His client focus areas include managing new wealth, personal retirement planning, portfolio management services, and working with women and wealth. Raul holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University System. He is fluent in English and Spanish. Committed to community involvement, Raul volunteers with organizations such as the Mission Inn Foundation, Riverside Art Museum, and Riverside Community College District Foundation. Outside of work, he enjoys golfing, hiking, tennis, traveling, and spending time with his family. Raul is married to his wife, Jamie, and has four grown children. He grew up in Riverside, California.