Joshua Felsenfeld is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2001, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund advisory roles, and produces model portfolios using systematic methodologies.

Hai En Sun is a Certified Financial Planner® at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at iStarUSA from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jessica Ornelas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Her work history includes roles at Bank of America, Merrill, and Zutila, Inc., along with earlier positions outside finance during her time at the University of California, Irvine, In-N-Out Burger, and Pacheco High School. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Nathan Forrest is a financial advisor with Edward Jones in Placentia, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kevin Chen is a financial advisor with J.P. Morgan Securities in Chino Hills, CA, holding Series 63 and Series 66 designations and 11 years of industry experience. His work history includes roles at Veltek Inc and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved with Veltek Inc, a manufacturing business specializing in power transformer parts, where he manages order placement and shipping. 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 within a non-discretionary advisory program.

Jonathan Guillen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab and Wells Fargo. Outside of his advisory role, he serves as a partner at Audie Murphy Oasis, managing pool rentals, and is an assistant scoutmaster with the Boy Scouts of America. Jonathan is also a Petty Officer Second Class in the U.S. Navy Reserve. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a structured advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their process incorporates both quantitative and qualitative research with an ESG eligibility framework and offers broader derivatives and commodities capabilities.

Narvee Intarachote is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2015 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vivian Monahan is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at FSC Securities Corporation and The Advisory Group. Monahan is also a notary and acts in a fiduciary capacity through the William & Vivian Monahan Living Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Sheila Cook is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 66 credentials and possessing 36 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. She serves as a trustee for her immediate family. 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 matching clients to advisory program models or discretionary managers, utilizing a range of investment vehicles and offering ERISA fiduciary services for qualified plans.

Jessica Wang is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities offers 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. The firm’s advisory process combines systematic quantitative screens and qualitative research, with recommendations limited to eligible strategies and the potential incorporation of an ESG eligibility framework.

Changhoon Oh is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, and MSI Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, with an emphasis on eligible strategies and ESG considerations.

Brian Jackson is a financial advisor with Ameriprise in Riverside, CA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing Riverwalk Executive Suites, Inc., an office leasing business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide non-discretionary recommendations. The firm serves a large client base with advisory, brokerage, and insurance solutions through affiliated companies.

Victor Karidakes is a financial advisor with Morgan Stanley in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He joined Morgan Stanley in 2020, having previously worked at UBS Financial Services for 11 years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Samantha Zermeno is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of her advisory role, she is also an associate advisor at Mission Partnership Group LLC. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports.

Gordon Chow is a CFP® with 28 years of industry experience, currently affiliated with Cetera. He has held previous roles at Avantax Advisory Services and Avantax Investment Services, and he serves as Co-Trustee of the Gilbert Younger Trust. Outside of his advisory work, he acts as Treasurer and Comptroller for First Chinese Baptist Church and operates his own CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients with a range of portfolio management and financial planning services. The firm offers a multi-manager platform that allows advisors to implement various model portfolios, third-party managers, or bespoke strategies, supporting both discretionary and non-discretionary accounts.

Marc Didomenico is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory work, Didomenico serves as a board member of Newport Social Group and is an ambassador for the Newport Beach Chamber of Commerce. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes a variety of third-party program sponsors and advisory models.

Kai Yuan Hu is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2022, following prior roles at Prudential Insurance Company of America, Ameriprise Financial Services, and Cetera Investment Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Frank Lu is a financial advisor based in Irvine, CA, affiliated with J.P. Morgan Securities. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting.

Amy Kamps is a financial advisor at LPL Financial with 25 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2000 and Financial Advisors Network since 2014. In addition to her advisory role, she is involved in medical and life insurance sales through Kamps Asset Management Planning Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management programs, supported by technology tools and a broad platform that includes affiliated insurance services and banking partnerships.

James Kosan is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2024. His prior experience includes roles at Morgan Stanley Private Bank and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocation.