Concela Tarver is a financial advisor with Mass Mutual Investors Services in El Segundo, CA, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Mass Mutual, Tarver worked with New York Life Insurance and NYLIFE Securities, as well as Bank of America for ten years. Outside of financial services, Tarver is involved with the Pacific Coast Regional Small Business Development Center. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative annual planning engagements and event-driven services such as estate-settlement and employer-sponsored planning.

Louis Santoro is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with LPL Financial since 2009 and also operates Certified Tax & Financial Service, which provides tax preparation, bookkeeping, and payroll services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and drawing on research from internal and third-party sources.

Samuel Chi is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been affiliated with various Cetera entities since 2013, including Cetera Wealth Services, LLC and Cetera Investment Services LLC. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated investment solutions.

Tristin Redmon is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with LPL Financial and previously worked at J.P. Morgan Securities for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from both in-house and third-party sources.

Hayden Hunt is a financial advisor at Edward Jones in Long Beach, CA, holding a Series 66 designation with four years of industry experience. His prior work includes roles in forensic accounting and a professional accountancy corporation, as well as a brief period pursuing opportunities in professional football. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dawn Kim is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her prior roles include positions at Bank of America, Merrill, UnionBanc Investment Services, Kinecta Financial & Insurance Services, and LPL Financial. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Daniel Curtis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, U.S. Bank, and Wells Fargo in various capacities. J.P. Morgan Securities 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Erika Noble is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she was involved with Shisha Sisters LLC for three years. 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 applying an ESG eligibility framework in its recommendations.

Alec Hoag is a CFP® certificant with eight years of industry experience, currently affiliated with LPL Financial. He previously worked at Lincoln Financial Advisors for eight years and briefly at Keenan Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm provides various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Emmanuel Asuncion is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has held numerous roles within the Cetera network since 2018. His prior experience includes working with Northwestern Mutual Wealth Management Company and several individual advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and consulting services through a multi-manager platform with a variety of program options and custodial relationships.

Jerry Sheby is a CFP® professional with 39 years of experience in the financial advisory industry. He has been with LPL Financial since 2017, following an eight-year tenure at National Planning Corporation. Sheby also operates Sheby Financial Group, offering tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by in-house and third-party research.

Ann Villar is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has been with Ameriprise and its affiliates since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income program employs a centralized service team and proprietary tools to deliver ongoing advice, with investment options influenced by its affiliated product ecosystem.

Matthew Oconnor is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He has worked at Fidelity Investments since 2025 and has prior experience in a variety of roles, including positions at CFG Wealth Management and La Jolla Kayak. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees both discretionary and non-discretionary advisory services.

Juan Garcia is a Financial Consultant at Fidelity Investments. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and collaborates with clients to identify their financial needs and to introduce them to Fidelity's resources and strategies aimed at achieving their desired goals. Juan has been with Fidelity Investments since 2016, holding various roles including Customer Experience Associate, Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant since 2022. He is licensed with a California Insurance License. Outside of his professional work, Juan enjoys baseball, golf, soccer, outdoor adventures, family activities, and social events with friends.

Helen Kim is a financial advisor with Mass Mutual Investors Services in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with MML Investors Services, LLC since 2017 and MassMutual Life Insurance Co since 2015. Outside of her advisory role, Kim teaches at the Southern California Korean School. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning approach involves collaborative, annual engagements using software tools to analyze client goals and deliver written recommendations.

Suzy Zeng is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping professionals, business owners, and retirees build financial confidence through personalized and holistic strategies. She leverages the full range of Merrill and Bank of America resources, including Personal Wealth Analysis planning tools, the Chief Investment Office, and access to specialized teams in loans, banking, and alternative investments, to provide disciplined and insight-driven financial guidance. Suzy holds FINRA Series 6, 7, 63, and 65 registrations, as well as life and health insurance licenses, enabling her to advise on wealth management strategies, retirement planning, business investments, and family protection. Before transitioning into financial services in 2018, Suzy worked in global corporate roles with PepsiCo, Kraft Foods, and Danone/WhiteWave, where she led business and product innovation initiatives and managed joint venture due diligence. This experience has shaped her multidimensional perspective on wealth planning, business growth, and tax-efficient decision making. She holds a Master's degree from the University of Minnesota Twin Cities and a Bachelor's degree from Beijing Normal University. Suzy is a co-founder of Z Choice International LLC, through which she applies her expertise in food and nutrition to provide practical wellness guidance. In addition to her professional pursuits, Suzy enjoys spending time with her family and engaging in activities such as badminton, cooking, pickleball, table tennis, and yoga. She is involved with the University of Colorado Boulder, Leeds School of Business, and the University of Denver, Daniels College of Business.

Krista Johnson is a Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their family needs and goals, helping to develop and adjust financial strategies accordingly. She has been with Fidelity since 2019, initially serving as a Financial Consultant before assuming her current role in 2025. Her professional experience spans multiple roles in the financial services industry, including positions as an Investment Consultant at Transamerica Financial Advisors and Pacific Advisors from 2016 to 2019, Sales Development Group Manager at The Private Bank, MUFG Union Bank from 2012 to 2015, Nonprofit Business Development Manager at The American Funds Group from 1999 to 2009, and Client Relationship Manager at Capital Research and Management Company from 1992 to 1999. She holds a California Insurance License. Outside of her professional work, Krista enjoys attending concerts, playing golf, spending time with pets, reading, singing, and skiing.

Jonathan Ford is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Nora Semerjian is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co., Inc. since 2020, following roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Dane Braunecker is a financial advisor with LPL Financial in El Segundo, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Edward Jones, Extensiv LLC, and Murad LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.