Felix Yan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank NA since 2020, following a decade at City National Bank. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research to develop model asset allocations, with a focus on non‑discretionary, customized investment advice.

Rene Martinez Silva is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior positions at LPL Financial and BMO Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Eyan Baul is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Equitable Financial and Equitable Advisors from 2024 to 2026. Outside of his advisory role, Baul works as a golf instructor with Bai Yang Golf Academy, teaching youth and adults. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework, with implementation support from affiliated investment-management entities.

David Parker is a financial advisor with Thrivent Investment Management in Irvine, CA, holding Series 65 and Series 63 licenses and having seven years of industry experience. He previously worked at Pine Point Advisors LLC for three years before joining Thrivent in 2019. Outside of advising, he manages a second home rental through Airbnb and VRBO. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines its planning services with a managed-account program under a consolidated billing option called WealthPlan.

Robert Rotstan Jr. is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he is vice president of the Roy J Shlemon Foundation and owns Bob's Creative Ideas, a business focused on creating and patenting product ideas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and other niche areas, utilizing Wells Fargo’s research and planning tools for tailored client recommendations.

Paul Nolta is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

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.

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.

Jijun Zhang is a Series 66-licensed advisor at J.P. Morgan Securities with six years of industry experience. Prior to joining J.P. Morgan, Zhang held roles at Ctbc Bank USA and JPMorgan Chase Bank, N.A. Outside of finance, Zhang has a background in language and cultural communication, having been involved with AUVI Language Culture Communication and Learn Modern Chinese.com. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research, including the use of an ESG eligibility framework.

Jonathan Wang is a CFP® with 13 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at Charles Schwab Bank, Fidelity Brokerage Services, TD Ameritrade, Equitable Advisors, and J P Turner & Company Capital Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

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.

Junru Ma is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019, Ma worked at Haitou LLC, California Actuarial Consultants, and the University of California, San Diego. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and incorporates a range of eligible investment strategies, including an ESG eligibility framework.

Jeffrey Heimstaedt is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Merrill from 1997 to 2008 and Oppenheimer from 2008 to 2014 before joining Wells Fargo in 2016. Outside of his advisory role, he is the sole owner of a webcam business based in Newport Beach, California. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

David Teper is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 11 years. In addition to his advisory role, he offers fixed insurance products through Continuum Consulting Group and assists clients with life settlements. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process with a range of advisory programs supported by risk management tools and offers access to third-party money managers and proprietary strategies.

Stephen Wight is a financial advisor with Charles Schwab in Irvine, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include tenures at TD Ameritrade Inc. and TD Ameritrade Investment Management, LLC. He has worked with Charles Schwab and its affiliated entities since 2010. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

Keith Tran is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2011. His prior roles include positions at Merrill, Banc of America Investment Services, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and delivers advisory services supported by proprietary research and model-based asset allocation.

Emily Nuth is a Series 65-licensed financial advisor with J.P. Morgan Securities, based in Irvine, CA, and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she worked at Schwarz Dygos Wheeler Investment Advisors and US BANK. 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 quantitative and qualitative due diligence, model asset allocations, and may include ESG considerations.

Corey De Mers is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012, with concurrent experience at JPMorgan Chase Bank, N.A. since 2010. 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. The program emphasizes a combination of quantitative and qualitative due diligence supported by a centralized manager solutions team.

Jerice Walker is a financial advisor with Wells Fargo Clearing based in Irvine, CA, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments and Wells Fargo Bank, N.A. Prior to his current role, his career has been concentrated within the Wells Fargo organization. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Cameron Price is a financial advisor at UBS Financial Services with seven years of industry experience. He has worked at UBS since 2018 and previously held roles at Abercrombie & Fitch and Millennium Systems. He holds a Series 66 designation and is based in Irvine, CA. UBS Financial Services 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 and provides proprietary research and capital markets services.