Fadi Mansour is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with LPL Financial in Santa Ana, CA, and has held prior roles at firms including The Ayco Company, Merrill, and Equitable Advisors. Outside of his advisory work, he hosts vehicles on Turo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Harry Bald is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Primerica Advisors since 1986 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively available separately managed accounts. The firm’s approach includes curated third-party asset managers and a tiered wrap-fee structure.

Natasha Pirozko is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, SchoolsFirst Federal Credit Union, Chase Investment Services Corp., and Wamu Investments. She is also active as a retirement plan advisor at SchoolsFirst Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of investment adviser representatives.

Gabriel Choo is a financial advisor at Edward Jones in Orange, CA, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with Alpha Academy starting in 2015. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cristian Santana is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and nine years of industry experience. He has worked at J.P. Morgan Securities since 2017, following prior roles at Bank of America and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and includes capabilities in derivatives and commodities.

Susan Powell is a CFP® professional with 26 years of experience in the financial services industry. She has been with LPL Financial since 2002 and previously worked with Osaic FA, Inc. for one year. Powell is based in Tustin, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Arthur Chen is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Western and Southern Life. Outside of his advisory work, he is a co-owner of a rental property managed by a third party. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without investment discretion.

Maitram Nguyen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Nguyen worked at JP Morgan Securities LLC and JP Morgan Chase, with a combined tenure from 2011 to 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data to guide investment decisions.

Daniel Venegas is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Capstone Partners Financial & Insurance Services and Lendistry. Outside of his advisory work, he is the founder and organizer of the Business & Bullets Gun Club in Newport Beach and co-manages recurring networking events for the Cigar Night Business Mixer Group. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Rainier Radoc is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at JP Morgan Securities LLC, Wells Fargo Clearing, Grape Modern Wealth Management, and JP Richardson Financial Services. Radoc is also involved with Rsquared FS LLC, a business entity for tax and investment purposes. 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, third-party asset management, and institutional platforms.

Jonathon Allen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Citigroup Global Markets and U.S. Bancorp Advisors. He is based in Anaheim, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios, supported by extensive operational tools and a large network of more than 22,800 advisors.

Ann Bakenhus is a financial advisor at Edward Jones in Riverside, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in fitness and retail roles including ownership of Personalized Fitness by Annie, where she created workout plans for clients. She is also a board member at large for the Pick Group of Young Professionals, a nonprofit focused on civic engagement and professional development in Riverside. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and related services, supported by a large nationwide network of financial advisors and branch offices.

Mary Foft is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Cambridge Investment Research since 2014 and has operated her own practice since 1995. Outside of her advisory role, she is a freelance writer and serves on the advisory board of Empower International Ministries as well as on boards related to philanthropy and education in Orange County. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies, supporting a multi-billion dollar asset base.

John Symank is a financial advisor at Morgan Stanley in Irvine, CA, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Thrivent Financial, New York Life Insurance Company, and self-employment, as well as experience coaching speech and debate at Concordia University Irvine. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers planning through various corporate and individual channels.

Kenneth Park is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at the Office of John Murayama & Jonathan Cox, One Pacific Financial Strategies, and Network Capital. Outside of finance, he worked at Nekter Juice Bar and has experience in higher education institutions. 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 various asset management programs through a network of Investment Adviser Representatives. The firm employs a model-based and discretionary investment approach, utilizing third-party managers and a range of investment products without sponsoring its own wrap fee program.

Max Zelaya is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at CitiGroup, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of finance, he operated a catering business for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors and various operational tools.

Samuel Ramos is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Citizens Business Bank, City National Bank, and UnionBanc Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicholas Garl is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Tustin, CA. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Shahryar Shaikh is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Bank NA. Merrill, together 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Sliemers is a CFP® professional with 20 years of industry experience, currently serving as an advisor at OSAIC since 2018. Prior to joining OSAIC, he worked for 12 years at Sii. He is also involved as a life and health insurance broker through Canyon Wealth Management and Insurance Solutions. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, supporting discretionary and non-discretionary strategies across various program offerings.