Benjamin Blum is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His prior work includes roles at Cetera, Woodbury Financial Services, Pacific Life Insurance Company, and Ameriprise. Outside of his advisory work, he is an independent insurance agent and a business owner. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Susan West is a CFP®-designated financial advisor with Morgan Stanley in Brea, California, bringing 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through various planning and investment strategies.

John Coury is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. His career includes roles at Cathay Bank since 2017 and East West Bank from 2015 to 2017. He serves as Vice President of the California State Board for the World Lebanese Cultural Union, assisting the president with meetings, events, and scheduling. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program options and affiliations.

Todd Porter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving plan objectives and risk tolerances while acting as an ERISA fiduciary.

Christopher Andres is a financial advisor with Merrill in West Covina, CA, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to his current role at Merrill and Bank of America N.A., he worked for T-Mobile USA for 13 years. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Randy Wang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, following a 19-year tenure at Bank of America and Merrill. Outside of finance, he owns and operates a sole proprietorship involved in the purchase and sale of apparel and shoes. 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 firm’s advisory process integrates systematic quantitative screening and qualitative research and includes capabilities in derivatives and commodities.

Shawn Ecklund is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting client implementation through various advisory programs.

Devlin Chung is a financial advisor at Edward Jones in San Marino, CA, holding a Series 66 credential with nine years of industry experience. He has been with Edward Jones since 2016 and is also involved with Knotico LLC. 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 network of financial advisors and branch offices nationwide.

Jae Hyeong Koo is a financial advisor with J.P. Morgan Securities in Brea, CA, holding Series 66 and Series 63 licenses. He has four years of industry experience, including roles at JPMorgan Chase Bank, N.A. and KMW USA Inc. Prior to entering the financial industry, he was briefly employed at Mr. BBQ. 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 searches, and customized performance reporting, supported by a centralized manager solutions team that combines quantitative and qualitative research.

James Christiansen is a financial advisor with Ameriprise in Arcadia, CA, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing tailored recommendations through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Qingfeng Lin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining J.P. Morgan in 2023, Lin worked at Bank of America, Merrill, TD Ameritrade, and Scottrade. Outside of finance, Lin is involved in an e-commerce business focused on online sock sales, providing management and strategic advice. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering written asset allocation advice, investment manager searches, and customized performance reporting through a select group of wealth advisors.

Victor Jasso Franco is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, he worked at Godspeed Logistics LLC, California State University Long Beach, Citi Staff Solutions, and Norco College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools.

Manuel Vega is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, including roles with Stark Wealth Management and Western International Securities. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Cristina Sanchez is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. She is part of Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients with investment management and advisory services. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and AI-driven research.

Ira Dugang is a financial advisor with Primerica Advisors in Montclair, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to his time in financial services, he worked in healthcare roles including at Kaiser Permanente and Alhambra Hospital Medical Center. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm utilizes model-driven investment strategies supported by third-party asset managers and custodial services, operating at scale with approximately $15.5 billion in assets under management.

Christian Hernandez Jacobo is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Wells Fargo Clearing and Wells Fargo Bank. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maegan Sloggett is a Planning Consultant currently working at Fidelity Investments since 2024. She specializes in creating tailored financial strategies aligned with clients' unique objectives, including retirement planning, home saving, and investing in education. Her professional experience includes roles at Morgan Stanley from 2018 to 2024, progressing from Branch Administrator to Wealth Management Associate, Registered Client Service Associate, Financial Planning Specialist, and PWM Client Service Associate. Maegan holds a CA Insurance License. Outside of her professional work, Maegan's personal interests include food, social events with friends, pets, reading, traveling, and yoga.

Freddie Brown is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience, currently with LPL Financial since 2021. His background includes roles at Waddell & Reed Inc., various insurance carriers, BNI Prosperity, and Fellowship Church of Southern California. He also operates Freddie Brown Inc., a business entity used 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 and model portfolio programs, supported by machine-learning tools and a broad platform that integrates advisory and non-advisory financial activities.

Wesley Watanabe is a financial advisor with Fidelity Investments and holds Series 63 and Series 65 registrations. He has nine years of industry experience with roles at Fidelity, Bank of America, Merrill, Wells Fargo, JPMorgan, and involvement with the University of Redlands and University of California. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work, fund management, and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with distinctive capabilities such as commodity pool operator registration and formal advisory roles to multiple registered investment companies.

Russell Stark is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Outlaw Racing Products, a parts distribution business related to model boat racing. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and access to various investment strategies through its broad platform.