Jack Hoang is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked in education at Excel High School and Apex Learning. He also has experience with Confetti Italian Ice and Custard. Wells Fargo Advisors is a national securities firm providing 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.

James Kim is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jonathan Royal is a CFP® with 34 years of industry experience, currently serving as a financial advisor at OSAIC since 2017. Prior to joining OSAIC, he spent nine years with RBC Capital Markets Corporation. He also owns a sole proprietorship providing life insurance services to clients as needed. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes.

Dina Jones is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she works as a makeup artist for Dior and Chanel Cosmetics. Morgan Stanley Wealth Management is a large SEC-registered firm serving individual and institutional clients with a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools.

Kevin Vogt is a financial advisor with LPL Financial in Irvine, CA. He holds the Series 63 and Series 66 licenses and has 41 years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP and has been affiliated with Wescom Financial Services, LLC since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Meghan Westervelt is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she worked at Siemens Financial Services Inc from 2016 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Paul Bastio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. He has previously worked at Merrill and Bank of America. 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 a team of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Jaime Alejandro Falla Blandino is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022. His previous roles include positions at Paylocity Corporation, Pacific Office Automation, and Toyota Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Michael Praegitzer is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His background includes positions at Microsoft Corporation, The International Finance Corporation, and Bancap Investment Group, as well as academic roles at Georgetown University and the University of Maryland. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage programs through an integrated platform.

Justin Equitz is a Certified Financial Planner® at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Sun Chang is a financial advisor with Merrill in Irvine, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zeinab Taghizadeh is a financial advisor with Merrill in Laguna Beach, CA, holding Series 66 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, and Wells Fargo NA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Bogdan Shostak is a financial advisor with Fidelity Investments holding a Series 63 designation and one year of experience at Fidelity. His prior roles include positions at WestPac Wealth Partners, New York Life Insurance Company, and Coastline College. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ethan Morgan is a CFP® professional with 30 years of industry experience, currently affiliated with J.P. Morgan Securities in Irvine, California. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2012. Morgan serves as a director and finance committee member of the Segerstrom Center for the Arts, a community performing arts organization. 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 incorporating an ESG eligibility framework in its recommendations.

Jorge Herrera is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Catherine Conrad is a financial advisor at Merrill with eight years of industry experience. She has worked at Merrill since 2017 and previously held roles at Formosa Flexible Packaging America and the University of California Irvine. She holds a Series 66 designation. Merrill, along 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, and institutional investors.

Bettina Kallins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gina Hurford is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in financial planning and wealth management, having worked in various advisory roles since 2008. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2014 to 2018, and held financial planner positions at The Advisory Group of San Francisco, Hokanson Associates, and Christopher Weil & Company. Throughout her career, Gina has focused on building collaborative client relationships, emphasizing attentive listening and understanding clients' backgrounds to help identify their financial objectives. She holds a California Insurance License, which supports her ability to provide comprehensive financial planning services. Gina's approach centers on creating an environment where clients feel at ease, facilitating the development of personalized plans for their financial futures.

Cheryl Gee is a CFP® and holds a Series 66 license with 21 years of experience in the financial industry. She has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform that includes custody, underwriting, and capital markets functions.

Layson Savant is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and David A Vasquez CPA. Outside of his advisory role, he is an owner and partner of Golden Eagle Court LLC, a residential property investment. 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 a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.