Joshua Jogwe is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Group Private Client Services and Prudential Financial. Outside of finance, he is involved in youth sports as an owner of the Oakland Roots and Soul Sports Club and as a youth basketball coach with EZ Buckets Basketball. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Melissa Tabayoyong is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Julia Caballero is a financial advisor with Osaic Wealth, Inc. in Tustin, CA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She previously worked at Royal Alliance Associates from 2005 to 2023. Outside of her advisory role, Caballero is a sole proprietor offering term life insurance sales and provides notary public services. She is also a voting member of the leadership team at Woodbridge Community Church. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, and alternative investments.

Jessi Yzaguirre is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2018, also working at Wells Fargo Bank NA since 2014. Outside of her advisory role, Jessi is a notary public and serves as a photographer for Insomniac Events. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and employs research-driven investment strategies alongside a broad range of financial products delivered through bank and insurance affiliates.

Collin Stark is a financial advisor at Edward Jones in Irvine, CA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at RBC Capital Markets and Fidelity Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Carolyn Hurley is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked for RBC Capital Markets from 2013 to 2020. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Russ Johnson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He joined Fidelity in 2022, progressing from Investment Consultant to Financial Consultant before assuming his current position. Prior to joining Fidelity, Russ worked at JPMorgan Chase from 2009 to 2022 in various roles including Private Client Advisor, Private Client Banker, and Personal Banker. Russ specializes in creating customized financial plans focused on investments that offer predictability and stability, particularly to help clients navigate retirement with confidence. He partners with individuals and families to develop tailored financial roadmaps suited to their unique journeys. Russ holds a California Insurance License. Outside of his professional career, Russ enjoys activities such as spending time at the beach, cooking and baking, hiking, and other outdoor adventures. He also values family activities and has an interest in food culture.

Jimmy Lin is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, TD Ameritrade, and Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Gregory Surat is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Fidelity Personal and Workplace Advisors, and E*Trade Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jason Brady is a Series 66 licensed financial advisor with Edward Jones in Mission Viejo, CA. He has five years of industry experience, including roles at Treana Winery and Phillips Farms Inc. before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Tran is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within J.P. Morgan entities since 2013. Outside of finance, she owns a business offering medium services, readings, and spiritual guidance. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anne Marie Hamilton is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 63 license and bringing 36 years of industry experience. She has worked with LPL Financial since 2008 and is currently associated with Orange County's Credit Union as well. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Robert Engel is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial since 2006. He holds a Series 63 license and operates in Irvine, CA. Outside of his advisory role, he is involved in developing products for the golf industry through ProX Golf Products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Mohammad Rihan is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. His prior experience includes roles at MMZ Enterprises, LLC and Launch Point One, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Gabriela Liang is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, delivering customized, algorithm-assisted recommendations reviewed by a specialized oversight team.

Amber Jensen is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and AJMS Ventures, LLC. Outside of finance, she has experience working in the restaurant industry with Modo Mio Restaurant. 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 an ESG eligibility framework in its investment approach.

Jeffrey Albert is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he held positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, as well as roles in the financial technology sector at Netspend Corporation and First Data Corporation. He is involved in a professional networking group in Tustin, CA, where he manages new memberships. 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 programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Matthew Johnson is a CFP® professional with 30 years of experience in the financial industry. He has been with LPL Financial since 2003. Outside of his advisory role, he operates M. Jay Johnson Wealth Management, which is an investment-related business aligned with his work at LPL. 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 brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

James Fullenkamp is a financial advisor with Edward Jones in Laguna Niguel, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Monique Go is a financial advisor with LPL Enterprise holding a Series 66 designation and has one year of industry experience. Her prior work history includes roles at Simple Science and Kinross. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, and access to model portfolio programs through both advisory and brokerage channels.