Matthew Oconnor is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously held roles at CFG Wealth Management and La Jolla Kayak, and during his time at the University of San Diego, he was involved with the Telefunding Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Juan Garcia is a Financial Consultant at Fidelity Investments. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and collaborates with clients to identify their financial needs and to introduce them to Fidelity's resources and strategies aimed at achieving their desired goals. Juan has been with Fidelity Investments since 2016, holding various roles including Customer Experience Associate, Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant since 2022. He is licensed with a California Insurance License. Outside of his professional work, Juan enjoys baseball, golf, soccer, outdoor adventures, family activities, and social events with friends.

Anthony Corce is a financial advisor with Cetera Financial Specialists, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. Prior to joining Cetera in 2024, he worked at LPL Financial for nine years. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and a multi-manager platform with both affiliated and third-party investment options.

Helen Kim is a financial advisor with Mass Mutual Investors Services in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with MML Investors Services, LLC since 2017 and MassMutual Life Insurance Co since 2015. Outside of her advisory role, Kim teaches at the Southern California Korean School. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning approach involves collaborative, annual engagements using software tools to analyze client goals and deliver written recommendations.

Suzy Zeng is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She focuses on assisting professionals, business owners, and retirees in developing financial confidence through personalized and comprehensive strategies. Suzy utilizes Merrill and Bank of America's resources, including Personal Wealth Analysis planning tools, the Chief Investment Office, and specialized teams dedicated to loans, banking, and alternative investments, to offer disciplined and insight-driven financial guidance. She holds the FINRA Series 6, 7, 63, and 65 registrations, life and health insurance licenses, and the Personal Investment Advisor (PIA) designation. Prior to her career in financial services starting in 2018, Suzy held global corporate roles at companies including PepsiCo, Kraft Foods, and Danone/WhiteWave, where she led business and product innovation initiatives and joint venture due diligence. Her background in financial services, corporate leadership, and entrepreneurial ventures informs her multidimensional approach to wealth planning, business growth, and tax-efficient decision-making. She advises clients in areas such as wealth management strategies, retirement planning, business investments, family protection, and tax minimization. Suzy earned a Master's Degree from the University of Minnesota Twin Cities and a Bachelor's Degree from Beijing Normal University. She is fluent in both English and Chinese. In her personal time, she enjoys badminton, cooking, pickleball, table tennis, yoga, and spending time with her family. Additionally, Suzy is engaged with the University of Colorado Boulder, Leeds School of Business, and the University of Denver, Daniels College of Business.

Krista Johnson is a Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their family needs and goals, helping to develop and adjust financial strategies accordingly. She has been with Fidelity since 2019, initially serving as a Financial Consultant before assuming her current role in 2025. Her professional experience spans multiple roles in the financial services industry, including positions as an Investment Consultant at Transamerica Financial Advisors and Pacific Advisors from 2016 to 2019, Sales Development Group Manager at The Private Bank, MUFG Union Bank from 2012 to 2015, Nonprofit Business Development Manager at The American Funds Group from 1999 to 2009, and Client Relationship Manager at Capital Research and Management Company from 1992 to 1999. She holds a California Insurance License. Outside of her professional work, Krista enjoys attending concerts, playing golf, spending time with pets, reading, singing, and skiing.

Jonathan Ford is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Mengying Huang is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and seven years of industry experience. Prior to joining Cetera, Huang worked at Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers through its multi-manager platform.

Nora Semerjian is a Series 66-licensed advisor with Stifel, based in Long Beach, CA, and has 11 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously at Wells Fargo Clearing from 2016 to 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Dane Braunecker is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones for three years and has over a decade of experience with Murad LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jordan Opre is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, he was involved with Bandcamp LLC for two years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Jamie White is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning with discretionary and non-discretionary portfolio management and access to alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Robin Morishita is a financial advisor with Ameriprise in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory work, she is involved in independent insurance brokering with United Healthcare Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to create and tailor retirement income plans, while offering a broad range of advisory, brokerage, and insurance solutions.

Alison Sabran is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 18 years of industry experience. She has held positions at several firms including Cetera and EP Wealth Advisors before joining LPL Financial in 2018. Outside of her advisory role, Alison is involved in tax preparation and accounting as a CPA/PFS and has a minority interest in an insurance services firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Jason Maetani is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2012, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gabriella Burke is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016, with a brief gap in 2017. Outside of her advisory role, Burke works as a fitness coach at Orange Theory Fitness and operates a personal training business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Kirk Sheby is a Series 66-credentialed financial advisor with 16 years of industry experience, currently with LPL Financial since 2017. He previously worked at National Planning Corporation from 2009 to 2017. Outside of his advisory role, he is involved in tax preparation through Sheby Financial Group. 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 services, including financial planning and access to model portfolios and third-party asset managers, supported by operational tools and a broad spectrum of financial products.

Kay Yamada is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 designations and over 39 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and was previously with Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured discovery conversations and firm-approved planning tools to support clients, managing approximately $2.74 trillion in assets.

Aaron Volen is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been affiliated with Bank of America and Merrill since 2002. Outside of his advisory role, he serves as an officer at Pageant Coaching & Designs Inc., a company specializing in pageant coaching and consulting. 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 for individuals, high-net-worth clients, and various institutional investors.

Derek Kokubun is a financial advisor with Raymond James Financial in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS and Concurrent Advisors before joining Raymond James in 2019. Outside of his advisory role, he serves as president of Wolfley Wealth Management, a support company based in Long Beach. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.