Mark Powell is a financial advisor with LPL Financial in Orange, CA, holding a Series 66 credential and 20 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he streams on Twitch and has participated in game testing for Microsoft. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, and other organizations. The firm offers a range of advisory programs, financial planning services, and utilizes research-supported model portfolios and advanced technologies in its investment management.

Pengnian Chu is a CFP® professional with 21 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously spent 16 years with Waddell & Reed Inc and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by a range of model portfolios and research resources.

Michael Murphy is a financial advisor with OSAIC in Cypress, California, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Prior to joining OSAIC in 2024, he worked with Linsco/Private Ledger Corp. He is a partner in the CPA firm Murphy, Murphy & Murphy and serves on the boards of several nonprofit organizations, including the Haynes Fund and Orange Catholic Foundation. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm uses asset-allocation tools and automated rebalancing to manage portfolios with a range of investment products and supports various third-party managed-account solutions.

Kristi Bae is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009. J.P. Morgan Securities LLC 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 delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Hannah Etherson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2019 and previously worked for eight years at Train Insane Gym. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Redjaian is a financial advisor with Fidelity Investments and holds a Series 66 designation. He has one year of industry experience and has been with Fidelity since 2023. Prior to his advisory role, his background includes work in the fitness industry, university employment, and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing investments across mutual funds, ETFs, and ETPs.

Davin Saluja is Vice President and Branch Leader at Fidelity Investments in Seal Beach, where he leads a team of wealth planning professionals dedicated to building long-term client relationships focused on individual needs and goals. He ensures clients have access to Fidelity's technology, insights, and specialists to support their wealth planning journey. Davin has been with Fidelity Investments since 2016. Prior to that, he held roles at Charles Schwab & Co, serving as Vice President - Financial Consultant from 2005 to 2016 and as Client Service Specialist from 2004 to 2005. He holds a California Insurance License. Outside of his professional role, Davin's interests include family activities, fitness, food, military service, motorcycles, and scuba diving.

Shane Kim is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked exclusively with JP Morgan affiliates since 2016. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Evan Ling is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Ling is an investor in multiple partnerships established since the 1980s. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Andrew Lee is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2015. Outside of his advisory role, he is involved in a small-scale commerce activity focused on buying and reselling items. J.P. Morgan Securities LLC 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 multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Anthony Sayavong is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. Prior to joining OSAIC, he worked at SagePoint Financial, Inc., and has a background that includes several roles in the food service industry as well as full-time education. Additionally, he provides support as a financial paraplanner and advisor assistant to another financial professional. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and advisory platforms, financial planning, retirement consulting, and access to third-party money managers, employing various asset allocation tools and portfolio management strategies.

Joshua Felsenfeld is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2001. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Hai En Sun is a Certified Financial Planner® at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at iStarUSA from 2016 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jessica Ornelas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Her work history includes roles at Bank of America, Merrill, and Zutila, Inc., along with earlier positions outside finance during her time at the University of California, Irvine, In-N-Out Burger, and Pacheco High School. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Osvaldo Sicairos is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles at Wells Fargo Clearing and U.S. Bank, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI, and its formal advisory roles to multiple investment companies.

Nathan Forrest is a financial advisor with Edward Jones in Placentia, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. 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 nationwide network of advisors and branch offices.

Kevin Chen is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including roles at Veltek Inc and JPMorgan Chase Bank. Outside of his advisory work, he is involved with Veltek Inc, a manufacturing business specializing in power transformer parts, where he manages order placement and shipping. J.P. Morgan Securities LLC 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 to support client decision-making.

John Koh is a CFP® with 24 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at BMO Bank N.A., LPL Financial, Bancwest Investment Services, and Bank of the West. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ken Lee is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, N.A., and Chi Hyung Lee. He has worked at Merrill since 2017. 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 strategies managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Guillen is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing nine years of industry experience. His prior roles include positions at Charles Schwab, Wells Fargo, and Stifel Nicholaus. Outside of his advisory work, Guillen serves as an Assistant Scoutmaster for the Boy Scouts of America and is a partner at Audie Murphy Oasis, where he helps prepare a rental pool for guests. He also serves in the U.S. Navy Reserve as a Petty Officer Second Class. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates with a broad range of registrations and product offerings uncommon among peers.