Gabe Taylor is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He specializes in understanding clients' unique financial situations and co-creating detailed plans to help them achieve financial peace of mind. Prior to his current role, Gabe worked as a Financial Consultant at Etrade Financial in 2021, a Senior Financial Consultant at TD Ameritrade from 2015 to 2021, and a Vice President, Financial Consultant at Charles Schwab from 2007 to 2015. Gabe holds a California Insurance License, which supports his ability to provide comprehensive financial consulting services. Outside of his professional work, he has personal interests that include the beach, comedy, music, parenthood, and reading.

James Wheat is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016. Prior to that, he was with A. G. Edwards & Sons, Inc. and Ameriprise Advisor Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics along with a wide range of brokerage and advisory solutions.

Yasha Maylamyan is a financial advisor at UBS Financial Services with a Series 66 designation and experience in the financial industry beginning in 2025. Prior to joining UBS, Yasha worked at U.S. Bank N.A. and has held roles in various sectors including banking and retail in Armenia and the United States. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Lauren Phan is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 credential and previously worked at City National Bank and RBC Capital Markets, LLC. Prior to her financial services career, she spent 28 years associated with Rolling Hills Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party managers to implement portfolios.

James Wong is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., Ameriprise, and various insurance carriers. Wong has also operated a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a network of over 22,800 advisors.

Gerald Montegani Jr. is a financial advisor with UBS Financial Services in Seal Beach, CA, holding Series 63 and Series 65 credentials. He has 33 years of industry experience and has been with UBS Financial Services since 2008. He serves as a committee member with St. Bonaventure Church. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing research and proprietary asset allocation models to tailor strategies to clients’ goals and risk tolerances.

Daniel Hwang is a Series 66-licensed financial advisor with Wells Fargo Clearing in El Segundo, CA, with 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 advisors. The firm offers a range of brokerage and advisory solutions and provides retirement plan services including consulting, investment selection, education, and performance reporting.

Anthony Hernandez is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In this role, he partners with individuals and families to develop and maintain customized financial plans focused on their life goals. Prior to his current position, Anthony worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he was a Retirement Specialist at SchoolsFirst Federal Credit Union from 2013 to 2021. He holds a California Insurance License.

Genevieve Estebar Baker is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Brian Beggs is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His prior roles include positions at US Tech Solutions, Prudential Insurance Company of America, and The Schulten Group of Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to guide its investment approach.

Cynthia Moreno is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including Merrill, UBS Financial Services, and Morgan Stanley. Outside of finance, Moreno is an independent Mary Kay consultant and serves on committees for two Christian fellowship organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Veronica Kern is a financial advisor with UBS Financial Services in El Segundo, CA, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Morgan Stanley, J.P. Morgan Securities, Bank of America, Merrill, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing proprietary research and a range of capital markets products.

Jung Min Chun is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Morgan Stanley, Chun worked at JP Morgan Chase Bank and First Republic Securities, among other financial institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and a structured discovery process.

Thomas Hobbs is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Ashley Cecala is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing Services LLC. Ashley took a one-year professional hiatus before returning to the financial sector. 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 institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools.

Neel Hasan is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Cetera. His prior roles include positions at Merrill and Bank of America, among others. Outside of his advisory work, he is a member of Blu Lotus LLC, a real estate business. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and oversees more than $256 billion in assets under management.

Shemirel Guzman Hernandez is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Hernandez worked at Bank of America, N.A. Since 2018, Hernandez also held various roles outside the financial industry, including positions at Pechanga Resort and Casino and Bath and Body Works. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Sean Mclaughlin is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Outlier Ai, BetteredU, Rooftop Cinema Club, Fresh Brothers Pizza, and Screen Gems Furniture Accessories. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its regulatory registrations and advisory roles with multiple registered investment companies.

Cesar Delgado Hinojos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Capstone Capital, and U.S. Bancorp Investments. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

James King is a financial advisor with LPL Financial in Lakewood, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at U.S. Bancorp Advisors, LLC for six years and Wells Fargo Investments, LLC for one year before joining LPL Financial in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a broad platform supported by research and technology tools.