Shiqing Deng is a financial advisor at Edward Jones in Orange, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Deng worked for Societe Generale Corporate and Investment Banking from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory services through a large network of financial advisors and branch offices nationwide.

Mena Eskander is a financial advisor with J.P. Morgan Securities in Tustin, CA, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with J.P. Morgan Securities and affiliated entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.

Steven Ditch is a CFP® with 44 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Advisors LLC since 2013 and also operates Harrison Tax Service Inc., a tax preparation business he has owned since 1975. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a large network of over 10,000 advisors and managing assets exceeding $256 billion.

Kristin Brkich is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked with JMB Financial Managers, Inc. since 1992 and currently serves as the corporate treasurer there. Kristin is also the chairperson of the board of directors at Servite High School. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Wendy Wei is a financial advisor with Merrill and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including 14 years with Bank of America, N.A. and Merrill. Prior to that, she worked at Wells Fargo Investments and Wells Fargo Clearing. Outside of advising, she serves as a general partner and managing member of two single-member LLCs unrelated to investment activities. 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 for a broad client base including individuals, high-net-worth clients, and institutional investors.

Christopher Keys is a financial advisor with Equitable Advisors in Tustin, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Keys is the owner of an accounting practice and serves as Director and Treasurer for Friends of the Sea Lions, a marine mammal center. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm delivers its services through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for model implementation.

Xi Li is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Li has been with Bank of America 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Gary Cremo is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 registrations and possessing 42 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a tenure at Community BANK from 2006 to 2022. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Sharon Wilson is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at TradeStation Securities. Outside of finance, she is involved with the I.A.T.S.E. Local 80 union and works as a driver for ride-sharing services. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning using structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Singer Huang is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 registrations and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience with JPMorgan Chase Bank and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting for clients who retain final decision-making authority.

Craig Wong is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and The Elite Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Mark Garcia is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following prior roles at Merrill and Banc of America Investment Services, Inc. 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 combines brokerage and advisory solutions supported by research and analytics.

Kathryn Hackney is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including SchoolsFirst FCU, CUNA Brokerage Services, and Orange County Credit Union. She currently serves as a financial advisor at SchoolsFirst FCU alongside her role at LPL Financial. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Hieu Nguyen is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Morgan Stanley and MassMutal Life Insurance Company. Prior to his advisory career, he was employed at K-V Engineering, Inc. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Brandon Dunn is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jackie Lewis 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 been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

James Owens is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Since 2009, he has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He serves as a board member and treasurer for the SBC Community Homeless Coalition, a charitable organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment services.

Laura Richards is a financial advisor at LPL Financial with 19 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2025, she worked at Bank of America and Merrill, spanning a combined 19 years in those firms. 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 various advisory services and platforms, including financial planning, model portfolios, third-party asset management, and institutional programs, supported by a network of over 22,800 advisors.

Reid Williams is a financial advisor at OSAIC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Woodbury Financial Services Inc. and Jack Keeter & Associates. Outside of his advisory role, he operates a sole proprietorship as an insurance agent, focusing on the sale of term life, fixed life insurance, and annuities. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers both brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Fei Chen is a financial advisor at Equitable Advisors with five years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2023, Chen worked at several firms including Avantax and Prudential Insurance Company of America. Outside of advisory work, Chen is involved in multiple accounting and tax-related ventures, including serving as CEO of Biz Friend, Inc. and as a board member of the Chinese American CPA Association. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and provides ERISA fiduciary services without sponsoring its own wrap fee program.