Nathan Logan is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, he spent one year at Citigroup Global Markets, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning through structured discovery and modeling techniques.

Henry Hong is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase Bank and J.P. Morgan Securities since 2015. 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, distribution, and investment management capabilities, delivering services through a select group of Wealth Advisors.

Joseph Skaggs is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, previously serving as a Relationship Manager and High Net Worth Associate. Prior to joining Fidelity, Joseph worked at Vanguard from 2014 to 2021 in various capacities, including Fund Access Operations Administrator, Senior Investment Specialist, and Investment Specialist. Joseph holds a California Insurance License and focuses on providing personalized financial guidance to help clients make informed decisions. His approach emphasizes building strong client relationships through understanding individual financial goals, trust, and transparency. Outside of his professional career, Joseph enjoys gardening, horseback riding, playing musical instruments, scuba diving, surfing, and traveling.

Alexander Velto is a financial advisor at UBS Financial Services with 47 years of industry experience. He has been with UBS since 2013. Velto serves as CEO of the Sunny Brown Foundation, which provides scholarships, and is a board member and treasurer of the Keala O Wailea Homeowners Association in Maui, Hawaii. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, offering proprietary research and a wide range of capital markets activities.

Peter Paik is a CFP® professional at Morgan Stanley with 13 years of industry experience. He previously worked at UBS Financial Services before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is involved as a partner in a technology firm, Moniak Holdings LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, combining tailored financial planning and investment strategies supported by firm-approved tools and research.

Cory Justus is a financial advisor with Edward Jones in Chino Hills, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he spent 12 years at Azusa Pacific University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Albert Cline is a financial advisor with OSAIC based in Yorba Linda, CA, holding a Series 63 designation and nearly five decades of industry experience. His prior roles include long tenures at Woodbury Financial Services and AIG Financial Advisors, along with ownership of Van Cline & Associates Insurance Services, where he sells fixed life insurance and fixed annuities. He is also a grantor of The Cochocton Foundation, a scholarship fund established in memory of his late father, awarding a college scholarship annually. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools and risk assessments to construct portfolios that include various investment vehicles and supports discretionary and non-discretionary account management.

James Zivich is a financial advisor with LPL Financial in Fullerton, CA, holding a Series 63 designation and over 42 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1995. Outside of advising, he teaches investment education classes for the Fullerton Community Services program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management primarily delivered by investment adviser representatives using a range of strategic and tactical investment options.

Jennifer Kim is a financial advisor with Merrill in Fullerton, CA, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2004, totaling 22 years at the firm. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Carlson is a financial advisor at Edward Jones in Rancho Cucamonga, CA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and was self-employed from 2014 to 2017. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Matthew Adragna is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes three years at Wells Fargo Clearing and multiple periods at Edward Jones totaling nine years. He is based in Yorba Linda, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large nationwide network of financial advisors and branch offices.

Mindy Cutler is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. She began her career 25 years ago with Bank of America and has been with Merrill Lynch Wealth Management for the past 2.5 years. Mindy focuses on providing personalized wealth management strategies tailored to clients' unique financial goals and circumstances. Her areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, women and wealth, and retirement income. Mindy is a Personal Investment Advisor (PIA) and is fluent in English and Chinese. She attended Citrus College without obtaining a degree. Outside of her professional role, Mindy is involved with the Second Harvest Food Bank in Irvine, California. In her personal time, she enjoys cooking, baking, gardening, playing pickleball and tennis, and watching movies.

Charles Lewis is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2017 and is currently associated with Bank of America. Outside of his advisory role, he is listed as the owner of BRWNSKNGRL LLC, a specialty gifts business operated by Dana Lewis. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dennis Priest is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at several firms including Benefit Funding Retirement Services, Royal Alliance Associates, and Cetera Wealth Services. Priest also provides financial planning and consulting through Benefit Funding Retirement Services, an independent registered investment advisory firm. 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 and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Cindy Havenhill is a CFP® professional affiliated with LPL Financial, where she has worked for over 31 years and has 36 years of industry experience. She holds a Series 63 license and operates a DBA business under LPL focused on wealth and risk management. 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 advisory and brokerage services, including financial planning and access to third-party asset management, with a notable scale of over 22,800 advisors and $819 billion in discretionary assets under management.

Kurt Chen is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. His prior experience includes roles at National Planning Corporation and Woodbury Financial Services, Inc. He is also president of Genuine Financial Services, a firm involved in life and fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad financial services network.

Alan Nakamura is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm for over three decades, providing clients with customized financial counseling tailored to their individual goals, needs, and risk tolerance. Alan's approach focuses on client goal-oriented asset management, and he specializes in areas including college education planning, family wealth management strategies, portfolio management services, small business strategies, and retirement income. Alan holds a Bachelor's Degree from San Diego State University and a Master of Business Administration from Indiana Wesleyan University. He is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His commitment to service extends beyond his professional role; Alan serves on the boards of Forest Home Christian Camp and OC United and is part of the leadership team of the Merrill Christian Focus Group. Previously, he served as an elder at his local church. Residing in Yorba Linda with his wife Sharon, Alan enjoys spending time with their four children and three grandchildren. His personal interests include golfing, soccer, and traveling.

Diana Shoemaker is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following a 17-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services without providing individual security recommendations as part of its standalone planning programs.

Alyson Stark is a financial advisor with LPL Financial in Claremont, CA, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Pearson and NEXT Trucking, and she briefly operated Stark Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gary Hall is a financial advisor with Charles Schwab in Brea, CA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Charles Schwab since 2013 and with Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.