Jerren Eldridge is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial for two years. Before joining the financial industry, he spent nearly three decades employed at Trader Joe's. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 advisors and 15,000 branch offices.

Scot Hicks is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Independent Financial Group, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding on implementation through brokerage or advisory programs.

Jeffrey Miyahara is a financial advisor with LPL Financial in Corona, CA, holding a Series 66 designation and bringing seven years of industry experience. He previously worked at Edward Jones for four years and has held teaching roles at various colleges including Rio Hondo College, Santiago Canyon College, and California State University Fullerton. Outside of advising, he manages a business entity for tax and investment purposes. 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 financial planning and investment management services through a large network of advisors and supports its platforms with research and operational tools.

Joseph Deschenes is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2014 before joining Wells Fargo Clearing in 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research and analytics to support its investment approach.

Morisea Davis is a Series 66-credentialed advisor at J.P. Morgan Securities with 12 years of industry experience. Prior to joining J.P. Morgan in 2026, she held roles at P2P-180, Wells Fargo Advisors, Truist, and Edward Jones. Outside of her advisory work, Davis owns a retail business based in Wilson, North Carolina. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Trisha Vo is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. She previously worked at Bank of America, Merrill, and City National Bank before joining JPMorgan in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Daniel Lopez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with J.P. Morgan affiliates since 2008 in various roles, including multiple positions within J.P. Morgan Securities and JPMorgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence supported by a centralized manager solutions team and incorporates forward-looking capital market assumptions and an ESG eligibility framework.

Anthony Kramer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 10 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating an ESG eligibility framework and a broader range of derivatives and commodities capabilities.

Mely Ramoran Hughes is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 designations and 26 years of industry experience. She previously worked at Wells Fargo Investments, LLC from 2001 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Scott Hanna is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Vanessa Hollon is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. She has held roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., and JP Morgan Private Bank since 2019. Prior to joining the financial sector, she was employed at MVP Security Systems and attended the University of California - Los Angeles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with a mix of quantitative and qualitative research, supporting a range of eligible strategies that may include an ESG eligibility framework.

Zeyn Ali is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2014. Outside of his advisory role, he is involved in a family-owned bakery business. 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 Wells Fargo Investment Institute’s research and analytics.

Kyle Mabe is a financial advisor at Edward Jones with five years of industry experience. He holds Series 66 and Series 63 designations and has worked in various roles across multiple firms, including Mercer Investment Management and Eventide Asset Management. Kyle has been with Edward Jones since 2023. 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 solutions, supported by a large national network of advisors and branch offices.

Jesse Serra is a financial advisor with Charles Schwab in Irvine, CA, holding a CFP® designation and Series 63 and 66 licenses. He has 11 years of industry experience, with prior roles at JP Morgan Securities and JPMorgan Chase Bank from 2015 to 2022 before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base of 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by ongoing research and alternative investment due diligence.

Jeremiah Nelson is a financial advisor with Thrivent Investment Management in Anaheim, CA, holding a Series 66 designation and five years of industry experience. His career includes roles at Thrivent Financial since 2021 and prior experience with Heritage Oak Private Education from 2015 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics. The firm offers these planning services separately from portfolio management and supports periodic review and updates through its network of advisors.

John Kendall is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for five years before joining Schwab in 2018. He serves as a non-paying board member of Christian Arts & Theater, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Khalid Eldadah is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016, with prior roles at Lyft and Uber. Outside of finance, he owns and operates vending machine businesses focused on healthy snacks. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Vincent Hurd is a financial advisor with Merrill holding a Series 66 credential and no prior industry experience. His recent work history includes roles at Bank of America, N.A., Merrill, Hertz Global Holdings, and various positions outside the financial industry, including involvement with the Inland Empire Community Foundation. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Wolf is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Victor Kubo is a financial advisor at Wells Fargo Clearing with 29 years of industry experience and holds Series 63 and Series 66 designations. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, leveraging research and analytics to support diversified investment strategies.