Jared Hemann is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. He has worked at Wells Fargo Clearing in two separate periods, totaling seven years, with additional experience at San Diego State University and the University of California, San Diego. 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 management grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and serves as an ERISA fiduciary when providing investment advice.

Debi Vasques is a financial advisor at Edward Jones with 36 years of industry experience. She has been with Edward Jones since 1995 and holds the Series 63 and Series 66 designations. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Morley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he occasionally works part-time for Lucasfilm, portraying Darth Vader in various media and promotional appearances. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored, discrete planning engagements.

Barry Pinsky is a financial advisor with UBS Financial Services in Sherman Oaks, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 18 years with UBS. He has authored an article for a professional CPA magazine. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Kevin Miller is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade. Charles Schwab 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 employs multi-asset model portfolios supported by Schwab’s research and alternative investment due diligence.

Dennis Clapp is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with J.P. Morgan Securities and has held prior roles at Bank of America, Merrill, and Wells Fargo. Outside of advisory work, he owns a holding company for collector cars and manages a car storage rental business. Additionally, he is involved with the Chinese Culture Development Center as a social media influencer documenting cultural events. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research, offering a range of eligible investment strategies supported by affiliates.

Matthew Piedmonte is a financial advisor with Ameriprise in Westlake Village, CA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement‑income planning focused on dependable income sources and tax‑aware withdrawal strategies.

Isaac Iny is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group for 21 years, Wells Fargo Clearing for one year, and Prudential Equity Group, LLC for five years. He is also involved as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various financial planning and portfolio management options supported by tools like machine learning, serving a large network of over 22,800 advisors and managing substantial discretionary assets.

Richard Burress is currently Vice President and Branch Leader at Fidelity Investments, a position he has held since 2014. In this role, he leads a team of financial professionals dedicated to collaborating with individuals and families to develop comprehensive financial plans. Prior to this, he served as Assistant Branch Office Manager at Fidelity Investments from 2012 to 2014. His earlier experience includes serving as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2000 to 2012 and as an Investment Advisor at John Hancock Financial Services from 1999 to 2000. Richard holds a California Insurance License. Outside of his professional responsibilities, Richard's personal interests include activities such as scuba diving, snowboarding, swimming, traveling, and spending time at the lake.

Michael Kent is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011, with prior experience at Chase Investment Services Corp. and TD Ameritrade. 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 searches, and customized performance reporting, supported by centralized due diligence and a blend of quantitative and qualitative research.

Trevor O'Shaughnessy is a Financial Consultant currently working at Fidelity Investments since 2025. He has experience as an Investment Consultant at Fidelity Investments from 2024 to 2025, a Financial Advisor at Tamar Securities, LLC from 2023 to 2024, and a Financial Representative at Northwestern Mutual from 2022 to 2023. Trevor holds a California Insurance License. He focuses on working with clients to help instill confidence in their financial future by assisting them in developing actionable plans to pursue their financial goals. Outside of his professional work, Trevor has interests in cars, football, golf, music, parenthood, and pets.

Sarah Fodrea is a Vice President and Wealth Planner at Fidelity Investments, where she has worked since 2015. In her current role, she partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Sarah emphasizes building strong relationships with clients and their families based on trustworthiness, reliability, and competence. Prior to becoming Vice President, Wealth Planner, Sarah held roles as a Financial Consultant and Investment Consultant at Fidelity Investments. Her career also includes extensive experience at AIG Capital Services, Inc., where she served as Director of Internal Sales, Manager of Internal Sales, and Internal Wholesaler from 2000 to 2015. She holds a California Insurance License.

Kevin Wright is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Jeff Kritzberg is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in the sale of small group health insurance through the Kaiser Foundation Health Plan, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven approach to investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Hyunseon Roe is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His current tenure at LPL Enterprise began in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Brandon Fraye is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and having two years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at UBS from 2019 to 2021 and has held various roles outside the financial services sector, including positions at California State University Northridge and The Sandwich Spot. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Brian Schwartz is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Western International Securities, Financial West Group, Ameriprise, Citigroup Global Markets, Merrill, and Morgan Stanley. In addition to his advisory work, he is involved in legal services as an attorney. 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 comprehensive advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across a variety of asset classes.

Jeffrey Cordova is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has 17 years of industry experience, including roles at Ameriprise since 2016. Outside of his advisory work, he serves as President on the Board of Directors for Valley Circle Estates HOA in Sherman Oaks, CA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Esteban Sanchez is a Financial Consultant at Fidelity Investments, where he has been working since 2016. He has more than a decade of experience in financial services, having held roles as an Investment Consultant from 2014 to 2016 and as a Financial Representative from 2013 to 2014 within the same company. His expertise includes developing comprehensive financial plans tailored to individual client needs. Esteban holds a California Insurance License, supporting his work in financial consulting. Outside of his professional role, Esteban has personal interests in camping, family activities, hiking, movies, and volunteering.

Jeff Selman is a Financial Consultant currently working at Fidelity Investments since 2021. In his role, he focuses on developing personalized financial plans tailored to individual client needs and goals, guiding clients through various stages of their financial lives. Jeff's professional experience includes positions as an Investment Consultant and Relationship Manager at Fidelity Investments, as well as a Financial Consultant at Equitable Advisors from 2016 to 2020. He holds a California Insurance License, supporting his work in financial planning and advisory services.