Curtis Wolfslau is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2018. He is also affiliated with Chapman University since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers various advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Dat Nguyen is a financial advisor at Fidelity with Series 65 and Series 66 credentials and two years of industry experience. His prior roles include positions at Western Governors University and Logic Wealth Management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Mark Thornburg is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding a Series 63 designation and 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory career, he is a partner in a golf driving range business in Lewisville, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations, utilizing proprietary research and tools, with an approach that integrates advisory services alongside other financial products.

Mark Givenrod is a Series 66-licensed financial advisor with LPL Financial, based in Cerritos, CA, and has 21 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 15 years and has been involved with SchoolsFirst Federal Credit Union for 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Audrey Hong is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 26 years of industry experience. She has worked at Linsco/Private Ledger since 2007, following prior roles at Citicorp Investment Services and Ameriprise. Outside of advisory work, she is involved in selling fixed and long-term care insurance through Orange County Investment Group. 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 services, utilizing various portfolio management strategies and technology tools to support advisors.

Susan Ellena is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, she holds ownership and board roles in several private companies, including a sand and gravel business and a freight brokerage firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a wide range of planning options for clients meeting a net-worth threshold, with tailored recommendations supported by Wells Fargo’s research and planning tools.

Saurin Munshaw is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Outside of advising, Munshaw owns a photography business and serves as president and CEO of Sterling Wealth Management, LLC. He is also a co-trustee of an immediate family trust. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and investment options.

Eva Choi is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. She has worked at Bank of America, N.A. and Merrill since 2008. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions. The firm utilizes internal and third-party investment models and offers strategic asset allocation with tax-aware options.

Kimberly Jaso is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Kimberly is also a commissioned notary in California. 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, model portfolios, third-party asset management, and institutional platforms.

Jessica Pasco is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and previously worked in various roles including at Manire Management Inc and firms in the technology and recruitment sectors. Pasco is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisers using both proprietary and third-party portfolios and tools.

Matthew Goschnick is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 designation and nearly a decade of industry experience. His prior roles include positions at Prudential Financial and Salient Wealth Planning Group. 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 supported by a large network of advisors and utilizes various portfolio strategies along with operational tools to aid advisors.

Philip Fried is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 designations and possessing 39 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and joined LPL Enterprise in 2024. 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 primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

William Sornstein is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 designation and 44 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Mass Mutual Investors Services. Outside of his advisory role, he is the founder and chief instructor of the Fudoshin Aikido Center, a martial arts training and instruction facility. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Ramirez is a financial advisor with Ameriprise in Buena Park, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise since 2016, including his current role since 2020. His other business activities include fiduciary services and acting as a personal representative. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Curtis Hughes is a financial advisor at LPL Financial with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Conway Investment Partners, Grove Point Investments, H. Beck, Inc., and Merrill. Outside of his advisory work, he is a licensed insurance producer and a realtor involved in property transactions for clients. 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 with a focus on customized strategies, third-party asset management, and institutional platforms.

Larry Aguayo is a financial advisor with Ameriprise in Huntington Beach, CA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Siyuan Li is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Merrill and Bank of America in 2026, Li held roles at JP Morgan Chase Bank, J.P. Morgan Securities, and Cathay Bank. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Melissa To is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2012 and is currently affiliated with Morgan Stanley Private Bank, National Association. To holds a Series 66 designation. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured tools and analyses such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both individual and employer-sponsored financial planning services.

Barrett Jackson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and is a Certified Financial Planner (CFP®) professional, as well as holding designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Barrett partners with the NCD Group at Merrill Lynch, focusing on delivering customized wealth planning solutions tailored to clients' risk tolerances, time horizons, liquidity needs, overall investment goals, and associated costs. Barrett graduated from the California State University system with a Bachelor's degree, majoring in Business-Finance and minoring in Economics. His client focus areas include divorce transition planning, employee benefits planning, family wealth management strategies, individual and corporate investment strategy, and retirement income. He is affiliated with the professional organization Western Hills Country Club and is involved in the community through groups such as the 26.2 Club. Outside of his professional work, Barrett enjoys participating in activities such as baseball, basketball, fishing, golfing, running marathons, skiing, wood working, and spending time with his family. He resides in La Habra with his wife, Darlene, and their two daughters. They engage in volunteering and community service through churches and various running organizations.

Paul Hoang is a financial advisor with J.P. Morgan Securities in Chino, CA, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2015 and previously held roles at Wells Fargo Clearing and Wells Fargo Investments. 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. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.