Kevin Phillip is a financial advisor with UBS Financial Services in San Pedro, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Painewebber Inc and UBS Financial Services since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing services such as principal trading, market-making, and proprietary research to support client investment strategies.

Joseph Halder is a financial advisor with Mass Mutual Investors Services in Santa Ana, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 32 years of industry experience and has been with MassMutual and its affiliated firms since 1987. He serves on the board of directors for St. Lucy's Priory High School, an all-girls Catholic high school. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers tailored financial planning using advanced analytical tools and event-driven planning programs, including estate and employer-sponsored planning.

Eddie Rivera Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017. Prior to that, he was employed at PFS Investments Inc. and Primerica Financial Services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis with an in-house due-diligence framework.

Allison Fujimoto is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a one-year tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Lucas Hyman is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he was involved with several production and entertainment companies, including A Lucas Hyman Production, Inc. and Exit 39, Inc. He also has outside employment with Unbothered, 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 investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

William Bensing is a financial advisor at UBS Financial Services with a Series 66 credential and less than one year of industry experience. Prior to joining UBS, he served in the United States Marine Corps for four years and worked at High Impact Partners for two years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Tess Buenaventura is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wayne Sellar is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Merrill, Santander Securities, and several credit unions in Southern California. He is involved in mortgage and real estate services through Real Estate Ebroker Inc. 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 various advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform with discretionary and non-discretionary investment strategies.

John Razon is a financial advisor with Fidelity Investments in Long Beach, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Wells Fargo Advisors and Barnes & Noble, Inc. Outside of his advisory work, he provides luxury rideshare services as an independent contractor for both Lyft and Uber. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Natalie Beaini is a financial advisor with J.P. Morgan Securities in Buena Park, CA, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at J.P. Morgan Securities since 2021 and has prior experience with JPMorgan Chase Bank, N.A., LPL Financial, and Antelope Valley College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and strategies through its Institutional Consulting Services program.

Olabisi Oduguwa is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Prior to joining LPL Financial in 2015, Olabisi worked at firms including Valic Financial Advisors, CUNA Brokerage Services, and Morgan Stanley. She is involved with Brillia Enterprises and Benchmark Wealth Management, entities associated with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions using both proprietary and third-party strategies and supports its advisors with technology and operational tools.

Samuel Westermann is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. Prior to his current role, he worked at LendingClub Corporation for five years. He is also an independent insurance agent representing various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of model-based and discretionary strategies.

Joseph Pena is a CFP®-credentialed financial advisor with 42 years of industry experience, currently serving clients at LPL Financial since 2017. Prior to joining LPL, he worked at National Planning Corporation and has operated his own tax preparation and accounting practice for over five decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment strategies and utilizes technology tools for operational support, managing over $819 billion in discretionary assets through a large network of advisors.

Melissa Kenshalo is a CFP® professional with 24 years of industry experience, currently advising at Ameriprise in Tustin, CA. Her prior roles include positions at Eagle Strategies, NYLife Securities, New York Life Insurance Company, Stifel Nicolaus & Co Inc, RBC Capital Markets, Bank of America, and Merrill. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients nearing or in retirement with written recommendations and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Nicolas Bamont is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has worked within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Since 2022, he has been involved in marketing activities at Red Bull North America. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers planning services through Financial Advisors and its Estate Planning Strategies Group.

Erick Gabler is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Gabler also serves as a trustee and co-trustee for a trust based in Fullerton, California. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its services.

Tammy Macarthur is a Series 66 licensed financial advisor with six years of industry experience, currently serving clients through LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed Inc and Darci Kelley, alongside involvement with various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, wrapped and model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and diverse operational tools.

Micah Willis is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His background includes roles at Merrill Lynch and the Port Theater, as well as a position at the Mihaylo College of Business and Economics at Cal State Fullerton. 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 and model portfolio programs, supported by various investment strategies and technology tools.

Kenneth Whittenbury is a CFP® and Series 66 designated advisor with Edward Jones in La Palma, CA, with 17 years of industry experience, all at Edward Jones since 2009. Outside of his advisory role, he owns an income property in Bullhead City, AZ. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices.

Rendi Wijaya is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with JPMorgan Securities LLC since 2015 and previously operated his own advisory practice from 2009 to 2019. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.