Mary Bui is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 23 years of industry experience. She has worked at LPL Financial since 2022 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. In addition to her advisory role, she serves as a secretary and tax preparer for Wise Financial Solutions. 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, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Neel Hasan is a CFA® charterholder with eight years of industry experience. He is currently with Cetera and its affiliated entities, where he has worked since 2021. Prior to that, he was employed at Institutional Cash Distributors, LLC and Merrill. Outside of his advisory role, he is a member of BLU LOTUS LLC, a real estate LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to various investment strategies and program structures.

Shemirel Guzman Hernandez is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Hernandez worked at Bank of America, N.A. Since 2018, Hernandez also held various roles outside the financial industry, including positions at Pechanga Resort and Casino and Bath and Body Works. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Sean Mclaughlin is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Outlier Ai, BetteredU, Rooftop Cinema Club, Fresh Brothers Pizza, and Screen Gems Furniture Accessories. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its regulatory registrations and advisory roles with multiple registered investment companies.

Cesar Delgado Hinojos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Capstone Capital, and U.S. Bancorp Investments. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

James King is a financial advisor with LPL Financial in Lakewood, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at U.S. Bancorp Advisors, LLC for six years and Wells Fargo Investments, LLC for one year before joining LPL Financial in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a broad platform supported by research and technology tools.

Janet Hernandez Ramos is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2012. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Donna Phelan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a self-employed author and a teacher at the Redondo Beach Center for Spiritual Living, where she leads a course on women, money, and prosperity. 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 advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Sean Gauss is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, following eight years at Merrill. 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 advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christopher Anderson is a CFP® professional with 10 years of experience in financial advising. He is currently with Cetera and has also worked at MEA Wealth Advisors and Cetera Advisors LLC. Outside of his advisory roles, he is involved in managing administrative services for MEA Wealth Advisors and owns a produce orchard business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a wide range of investment programs and access to third-party managers, supporting advisors in constructing customized portfolio strategies.

Elaine Sarnoff is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Neuberger Berman BD LLC. Elaine also spent time with the In-Home Supportive Services Program from 2016 to 2018. 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 delivers non-discretionary advice through select Wealth Advisors, supporting clients in final decision-making.

Christopher Arnaldo is a financial advisor with Edward Jones in Long Beach, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Enterprise Holdings Inc. for 18 years. Outside of his advisory role, he is involved in a technology and software business, DealersGear, assisting with client relationships. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated capabilities, supported by a large network of financial advisors and branch offices nationwide.

Tyler Horgan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has also been affiliated with the University of Southern California since 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sean Payne is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has been with Edward Jones since 2002. Payne serves as a board member emeritus for the Los Alamitos Education Foundation and is an active board member of Precious Life Shelter in Los Alamitos, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Austin Arata is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Kinecta Financial & Insurance Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that partners with advisors like Austin to deliver tailored retirement-income recommendations.

Christopher Olson is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at VectorUSA, Relocity, Inc., Data Analysis Inc., and Kforce Inc. Olson operates JW Financial Strategies as a DBA for his LPL business. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cory Mak is a financial advisor with Merrill based in Manhattan Beach, CA. He holds a Series 66 designation and has experience working with Bank of America, N.A. from 2017 through 2026. Prior to his current role, he also worked briefly in the retail and hospitality sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mai Park is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Morgan Stanley. 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 supported by various investment platforms and tools.

Amanda Hiatt is a financial advisor with J.P. Morgan Securities in El Segundo, CA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Hiatt serves as Treasurer and Board Member of the Neptunian Woman's Club, a nonprofit focused on volunteerism and fundraising for charitable, educational, cultural, and civic services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Roobina Yahya is a financial advisor at Morgan Stanley with 28 years of industry experience. She previously worked at RBC Capital Markets for 14 years before joining Morgan Stanley Smith Barney LLC. Yahya holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that include scenario modeling without individual security recommendations.