Tristin Redmon is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial and previously worked for 13 years at J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house research and third-party strategies.

John Annas is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and eight years of industry experience. He previously worked at SoundHaven Capital Management from 2015 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Hayden Hunt is a financial advisor at Edward Jones in Long Beach, CA, holding a Series 66 designation with four years of industry experience. His prior work includes roles in forensic accounting and a professional accountancy corporation, as well as a brief period pursuing opportunities in professional football. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Kornguth is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Todd earned his Bachelor's Degree from the University of California. He applies his education and credentials to support clients in managing their financial portfolios.

Dawn Kim is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her prior roles include positions at Bank of America, Merrill, UnionBanc Investment Services, Kinecta Financial & Insurance Services, and LPL Financial. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

John Mulcahy is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing personalized wealth management strategies tailored to clients' individual financial goals. He leverages insights from Merrill and the banking services of Bank of America to create flexible approaches that adapt to changing market conditions. John holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Georgetown University. He is also engaged in community activities, dedicating time to volunteering with local organizations in line with Merrill’s tradition of community involvement.

Jose Fernandez Ramirez is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at American Income Life, Pennymac, Prudential, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves in an advisory capacity to multiple funds while employing systematic investment methodologies.

Chauthy Pham is a financial advisor at Cetera with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2013. Pham is also a partner at Rathbun Sargent Insurance & Financial Services, where she is involved in life, health, and employee benefits sales and service. Cetera Investment Advisers LLC is a nationwide, SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, supporting a broad range of investment strategies and program structures.

Trevor DePriest is a Financial Consultant currently working with Fidelity Investments since 2022. He holds the designation of CERTIFIED FINANCIAL PLANNER™ practitioner and specializes in helping clients grow and preserve their wealth through thoughtful, tax-efficient strategies. Trevor takes a holistic approach to financial planning, partnering with clients to build personalized plans that align with their lifestyle, long-term goals, risk tolerance, and overall financial picture. Prior to his current role, Trevor served as a Private Client Advisor at JP Morgan from 2021 to 2022 and as a Senior Financial Consultant at TD Ameritrade from 2017 to 2021. He holds a California Insurance License. Outside of his professional work, Trevor enjoys traveling, having visited all 50 states. He is also an avid road-tripper and enjoys spending time on the golf course. His personal interests include the beach, comedy, concerts, and traveling.

Daniel Curtis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, U.S. Bank, and Wells Fargo in various capacities. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Pamela Knight is a financial advisor with MassMutual Investors Services in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at BlackRock Investments, Franklin Templeton, Legg Mason Investor Services, and American Independent Securities Group. Outside of her advisory work, she is co-owner of Scratchfoto, LLC, a photography app connecting photographers. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver collaborative, goal-oriented recommendations.

Erika Noble is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she was involved with Shisha Sisters LLC for three years. 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 applying an ESG eligibility framework in its recommendations.

Alec Hoag is a CFP® certificant with eight years of industry experience, currently affiliated with LPL Financial. He previously worked at Lincoln Financial Advisors for eight years and briefly at Keenan Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm provides various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Leonor Zamora is a financial advisor with J.P. Morgan Securities LLC in Downey, CA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013. 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. The firm focuses on non-discretionary advice through its Institutional Consulting Services program.

Emmanuel Asuncion is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has held numerous roles within the Cetera network since 2018. His prior experience includes working with Northwestern Mutual Wealth Management Company and several individual advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and consulting services through a multi-manager platform with a variety of program options and custodial relationships.

Jerry Sheby is a CFP® professional with 39 years of experience in the financial advisory industry. He has been with LPL Financial since 2017, following an eight-year tenure at National Planning Corporation. Sheby also operates Sheby Financial Group, offering tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by in-house and third-party research.

Ann Villar is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has been with Ameriprise and its affiliates since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income program employs a centralized service team and proprietary tools to deliver ongoing advice, with investment options influenced by its affiliated product ecosystem.

Matthew Oconnor is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He has worked at Fidelity Investments since 2025 and has prior experience in a variety of roles, including positions at CFG Wealth Management and La Jolla Kayak. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees both discretionary and non-discretionary advisory services.

Robert Zapel is a financial advisor at Wells Fargo Clearing with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a friend’s investment-related trust in Los Angeles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Juan Garcia is a Financial Consultant at Fidelity Investments. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and collaborates with clients to identify their financial needs and to introduce them to Fidelity's resources and strategies aimed at achieving their desired goals. Juan has been with Fidelity Investments since 2016, holding various roles including Customer Experience Associate, Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant since 2022. He is licensed with a California Insurance License. Outside of his professional work, Juan enjoys baseball, golf, soccer, outdoor adventures, family activities, and social events with friends.