Natalie Barron is a CFP®-certified financial advisor with UBS Financial Services, where she has worked since 2004. She has 21 years of industry experience and holds a Series 66 license. Outside of her advisory role, she leads the Long Beach chapter of Provisors, a professional networking organization, and volunteers on event planning committees for nonprofit and healthcare organizations including Able ARTS Work and the Memorial Medical Center Foundation. She also serves as a continuing education sponsor and presenter for the CFP Board. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including portfolio management and financial planning. The firm integrates proprietary research and model-driven asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Jonathan Kiester is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Michael Weber is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Grove Point Investments, Grove Point Advisors, Diversified Securities, and H. Beck. Outside of advisory work, he is involved in website maintenance for DSI Properties, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various management strategies.

Christopher Nguyen is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to Merrill, he worked at Bank of America, Wells Fargo, and held various roles in real estate and caregiving. Outside of his advisory work, Nguyen provides in-home supportive services as a caregiver for a family member. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies, serving a wide range of clients including individuals, high-net-worth clients, and institutional investors.

Rainier Radoc is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at JP Morgan Securities, Wells Fargo Clearing, and Grape Modern Wealth Management. Radoc is also involved with Rsquared FS LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various investment strategies.

Jonathon Allen is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at CUSO Financial Services, LP, Wescom Financial Services, LLC, and Citigroup Global Markets. He is involved with Wescom Wealth Management as part of his practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and access to diverse model portfolios and research resources.

Cory Kleinschmit is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he partners with clients to build financial plans and provides investment guidance tailored to their specific situations. Cory focuses on creating tax-efficient investing strategies aimed at building, growing, and protecting wealth through long-term client relationships. His professional experience includes various roles at Fidelity Investments, including Investment Consultant from 2012 to 2014 and Financial Representative from 2010 to 2012. Prior to joining Fidelity, Cory worked as a Licensed Banker at JP Morgan Chase in 2010, an Institutional Client Associate at Charles Schwab & Co. from 2008 to 2010, and a Mortgage Banker at Bank of America from 2007 to 2008. He holds a California Insurance License. Outside of his professional career, Cory has personal interests in beach activities, concerts, family activities, food, golf, and traveling.

Alexander Folken is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 12 years of industry experience. He has worked at multiple firms including Fidelity, NY Life, and Avantax. Folken is also involved with Husami & Associates, where he assists with wealth management, tax, payroll, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Max Zelaya is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes seven years at Citigroup and earlier roles with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he has managed a catering business for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Mario Picarelli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. He serves on the finance committee of St. Joseph Catholic School in Long Beach, CA. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Talal Abdo is a Financial Consultant currently working at Fidelity Investments since 2025. He has over 17 years of experience in the financial services industry, previously serving as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2008 to 2025. His approach to financial planning is personalized and goals-based, emphasizing trust, transparency, and clear communication to understand clients' priorities and provide thoughtful guidance. Talal holds a California Insurance License, which supports his work in financial consultation. Outside of his professional duties, he engages in activities such as biking, family activities, golf, motorcycles, parenthood, and tennis.

Nicholas Garl is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Tustin, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Charmaine Chow is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Nicholas Sliemers is a CFP® professional with 20 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2018. Prior to joining Osaic, he spent 12 years at Sii. He is also involved as a life and health insurance broker and operates a sole proprietorship focused on securities sales, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to provide portfolio management across various investment types.

Steven Parker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. Outside of his advisory role, he is an owner and partner in SpaceX. 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Craig Shipcott is a financial advisor with Edward Jones in Orange, CA, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he owns and manages a rental property in Orange, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Katsuko Yamabe is a financial advisor with Primerica Advisors in Cerritos, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Primerica Advisors since 1999 and also works as a partner at Yamada & Nakata CPA, an accounting firm. In addition to her advisory role, she is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Charles Rathmell II is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Rathmell serves as a director of the Brea Rotary Club and is involved with the Team Up for Down Syndrome advisory council, the CSU College of Business & Economics Executive Council, and the board of directors for the Intervention Center for Early Childhood. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and the Estate Planning Strategies Group.

Stacy Stryker is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Advisors from 2013 to 2016. She serves as co-trustee and power of attorney for her father's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Ben Johnson is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving clients since 1989. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform.