Michelle Rodgers is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Sung Won Suh is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, and Merrill. Outside of his financial career, he has been involved with Pet and Tree for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Adam Shiono is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. He has been with Wells Fargo Clearing and Advisors since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad range of offerings, including specialized planning for business transitions, special needs, and divorce. Advisors use proprietary research and tools to create tailored recommendations, with clients choosing how to implement them.

John Shaker is a Series 66-licensed advisor at J.P. Morgan Securities with 16 years of industry experience. He has held positions at several major firms, including Bank of America, Merrill, JPMorgan Chase Bank, and Wells Fargo. Currently based in Santa Ana, CA, Shaker has spent multiple periods with J.P. Morgan Securities during his career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG considerations within a non-discretionary framework.

Roston Willis Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and LeasePlan USA for two years. In addition to his advisory role, Willis teaches finance at California Baptist University. 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, utilizing various model portfolios and strategies supported by research and technology.

Dylan Aschoff is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 11 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2023. 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 access to third-party asset management, supported by a large network of investment adviser representatives.

Brandon Arnold is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently serving at Edward Jones since 1998. He holds the Series 63 designation and is based in Anaheim Hills, CA. Outside of his advisory role, he is the Vice President of the Kiwanis Club of Anaheim Hills/Yorba Linda. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kevin Tetley is a CFP® professional with eight years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked with Raymond James since 2017 and previously spent a year at The Home Depot. Tetley is the owner of Tetley Wealth Group, a support company outside of his advisory role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains unique municipal and public finance capabilities alongside specialized advisory programs.

Sherif Salib is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates a combination of quantitative and qualitative research and includes an ESG eligibility framework.

Lisa Silva is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services and Lincoln Financial Securities Corporation. Outside of her advisory work, she owns and manages a real estate brokerage firm. OSAIC Wealth serves a broad range of retail and institutional clients with brokerage and advisory services including comprehensive financial planning and managed portfolio programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and offers discretionary and non-discretionary strategies across multiple custodial platforms.

Derrick Gin is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at J.P. Morgan Chase Bank, N.A. for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market models in its financial planning process.

Reilly O'Connor is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. His prior work includes roles at Makena Golf and Beach Club and Chapman University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models implemented by third-party sponsors and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.

David Peterson is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2005. Prior to that, he was with Axa Advisors and Mony Securities Corporation. He serves as a co-trustee for three family trusts and is trustee of his own revocable trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with investment programs or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Bryan Welbaum is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 63 designation and 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and previously worked at Morgan Stanley Smith Barney LLC starting in 2009. Outside of his advisory work, he owns and manages a rental property business in Dadeville, Alabama. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and advisory services. The firm employs structured planning tools and offers a wide range of investment programs, managing approximately $2.74 trillion in client assets.

Mark Ellman is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Osaic Wealth since 2025. He spent 15 years at Lincoln Financial Advisors prior to joining Osaic. Outside of his advisory work, Ellman has written a theatrical screenplay that he is seeking to sell to a studio or film production company. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, allowing advisors to implement discretionary strategies, select third-party managers, or use proprietary models.

Josie Chuang is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various entities within JPMorgan Chase since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lulu Lo is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities since 2019 and previously spent seven years with KinFine USA, Inc. and time at JPMorgan Chase Bank, N.A. 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. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Glenn Ushijima is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 23 years of industry experience. His career includes roles at UBS Financial Services and Morgan Stanley, prior to joining Wells Fargo. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of financial planning and investment services, offering tailored recommendations supported by firm research and planning tools.

Kevin Han is a financial advisor with OSAIC, holding a Series 66 license and 18 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Wells Fargo. He is also president of Cornerstone Financial Planning, a corporation focused on marketing and business planning for his advisory practice. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and multiple program options, supported by a complex affiliate network and private-equity ownership.

Phillip Orr is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He worked at Signator Investors, Inc. for 32 years before joining Osaic in 2018. Outside of his advisory role, he is an author and photographer specializing in World War II archaeological publications, serves as secretary on the board of a nonprofit radio station, coaches track and field in Riverside, and manages a scholarship fund for local high school athletes. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies including Unified Managed Accounts and third-party manager programs.