Gregg Kobashigawa is a CFP® with 35 years of industry experience, currently affiliated with Ameriprise since 2005. He holds a background in accounting and tax preparation through his ownership of a CPA professional corporation and involvement in creative consulting and startup investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data to support its investment recommendations, which emphasize dependable income sources for clients nearing or in retirement.

Christopher Soto is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Wells Fargo Clearing, UBS Financial Services, Merrill, and Envision Asset Management. Outside of advisory services, he is involved as a partner in the RS Investment Properties Group LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Truong Thieu is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 66 credentials and 16 years of industry experience. Prior to joining LPL in 2025, he worked at CUSO Financial Services, LP and Wescom Financial Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers various financial planning and asset management programs, utilizing both proprietary and third-party strategies with an emphasis on technological tools for operational support.

Sean Wong is a financial advisor with J.P. Morgan Securities in Anaheim, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2011. 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’s advisory process combines quantitative screens and qualitative research, incorporating forward‑looking capital market assumptions and an ESG eligibility framework.

Jiang He is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Cambridge, he worked for CITIC Securities Company Limited for ten years and was involved with Yola Transocean Inc. and Waaallet LLC. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to various platforms, third-party advisers, and proprietary model strategies.

Daniel Romero is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 1998. Based in Orange, CA, he is also involved in independent insurance sales and receives commissions from prepaid legal services. 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, offering financial planning, model portfolios, and institutional platforms.

Carolina Rose is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to that, she held roles at SchoolsFirst FCU, CUNA Brokerage Services, CUSO Financial Services, and Equitable Advisors. She also serves as Vice-President at SchoolsFirst FCU. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Mohamed Aboulwafa is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A. and Bank of America NA. 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 and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, and includes broader derivatives and commodities capabilities.

Jessi Beach is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 designation and having 10 years of industry experience. Prior to joining LPL Financial in 2025, she worked at CUSO Financial Services, Wescom Financial Services, LLC, and U.S. Bancorp Investments, Inc. Additionally, she serves as a board member for the Wescom Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, retirement plan participants, banks, and institutions. The firm supports its advisors with a range of portfolio programs, third-party management access, and technology tools, managing over $819 billion in discretionary assets.

Peter Shieh is a CFP® with 28 years of experience in the financial services industry. He is currently with Morgan Stanley, having joined in 2023, and previously worked at Citigroup Global Markets for 16 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by firm-approved tools and research from its Global Investment Committee.

Monica Cardenas is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 license and five years of industry experience. She has worked at several firms, including CUSO Financial Services, Wescom Financial Services, and Wells Fargo. 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 and model portfolios, supported by extensive advisor tools and a broad platform of non-advisory financial services.

Jack Terrones is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Daniel Goggins and Associates and held roles outside the financial sector at BJ's Restaurants, Inc. and Tempo Cantina. He also has a background in education, having been associated with Southern New Hampshire University and Servite High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Kent Shuster is a financial advisor at Equitable Advisors with 36 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor firm AXA Advisors. Outside of his advisory role, he coaches girls beach volleyball at Capistrano Valley High School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Kinley Yann is a financial advisor with J.P. Morgan Securities in Chino Hills, CA, holding Series 63 and Series 66 licenses and having seven years of industry experience. Prior to joining J.P. Morgan in 2025, Yann worked at Massachusetts Mutual Life Insurance Co., Mass Mutual Investors Services, Six Sigma Leadership Corp., Transamerica Financial Advisors, and World Financial Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Efren Martinez is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. for 14 years. Martinez is also the owner of an insurance agency, where he sells fixed and health insurance, and serves as a Notary Public for the State of California. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Jeffrey Kanegae is a CFP® with 27 years of industry experience, currently affiliated with Wells Fargo Advisors. He previously worked at Wells Fargo Clearing and Citigroup Global Markets. Kanegae has an ownership interest in Kanegae Wealth Management and serves as a trustee for its associated 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and planning tools to deliver detailed recommendations.

Cynthia Hedahl is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Errico is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2006. Prior to joining LPL, he worked at Ameriprise from 1997 to 2006. His other business activities include offering non-variable insurance products such as whole life, term insurance, fixed annuities, long-term care, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions and supports its large network of advisors with technology and operational resources.

Mark Newport is a CFP® with 34 years of experience in the financial industry. He is currently with OSAIC, joining the firm in 2023, and previously operated Mark Newport/Lori Newport and worked at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. He also owns a financial marketing firm, Newport Financial Concepts Inc., which focuses on networking with professionals such as doctors, CPAs, and attorneys. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Michael Shieh is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cetera, Cathay Bank, Sagepoint Financial, and GTBG Consulting. Outside of advising, he is a passive owner of an accounting firm, CMK Accountancy Corp. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes various advisory models and third-party programs to tailor investment solutions and offers ERISA fiduciary services to qualified plans through credentialed representatives.