Lander Aldrei Lacsina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and three years of industry experience. He has worked at J.P. Morgan Securities LLC since 2022 and has also been employed at JPMC BANK NA since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling and centralized manager due diligence, including an ESG eligibility framework in its recommendations.

Jefferson Ledgerwood is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2012 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Aimee Harrell is a financial advisor with Morgan Stanley in Santa Maria, California, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Morgan Stanley since 2017 and previously held roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and proprietary tools, with a focus on advisory services rather than direct security recommendations.

Aaron Paulsen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 33 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rebecca Mc Kenzie is a Series 66-licensed financial advisor with Edward Jones, based in Arroyo Grande, CA, and has two years of industry experience. She has been with Edward Jones since 2003, including the firm's institutional category since 2025. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Seth Ollice is a financial advisor with LPL Financial in Santa Maria, CA, holding a Series 66 credential and four years of industry experience. His work history includes roles at Coast Hills Credit Union and Western Colorado University, as well as a brief position at Garlic Mikes. Outside of advising, he is involved in tax preparation and accounting services at Coast Hills Federal Credit Union. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large advisor network.

Edward Hollett is the sole advisor at Sierra Shore Financial, an independent firm based in Pismo Beach, CA. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to founding Sierra Shore Financial, he worked at Sentra Securities Corporation from 1998 to 2003. In addition to his advisory role, he is involved in life and health insurance sales through Hollett Insurance Services. Sierra Shore Financial provides investment advisory and financial planning services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans, serving clients across various wealth levels. The firm’s investment approach centers on portfolios primarily composed of mutual funds, ETFs, and individual stocks and bonds, offering both discretionary and non-discretionary account management with access to proprietary programs and independent third-party managers.