Hsien Lu is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, Axa Advisors, where he worked for 21 years. Outside of his advisory role, he is involved in an outside fixed business and owns investment real estate. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm emphasizes matching clients to appropriate investment models and discretionary managers, utilizing third-party asset managers and a range of investment products.

Amanda Hiatt is a financial advisor with J.P. Morgan Securities in El Segundo, CA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Hiatt serves as Treasurer and Board Member of the Neptunian Woman's Club, a nonprofit focused on volunteerism and fundraising for charitable, educational, cultural, and civic services. 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.

Roobina Yahya is a financial advisor at Morgan Stanley with 28 years of industry experience. She previously worked at RBC Capital Markets for 14 years before joining Morgan Stanley Smith Barney LLC. Yahya holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that include scenario modeling without individual security recommendations.

John Tran is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, and JP Morgan Chase Bank. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Victoria Vargas is a financial advisor with Edward Jones in Long Beach, CA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked at Yelp for six years and Lindamood-Bell Learning Processes for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Klimke is a CFA® charterholder with 21 years of industry experience. He is associated with Cetera and has held roles at various Cetera entities since 2013, as well as positions at Tower Square Investment Management LLC and Avantax Investment Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers and various program structures.

Alexander Reuben is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, JP Morgan Chase Bank, JP Morgan Securities, Raymond James Financial, and a CPA accountancy corporation. Outside of his advisory work, he is involved in a non-investment-related role at Jonathon P Reuben, CPA AAC. 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technological tools and a wide network of over 22,800 advisors.

Kyle Brancato is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has held various roles at Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory work, he serves as CEO of Torque & Title Solutions, a business facilitating vehicle purchases for dealerships and individuals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across multiple areas, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Ryan Gill is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Waldorf Estoria and attended Arizona State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raul Hernandez is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and BMO Bank NA, having previously worked at Wells Fargo in various roles. Hernandez balances his advisory work across these firms, contributing significant experience in investment services. 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, including financial planning and access to third-party asset management, operating at scale with over 22,800 advisors and $819 billion in discretionary assets.

Tracy Peatling is a financial advisor at Edward Jones in Fountain Valley, CA, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise and Parkland Securities. Outside of advising, she manages a residential rental property in Las Vegas with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services through a nationwide network of over 23,000 financial advisors.

Eddie Kaspar is a financial advisor with LPL Enterprise holding ChFC® and Series 65 credentials and has 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1978 and most recently joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven approach to investment implementation and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Dylan Johnson is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Western International Securities, Wells Fargo Clearing Services, and Vertical Capital Asset Management. Outside of his advisory role, he is involved with Johnson Wealth Group, a business entity affiliated with his LPL work. 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 institutional platforms, supported by research tools and a wide network of investment adviser representatives.

Carol Wilshire is a CFP® with 30 years of industry experience, currently serving at RBC Capital Markets and City National Bank since 2020. She previously worked at UBS Financial Services Inc for 11 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers, complemented by RBC’s extensive capital markets capabilities.

Lyle Murakami is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 credentials and having 44 years of industry experience. He previously worked at Citigroup Global Markets from 2000 to 2009 before joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. Outside of his advisory role, he is involved in managing rental property as a sole proprietor. Morgan Stanley Wealth Management provides advisory services and brokerage through tailored financial planning programs for individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of investment and financial products, serving clients directly and through employer-based agreements.

Matthew Chan is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Cetera, having joined in 2026, and previously worked at Ameriprise from 2021 to 2025. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, employing a multi-manager platform that includes both affiliated and third-party managers.

Alexander Dickson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional services.

Brian Britt is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Torrance, CA since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Brian manages financial reporting and accounting for apartment buildings. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement, combining research and modeling with tax-efficient strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Sergio Del Puerto is a financial advisor with Ameriprise in Long Beach, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, Kinecta Financial & Insurance Services, Bank of the West, and BancWest Investment Services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations tailored to clients’ income and withdrawal strategies.

Fred Hidalgo is a Financial Consultant at Fidelity Investments, where he has been working since 2025. In this role, he focuses on helping clients develop financial plans tailored to their unique needs by understanding their personal, financial, and investment situations. His approach aims to ensure clients feel confident and comfortable with their financial plans. Fred's experience at Fidelity Investments spans several roles, including Financial Consultant I, Planning Consultant, Relationship Manager, and Financial Representative, beginning in 2020. This progression reflects his broad experience in financial consulting and client relationship management within the firm. Fred holds a California Insurance License. Outside of his professional work, he has interests in fitness, football, and pets.