Neda Tavakoli is a Market Leader at Fidelity Investments, where she leads a team of associates dedicated to prioritizing client needs. In her role, she focuses on simplifying complex financial concepts and collaborating with clients to develop plans aligned with their goals. Her career at Fidelity Investments began in 2009 as a Financial Consultant. She progressed through roles including Director Retirement Planner, Assistant Branch Leader, and Vice President, Branch Leader before assuming her current position in 2025. Neda holds a California Insurance License. Outside of her professional responsibilities, Neda enjoys camping, family activities, exploring culinary experiences, outdoor adventures, running, and traveling.

Cody Voge is a financial advisor with Wells Fargo Clearing in Mission Viejo, CA, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at Speedy Weedy and was employed for nearly a decade at Boundary Oak Golf Course. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial professionals.

Richard Riegle is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013. He has 12 years of industry experience and is based in Laguna Niguel, CA. 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 operates a large nationwide network of advisors and branches, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Karen Jordan is a CFP® professional with 28 years of industry experience, currently serving at Charles Schwab. She has held roles at Charles Schwab Bank, SSB and TD Ameritrade Inc., and she operates a photography business alongside her advisory work. Karen is also a partner in a real estate and property management firm. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized, integrated approach to wealth management.

Madeleine Coffin is a Series 66 licensed financial advisor at Merrill with 12 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she serves as a fitness instructor at barre3, a boutique fitness studio in San Clemente, California, where she teaches group Barre classes twice weekly. 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 individuals, high-net-worth clients, and institutional investors.

Jin He is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at East West Bank, JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, and Uber. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and operates as a multi-manager platform, supporting discretionary and non-discretionary advisory programs with significant assets under management.

Victoria Blanco is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds the Series 66 designation and has previously worked at First Republic Investment Management and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers tailored to clients’ risk profiles.

David Mcdowell is a financial advisor with Morgan Stanley in Laguna Beach, CA, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm focuses on tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Grant Lockwood is a financial advisor at OSAIC in Irvine, CA, holding Series 63 and Series 65 licenses, with two years of industry experience. His prior roles include positions at AssetMark Brokerage, LLC, AssetMark Financial Holdings, Inc., and Oakwood Wealth Partners, as well as work in education. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Christopher Mullery is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2009, previously working at Citigroup Global Markets. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured tools and broad investment strategies.

Taejun Ahn is a Financial Advisor currently working with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Taejun completed his education at the University of California System, where he earned a High School Diploma/GED. Further details regarding his experience, areas of expertise, and personal interests have not been provided.

Susan Steinberg is a financial advisor at Ameriprise with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Laguna Financial Advisors and Mass Mutual. Steinberg is based in Mission Viejo, CA. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nathan Truax is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Lincoln Financial Advisors, CCG Wealth Management LLC, and D.A. Davidson & Co. He is also a sole proprietor agent involved in fixed insurance products such as annuities and life insurance. Osaic Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using advanced asset-allocation tools and offers access to various managed account solutions and third-party money managers.

Matthew Pusateri is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab & Co., Inc., TD Ameritrade, and Sang Guys. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

William Pegram is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Citigroup Global Markets and Bank of America Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, delivering services on a non-discretionary basis.

Craig Truman is a financial advisor with OSAIC based in Tustin, CA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been affiliated with OSAIC since 1995 and Liberty Capital Management since 1997. In addition to his advisory roles, he is president of CMT Financial and Insurance Services, Inc., providing financial advice to clients, and is involved in life, annuity, and health insurance sales. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios incorporating various asset classes, while offering both discretionary and non-discretionary account management and access to third-party money managers and wrap programs.

Mark Stickney is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and seven years of industry experience. He has worked with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he serves as an associate financial advisor for an Ameriprise franchise owner under R&J Pacific Management LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

June Vinci is a financial advisor with Osaic Wealth, Inc. based in Tustin, CA, holding Series 63 and 65 licenses and having 39 years of industry experience. She has been with Osaic since 2007. She serves as a FINRA arbitrator for Los Angeles and San Diego counties and is a successor trustee for family trusts. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and offers both discretionary and non-discretionary account management.

Ashley Chegren is a financial advisor with Osaic, holding a Series 66 designation and based in San Juan Capistrano, CA. Ashley has no prior industry experience but has worked in various roles outside financial advising, including positions at Restaurant 365 and XIX Palms. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diverse investment portfolios.