Amanjit Bains is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan, Bains worked for Stater Bros Markets for five years. Outside of advising, Bains engages in video game streaming and creates game guides for online sale. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions, offering clients a selection of Eligible Strategies and ESG considerations.

Louis Dong is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., JP Morgan Securities LLC, Chase Investment Services Corp., and Wamu Investments, Inc. He is based in Brea, California. 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. Their advisory process integrates centralized due diligence with quantitative and qualitative research, and includes capabilities in derivatives and commodities.

Mark Krogulski is a CFP® professional with 24 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2016. His work is based in Seal Beach, California. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Michael Shafer is a Series 66 licensed financial advisor with Edward Jones in Los Alamitos, CA. He has 13 years of industry experience, all of which has been at Edward Jones since 2013. 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, operating under a fiduciary standard.

Fernando Nolasco is a financial advisor with Primerica Advisors in La Mirada, CA. He holds Series 63 and Series 65 designations and has two years of industry experience. His work history includes roles at Primerica Financial Services since 2013 and Primerica Advisors since 2024. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Chase Golightly is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before joining Fidelity, Chase worked as a Senior Associate at KPMG from 2020 to 2023. In his current role, Chase collaborates with individuals and families to define financial goals and develop comprehensive retirement plans and personalized investment strategies tailored to each client's unique financial needs. He holds a California Insurance License, which supports his work in the financial services sector. Chase is committed to giving back to his community by assisting clients in achieving their financial objectives through careful planning and strategy development.

Lanfeng Zhao is a financial advisor with Cetera, holding a Series 66 credential and bringing 24 years of industry experience. Zhao has worked at Cetera and its related entities since 2002 and also owns EZ & Company CPA Inc, a firm providing accounting, tax, and consulting services. Additionally, Zhao is involved in e-commerce through EZ FAB LLC. Cetera Investment Advisers LLC is a nationwide registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options and access to third-party money managers.

Polus Ting is a Financial Consultant at Fidelity Investments, a role he has held since 2019. In this position, he works closely with clients to help them and their families achieve financial confidence through personalized planning tailored to their unique situations. His approach emphasizes building personal relationships based on understanding and genuine care. Prior to joining Fidelity, Polus served as a Financial Solutions Advisor at Bank of America Merrill Lynch from 2013 to 2019. His experience spans various aspects of financial consulting and wealth management. He holds a California Insurance License, supporting his capacity to provide comprehensive financial guidance. Outside of his professional work, Polus has personal interests that include cars, family activities, hiking, and music.

Cristian Lopez is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked for CUNA Brokerage Services for 10 years and serves as an Assistant Manager at SchoolsFirst FCU, where he has been employed for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Yaopa Cheng is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Wells Fargo in 2023, Cheng worked at J.P. Morgan Securities, Citigroup, VincentBenjamin, Transamerica Financial Advisors, and World Financial Group. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research and analytics with diversification principles and modern portfolio theory in its investment approach.

Frederick Allen III is a financial advisor at Thrivent Investment Management based in Anaheim, CA, holding a Series 66 designation with three years of industry experience. His work history includes multiple roles within Thrivent Financial and Thrivent Investment Management since 2022, as well as prior experience at Allen Tire Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning across a range of topics without discretionary trading authority. The firm offers consolidated planning and managed-account services through its “WealthPlan” option.

Alexander Chen is a financial advisor and co-lead of the Chen & Associates team at Merrill Lynch Wealth Management. He advises high net worth and ultra-high net worth families across Orange County and throughout the country, focusing on retirement and multigenerational wealth planning, executive compensation and concentrated stock strategies, business succession and exit planning, liquidity event planning, philanthropic and charitable giving strategies, and trust and estate planning coordination. With more than a decade of experience, Alexander has held roles as a portfolio manager and investment professional with private equity and asset management firms in New York City and Texas. He began his career on the Loan Syndicate desk at Bank of New York Mellon, advising management teams of Fortune 500 and institutional clients on balance sheet strategy and executing debt capital markets transactions. His background provides him with a perspective that helps clients navigate complex financial and business decisions. Alexander earned a Bachelor of Business Administration with distinction from the University of Michigan, Ann Arbor – Ross School of Business. He is a Personal Investment Advisor (PIA) and member of the Merrill Alternatives Emerging Circle. Outside of his professional work, he is involved with American Corporate Partners, the Newport Beach Public Library Foundation Development Committee, the University of Michigan Alumni Club of Orange County, and Working Wardrobes. He resides in Irvine, California.

Belinda Dawson is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 66 designations and having 27 years of industry experience. Her prior firms include Wells Fargo Clearing and UBS Financial Services. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services like business-owner transition and special-needs analysis. The firm integrates advisory services with banking and other financial products, delivering tailored recommendations supported by proprietary research and planning tools.

Taylor Curtius is currently Vice President, Wealth Planner at Fidelity Investments, where they focus on helping clients develop personalized wealth plans tailored to their long-term financial goals. Taylor's approach begins with understanding the priorities of clients and their families, followed by analyzing their financial situations to construct appropriate strategies. Taylor has a comprehensive background in financial services, including roles as Financial Consultant and Investment Consultant at Fidelity Investments, Financial Advisor positions at Personal Capital and Edward Jones, as well as earlier experience in banking and financial services with JPMorgan Chase and New York Life. This experience provides a wide perspective on client financial needs and wealth management. Taylor holds a California Insurance License. Outside of work, Taylor's interests include cooking and baking, engaging in family activities, fitness, and traveling.

Thomas Balas is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase bank, N.A. and Chase Investment Services Corp., among other firms. He has been with J.P. Morgan Securities since 2012. 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 integrates quantitative and qualitative research and incorporates ESG considerations within a non-discretionary program.

Tommy Lenguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials, and has 12 years of industry experience. He has been with J.P. Morgan Securities continuously since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, with implementation support from affiliated investment-management entities.

Tirso De Anda is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Axa-Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Christopher Nornberg is a financial advisor with Wells Fargo Clearing in Fountain Valley, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Citigroup Global Markets and Citicorp Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Melinda Le is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2012. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, along with trustee services and insurance product facilitation through affiliated entities.

Jeff Hewitt is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He works closely with clients to develop tailored financial plans to support their financial goals. Prior to this role, Jeff served as a Planning Consultant at Fidelity Investments from 2023 to 2026, a Relationship Manager from 2022 to 2023, and a Financial Representative from 2021 to 2022. Jeff holds a California Insurance License, which complements his role in financial planning and investment consulting. Outside of his professional work, he engages in personal interests including baseball, family activities, fitness, reading, surfing, and swimming.