Rosemarie Borson is a financial advisor with LPL Financial in Orange, CA, holding Series 63, 65, and 66 registrations and 16 years of industry experience. Her professional background includes roles at Chaffey FCU, Anaheim Glass, FSC Securities Corporation, and a long-standing bookkeeping business she operates independently. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a range of proprietary and third-party investment strategies.

Maitram Nguyen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Nguyen worked at JP Morgan Securities LLC and JP Morgan Chase, with a combined tenure from 2011 to 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data to guide investment decisions.

Sina Tahamzadeh is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities, utilizing a model-driven investment approach and access to third-party asset managers.

Natalie Barron is a CFP®-certified financial advisor with UBS Financial Services, where she has worked since 2004. She has 21 years of industry experience and holds a Series 66 license. Outside of her advisory role, she leads the Long Beach chapter of Provisors, a professional networking organization, and volunteers on event planning committees for nonprofit and healthcare organizations including Able ARTS Work and the Memorial Medical Center Foundation. She also serves as a continuing education sponsor and presenter for the CFP Board. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including portfolio management and financial planning. The firm integrates proprietary research and model-driven asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Jonathan Kiester is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Michael Weber is a financial advisor at LPL Financial with 24 years of industry experience. He previously worked at Grove Point Investments, Grove Point Advisors, Diversified Securities, and H. Beck, Inc. Outside of advising, he is involved in website maintenance through DSI Properties, Inc. 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 financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Christopher Nguyen is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Bank of America and Wells Fargo, as well as experience in real estate services. Outside of his advisory work, he serves as a caregiver for a mentally disabled family member. Merrill, together 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, institutions, and charitable organizations.

Alfonso Tapia is a financial advisor at Fidelity with seven years of industry experience. He previously worked at Merrill Lynch for eight years and spent one year at Bank of America before joining Fidelity in 2026. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Rainier Radoc is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at JP Morgan Securities, Wells Fargo Clearing, and several wealth management firms. He is also involved with Rsquared FS LLC, a business entity for tax and investment purposes. 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 access to institutional platforms.

Jonathon Allen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Citigroup Global Markets and U.S. Bancorp Advisors. He is based in Anaheim, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios, supported by extensive operational tools and a large network of more than 22,800 advisors.

Cory Kleinschmit is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he partners with clients to build financial plans and provides investment guidance tailored to their specific situations. Cory focuses on creating tax-efficient investing strategies aimed at building, growing, and protecting wealth through long-term client relationships. His professional experience includes various roles at Fidelity Investments, including Investment Consultant from 2012 to 2014 and Financial Representative from 2010 to 2012. Prior to joining Fidelity, Cory worked as a Licensed Banker at JP Morgan Chase in 2010, an Institutional Client Associate at Charles Schwab & Co. from 2008 to 2010, and a Mortgage Banker at Bank of America from 2007 to 2008. He holds a California Insurance License. Outside of his professional career, Cory has personal interests in beach activities, concerts, family activities, food, golf, and traveling.

Mary Foft is a financial advisor with Cambridge Investment Research Advisors in Tustin, CA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2014 and has operated as an independent professional since 1995. Outside of her advisory role, she serves on multiple nonprofit and philanthropic boards and works as a freelance writer. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, and trusts through independent financial professionals. The firm offers financial planning, investment management, and retirement advisory services using a variety of portfolio management strategies and custody platforms tailored to client objectives.

Alexander Folken is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 12 years of industry experience. He has worked at multiple firms including Fidelity, NY Life, and Avantax. Folken is also involved with Husami & Associates, where he assists with wealth management, tax, payroll, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Max Zelaya is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at CitiGroup, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of finance, he operated a catering business for nine years. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors and various operational tools.

Mario Picarelli is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo since 2016, previously working at A. G. Edwards & Sons, Inc. from 2004 to 2008. He serves on the finance committee of St. Joseph Catholic School in Long Beach, CA. 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 employs a large network of advisors and utilizes research and analytics to support diversified investment strategies.

Talal Abdo is a Financial Consultant currently working at Fidelity Investments since 2025. He has over 17 years of experience in the financial services industry, previously serving as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2008 to 2025. His approach to financial planning is personalized and goals-based, emphasizing trust, transparency, and clear communication to understand clients' priorities and provide thoughtful guidance. Talal holds a California Insurance License, which supports his work in financial consultation. Outside of his professional duties, he engages in activities such as biking, family activities, golf, motorcycles, parenthood, and tennis.

Nicholas Garl is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Tustin, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Shahryar Shaikh is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Bank NA. Merrill, together 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, pension plans, corporations, and charitable organizations.

Nicholas Sliemers is a CFP® professional with 20 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2018. Prior to joining Osaic, he spent 12 years at Sii. He is also involved as a life and health insurance broker and operates a sole proprietorship focused on securities sales, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to provide portfolio management across various investment types.

Steven Parker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. Outside of his advisory role, he is an owner and partner in SpaceX. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.