Shawn Hare is a financial advisor with Wells Fargo Advisors in Sherman Oaks, CA, holding a Series 66 designation and 26 years of industry experience. His prior roles include nearly a decade at Wells Fargo Clearing and three years with Wells Fargo Advisors LLC. Outside of his advisory work, he owns and manages several investment-related ventures, including Hare of the Dog, Hareball23 Productions, and a significant interest in Hoelzel Hare Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a range of investment and fee-based financial planning services. The firm offers tailored planning across various areas such as retirement, education, special-needs, and business-owner transition, using proprietary research and tools to develop customized recommendations.

Nathan Forrest is a financial advisor with Edward Jones in Placentia, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

John Koh is a CFP® with 24 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at BMO Bank N.A., LPL Financial, Bancwest Investment Services, and Bank of the West. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ken Lee is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, N.A., and Chi Hyung Lee. He has worked at Merrill since 2017. 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. The firm offers model-based and discretionary strategies managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard De Gout is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 credential and 22 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at AxA Advisors. Outside of his advisory role, he serves as successor trustee and successor power of attorney for an immediate family trust. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing third-party asset managers and offers both advisory and brokerage/insurance services.

Nanda Fernando is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan in various capacities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers services on a non-discretionary basis, applying an ESG eligibility framework when recommending strategies.

Narvee Intarachote is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2015 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tamara Fischer Larson is a financial advisor at Morgan Stanley in Brea, CA, holding Series 63 and Series 66 registrations with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and manages a rental property in Lake Havasu City, Arizona. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Cynthia Wong is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. She began her career in 1991 with the Los Angeles County Treasurer and Tax Collector's Cash Management Division and joined Merrill in 1993. Cynthia specializes in capital markets, risk-managed investing, long-term wealth planning, and serves a diverse clientele including individuals, families, executives, professionals, business owners, and first responders nearing or in retirement. Her work focuses on helping clients preserve and grow wealth, plan for retirement, fund education for children and grandchildren, navigate life transitions, and prepare for tax-efficient legacy planning. Cynthia holds a bachelor's degree in finance from California State University, Los Angeles, and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Plans Specialist™ (CRPS™) designations. She also maintains FINRA Series 7, 63, and 65 registrations and holds California insurance licenses for life, health, long-term care, and variable contracts. Cynthia contributes to the professional community through her involvement with the CERTIFIED FINANCIAL PLANNER® Scholarship Review Panel and membership in professional organizations such as the Certified Financial Planner Board of Standards Inc. Her approach centers on understanding clients' life priorities and creating personalized financial plans aligned with their goals and aspirations.

Dean Woehrman is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at Linsco Private Ledger since 2007. Woehrman operates Legacy Retirement Planning, an investment-related business focused on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support various investment strategies.

Jason Fung is a financial advisor with Merrill in Alhambra, CA, holding a Series 66 designation and eight years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Esha Chandra is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at BrightHouse Financial Insurance Company, MSC Wealth Management, and Nordstrom. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, AI-driven research methods, and its advisory role to multiple registered investment companies.

Lea Wada is a financial advisor with Merrill in Anaheim, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She has worked at Merrill and Bank of America since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Fortman is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity for over 19 years and has a total of 24 years of experience in the financial services industry. In his role, he supports clients in wealth planning, including investment strategies, retirement planning, and income planning. Prior to his current role, Brian held several positions within Fidelity, including Investment Representative and Financial Representative. His experience also includes roles at City National Bank, US Bank, Bank of America, and UBS, where he gained expertise in financial advisory and banking services. He holds a California Insurance License. Outside of his professional career, Brian enjoys spending time at the beach, attending concerts, cooking and baking, participating in family activities, parenthood, and skiing.

Brent Kanitra is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2009. In addition to his advisory role, he is involved in outside insurance activities and operates under the DBA Benchmark Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary research and third-party subadvisors.

Vivian Monahan is a financial advisor with LPL Financial who holds a Series 66 designation and has five years of industry experience. Her prior experience includes roles at FSC Securities Corporation and The Advisory Group. She is also a notary and acts in a fiduciary capacity through a living trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various management approaches.

David Stambaugh is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets starting in 1980. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Nicholas Zahn is a financial advisor at Cetera with 7 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cetera and its affiliates since 2018. In addition to his advisory role, he serves as a registered representative and office manager at Zahn & Zahn Inc., where he coordinates and implements office procedures. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to various program structures and third-party money managers.

Brandon Behrad is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial and Waddell & Reed. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Mark Mooney is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with investment guidance from its Global Investment Committee.