Jason Solano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses, and has five years of industry experience. His work history includes roles at Le Mieux Cosmetics and Afterburn Fitness prior to joining J.P. Morgan Securities in 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies. The firm operates within the broader J.P. Morgan organization and offers services on a non-discretionary basis.

Amy Voong is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 18 years of industry experience. She previously worked at Bank of America and Merrill from 2012 to 2017. Outside of her advisory role, she is the owner and partner of Love You Matcha Cookies, a baked goods business. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Bradley Gustafson is a Financial Consultant with experience at Fidelity Investments, where he held roles including Planning Consultant from 2022 to 2024, Relationship Manager in 2022, and Workplace Planning Associate from 2021 to 2022. In his current role, he focuses on understanding clients' priorities and collaborating with them to develop tailored financial plans aimed at their long-term goals. He holds a California Insurance License, supporting his professional qualifications in financial consulting. Outside of his professional work, Bradley enjoys activities such as spending time at the beach, attending concerts, playing golf, exploring outdoor adventures, and traveling.

Jabez Rocha is a financial advisor with Primerica Advisors in Artesia, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2018 and with Primerica Financial Services since 2010. Outside of his advisory role, Rocha is a co-founder and secretary of the Manzanilla Foundation, a Christian nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Aaron Shen is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2024, his background includes various roles outside of finance, including a position at Irvine Chinese School in 2022. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Lorena Gonzalez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 66 and Series 63 designations and has been with J.P. Morgan in various capacities since 2010, including roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Schlatter is a CFP® professional with 37 years of industry experience. He has been with LPL Financial since 2025 and previously worked at Lincoln Financial Advisors Corporation for 27 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Josh Brackett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LPL Enterprise, and Prudential Insurance. Prior to his advisory career, he spent six years at CBS Corporation/Viacom CBS. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Hae Sun Pak is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Sarah Ahlheim is a Series 66 licensed financial advisor with LPL Financial in Gardena, CA. She has seven years of experience at LPL Financial and three years at Ameriprise Financial, totaling ten years in the industry. Outside of her advisory role, she is a notary public and works part-time as a delivery driver for DoorDash and Uber. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Cassandra Alvarez is a Series 66-licensed financial advisor with Edward Jones in Long Beach, CA, where she has worked since 2018. She has seven years of industry experience, including three years at Advantage Solutions prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 financial advisors.

Sarah Slay is a financial advisor with Edward Jones in Hermosa Beach, CA, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2018, with prior work experience at Lexington Treatment Associates and Jennifer Schoonmaker-Dasch. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Timothy Yong is a financial advisor with LPL Financial in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. His background includes employment with Advanced Micro Communications and Costco Wholesale. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

John Hegardt is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held positions at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Courtney Rowley currently serves as Vice President and Branch Leader at Charles Schwab. In this role, she focuses on creating an environment that empowers and inspires, emphasizing inclusivity and a culture of trust. Her goal is to deepen client relationships through regular follow-ups, transparent communication, and by providing value-added experiences that exceed client expectations. Courtney has been with Charles Schwab since 2019, progressing from Vice President Assistant Branch Manager to her current leadership position. She holds a California Insurance License, supporting her professional expertise in financial services.

Cierra Savin is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has prior work experience with Costco and Stefanos. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Jonathan Davis is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked at In-N-Out Burger and McDonald's. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Delisa Abady is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeled investment outcome scenarios.

Huyen Jaime is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Jaime worked at Bank of America/Merrill Lynch for nine years. 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 and an ESG eligibility framework. The firm’s services are non-discretionary and focus on recommending funds and strategies approved through internal review processes.

Adan Santos is a financial advisor with Primerica Advisors in Bellflower, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. In addition to advisory work, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.