Shelby Mac Donald is a financial advisor at Ameriprise in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2023, Shelby worked at Warner Bros for four years and Cartoon Network for two years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Osvaldo Sicairos is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles at Wells Fargo Clearing and U.S. Bank, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI, and its formal advisory roles to multiple investment companies.

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.

Christopher Link is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he manages real estate and agricultural properties as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by the firm’s Global Investment Committee methodologies.

Michael Bain is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with LPL Financial since 2010 and is also a partner and actuary at CMC Retirement, a third-party pension administration firm where he has worked since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Ahmad Mehaidly is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Ahmad held positions such as Assistant Vice President - Wealth Relationship Manager at Citi Bank from 2021 to 2022, and First Vice President - Private Client Banker at JP Morgan Chase from 2014 to 2021. Ahmad specializes in assisting clients with retirement strategies, tax-efficient investing, and comprehensive estate planning considerations. He holds a California Insurance License. Outside of his professional career, Ahmad enjoys biking, hiking, outdoor adventures, running, soccer, and yoga.

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.

Elly Wong is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has been with 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 both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

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.

Alexander Sierra is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cetera since 2019. He previously worked at Foresters Advisory Services and Foresters Financial Services. Sierra is president of the Financial Planning Association of San Gabriel Valley, where he oversees board activities and monthly luncheons. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Zeina Maalouf is a financial advisor at Cetera with six years of industry experience. She holds a Series 65 credential and has previously worked at Avantax Insurance Agency LLC and Avantax Advisory Services. In addition to her advisory role, Maalouf operates a CPA practice providing tax preparation and accounting services to individuals and small businesses and is active as a residential real estate agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large nationwide network of over 10,000 advisors.

Mark Ramos is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Eagle Strategies (NY Life) and New York Life Insurance Company. Ramos also operated his own consulting service, Ramos Consulting Services, for one year. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Amit Patel is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. He holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist clients in managing income and withdrawals.

Johnny Wong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. 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, delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kenneth Quon is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019, he worked at Zagg InvisibleShield and had roles at Howroyd Wright Employment Agency Inc Apple One. 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 applying an ESG eligibility framework in its recommendations.

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.

Mark Mannarelli is a CFP® professional with 27 years of industry experience, currently working at LPL Financial since 2018. Prior to joining LPL, he spent five years at Cetera Advisor Networks LLC. He also operates a tax preparation and accounting service under Mannarelli Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified financial planning and advisory services through a national network of investment adviser representatives, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Max Levy is a financial advisor at Thrivent Investment Management with two years of industry experience. He has previously worked with NYLIFE Securities LLC and New York Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing structure while maintaining separation between the two services.

Joselyn Nordstrom is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked with Raymond James & Associates since 2017 and was previously with Triad Advisors, Inc. from 2015 to 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Hur is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2017. With over a decade of experience in financial services beginning in 2011, Andrew works with individuals, business owners, and non-profit organizations to support wealth accumulation and preservation. His expertise includes banking and lending services through Bank of America, as well as specialized focus areas such as college education planning, family wealth management strategies, small business strategies, retirement income, and portfolio management. Andrew employs a goals-based financial planning approach to address all facets of his clients' financial lives, leveraging the firm’s extensive resources. He emphasizes full transparency and strong communication to foster long-lasting relationships and sees his practice as extending beyond traditional wealth management. Andrew holds a Bachelor of Arts degree in Communication Studies from California State University of Northridge. He is a CERTIFIED FINANCIAL PLANNER® professional and has earned the Chartered Retirement Planning Counselor™, Certified Exit Planning Advisor (CEPA®), and Personal Investment Advisor (PIA) designations. He is fluent in Korean. In addition to his professional work, Andrew is involved in community service aligned with Merrill Lynch’s tradition and participates in organizations such as the PV Rotary. Outside of work, he enjoys playing golf, watching sports, and spending time with his wife, Michelle, and their children, Mila and Micah.