Jonathan Ford is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Chuck Ives is a Wealth Management Advisor based in Brea, California, leading a close-knit team dedicated to supporting individuals, families, and businesses in making informed decisions about their wealth. He works within Merrill Lynch Wealth Management and offers a client experience that values each person as an individual with unique priorities and aspirations. With over 25 years of experience, Chuck specializes in helping clients navigate significant life transitions such as retirement planning, business sales, home acquisitions, and coping with the death of a loved one. His focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is persistent and proactive in advancing client priorities, capitalizing on resources enterprise wide. Chuck holds a Master's Degree from Southern Methodist University and a Bachelor's Degree from the University of Florida. He carries several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he enjoys playing tennis and golf and has an interest in traveling and engaging with diverse cultures, experiences shaped by spending much of his upbringing abroad.

Eric Frontino is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at SchoolsFirst FCU and CUNA Brokerage Services, Inc. Prior to joining LPL Financial in 2022, he spent several years affiliated with SchoolsFirst FCU. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies.

Mengying Huang is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and seven years of industry experience. Prior to joining Cetera, Huang worked at Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers through its multi-manager platform.

Nora Semerjian is a Series 66-licensed advisor with Stifel, based in Long Beach, CA, and has 11 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously at Wells Fargo Clearing from 2016 to 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Dane Braunecker is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones for three years and has over a decade of experience with Murad LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Carly Peck is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to helping clients pursue their vision of financial success. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, Branch Leader, and now Vice President, Branch Leader. Prior to joining Fidelity Investments, Carly worked as an Assistant National Account Executive at Celtic Commercial Finance from 2018 to 2019. She holds a California Insurance License, supporting her expertise in financial and insurance services.

Jordan Opre is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of financial services, he worked for Bandcamp LLC from 2021 to 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, combining a large client base with a centralized, integrated operational structure.

Jamie White is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning with discretionary and non-discretionary portfolio management and access to alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Christopher Nguyen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior work includes roles at Bank of America, Merrill Lynch, UBS Financial Services, and MUFG Union Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with capital market assumptions to develop model asset allocations and offers broader derivatives and commodities capabilities than many institutional advisory programs.

Robin Morishita is a financial advisor with Ameriprise in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory work, she is involved in independent insurance brokering with United Healthcare Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to create and tailor retirement income plans, while offering a broad range of advisory, brokerage, and insurance solutions.

Alison Sabran is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 18 years of industry experience. She has held positions at several firms including Cetera and EP Wealth Advisors before joining LPL Financial in 2018. Outside of her advisory role, Alison is involved in tax preparation and accounting as a CPA/PFS and has a minority interest in an insurance services firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Khanh Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Nguyen worked at Bank of America for four years and has experience in the food service industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research to develop model asset allocations.

Dora Valles is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Charles Schwab, and TD Ameritrade. Outside of finance, she managed 5 Stars Delivery Service for a decade. 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 through a non-discretionary program supported by centralized due diligence.

Jennifer Kim is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. She previously worked at Cetera and Avantax and serves as a partner at Prospera Accountancy Group, where she provides CPA services. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Son Van is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. His prior work includes roles at Bank of America, N.A., KEM BY MMM Gelato, Bamboo Couriers, and several educational institutions. 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 and profit-sharing plans, corporations, and charitable organizations.

Jason Maetani is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2012, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Rafael Robles is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America for 23 years. His current location is Whittier, CA. Merrill, along 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 and third-party teams for a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Gabriella Burke is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016, with a brief gap in 2017. Outside of her advisory role, Burke works as a fitness coach at Orange Theory Fitness and operates a personal training business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Kirk Sheby is a Series 66-credentialed financial advisor with 16 years of industry experience, currently with LPL Financial since 2017. He previously worked at National Planning Corporation from 2009 to 2017. Outside of his advisory role, he is involved in tax preparation through Sheby Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolios and third-party asset managers, supported by operational tools and a broad spectrum of financial products.