Shiqing Deng is a financial advisor at Edward Jones in Orange, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Deng worked for Societe Generale Corporate and Investment Banking from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory services through a large network of financial advisors and branch offices nationwide.

Christopher Dinterman is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior firms include TIAA-CREF, where he worked for 11 years, Ares Financial Consulting, and Pacific Coast Fiduciary, LLC. He is also involved in a related business activity as a retirement plan consultant through WealthWise Financial Services, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by extensive research and technology tools.

Mena Eskander is a financial advisor with J.P. Morgan Securities in Tustin, CA, holding Series 63 and Series 66 designations and possessing 15 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank, NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Danny Koh is a financial advisor at UBS Financial Services in Irvine, CA, with five years of industry experience. He holds the Series 66 designation and has previously worked at First Republic Investment Management, First Republic Securities Company, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets solutions through its platform.

Joseph Salem is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Goldman Sachs AYCO and LA Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds, incorporating systematic methodologies and oversight controls in its investment process.

Robert Carver is a financial advisor at UBS Financial Services in Irvine, CA, holding a Series 66 designation with 18 years of industry experience. He has been with UBS Financial Services since 2007. Outside of his advisory role, he serves as a trustee for a life insurance trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Catherine Cheung is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies that connect all aspects of her clients' financial lives to help prioritize and pursue their most important goals. Catherine leverages the investment insights of Merrill Lynch combined with the banking and lending solutions of Bank of America to provide customized, actionable financial plans. Her expertise includes college education planning, executive and equity compensation, family wealth management, retirement income, tax minimization, and personal retirement planning. Catherine is committed to building and maintaining strong client relationships through effective and thoughtful communication, ensuring clients feel confident in their evolving financial plans. Catherine holds a Bachelor's Degree from the University of California system and holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. She is affiliated with Kappa Kappa Gamma and the UCLA Alumni Association. Outside of her professional role, Catherine spends time volunteering with St. Jude Children's Research Hospital and enjoys antiquing, cooking, gardening, hiking, interior decorating, reading, traveling, watching movies, yoga, and spending time with her family.

Christopher Keys is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he owns an accounting practice and serves as Director and Treasurer for Friends of the Sea Lions Inc., a marine mammal rescue organization. Equitable Advisors provides financial planning and investment management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering access to multiple third-party asset managers and tailored advisory programs.

Nicholas Aloisio is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has held various positions, including roles at Gonzaga University and Fenix International Corporation prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Raquel Peregrin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Kenneth Williams is a CFP® with 47 years of experience in financial advising. He is currently with Cetera and has been involved with Williams Financial Advisors, Inc. since 1978. Williams serves as chairman of the Marbella Scholarship Foundation, which awards scholarships to local high school golf team members. Cetera Investment Advisers LLC supports a nationwide network of independent advisors serving a diverse client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program platforms and affiliated managers.

Emily Hebert is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan entities since 2018, including JPMorgan Chase Bank NA and JPMorgan Securities LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Karen Shahinian is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, co-founder of the Shahinian & Associates team based in Irvine, California. She works closely with individuals, families, business owners, and multi-generational households to provide customized wealth management strategies. Her approach focuses on understanding each client’s unique priorities to help streamline and organize their financial lives, supporting steady progress toward meaningful long-term goals. With over 23 years of experience in financial services, Karen has particular expertise in retirement planning, investments, insurance, legacy planning, and cash-flow management. Since joining Merrill Lynch in 2012, she has broadened her ability to connect clients with a wide range of enterprise resources. She holds the Certified Plan Fiduciary Advisor (CPFA) designation and other industry accreditations. Karen earned an associate degree in Liberal Arts from Rancho Santiago College. Karen is active in her community as a longstanding member of the Newport-Irvine Rotary Club and a volunteer at both the Shea Therapeutic Riding Center and JSerra Catholic High School. She is involved with the Southern California Disability Advocacy Network and the Oasis Sailing Club. Outside of work, Karen enjoys boating, fishing, hiking, biking, horseback riding, gardening, and spending time with her family.

Singer Huang is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a concurrent role at JPMORGAN Chase Bank, N.A. outside of his advisory work, he is a property owner managing a rental home. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Craig Wong is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors, Securities America Inc., and National Planning Corporation. His other business activities include ownership interests in an insurance-related enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Robert Munro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Braham Duncan is a financial advisor with Osaic Wealth, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual Life Insurance Company and AssetMark. Outside of finance, he worked for TK Burgers for three years and was affiliated with the University of Colorado for seven years. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

James Rangel is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2012, including tenure at Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts and features a multi-asset investment approach supported by research and a formal alternative-investment onboarding process.

Kathryn Hackney is a financial advisor at LPL Financial with 36 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes roles at SchoolsFirst FCU, CUNA Brokerage Services, Inc., and Orange County Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

Naysan Vahdat is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Merrill, Goldman Sachs Ayco, Wells Fargo Bank, and loanDepot. 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 offers non-discretionary services delivered by a select group of Wealth Advisors.