Adriana Wagner is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2019. She has progressed through several roles within the firm, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked as a Banker at US Bank in 2018. Her work focuses on collaborating with clients to identify strengths and opportunities within their financial plans and co-creating strategies tailored to their individual goals. Adriana holds a California Insurance License. Outside of her professional responsibilities, Adriana enjoys spending time at the beach, gardening, traveling, playing golf, exploring food, and caring for pets.

Andre Lee is a financial advisor at OSAIC holding a Series 66 designation with one year of industry experience. His prior roles include positions at Cal State Fullerton University, Pasadena City College, Mister Car Wash, Colombo's Italian Restaurant, and the Evangelical Formosan Church of Alhambra. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

William Fetter is a financial advisor with Edward Jones in Orange, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he coaches a team at St. Norberts School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Jun Min Koh is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within J.P. Morgan entities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Steven Reed is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009. Reed holds a Series 63 designation. 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 integrates institutional advisory services with brokerage, distribution, and investment management capabilities.

Jenny Choe is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Vartan Grigoryan, Waddell & Reed, and Foresters Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Sandra Kassis is a Planning Consultant at Fidelity Investments. In her current role, she partners with advisors and their clients to provide personalized financial planning support, aiming to assist clients in navigating important financial decisions with clarity and confidence. She focuses on supporting clients as they work toward their long-term financial objectives through thoughtful planning and ongoing guidance. Sandra has been with Fidelity Investments since 2020, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2023. Her experience encompasses various aspects of financial advising and client relationship management. She holds a California Insurance License, which supports her work in the financial services field.

Joseph Addy is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at UnionBanc Investment Services for nine years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized offerings such as business-owner transition and special-needs analysis. The firm employs proprietary research, planning tools, and simulation models to develop tailored recommendations delivered through client meetings and summary reports.

Marco Cisneros is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors.

David Reasoner is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LPL Financial since 2010. Outside of advisory work, he is involved with Back Nine Insurance in a non-variable insurance capacity. 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 model portfolios.

Jacob Meis is a financial advisor with LPL Financial in Fullerton, CA, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, BancWest Investment Services, Bank of the West, Global Financial Data, and Scottrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

James Swanson is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2014, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Wally Luciano is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

John Meinert is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2011. 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, retirement plan consulting, and brokerage services, utilizing a combination of discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Darren Kington is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 designation and has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 1994. In addition to his advisory role, he is involved in tax preparation and accounting services through The Kington Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationally. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Johan Kim is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior roles include positions at Cambridge International Advisory Group and Kinecta Federal Credit Union. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

David Marquis is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Merrill and AXA Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management options, utilizing research and model portfolios from various sources.

Ronald Morales is a Series 65-credentialed financial advisor with Primerica Advisors in Anaheim, CA, with 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure alongside ongoing manager oversight.

Ruben Munoz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018, with prior experience at Bank of America and several other firms. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Victoria Catanese is an Investment Consultant at Fidelity Investments, where she provides guidance and support to clients by understanding their unique financial goals and partnering with them to develop personalized strategies. She has been in this role since 2025. Prior to her current position, Victoria worked as a Relationship Manager at Fidelity Investments from 2023 to 2025, and as a Financial Representative at the same firm from 2022 to 2023. Her career began at JP Morgan Chase, where she was a Relationship Banker from 2019 to 2022. Victoria holds a California Insurance License. Outside of her professional work, Victoria enjoys cooking and baking, fitness activities, exploring culinary experiences as a foodie, solving puzzles, reading, and traveling.