Kevin Lynn is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2015 and JPMorgan Chase Bank, N.A. since 2003. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he offers deposit and credit products. J.P. Morgan Securities 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 select group of wealth advisors. The firm combines institutional advisory operations with affiliated brokerage and investment management capabilities.

Roy Leonard is a CFP®-credentialed financial advisor with 37 years of industry experience. He has been with J.P. Morgan Securities since 2012 and holds a Series 63 license. Outside of his advisory role, Leonard is involved in a family-run pet boarding and daycare business in Newport Beach, which is managed by his wife and son. 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, combining quantitative asset-allocation modeling with centralized due diligence and incorporating ESG frameworks in its recommendations.

Erica Schickerling is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has held roles at several firms, including Raymond James Financial Services and Citrus Wealth Management. Outside of her advisory work, she is the founder and writer of a travel blog. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Arlon Enmeier is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America, Inc. and Dynamic Healthcard Systems, Inc. He also sells life insurance and annuities as part of his business activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering a range of brokerage, advisory, and retirement services through a large network of affiliated advisors and multiple investment platforms.

Trajan Sung is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Unionbanc Investment Services, MUFG Union Bank, and HSBC Bank USA N.A. since 2014. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using model-based and discretionary investment strategies developed by internal and third-party teams.

Dina Fernandes is a Series 66-licensed financial advisor with Morgan Stanley in Laguna Niguel, CA, and has 20 years of experience at the firm. She has been active in the industry for seven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools but does not include individual security recommendations within its standalone planning program.

Matthew Chase is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2008, progressing through several positions including Vice President Wealth Planner, Vice President Financial Consultant, Investments Representative, and Financial Representative. In his professional capacity, Matthew focuses on wealth planning and helping families work toward their financial goals. He holds a California Insurance License, which supports his advisory services. Outside of his professional life, Matthew enjoys hiking, running, tennis, and parenthood.

Taylor Wendel is a financial advisor at UBS Financial Services with seven years of industry experience. He held prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. Additionally, he worked at California State University Fullerton and In-n-Out Burger earlier in his career. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions.

Yachen Sun is a CFP® with 12 years of industry experience. He is currently with Wells Fargo Clearing and previously worked for NYLife Securities, LLC and New York Life Insurance Company for 12 years. He is based in Newport Beach, CA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Brett Frazier is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has prior work history at The Hartford, Humanscale Corporation, E3 Consulting, and Alta Vista Country Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipalities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

John Leat is a Financial Consultant at Fidelity Investments, where he currently partners with clients to develop personalized financial plans and strategies aimed at enhancing their comfort and confidence in their financial futures. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before assuming his current position in 2025. John holds a California Insurance License, supporting his work in financial consulting. His career at Fidelity Investments has provided him with a broad range of experience in financial services and client relationship management.

Jeffrey Levine is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Dale Wood is a CFP® with 41 years of experience in the financial industry and has been with OSAIC since 1990. He holds a Series 63 license and operates a sole proprietorship offering fixed and variable annuity insurance as well as fixed life products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of financial advisers. The firm provides a range of brokerage, advisory, and retirement services using various asset-allocation tools and third-party platforms.

Cory White is a financial advisor at Edward Jones in San Clemente, CA, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Birdwell California! LLC, William Ray Valentine LLC, and The Pacific Financial Group, Inc., as well as consulting through CM White Consulting. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachariah Page is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in roles at Belmont Publications, Cintas, Target, and 24 Hour Fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a network of approximately 23,701 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kim Chu is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Merrill and Bank of America since 2015. Outside of her advisory role, Kim co-owns rental properties with family members. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Stephen Blackwell is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2014. 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, distribution, and investment management capabilities.

Jerrold Clarke is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Outside of his advisory role, Clarke operates an eBay business selling a baseball card collection. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources.

Richard White is a financial advisor with Cetera, holding CFP® and Series 66 designations and bringing 27 years of industry experience. He has worked with Avantax Investment Services and Avantax Insurance, and has operated R.M. White & Associates since 1983, providing tax preparation, planning, and financial statement services. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Justin Leonard is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023, he was active in animal rescue through Home Free Animal Rescue and engaged in other personal business activities. 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 applying an ESG eligibility framework in its investment recommendations.