Khoi Nguyen is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Financial Representative at Fidelity Investments in 2024 and as a Financial Advisor at Edward Jones from 2023 to 2024. His financial services career also includes positions at JPMorgan Chase & Co., Morgan Stanley, and Northwestern Mutual Insurance Company. Nguyen holds a California Insurance License. He focuses on developing strong relationships with clients, assisting them in aligning their finances with their personal goals to create tailored financial plans. His approach emphasizes prioritizing clients' needs, wants, and wishes to help them find confidence and balance in their financial journey. Outside of his professional life, Nguyen enjoys boating, family activities, fitness, food, hiking, and photography.

Jonathan Izquierdo is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Wells Fargo, and positions in higher education. 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.

Mark Powell is a financial advisor with LPL Financial in Orange, CA, holding a Series 66 credential and 20 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he streams on Twitch and has participated in game testing for Microsoft. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, and other organizations. The firm offers a range of advisory programs, financial planning services, and utilizes research-supported model portfolios and advanced technologies in its investment management.

Pengnian Chu is a CFP® professional with 21 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously spent 16 years with Waddell & Reed Inc and various insurance carriers. 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 provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by a range of model portfolios and research resources.

Bryan Peterson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo, he worked at Merrill for several years and has a background in engineering and manufacturing. He serves as a successor trustee for a family revocable living trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory.

Michael Murphy is a financial advisor with OSAIC in Cypress, California, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Prior to joining OSAIC in 2024, he worked with Linsco/Private Ledger Corp. He is a partner in the CPA firm Murphy, Murphy & Murphy and serves on the boards of several nonprofit organizations, including the Haynes Fund and Orange Catholic Foundation. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm uses asset-allocation tools and automated rebalancing to manage portfolios with a range of investment products and supports various third-party managed-account solutions.

Dylan Edwards is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked with Cambridge Investment Research and as a self-employed advisor since 2019. Outside of his advisory role, he is involved as an independent insurance agent with Presidio Life LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across multiple platforms and incorporates both proprietary and third-party strategies.

Kristi Bae is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009. 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 through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Connor Mellema is Vice President and Financial Consultant at Fidelity Investments, where he partners with high net worth clients to develop comprehensive wealth strategies aimed at achieving their financial goals. He has held various roles at Fidelity Investments since 2021, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Connor worked as an Analyst at Harvey & Company in 2021. Connor holds a California Insurance License, supporting his expertise in financial planning and investment consulting. Outside of his professional career, he enjoys fishing, skiing, surfing, swimming, traveling, and participating in social events with friends.

Hannah Etherson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2019 and previously worked for eight years at Train Insane Gym. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Redjaian is a financial advisor with Fidelity Investments and holds a Series 66 designation. He has one year of industry experience and has been with Fidelity since 2023. Prior to his advisory role, his background includes work in the fitness industry, university employment, and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing investments across mutual funds, ETFs, and ETPs.

Rajkumar Motwani is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, Principal Life Insurance Company, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plan objectives and risk tolerances while acting as an ERISA fiduciary.

James Burns is a financial advisor with Equitable Advisors in Mission Viejo, CA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Anh Vu is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. Prior to joining Wells Fargo in 2022, Vu worked at JP Morgan Securities LLC for seven years. Vu is also a majority owner of an LLC providing beauty, skincare, and cosmetic services. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Farzin Morena is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses. Morena has professional experience at Tesla Inc and owns The R&R Realty Company, where he is a real estate broker. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through various third-party programs and platforms. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals and risk tolerance.

Shane Kim is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked exclusively with JP Morgan affiliates 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.

Regino Diaz is a CFP®-certified financial advisor with J.P. Morgan Securities in Irvine, CA, bringing 14 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 1999 to 2018. Outside of his advisory role, Diaz is involved in managing residential real estate investment properties through several ownership interests. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Evan Ling is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Ling is an investor in multiple partnerships established since the 1980s. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Andrew Lee 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 various J.P. Morgan entities since 2015. Outside of his advisory role, he is involved in a small-scale commerce activity focused on buying and reselling items. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Christopher Robertson is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors for six years and CDG A Boeing Co for two years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party managed account solutions.