John Murayama is a financial advisor at Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Equitable Advisors since 2015. Outside of his advisory role, he is involved with Pacific Educators, focusing on disability income insurance. 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 asset-management programs, utilizing a range of proprietary and third-party advisory solutions.

Julianne Hussain is a financial advisor with Ameriprise in Aliso Viejo, CA, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Ameriprise, she has experience working in education and the food service industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Darryn Pope is a CFP® professional with 36 years of industry experience, currently serving at Cetera. His prior roles include positions at Avantax Advisory Services, Proequities Inc, and LPL Financial. Outside of advisory work, he owns RACERBAX LLC, where he coordinates marketing and event participation in running expos, and he consults with CPA firms through his role at CPA2Connect. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with flexible program options, managing over $256 billion in assets across more than 10,000 advisors.

Veronica Navarrete is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and over 25 years of experience in the financial industry. She has been with JPMorgan Chase Bank, N.A. since 1997 and has served at J.P. Morgan Securities in multiple periods since 2022. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage, distribution, and investment management services.

Jeanine Delgadillo is a financial advisor at Morgan Stanley with 10 years of experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and Secular Return Estimates.

Erika Dominguez is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has experience working at Merrill prior to joining Morgan Stanley. Her background includes roles in both educational institutions and a small business venture outside of finance. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes with firm-approved methodologies while generally acting in an advisory capacity for financial plans.

Kai Kang is a financial advisor with Thrivent Investment Management holding a Series 66 designation. Kang has been with Thrivent and its affiliates since 2025 and has prior experience in securities firms and academic roles. Outside of advising, Kang was involved with BYTEMELODIES Inc. in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics, delivered either as one-time or ongoing engagements, with options to combine planning services with managed accounts under a consolidated billing system.

Nicholas Lockwood is a financial advisor at OSAIC with seven years of industry experience. He previously worked at Lincoln Financial Advisors for seven years and holds a Series 66 designation. Outside of his advisory role, Lockwood hosts the podcast "Money Made Simple with Oakwood Wealth Partners" and owns an online merchandise company called Free The Halos. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party solutions to manage portfolios that may include equities, fixed income, options, mutual funds, ETFs, and alternative investments.

Editha Shemke is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of her advisory role, she leads a professional networking group, Provisors, and serves as Founder and Advisory Board Chairperson for the Boardvance initiative within OneOC, which supports nonprofit organizations. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and municipalities, using a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Irena Hsiao is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank, Raymond James & Associates, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers a range of investment and planning products.

Cameron Baker is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at New York Life and Eastdil Secured, as well as work in public outreach and education. 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 a mix of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Towfiq Chitalwala is a financial advisor with Merrill in Lake Forest, CA, holding Series 63 and Series 65 credentials and having 19 years of industry experience. He has worked at Bank of America and Merrill since 2018, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2018. 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, pension plans, corporations, and charitable organizations.

Jack Chen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 credential and has held roles at JPMorgan Chase Bank and Waddell & Reed, Inc. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory approach. The firm integrates quantitative modeling and centralized due diligence with an ESG eligibility framework when recommending investment strategies.

Brett Bevan is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has worked at Fidelity and Edward Jones during his career. He serves as an investment committee member for the Saddleback Laguna Lodge #672 Free and Accepted Masons and holds a director position at Circuit Assembly Corp. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Anastasia Khokholkova is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of her advisory role, she has a real estate ownership interest unrelated to investment activities. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions through a centralized consulting team that delivers customized, algorithm-supported retirement income recommendations.

Derrick Strub is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with LPL Financial in Irvine, CA. His prior roles include positions at Bank of America and Merrill. Outside of financial advisory work, he operates a website design business focused on real estate professionals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services delivered through a large network of investment adviser representatives, utilizing various investment strategies and advanced operational tools.

Peter Feibleman is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Outside of his advisory work, he is associated with a business involving property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Christopher Polimeni is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Western International Securities, Inc. and Financial West Group. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services supported by extensive research and technology resources.

Ronald Koby is a financial advisor at Merrill with Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Merrill since 1985 and has also been with Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 managers.

Michael Gabrielian is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Securian Financial Services, Inc. and Minnesota Life for over three decades. Gabrielian serves as treasurer on the Brighton Shores Homeowners Association board and participates on the advisory board of Envirokinetics. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors. The firm serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management as well as financial planning and consulting services.