Nelson Escalante Jr. is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked at United Parcel Service and Autozone. He also has experience in education, having worked at Whittier College and La Mirada High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and financial planning services.

Leonor Zamora is a financial advisor with J.P. Morgan Securities LLC in Downey, CA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm focuses on non-discretionary advice through its Institutional Consulting Services program.

Amber Jensen is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and AJMS Ventures, LLC. Outside of finance, she has experience working in the restaurant industry with Modo Mio Restaurant. 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 in its investment approach.

Pamela McKenzie is a financial advisor with LPL Financial in Cerritos, CA, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Guardian Life, Eagle Strategies (NY Life), and Ameriprise prior to her current tenure at LPL Financial. She is also involved with McKenzie Wealth Management, Inc., an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Christopher Elkin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He began his career with Fidelity in 2008, progressing through roles including Financial Representative, Investment Representative, and Financial Consultant. His professional focus is on building strong client relationships and collaboratively developing financial plans that are regularly reviewed and tailored to meet client goals. Christopher's approach centers on proactive service and being a primary resource for his clients' financial planning needs. He holds a California Insurance License, supporting his work in financial consulting. His dedication to following financial markets enables him to serve clients effectively, regardless of their experience level.

Jerry Sheby is a CFP®-credentialed financial advisor with 39 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation, Associated Securities Corp., and Associated Planners Investment Advisory Inc. He also operates Sheby Financial Group, which offers tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Carol Otters is a Series 66-licensed financial advisor with Edward Jones in La Palma, CA, where she has worked since 2011. She has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Monique Go is a Series 66-licensed financial advisor with LPL Enterprise in Irvine, CA. She joined LPL Enterprise in 2026 and has prior experience at firms including Simple Science and Kinross. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach primarily uses model-driven portfolios developed by internal research and third-party strategists, with additional services including financial planning and access to third-party asset managers.

Allie Oglevee is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2020, progressing through positions including Financial Representative and Investment Consultant. Prior to joining Fidelity, Allie gained experience through internships in private credit and wealth management at Tree Line Capital Partners and UBS Financial Services. Her professional focus involves collaborating with clients to develop comprehensive wealth plans. She aims to provide education, confidence, and support to help clients pursue their long-term financial goals. Allie holds a California Insurance License, supporting her work in financial consulting. Further details about Allie's education, credentials beyond her insurance license, and personal interests have not been provided.

Ulysses Enario is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following prior roles at Bank of America and Merrill. J.P. Morgan Securities 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 affiliated brokerage and investment management capabilities.

David Ha is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having four years of industry experience. He has worked with several firms, including Northwestern Mutual Investment Services LLC and Matloff Garg LLC, before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. 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 its Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Lauren Memoly is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, she worked at LBA Realty LLC and had a role with the Grindavík Njaróvik Football Club. 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 in its recommendations.

Chris Lopez is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2022. He has been part of Fidelity Investments since 2018, initially serving as a Financial Consultant. Prior to his tenure at Fidelity, Chris gained extensive experience in the financial services industry, including roles as a Senior Financial Consultant at TD Ameritrade from 2015 to 2018, an Insurance Consultant at C & S Insurance Agency from 2010 to 2015, a Vice President Financial Consultant at Charles Schwab from 2002 to 2010, and as a Financial Advisor at A.G. Edwards from 2001 to 2002. Chris holds a California Insurance License, supporting his qualifications in the financial and insurance sectors. His professional focus is on assisting clients and their families with their financial needs while maintaining a high level of integrity.

Jeffrey Irwin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Allstate Insurance Company and Brenda Soto Bryan Insurance Agency for 12 years. He is also associated with SchoolsFirst FCU and Cuna Brokerage Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Frank Huang is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets, Merrill, and Bank of America. Huang is based in Irvine, CA. 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 in its recommendations.

James Kefalas III is a financial advisor with Raymond James Financial in Brea, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Raymond James Financial Services Advisors since 2009 and has prior experience in non-variable insurance from 2010 to 2018. Additionally, he is the owner of Kefalasfoley Investment Services Inc., a support company unrelated to investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs and municipal advisory services.

Mark Doucet is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo entities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kristen Ahrend is a financial advisor with Charles Schwab in Irvine, CA, holding Series 63 and Series 66 licenses with one year of industry experience. Her work history includes roles at Charles Schwab Bank and Charles Schwab since 2022, as well as prior experience in the food and service industries. Outside of advising, she is a certified Pilates instructor and works as an independent consultant for a consumer goods company. 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 services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and maintains a large, integrated operational structure supporting a broad client base.

Ryan Henry is a financial advisor with Fidelity in Irvine, CA, holding a Series 66 designation and two years of industry experience. He has worked at Fidelity Investments since 2024 and previously at Equitable Advisors and American Financial Network. Outside of his advisory role, he coaches high school lacrosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Alejandro Vargas is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC and over two decades at Wells Fargo Bank, N.A. 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 based on an investment policy statement-driven process. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it serves plan sponsors with tailored investment solutions.