Esha Chandra is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at BrightHouse Financial Insurance Company, MSC Wealth Management, and Nordstrom. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, AI-driven research methods, and its advisory role to multiple registered investment companies.

Lea Wada is a financial advisor with Merrill in Anaheim, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She has worked at Merrill and Bank of America since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Fortman is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity for over 19 years and has a total of 24 years of experience in the financial services industry. In his role, he supports clients in wealth planning, including investment strategies, retirement planning, and income planning. Prior to his current role, Brian held several positions within Fidelity, including Investment Representative and Financial Representative. His experience also includes roles at City National Bank, US Bank, Bank of America, and UBS, where he gained expertise in financial advisory and banking services. He holds a California Insurance License. Outside of his professional career, Brian enjoys spending time at the beach, attending concerts, cooking and baking, participating in family activities, parenthood, and skiing.

Vivian Monahan is a financial advisor with LPL Financial who holds a Series 66 designation and has five years of industry experience. Her prior experience includes roles at FSC Securities Corporation and The Advisory Group. She is also a notary and acts in a fiduciary capacity through a living trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various management approaches.

Raymond Pai is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Irvine, CA. He has been with LPL Financial and SageMint Wealth since 2022. LPL Financial is a national firm serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Bradley Harmeyer is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Vinny Le is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he owns a rental property in Irvine, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Sabrina Yang is a financial advisor at J.P. Morgan Securities in Irvine, CA, holding a Series 66 license with three years of industry experience. Her background includes roles at J.P. Morgan Chase Bank, Citibank NA, and the University of California. 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 recommendations.

Sheila Cook is a financial advisor with Equitable Advisors in Laguna Niguel, CA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of her advisory work, she serves as a trustee for her immediate family. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels, tailoring services based on client goals, risk tolerance, and time horizon.

Mark Mooney is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with investment guidance from its Global Investment Committee.

Jessica Wang is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and 10 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Maria Ang Laigo is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Changhoon Oh is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, and MSI Financial Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Bill Do is a Series 66-registered financial advisor with LPL Enterprise, based in Irvine, CA. He has experience working at LPL Enterprise since 2026 and previously held roles at Evergreen World ADHC and the University of California Irvine. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, supported by both in-house and third-party portfolio management.

Brian Jackson is a financial advisor with Ameriprise in Riverside, CA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing Riverwalk Executive Suites, Inc., an office leasing business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide non-discretionary recommendations. The firm serves a large client base with advisory, brokerage, and insurance solutions through affiliated companies.

Sarah Seo is a financial advisor at Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses. She has been with Morgan Stanley since 2025 and has prior work experience in various roles including at In Home Supportive Services and Acuity Eye Group. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, and it offers comprehensive investment and advisory solutions across multiple asset classes.

James Miller is a CFP® and ChFC® with 52 years of experience in the financial services industry. He is currently affiliated with Royal Alliance Associates, Inc. and has prior experience spanning 45 years at Signator Investors, Inc. Miller also operates a sole proprietorship focused on insurance sales in Fullerton, CA. He works through Osaic Wealth, Inc., which serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using sophisticated asset-allocation tools and offers access to various investment vehicles and third-party management solutions.

Brennan Mc Daniel is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2021. His prior roles include positions at Voya Financial and Ariel Investments, as well as academic appointments at The University of Chicago. 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, delivering its program on a non-discretionary basis.

Brian Stringer is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 credential and eight years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at UBS Financial Services from 2017 to 2022 and was affiliated with Chapman University from 2015 to 2018. Outside of his advisory work, he collects and sells baseball cards. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Isaiah Lopez is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and One America. Outside of his advisory role, he operates The TCG Tavern, a trading card game YouTube and streaming channel. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, and access to a broad range of brokerage and insurance products through an integrated platform.