Shiqing Deng is a financial advisor at Edward Jones in Orange, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Deng worked for Societe Generale Corporate and Investment Banking from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory services through a large network of financial advisors and branch offices nationwide.

Donny Takemoto is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America Inc. and National Planning Corporation. Takemoto is also licensed to sell life, long-term care, and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Jin Kim is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill, Bank of America, and Fidelity Investments. Additionally, he has experience running a translation business, Kim Translation's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Mena Eskander is a financial advisor with J.P. Morgan Securities in Tustin, CA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Eskander has been with J.P. Morgan Securities and JPMorgan Chase Bank, NA since 2016 and 2017 respectively. 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’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Steven Ditch is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and its affiliates since 2013 and has operated Harrison Tax Service, a tax preparation business, since 1975. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary options.

Kristin Brkich is a financial advisor at Cetera with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at JMB Financial Managers, Inc. since 1992, where she currently serves as Corporate Treasurer. Outside of her advisory role, she is the Chairperson of the Board of Directors at Servite High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and advisory services, utilizing a multi-manager platform with a wide range of investment options and program structures.

Brittany Taylor is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She has held roles at Wells Fargo Advisors since 2017, including a position at Wells Fargo Clearing Services, LLC prior to her current role. Taylor took a one-year break as a stay-at-home mom between 2016 and 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and planning tools to develop tailored recommendations for clients.

Herbert Medrano is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo. Outside of his advisory work, he operates a sole proprietorship providing property maintenance services. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, featuring CIO-constructed, model-based, and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Wendy Wei is a financial advisor at Merrill with Series 63 and Series 66 credentials and 18 years of industry experience. She has been affiliated with Bank of America and Merrill since 2012. Outside of her advisory role, she is a managing member of two entities unrelated to investments, MQW Dream Realty LLC and WW Capital Venture LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Daniel Tomlinson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of areas including legacy planning, college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel works closely with individuals, couples, and businesses to develop personalized financial strategies aligned with their long-term goals. Daniel holds a Bachelor’s Degree from Southern Methodist University and is a Personal Investment Advisor (PIA). He is affiliated with the Irvine Chamber of Commerce and draws on his background as a former Marine to build strong, trust-based relationships with clients. His approach emphasizes understanding what matters most to clients and collaborating with them to navigate financial decisions throughout different stages of life. Outside of his professional work, Daniel enjoys spending time with his family, watching movies, and playing baseball. He also actively participates in his community through volunteering, reflecting his commitment to service both personally and professionally.

Steve Kang is a Series 66 licensed financial advisor with two years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Merrill Lynch, Bank of America, and other financial institutions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Christopher Keys is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he owns an accounting practice and serves as Director and Treasurer for Friends of the Sea Lions Inc., a marine mammal rescue organization. Equitable Advisors provides financial planning and investment management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering access to multiple third-party asset managers and tailored advisory programs.

Isaac Diaz is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank since 2017. Prior to his finance career, he worked for three years at In-N-Out Burger. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Joshua Goeppner is a financial advisor with Ameriprise in Torrance, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew Kriege is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Business Incentive Solutions and Philz Coffee. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Shiela Imperial is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various JPMorgan entities since 2012. 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 delivers these services through Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Kathryn Hackney is a financial advisor at LPL Financial with 36 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes roles at SchoolsFirst FCU, CUNA Brokerage Services, Inc., and Orange County Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

Nancy Eckert is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 42 years of industry experience. She 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 discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Ward is a financial advisor with LPL Financial in Huntington Beach, CA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 16 years with LPL Financial. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Calvin Jacobs is a Series 66-licensed financial advisor with Morgan Stanley, based in Long Beach, CA, with 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques, managing approximately $2.74 trillion in client assets.