Emily Shipcott is a financial advisor with Edward Jones in Orange, CA, holding a Series 66 designation and one year of industry experience. She has worked with Edward Jones since 2025 and previously held roles with the San Diego Padres, Seattle Mariners, and Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Victoria Catanese is an Investment Consultant at Fidelity Investments, where she provides guidance and support to clients by understanding their unique financial goals and partnering with them to develop personalized strategies. She has been in this role since 2025. Prior to her current position, Victoria worked as a Relationship Manager at Fidelity Investments from 2023 to 2025, and as a Financial Representative at the same firm from 2022 to 2023. Her career began at JP Morgan Chase, where she was a Relationship Banker from 2019 to 2022. Victoria holds a California Insurance License. Outside of her professional work, Victoria enjoys cooking and baking, fitness activities, exploring culinary experiences as a foodie, solving puzzles, reading, and traveling.

Stephen Blanchard is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and UBS Financial Services. He is based in Seal Beach, CA. 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 through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Thuy Bui is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. She has worked at J.P. Morgan Securities since 2015 and previously at Wamu Investments Inc. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Jonathan Thomas is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Ruben Tarkhanyan is a CFP® with 14 years of industry experience, currently serving as an advisor at OSAIC. His prior experience includes roles at Edward Jones, LPL Financial, BancWest Investment Services, the Boston Institute of Finance, AssetMark Brokerage, and J.P. Morgan Securities. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm uses model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools, and is notable for its scale, affiliate network, and recent consolidation activity.

Joseph McGrath is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in various non-financial organizations, including Sierra Produce and IATSE Local 504, and was involved with Xcel Baseball and Softball as well as Tom Hicks Baseball Camps. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Pedro Ureno is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing seven years of industry experience. He has previously worked at CUNA Brokerage Services and has been associated with SchoolsFirst FCU since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Travis Jon Barr is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Wells Fargo Clearing. Outside of his advisory work, he writes an auto car show blog and is involved in private volleyball coaching and sports training. 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 combines research-driven investment evaluation with a broad range of brokerage and advisory solutions.

James Froelich is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and with several years of professional experience including multiple periods at Morgan Stanley since 2023. His prior work includes roles outside the financial industry at DeLaveaga Golf Course and UC Santa Cruz. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by structured tools and analytical models.

Jarod Garza is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at BJ's Restaurants, Inc. and FedEx. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Josiah Ball is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Western International Securities, Cambridge Investment Research Advisors, and SagePoint Financial, among others. He also serves as a non-variable insurance agent for Sphera Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, providing a range of financial planning, portfolio management, and institutional platforms.

David Gibb is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Investment Centers of America and Bancwest Investment Services. Outside of his advisory role, he is an independent insurance agent operating under the Ardentone Financial name. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through various platforms, as well as access to third-party advisers and proprietary model strategies.

Ivy Sampson is a financial advisor with Edward Jones in Long Beach, CA, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2016 and previously worked at California State University, Fullerton. Outside of her advisory role, Ivy is an independent ballroom dance instructor and a caregiver assisting the elderly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Serina Foster is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes multiple roles within Wells Fargo and UBS Financial Services. Outside of her advisory work, she is a wellness advocate selling essential oils through DoTerra Essentials. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs planning. The firm supports tailored recommendations using proprietary research and planning tools, with clients able to choose how to implement suggested strategies.

Linda Chen is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her prior work includes roles at The Arrow House and Mitsubishi Motor North America, among others. She also assists with Retirement Distribution and Wealth Management Strategies, where she works with fixed insurance products and contributes to client communications. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Sure Oeng is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. Prior to his current role, he held positions at AD.IQ, The Container Store, Anteater Television, and Hotel Irvine. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services with a focus on multi-asset model portfolios and both non-discretionary and discretionary investment options.

Johnna Iantorno is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Morgan Stanley, and Commonwealth Financial Network. Outside of her advisory role, she is the sole member of Beth Bandit Books LLC, a publishing company that produces books unrelated to financial services. 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. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Vincent Daigneault is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kevin Gotts is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Securities America Advisors and National Planning Corporation. In addition to his advisory work, he teaches at California State University, Fullerton. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on both advisory and non-advisory services.