Felix Yan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2020, following a decade at City National Bank. 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 combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Rene Martinez Silva is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., LPL Financial, BMO Bank, and previous terms with J.P. Morgan Securities. 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 an ESG eligibility framework in its recommendations.

Shiloh Gaskin is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Shiloh focuses on understanding clients' individual financial goals and creating tailored financial plans. Shiloh holds a CA Insurance License, which supports their professional capabilities in investment consulting. Outside of their professional work, Shiloh has personal interests that include fitness, football, snowboarding, soccer, and surfing.

Eyan Baul is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Equitable Financial and Equitable Advisors. Outside of his advisory role, he is a golf instructor with the Bai Yang Golf Academy, teaching youth and adults. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence to inform recommendations.

David Parker is a financial advisor with Thrivent Investment Management in Irvine, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Thrivent, he worked at Pine Point Advisors LLC and Bryant University. Outside of his advisory role, he owns a second home in New Hampshire that he rents via Airbnb and VRBO. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses without discretionary portfolio management, and offers planning and managed-account options through a consolidated billing service called “WealthPlan.”

Dawson Janeski is a financial advisor with Charles Schwab who holds a Series 66 designation and has one year of industry experience. Prior to joining Schwab, he worked at CVS Health and held various roles in education and sports clubs. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Isaiah Morse is a financial advisor with LPL Financial in Mission Viejo, CA. He holds the Series 63 and Series 65 licenses and began his advisory career in 2026. Prior to joining the industry, Isaiah’s background includes roles in education and work experience at Casa Italia Inc., Pledge Star, Chipotle, and Rubios Coastal Grill. 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 investment management solutions, supported by advanced tools and a large network of over 22,000 advisors.

Robert Rotstan Jr. is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he is vice president of the Roy J Shlemon Foundation and owns Bob's Creative Ideas, a business focused on creating and patenting product ideas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and other niche areas, utilizing Wells Fargo’s research and planning tools for tailored client recommendations.

Paul Nolta is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2005. 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 an ESG eligibility framework to guide its recommendations.

Melissa Kenshalo is a CFP® professional with 24 years of industry experience, currently advising at Ameriprise in Tustin, CA. Her prior roles include positions at Eagle Strategies, NYLife Securities, New York Life Insurance Company, Stifel Nicolaus & Co Inc, RBC Capital Markets, Bank of America, and Merrill. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients nearing or in retirement with written recommendations and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jordan Oliver is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at Axa Advisors and has professional experience outside finance, including a role at Big Canyon Country Club. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers and integrates both proprietary and third-party solutions.

Cameron Shirangi is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and having one year of industry experience. Prior to joining Morgan Stanley, he has worked in various roles including positions at universities such as the University of Southern California and the University of Hawaii Manoa, as well as running a business called Self Identity Charms LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning solutions supported by structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Peter Philipp is a CFP® and CFA® with 26 years of industry experience, currently working at Cambridge Investment Research Advisors since 2005. His prior experience includes self-employment and roles with Cambridge Investment Research, Inc. Outside of advisory work, he has served as an instructor teaching college-credit investment courses at UC Berkeley and is involved in publishing through The Essential Library. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services delivered through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Jonathan Wang is a CFP® with 13 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at Charles Schwab Bank, Fidelity Brokerage Services, TD Ameritrade, Equitable Advisors, and J P Turner & Company Capital Management. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Tammy Macarthur is a Series 66 licensed financial advisor with six years of industry experience, currently serving clients through LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed Inc and Darci Kelley, alongside involvement with various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, wrapped and model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and diverse operational tools.

Junru Ma is a financial advisor at J.P. Morgan Securities with seven years of industry experience. They hold Series 63 and Series 65 licenses and have worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2019, following prior roles at Haitou LLC, California Actuarial Consultants, and the University of California, San Diego. 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 investment process.

David Matthey is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1990, he has worked with affluent individuals and families to address their financial needs through customized wealth management strategies. His approach emphasizes understanding each client's financial situation, risk tolerance, and time horizon to develop personalized plans aligned with their goals and priorities. He collaborates with clients to periodically review their strategies to ensure continued alignment with life changes. With over three decades in the financial services industry, David has expertise in areas such as family wealth management, legacy planning, retirement income, and philanthropic planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David earned a Bachelor’s Degree in Business Administration and Finance from California State University, Fullerton. David resides in Irvine with his wife and four children. He is involved in his local community, supporting organizations such as the Anaheim family YMCA, Ginny’s Kids, and Kiwanis International. Outside of work, he enjoys baseball, music, reading, and traveling.

Jeffrey Heimstaedt is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory work, he owns a webcam business based in Newport Beach, CA. 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 advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

David Teper is a financial advisor at OSAIC with 11 years of industry experience. He held a Series 66 designation and previously worked at Lincoln Financial Advisors for 11 years before joining OSAIC in 2025. Outside of his advisory role, he is involved as an agent offering fixed insurance and annuities, and assists clients with life settlements. OSAIC serves a broad range of clients including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct diversified portfolios that incorporate stocks, bonds, mutual funds, ETFs, and alternative investments.

Stephen Wight is a financial advisor with Charles Schwab in Irvine, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include tenures at TD Ameritrade Inc. and TD Ameritrade Investment Management, LLC. He has worked with Charles Schwab and its affiliated entities since 2010. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.