Samantha Curtin is a financial advisor with Equitable Advisors in Anaheim Hills, CA, holding a Series 66 designation and 20 years of industry experience. She has worked with Equitable Advisors since 2005 and was previously affiliated with Axa Advisors, LLC for 15 years. 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 a range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.

Patricia Yamada is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, following prior work at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Brendan Wells is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles at J.P. Morgan entities since 2018, as well as prior experience at Olympus Wealth Management, Investment Planning Solutions, and Northwestern Mutual. J.P. Morgan Securities 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 manager due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers services on a non-discretionary basis.

Siyuan Li is a financial advisor at Merrill in Irvine, CA, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to Merrill, Li worked at Bank of America, JP Morgan Chase Bank, J.P. Morgan Securities, and Cathay Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Melissa To is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2012 and is currently affiliated with Morgan Stanley Private Bank, National Association. To holds a Series 66 designation. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured tools and analyses such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both individual and employer-sponsored financial planning services.

Barrett Jackson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and is a Certified Financial Planner (CFP®) professional, as well as holding designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Barrett partners with the NCD Group at Merrill Lynch, focusing on delivering customized wealth planning solutions tailored to clients' risk tolerances, time horizons, liquidity needs, overall investment goals, and associated costs. Barrett graduated from the California State University system with a Bachelor's degree, majoring in Business-Finance and minoring in Economics. His client focus areas include divorce transition planning, employee benefits planning, family wealth management strategies, individual and corporate investment strategy, and retirement income. He is affiliated with the professional organization Western Hills Country Club and is involved in the community through groups such as the 26.2 Club. Outside of his professional work, Barrett enjoys participating in activities such as baseball, basketball, fishing, golfing, running marathons, skiing, wood working, and spending time with his family. He resides in La Habra with his wife, Darlene, and their two daughters. They engage in volunteering and community service through churches and various running organizations.

Paul Hoang is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. since 2015. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Carmelo Battaglia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Raymond James & Associates and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, and it acts as an ERISA fiduciary when providing investment advice.

Stuart Pollard is a financial advisor at Equitable Advisors with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Equitable Advisors, he held roles at Eventide Asset Management and Rimrock Capital Management. Outside of his advisory work, Pollard is involved in youth lacrosse as a coach and board member for the Scots South Orange County Middle School Lacrosse Club and serves as an assistant lacrosse coach at St. Margaret’s Episcopal School. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging multiple program sponsors and third-party managers to deliver advisory and brokerage solutions.

Nicklaus Peterson is a financial advisor at Edward Jones in Costa Mesa, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the country.

Victor Bui is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, LLC, as well as Morgan Stanley Private Bank, N.A. Outside of finance, he had a brief role at Flufflie's in 2018. 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.

Markus Wong is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018, following five years at Beijing Lisi Trading Company. Outside of his advisory role, he is president of a food services business, Spice and Rice, and owns Kelly's Closet LLC, an apparel consulting firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and emphasizes a large retail advisor and branch network alongside affiliated capabilities such as a trust company and securities-based lending.

Joe Moore Jr. is a financial advisor with LPL Financial in Orange, California, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 45 years of industry experience, including prior roles at Voya Financial Advisors, Inc. and OSAIC. He is also the owner of a 401(k) administration business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 retirement plan consulting.

Cau Min Li is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a 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 investment modeling techniques.

Mc Kenna Wegner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan in 2023, Mc Kenna worked at Paramount Global, Stranos Wealth Management, and has held roles outside the financial sector including positions at Redwood Construction Company and Donerg Mediterranean and Turkish Grill. Mc Kenna also has experience in education through work at Chapman University and Timberline High School. 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 applying an ESG eligibility framework in its investment recommendations.

Shu Todoroki is a financial advisor at OSAIC with 23 years of industry experience, including 21 years at Woodbury Financial. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Todoroki serves as an assistant varsity softball coach at Loara High School and Fullerton High School. OSAIC serves a diverse clientele of retail and institutional investors through a broad network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to a range of managed account solutions. The firm utilizes asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Kevin Ta is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, Merrill, Wells Fargo, and Bank of America/Merrill Lynch. 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. The firm delivers non-discretionary services through select Wealth Advisors, offering customized investment solutions supported by its broader broker-dealer and banking organization.

Jimmy Chen is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2021. He works with clients to create and execute retirement, income, and wealth planning strategies tailored to their needs. Before his current role, Jimmy worked as a Financial Consultant at Fidelity Investments starting in 2021 and held positions as a Licensed Mortgage Officer at LoanDepot LLC and as a Private Client Banker at JPMorgan Chase Bank, N.A. He holds a California Insurance License.

Stephen Meyers is a financial advisor with LPL Financial, based in Fountain Valley, CA. He holds Series 63 and Series 66 designations and has 37 years of industry experience, including 19 years at Linsco Private Ledger. Outside of advisory work, he is involved in a non-variable insurance business focusing on whole life, universal life, and term insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Kara Noone is a Series 66-credentialed financial advisor with Morgan Stanley, based in Irvine, CA, and has 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is involved in farming as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning facilitated by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.