Arezoo Agharezakashi is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and Wells Fargo in various capacities since 2016. 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.

Sophie Spiegel is a financial advisor at Osaic with a Series 66 credential and one year of industry experience. Prior to joining Osaic, she was with Spiegel Financial for one year and spent six years at R1 RCM. She also took time for extended travel and full-time education earlier in her career. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, leveraging asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a range of investment types.

Stephen Rouse is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at BMO Bank NA, Bank of the West, Wells Fargo Investments, and Morgan Stanley. He is also involved with BMO Investment Services and serves as a Premier Banker at BMO Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Keith Tran is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2011. His prior roles include positions at Merrill, Banc of America Investment Services, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and delivers advisory services supported by proprietary research and model-based asset allocation.

Corey De Mers is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2010. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Edin Beqaj is a financial advisor with Equitable Advisors in Irvine, CA. He holds the Series 66 designation and has been with the firm since 2026. Prior to his current role, Edin’s background includes positions at San Diego State University and Chipotle. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and a variety of third-party advisory programs to deliver customized investment solutions.

Hooman Karbasion is a CFP®-certified financial advisor with 15 years of industry experience, currently practicing at Edward Jones since 2017. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. He serves as a Finance Committee Member for the Presbyterian Church of the Master in Mission Viejo, CA, where he reviews investment policy and financial statements. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, with affiliated capabilities including a trust company and proprietary mutual funds.

Anthony Erenyi is a CFP®-designated financial advisor at LPL Financial with 37 years of industry experience. He previously spent 22 years with Crown Capital Securities, L.P. Outside of his advisory role, he is involved in fixed insurance sales on a part-time basis. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

Jerice Walker is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank and Wells Fargo Advisors since 2010. 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 advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

Cameron Price is a financial advisor at UBS Financial Services with seven years of industry experience. He has worked at UBS since 2018 and previously held roles at Abercrombie & Fitch and Millennium Systems. He holds a Series 66 designation and is based in Irvine, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Susan Bordeaux is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held positions at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Bordeaux holds the Series 66 designation and is based in Irvine, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Matthew Carlson is a Financial Consultant currently working at Fidelity Investments. He has held several roles within the financial services industry, including Planning Consultant at Fidelity Investments from 2021 to 2023, Financial Solutions Advisor at Merrill Edge from 2020 to 2021, and Workplace Planning Consultant at Fidelity Investments from 2018 to 2020. He holds insurance licenses in Arkansas and California. Matthew's approach focuses on understanding individual clients' goals, needs, and wants to collaboratively create comprehensive financial plans. Outside of his professional work, Matthew has interests in art, cars, cooking and baking, fitness, movies, and outdoor adventures.

Ernest Martinez is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has been a financial advisor since 1991 and holds the designation of Personal Investment Advisor (PIA). In his role, Ernest serves clients by integrating retirement planning, wealth transfer, insurance, and lending services to build a customized approach to overall wealth management. He is also a qualified Portfolio Manager, managing discretionary personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Ernest graduated from the University of Southern California in 1991. He focuses on areas including managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. As an advisor, he aims to connect all aspects of a client’s financial life to help prioritize and pursue their important goals. Outside of his professional work, Ernest resides in San Clemente with his wife and two daughters. His personal interests include golfing, skiing, surfing, and yoga. He is also involved with the Surfrider Foundation. Lending services are provided through Bank of America, N.A.

Rita Yeh is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at MassMutual Life Insurance Company and Metlife Securities Inc. She is also an independent insurance agent licensed to sell life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Michelle Vu is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Securities Service Network and First Allied Securities, Inc. since 2018, she has been associated with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms while utilizing various advisory tools and strategies.

Brandon Anderson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to his current role, he gained experience at Mercedes Benz of Foothill Ranch, Independent Financial Group, Edward Jones, and Texas Christian University. Outside of his advisory work, he is a partner in PMBL Investments, LP, an investment-related venture focused on real estate. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market modeling techniques.

Mark Ansara is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2013, currently working at Wells Fargo Advisors Financial Network. Outside of his advisory role, Ansara is involved in several investment-related ventures, including ownership interests in family and private investment entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, leveraging Wells Fargo research and tools to deliver tailored recommendations, with clients having discretion over implementation through various brokerage and advisory programs.

Vincent King is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Thrivent Investment Management and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. King also holds sales agent roles with multiple life insurance companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and allows clients to combine planning with managed-account programs under a consolidated billing option.

Trevor Salisbury is a financial advisor at Equitable Advisors in Irvine, CA, holding a Series 66 designation with less than one year of industry experience. His prior work experience includes roles outside the financial industry, such as at Golf Galaxy and Oggis Pizza and Brewery Co. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.

Kevin Chen is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Tesla Motors. His background also includes a brief role at Balanced Boost, LLC. 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.