Hsiao Chi Wu is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partial owner of a rental property. 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.

Roxana Solorzano is a financial advisor at Ameriprise with 24 years of industry experience. Her prior roles include positions at Urban Wealth Management, Allstate Financial Services, and LPL Financial. She serves as president of the Rotary Club of East Los Angeles and is involved in tax preparation through Legacy Wealth Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning and tax-aware withdrawal strategies.

Q Fenn Anstruther is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include collaboration with investment companies, private funds, and commodity pool operations.

Julian Castiblanco Canon is a financial advisor with LPL Financial in Anaheim, CA, holding Series 66 and Series 63 licenses and six years of industry experience. He has previously worked at Wescom Financial Services, CUSO Financial Services, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.

Rachael O'Leary is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to that, she worked at Pacific Life from 2015 to 2019. Earlier in her career, she had roles as a marketing intern at Frieda's Inc. and as a mentor for incoming college freshmen at Northern Arizona University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Randall Zelko is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, education, and specialized services, using proprietary research and planning tools to deliver tailored recommendations.

Shaun Mathers is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and six years of industry experience. Prior to his financial services career, he served for 37 years with the Los Angeles County Sheriff's Department. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that incorporates advanced modeling tools, managing approximately $2.74 trillion in client assets.

Danny Chen is a financial advisor with J.P. Morgan Securities in Walnut, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kendra Kearney is a Series 66 licensed financial advisor with 13 years of industry experience. She currently works at Fidelity Investments and has previously been employed by Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and UnionBanc Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm serves a variety of clients such as registered investment companies and an IRS-qualified Charitable Gift Fund.

Eithne Mclaren is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery tools and models, managing approximately $2.74 trillion in client assets.

John Dauphin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1995 and brings 25 years of experience in working with individuals and businesses to develop financial strategies aimed at achieving their goals. John holds professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John earned a Bachelor's degree in Business Administration from San Jose State University and a Master’s degree in Business Administration from the University of Massachusetts Lowell. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, and tax minimization. Outside of his professional work, John is a sports enthusiast who enjoys baseball, football, golf, and soccer. He is a soccer dad to his four children and spends time with his wife, Gina. John and his family reside in Yorba Linda.

Scott Macbeth is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Brea, California office. He has been with Merrill Lynch Wealth Management since 1998. Scott works with families and businesses to help them meet their financial goals while managing risk according to their comfort level. He also assists corporate executives with complex concentrated stock options and deferred compensation strategies, utilizing Rule 144 filings and 10b-5 plans. Scott is a graduate of California State University, Fullerton, and holds the Personal Investment Advisor (PIA) designation. His advisory approach focuses on understanding clients' goals and priorities, with particular attention to the liability aspects of personal and business balance sheets. He engages clients by asking detailed questions and listening carefully to understand their current financial position and future objectives without taking unnecessary risks. Scott lives in Newport Beach and enjoys surfing and riding his bike along the boardwalk during his free time.

Ivy Van is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has worked at both Bank of America, N.A. and Merrill since 2014. Outside of her advisory role, she manages a personal investment business focused on rental properties. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela Choo is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with a brief gap in employment between 2022 and 2023. Before joining Edward Jones, she worked at Finance of America Mortgage from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Nanette Salley is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Merrill since 2009 and has a concurrent association with Bank of America, N.A. since 2003. Based in Los Angeles, CA, she serves clients through these institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies developed by internal and third-party managers, serving individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Sandberg is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, Sandberg serves as a non-public arbitrator for FINRA, occasionally participating on arbitration panels. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Natasha Pirozko is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2022 and concurrently serves clients through Cuna Brokerage Services, Inc. and SchoolsFirst Federal Credit Union, where she has been involved since 2010 and 2011, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and diversified investment strategies.

Attila Vari is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he supports affluent families and business owners by addressing various financial needs, with a particular focus on investment management and wealth planning services. He has been employed at Merrill Lynch since 1997 and collaborates with a CFP® professional partner who prepares wealth plans, while he concentrates on investment aspects. Attila brings over 25 years of experience in financial services. His approach involves strategically aligning clients' balance sheets to position them for sustainable growth, employing a defined process to help clients build long-term liquidity and achieve their financial goals. He offers advice tailored to clients' specific situations, establishes objectives, develops appropriate financial strategies, and regularly reviews progress with clients. Attila holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from Wayne Hills High School. He is a first-generation Hungarian whose parents immigrated to the United States after escaping communism, and he attributes his commitment to hard work and determination to their example.

Ryan LeVine is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial strategies tailored to their unique goals and circumstances. His approach emphasizes building meaningful relationships to support clients' financial planning needs. Ryan's professional experience includes several roles within Fidelity Investments, progressing from Financial Services Representative in 2023, to Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, he worked as an Associate at Transamerica Life Insurance Company from 2018 to 2021. He holds a CA Insurance License. Outside of his professional work, Ryan enjoys a range of personal interests including comedy, food, golf, music, reading, and traveling. He values spending time with his family and looks forward to engaging with new clients.

Robert Choi is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 2004. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning services that incorporate firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and delivers advice through Financial Advisors and specialized planning groups.