Jessica Gong is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has previously worked at One Oak Wealth Management, Eagle Strategies (NY Life), NYLIFE Securities, LLC, and Pascal Insurance & Financial Services. Outside of finance, she has been employed as a yoga instructor at Sender One Climbing. 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 portfolio programs, third-party asset management, and institutional platforms.

Christopher Winter is a financial advisor with Wells Fargo Clearing in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 approach is IPS-driven and grounded in modern portfolio theory, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Marcus Alexander is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Bank of America and Merrill Lynch for over 16 years each before joining LPL Financial. Marcus is based in Newport Beach, CA. 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 solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Christian Connella is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His background includes roles at Chapman University and involvement with Big Arms Swimmers. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

John Woolway is a financial advisor at Charles Schwab with the Series 66 designation and one year of industry experience. Prior to joining Schwab, he was involved in the hospitality sector with Xenia Bistro and energy solutions with Your Energy Solutions. He also spent several years pursuing full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a centralized operational structure supporting a large client base.

Ricardo Cruz Jr. is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work history includes roles at Bank of America, Allied Universal, and AT&T Mobility Services LLC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Bigdelou is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo in various roles since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Chase Nishida is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stifel since 2020. Prior to joining Stifel, he worked at Morgan Stanley from 2018 to 2020 and at Mutual Fund Administration LLC from 2014 to 2018. He is a member of the Scholarship and Luncheon Committees for the Japanese American Treaty Centennial Scholarship Fund. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and financial planning analyses that support client decision-making.

Caleb Russell is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include nine years at Wedbush Securities Inc and two decades with various insurance carriers. He operates under the business names Russell Capital Management, Gladstone Advisors, and Priority Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with research and technology tools across a broad platform.

Kim Lim is a financial advisor with LPL Financial in Laguna Beach, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC before joining LPL Financial in 2014. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by an extensive network of over 22,800 advisors.

Andrew Hill is a financial advisor at Merrill with 29 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1997 and at Bank of America since 2009. Outside of his advisory role, he serves as an executor for family trusts. 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 model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katie Kelley is a Series 66 registered advisor with Morgan Stanley in Laguna Niguel, CA, having 12 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Yanai Macon is a financial advisor with Charles Schwab in Newport Beach, CA, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Schwab, Yanai worked at Great Maple, Jersey Mike's Subs, Fidelity Investments, and held various other roles including positions in education and camp management. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with integrated custody and brokerage services.

Sheila Carlson is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Sheila is a graduate of the University of Colorado at Boulder. Before joining Merrill, Sheila was the owner and controller of her own aerospace manufacturing firm and has an extensive background in accounting. Her financial advising approach involves a disciplined wealth management process, allowing her to understand and align with her clients' financial goals and aspirations. She works with clients to develop individualized financial roadmaps that are meaningful to them and their families. Sheila focuses on areas including family wealth management strategies, services for endowments, foundations and non-profits, retirement income planning, and small business strategies. Outside of her professional career, Sheila enjoys hiking, horseback riding, reading, skiing, spending time with her family, swimming, and practicing yoga.

Timothy Bockhold is a financial advisor with RBC Capital Markets in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with RBC Capital Markets since 2012 and also works with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with customized portfolio management and financial planning services. The firm utilizes a range of advisory programs and integrates in-house and third-party investment managers to tailor strategies aligned with clients’ risk profiles.

David Klein is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Based in Newport Beach, CA, he works within a large institutional firm. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by its Global Investment Committee’s analyses and offers a broad range of investment and advisory services.

Phuong Do is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 20 years of experience at Bank of America Merrill, Phuong has developed connections within the industry that support delivering comprehensive wealth management and service to clients. Phuong's expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. As a Merrill financial advisor, Phuong focuses on integrating all aspects of clients' financial lives to help prioritize and pursue their most important goals. Phuong holds a Bachelor's Degree from the University of California System and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of work, Phuong enjoys cooking, hiking, music, spending time with family, and traveling.

Sandra Szalankiewicz is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as a trustee for a family trust. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Meeken is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Cheryl King is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She previously worked at UBS Financial Services for 17 years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2024. Outside of her advisory role, she serves on the board of directors for S&C Bear Investments Inc., a company involved in residential real estate investments. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities, delivering its programs on a non-discretionary basis.