Maegan Sloggett is a Planning Consultant currently working at Fidelity Investments since 2024. She specializes in creating tailored financial strategies aligned with clients' unique objectives, including retirement planning, home saving, and investing in education. Her professional experience includes roles at Morgan Stanley from 2018 to 2024, progressing from Branch Administrator to Wealth Management Associate, Registered Client Service Associate, Financial Planning Specialist, and PWM Client Service Associate. Maegan holds a CA Insurance License. Outside of her professional work, Maegan's personal interests include food, social events with friends, pets, reading, traveling, and yoga.

James Hendries is a financial advisor with LPL Financial, holding a Series 63 designation and has 31 years of industry experience. He has been with LPL Financial since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Freddie Brown is a CFP®-credentialed financial advisor with 12 years of industry experience, currently affiliated with LPL Financial in Brea, CA. His prior experience includes roles at Waddell & Reed Inc and various insurance carriers, as well as involvement with Fellowship Church of Southern California and BNI Prosperity. He also owns a business entity, Freddie Brown Inc., established for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a diverse range of advisory programs, financial planning services, and investment options supported by proprietary and third-party research.

Andrew Traina is a Series 66 licensed financial advisor with eight years of industry experience. He has worked with Fidelity Investments since 2021 and previously held roles at TD Ameritrade and Scottrade. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Stanley Tang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. Outside of his advisory role, he is a silent investor in Cabernet AI, Inc., a technology start-up specializing in AI data. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Esteban Muniz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill and Bank of America N.A. Muniz also has experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in earlier roles. 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 select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Richard Skelton Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He worked for Woodbury Financial Services for 20 years before joining OSAIC in 2024. Outside of his advisory role, he is involved in a family-owned horse riding stable on Catalina Island and occasionally assists with visitor guest rides and stable maintenance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various portfolio construction tools and offers both discretionary and non-discretionary account management.

Vanessa Solis is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. She previously worked at LBS Financial Credit Union for eight years before joining Charles Schwab and Charles Schwab Bank in 2022. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm’s investment approach combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Kelli Putnam is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JP Morgan Chase Bank, First Republic Investment Management, and First Republic Bank. 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.

David Willett is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with firms including LPL Financial and Trilogy Capital, and he serves on the committee for St. John's Lutheran School Endowment Fund. Willett also owns and operates his own financial services businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering various portfolio management and consulting services through a nationwide network of independent advisors. The firm provides access to multiple program structures and third-party managers with over $256 billion in assets under management.

Uyen Quang is a financial advisor with Cetera, holding a Series 66 license and one year of industry experience. Prior to joining Cetera, they held roles at East West Bank, Bank of America, and Merrill. Outside of advisory work, Quang is involved in a family business focused on business development and marketing. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with a range of discretionary and non-discretionary management options and access to third-party money managers.

Kai Tian is a financial advisor with LPL Enterprise, holding the CFA® designation and a Series 66 license, with five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Guardian Life, and Nautilus Premier Consulting & Services. He also teaches financial literacy classes as part of his community involvement. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers a range of services such as financial planning, access to model portfolios and third-party asset management programs, and brokerage and insurance products through an integrated platform.

Russell Stark is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Outlaw Racing Products, a parts distribution business related to model boat racing. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and access to various investment strategies through its broad platform.

Arnold Garcia is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Dye is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gilbert Fung is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes over two decades at Merrill and five years at Bank of America, N.A. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal teams and third-party managers.

Zheng Wang is a financial advisor at Cetera with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Cetera, he held roles at JPMorgan Chase Bank and J.P. Morgan Securities, as well as positions in asset management and retail sectors. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a broad range of program structures and investment strategies across a nationwide network of over 10,000 advisors.

Jose Rosales is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, 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.

Delilah Dijamco is a financial advisor with LPL Enterprise, holding a Series 66 designation and 21 years of industry experience. She has worked at Prudential Insurance Company of America since 2006 and at Pruco Securities, LLC from 2006 to 2024 before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform that combines adviser programs with financial product sales.

Adrian Montecinos is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and previously served five years in the U.S. Navy. Outside of his advisory role, he is president of the Swordsmens Gridiron Club and serves on the advisory board of the Orange County Navy League. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.