Jocelyn Ortiz is a Financial Consultant at Fidelity Investments, where she has been working since 2025. She has progressed through several roles within the company, including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate since 2020. In her current role, Jocelyn partners with clients to develop personalized financial strategies that align with their unique goals and values, guiding them through the complexities of financial planning. She holds a California Insurance License, supporting her expertise in financial consulting. Outside of her professional responsibilities, Jocelyn engages in various personal interests such as socializing with friends, music, caring for pets, reading, traveling, and volunteering.

Jacqueline Kaden is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2016. Outside of her advisory role, she operates a small jewelry business called Designs by Jacaranda. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail, institutional investors, and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is involved in managing model portfolios and acting as a registered commodity pool operator.

Joseph Chavez Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked with J.P. Morgan entities since 2016, with additional experience at Security Services Group and a brief role at Long Beach Beer Lab. 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 its Wealth Advisors. The firm operates with a non-discretionary program, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Jamie Tam is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has worked at City National Bank since 2018, in addition to his role at RBC Capital Markets LLC since 2015. Tam serves on the board of the Violence Prevention Coalition of Greater Los Angeles, organizing community workshops on violence prevention. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm customizes investment strategies based on client risk profiles using both in-house and third-party managers and offers a variety of portfolio management programs.

Alan Quezada Santillan is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he collaborates with clients to develop financial plans tailored to their long-term goals. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Alan holds a California Insurance License, which supports his work in financial consulting. Outside of his professional responsibilities, he has interests in fitness, music, and running.

Kim Bright is a CFP® with 14 years of industry experience currently affiliated with OSAIC and Royal Alliance. She operates a sole proprietorship, Bright Financial Planning, in which she prepares financial statements, budgets, and forecasts for small businesses and also works as an insurance agent recommending coverage when appropriate. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

An Le is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, An Le worked at firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, Merrill Lynch, and Valic Financial Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

David Latham is a CFP®-credentialed financial advisor with LPL Financial in Long Beach, CA, bringing 33 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2006. 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 with both discretionary and non-discretionary management options.

Janet Kim is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and simulations to support its advisory services.

Roxanna Basetvat is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at BNY Mellon and Cetera Investment Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services through a broad menu that includes cash-flow, retirement, education, and niche planning areas. The firm integrates advisory services with other financial products, offering tailored recommendations supported by Wells Fargo research and planning tools.

Colleen Orourke is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 28 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2009 and has been with Wells Fargo Clearing since 2016. Her previous roles include a position at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Justin Briscoe is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked previously at Wolters Kluwer, Bank of America, and American Funds/Capital Group. Based in Long Beach, CA, he has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kyla Martinez is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 1997, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joanna Lampkins is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Northrop Grumman Corporation for 12 years. She serves as assistant treasurer for Grace Orthodox Presbyterian Church in Carson, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a variety of segments. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

F Schlappatha is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Evalyn LLC, a business involved in rental property management. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through various platforms, emphasizing an advisory role without individual security recommendations in standalone financial planning.

Sharon Phelan is a Series 66-licensed financial advisor with Wells Fargo Clearing, where she has worked since 2016. She has a total of 10 years of industry experience, including nine years at Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as Membership Chair for the Beach Cities Democrats, providing education and endorsements to members. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Phuong Tan is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she provides personalized wealth management strategies tailored to clients' unique financial goals. She leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients' financial lives. With over 15 years of experience in the financial services industry, Phuong focuses on a comprehensive approach to managing wealth that begins with understanding each client's needs. Her areas of expertise include liquidity management, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the California State University System. Phuong is committed to community involvement, following Merrill's tradition by volunteering with local organizations. Outside of her professional work, she enjoys music, traveling, and spending time with her family.

Natalia Isambi is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through in-house and third-party managers, along with a range of financial planning, brokerage, and portfolio management services.

Michael Hatch is a CFP® with 24 years of experience in financial services, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Hatch is also involved in several nonprofit organizations, including serving as a board member for the LA Sports Council and its foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Angela Dax is a financial advisor at Ameriprise with 24 years of industry experience. She holds the CFP® and Series 66 designations and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-supported advice primarily for clients with Ameriprise-managed accounts.