Elizabeth Cervantes is a CFP® with 18 years of experience in the financial services industry. She currently works at Morgan Stanley, having previously been employed at Wells Fargo Advisors and Wells Fargo Clearing. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Cameron Baker is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at New York Life and Eastdil Secured, as well as work in public outreach and 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 offers a mix of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Mai Park is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Morgan Stanley. 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 supported by various investment platforms and tools.

Tom Aguilera Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes longstanding roles at Cuna Brokerage Services, Inc. and SchoolsFirst FCU. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Hsien Lu is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, Axa Advisors, where he worked for 21 years. Outside of his advisory role, he is involved in an outside fixed business and owns investment real estate. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm emphasizes matching clients to appropriate investment models and discretionary managers, utilizing third-party asset managers and a range of investment products.

Jaron Tsukamoto is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. His work history includes roles at Thrivent Financial, Bishop & Co., and Island Insurance Companies LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, and estate planning, with the option to combine planning with managed-account services under a consolidated billing system.

Anastasia Khokholkova is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of her advisory role, she has a real estate ownership interest unrelated to investment activities. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions through a centralized consulting team that delivers customized, algorithm-supported retirement income recommendations.

Derrick Strub is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with LPL Financial in Irvine, CA. His prior roles include positions at Bank of America and Merrill. Outside of financial advisory work, he operates a website design business focused on real estate professionals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services delivered through a large network of investment adviser representatives, utilizing various investment strategies and advanced operational tools.

Peter Feibleman is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is involved in a property management business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning solutions.

Christopher Polimeni is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Western International Securities, Inc. and Financial West Group. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services supported by extensive research and technology resources.

John Tran is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, and JP Morgan Chase Bank. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Ronald Thompson is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and New York Life Insurance Company. Outside of his advisory role, he is the sole proprietor of an Amazon publishing business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it is notable for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Ethan Barnes is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. He has been with Mass Mutual and its affiliated companies since 2023. Outside of his advisory role, he is also licensed as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs using firm-approved software and collaborative annual planning relationships.

Victoria Vargas is a financial advisor with Edward Jones in Long Beach, CA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked at Yelp for six years and Lindamood-Bell Learning Processes for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ariel Bowie is a financial advisor with Mass Mutual Investors Services in Irvine, CA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Mass Mutual, Bowie worked at NYLIFE Securities LLC, Impact Legacy Group, and Symmetry Financial Group. Outside of financial advising, Bowie is involved in real estate as a licensed agent and is the founder and educator of the Finically Flourishing Collective, an educational platform focused on financial literacy and business education for women in real estate. Bowie also serves as Director of Academic Engagement for Invested, connecting educational programs with schools and educators. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a collaborative and annual planning approach with tools such as Monte Carlo simulations to help clients set goals and receive tailored recommendations.

Alexander King is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various J.P. Morgan entities since 2011. 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 combines large institutional advisory operations with additional brokerage and investment management capabilities.

Kevin Dykes is a financial advisor with Mass Mutual Investors Services and holds the Series 63, 65, and 66 licenses. He has 16 years of industry experience, including prior roles at Morgan Stanley, Citigroup Global Markets, and Merrill. In addition to his advisory work, he is the owner and president of Magellan Capital Inc, a group life and health insurance company, and provides consulting services to other financial professionals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements focused on collaborative goal analysis and written recommendations using firm-approved tools.

Bryce Johnson is a financial advisor with Ameriprise in Rancho Mission Viejo, CA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Charles Schwab, Charles Schwab Bank, and Northwestern Mutual. He serves on the Board of Directors for the Boys and Girls Club of Tustin. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling to deliver tailored, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kyle Brancato is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has held various roles at Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory work, he serves as CEO of Torque & Title Solutions, a business facilitating vehicle purchases for dealerships and individuals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across multiple areas, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Merrianne Tocco is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2017 and previously spent ten years at Merrill. 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 combination of brokerage and advisory solutions supported by research and analytics.