Amy Voong is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 18 years of industry experience. She previously worked at Bank of America and Merrill from 2012 to 2017. Outside of her advisory role, she is the owner and partner of Love You Matcha Cookies, a baked goods business. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Bradley Gustafson is a Financial Consultant with experience at Fidelity Investments, where he held roles including Planning Consultant from 2022 to 2024, Relationship Manager in 2022, and Workplace Planning Associate from 2021 to 2022. In his current role, he focuses on understanding clients' priorities and collaborating with them to develop tailored financial plans aimed at their long-term goals. He holds a California Insurance License, supporting his professional qualifications in financial consulting. Outside of his professional work, Bradley enjoys activities such as spending time at the beach, attending concerts, playing golf, exploring outdoor adventures, and traveling.

Aaron Shen is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2024, his background includes various roles outside of finance, including a position at Irvine Chinese School in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Lorena Gonzalez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 66 and Series 63 designations and has been with J.P. Morgan in various capacities since 2010, including roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Schlatter is a CFP® professional with 37 years of industry experience. He has been with LPL Financial since 2025 and previously worked at Lincoln Financial Advisors Corporation for 27 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Josh Brackett is a financial advisor with Wells Fargo Clearing in Los Angeles, holding a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, LPL Enterprise, Prudential Insurance, and CBS Corporation/Viacom CBS. 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 services grounded in modern portfolio theory. The firm serves institutional clients with an IPS-driven approach and includes insurance-related products and bank deposit sweep options among its investment offerings.

Hae Sun Pak is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Aurash Banitaba is a Series 65 licensed advisor at Fisher Investments with 10 years of industry experience. He has been with Fisher Investments since 2015. Outside of his advisory role, he owns Bullish BT Ventures, through which he engages in property and angel investing as a private and limited partner. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across diversified mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, and it offers sub-advisory and retirement plan services alongside managing separate accounts and pooled funds.

Sarah Ahlheim is a Series 66 licensed financial advisor with LPL Financial in Gardena, CA. She has seven years of experience at LPL Financial and three years at Ameriprise Financial, totaling ten years in the industry. Outside of her advisory role, she is a notary public and works part-time as a delivery driver for DoorDash and Uber. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Cassandra Alvarez is a Series 66-licensed financial advisor with Edward Jones in Long Beach, CA, where she has worked since 2018. She has seven years of industry experience, including three years at Advantage Solutions prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 financial advisors.

Sarah Slay is a financial advisor with Edward Jones in Hermosa Beach, CA, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2018, with prior work experience at Lexington Treatment Associates and Jennifer Schoonmaker-Dasch. 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 across the country.

Timothy Yong is a financial advisor with LPL Financial in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. His background includes employment with Advanced Micro Communications and Costco Wholesale. 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, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

John Hegardt is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held positions at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Jonathan Davis is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked at In-N-Out Burger and McDonald's. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Robert Perez is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and in various roles outside the financial industry, including restaurant management. J.P. Morgan Securities 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 through a non-discretionary process. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Paul Weiner is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.

Delisa Abady is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeled investment outcome scenarios.

Adan Santos is a financial advisor with Primerica Advisors in Bellflower, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. In addition to advisory work, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Vincent Dicarlo is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank N.A. prior to his current role, where he has been since 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Martinez is a financial advisor with Merrill in El Segundo, CA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His career includes roles at Bank of America and J.P. Morgan Chase. Outside of his advisory work, he serves as Vice President of CM Educational Consulting, Inc., an educational engineering program consultant and manager. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.