Angela Choo is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with a brief gap in employment between 2022 and 2023. Before joining Edward Jones, she worked at Finance of America Mortgage from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Fadi Mansour is a CFP®-designated financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at CUSO Financial Services and The Ayco Company, L.P./Mercer Allied. Outside of his advisory work, he operates as a host for a vehicle-sharing service. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement consulting, and brokerage services supported by proprietary and third-party research and model portfolios.

Natasha Pirozko is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2022 and concurrently serves clients through Cuna Brokerage Services, Inc. and SchoolsFirst Federal Credit Union, where she has been involved since 2010 and 2011, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and diversified investment strategies.

Lanan Clark is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Merrill and Bank of America. Clark is based in Irvine, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brett Jones is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Charles Schwab for five years. Outside of his advisory role, he is an owner and landlord of a rental property managed by a third party. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Teddy An is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to develop financial plans aimed at helping clients meet their goals. Since 2026, he has been in this role, building on a progression of positions within Fidelity Investments, including Relationship Manager and Financial Representative between 2023 and 2026. Prior to his tenure at Fidelity, Teddy gained experience as a Financial Analyst at GL Capital LLC from 2022 to 2023 and as an Equity Research Analyst at FHL Investments from 2019 to 2021. His background spans various facets of financial analysis and client relationship management, contributing to his expertise in financial planning. Outside of his professional work, Teddy enjoys activities such as cooking and baking, golf, music, photography, snowboarding, and spending time with his pets.

Jeremy Guajardo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he is a co-owner of H2 Dream LLC, an LLC focused on short-term rental property 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Aaron Whitter is a financial advisor with Fidelity in Irvine, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at U.S. Bank, American Financial Network, and various other financial and lending institutions from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, formal advisory role to registered investment companies, and use of AI-driven methodologies in research and portfolio management.

Jesus Alcantar is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Primerica and Wells Fargo Bank, where he has worked for several years. Outside of his advisory work, he is employed as a driver for Uber. 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 utilizes research from Wells Fargo Investment Institute and other sources to support its investment approach.

Gabriel Choo is a financial advisor at Edward Jones in Orange, CA, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with Alpha Academy starting in 2015. 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 strategies, separately managed accounts, and affiliated mutual funds.

Cristian Santana is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017, following a prior role at Bank of America. J.P. Morgan Securities 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Caleb Jorgensen is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work history includes roles at JPMorgan Chase Bank, N.A., Crewe Advisors, Oxford Wealth Management, and Brigham Young University. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Samuel Clarke is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at BMO Harris Bank, Bank of America, Merrill, and Allstate Insurance. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Susan Powell is a Certified Financial Planner® (CFP®) affiliated with LPL Financial, with 26 years of industry experience. She has worked with LPL Financial and its predecessor since 2002. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by a variety of model portfolios, research, and technology solutions.

Dalia Amin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior experience includes roles at HSBC Egypt and HSBC Securities, as well as U.S. Bank and Unionbanc Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Ludinila Pangan is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.

Douglas Norman is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of his advisory role, he is a notary and involved in insurance-related activities and real estate rentals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Arthur Chen is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Western and Southern Life. Outside of his advisory work, he is a co-owner of a rental property managed by a third party. 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, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without investment discretion.

Gustavo Rivera is a financial advisor with LPL Financial in Brea, CA, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed and various insurance carriers. Rivera has also been involved with community organizations such as the University Heights Middle School Site Council and the Moreno Valley Community Band. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by extensive research and technology resources.

Rosemarie Borson is a financial advisor at LPL Financial in Orange, CA, holding Series 63, 65, and 66 licenses with 16 years of industry experience. Her prior roles include positions at Chaffey FCU and Anaheim Glass, alongside self-employment since 2011. She also operates a bookkeeping business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.