Shishir Shastry is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds Series 65 and Series 63 licenses and has worked at multiple firms including Minnesota Life Insurance Co, MassMutual Investors Services, and Pruco Securities LLC. Outside of advisory roles, he is involved in charitable pharmacy discount promotion through BuzzRx and works as a part-time real estate agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Neil Faulmino is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup, JP Morgan Securities, and Chase Bank. 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 supported by research from the Wells Fargo Investment Institute.

Jamar Burton is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he advises multi-generational families through the co-creation of personalized wealth plans designed to grow, preserve, and transfer their wealth. Jamar has extensive experience in wealth management, having held several positions at Fidelity Investments since 2009, including Vice President Wealth Management Advisor, Vice President Wealth Planner, Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch and Royal Alliance & Associates, as well as a Retirement Product Specialist at Edward Jones. He holds a California Insurance License.

Margarita Gover is a Series 66-registered financial advisor at Edward Jones with eight years of industry experience. She has worked at Edward Jones since 2018 and previously at Gexpro Services for three 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Jingdi Sun is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has been with J.P. Morgan Securities and JPMC BANK NA (Southwest) since 2015. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ricardo Rosas is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Bank and JP Morgan Chase Bank. He is based in Baldwin Park, CA. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Freeman Leung is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 30 years of industry experience. Prior to joining J.P. Morgan in 2017, he worked at multiple financial firms during 2016-2017 and has owned Glamor Nails & Spa, a personal services nail salon, since 2018. J.P. Morgan Securities LLC 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 when recommending investment strategies.

Brian Richmond is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank and RBC Capital Markets. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and providing a broad range of investment vehicles including insurance-related products and bank deposit sweep options.

Michael Gomez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform recommendations.

William Anast is a financial advisor with Mass Mutual Investors Services in Orange, CA, holding a Series 63 designation and 31 years of industry experience. He has been with MassMutual and its affiliated firms since 1994. Outside of his advisory role, he is involved in a direct insurance business working with insurance companies outside of the MassMutual system. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, ongoing financial planning engagements and offers specialized programs including estate settlement and employer-sponsored planning.

Mackenzie Sullivan is a financial advisor at Morgan Stanley in Newport Beach, CA, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley, she worked at RBC Capital Markets for five years. She has been with Morgan Stanley and its affiliated Private Bank since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its advisory approach.

Glenn Matt is a financial advisor with Primerica Advisors in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been affiliated with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advising, he has self-published a book on evidence for a Christian view. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers with oversight and due diligence.

Glynis Colosimo is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Richard Tran is a financial advisor with Merrill in Long Beach, CA, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously held roles at Dossier Liquids and Vaporholic. 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Perry is a financial advisor with LPL Financial, holding a Series 63 designation and over 41 years of industry experience. He has been with LPL Financial or its predecessor firm since 1984. Outside of his advisory work, he manages tax preparation services for existing clients through his wealth management group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Diane Salazar is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 32 years of industry experience. She previously worked at Merrill for 19 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Andrew Chou is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Woodbury Financial Services, OSAIC, and Centaurus Financial. Outside of his advisory role, he serves as a city councilman in Diamond Bar, CA, and manages a trading company specializing in industrial ceramic parts. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs and financial planning services supported by in-house and third-party research and employs both discretionary and non-discretionary management strategies.

Nicholas Bero is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Bank of America, Merrill, California State University San Bernardino, and Ventura College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products through a network of more than 4,000 advisors.

Justin Cryan is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services, LLC since 2016. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in advising registered investment companies, its use of AI and systematic methodologies, and its delivery of model portfolios to intermediary platforms.

Amy Mei is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2016. Outside of her advisory work, she is an owner of a real estate business. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based strategies to tailor investment plans aligned with clients’ goals and risk tolerances.