Noel Ortega is a Series 66-licensed financial advisor with three years of industry experience. He is currently affiliated with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., where he has worked since 2025. His prior experience includes two years at Goldman Sachs and a background that includes time at The Ritz-Carlton Bacara and Cornell University. 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 in its investment recommendations.

Nicholas Garl is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Tustin, CA. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Michael Rodgers is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at U.S. Bancorp Investments, Inc. and UnionBanc Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plan sponsors with tailored investment options that include insurance-related vehicles and bank deposit sweep programs.

Nicholas Sliemers is a CFP® professional with 20 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2018. Prior to joining Osaic, he spent 12 years at Sii. He is also involved as a life and health insurance broker and operates a sole proprietorship focused on securities sales, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to provide portfolio management across various investment types.

Vishal Patel is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he serves as a trustee for his own family trust and is active as a property and casualty insurance agent. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Craig Shipcott is a financial advisor with Edward Jones in Orange, CA, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he owns and manages a rental property in Orange, CA. 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 solutions, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Michael Darany is a CFP®-designated financial advisor with 41 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services from 2012 to 2024. His professional activities include comprehensive financial planning, tax preparation, and assistance with mortgage applications and real estate transactions. OSAIC serves a diverse clientele ranging from individual investors to institutions, providing integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisors and multiple advisory platforms.

Charles Rathmell II is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Rathmell serves as a director of the Brea Rotary Club and is involved with the Team Up for Down Syndrome advisory council, the CSU College of Business & Economics Executive Council, and the board of directors for the Intervention Center for Early Childhood. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and the Estate Planning Strategies Group.

Stacy Stryker is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Advisors from 2013 to 2016. She serves as co-trustee and power of attorney for her father's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Ben Johnson is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving clients since 1989. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform.

Lance Blount is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Costa Mesa, CA. He has been with the firm and its predecessors since 2016, including Financial Engines Advisors L.L.C. Prior to this, he held roles at related entities within the Edelman Financial Engines organization. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with a focus on diversified portfolios, periodic rebalancing, and long-term strategy.

Quan Lee is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank SSB, CHARLES SCHWAB and CO., INC., TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. prior to his current role. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Richard Shih is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA dating back to 2006. 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 solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing it from many other large institutional advisers.

Yilun Liu is a financial advisor at Morgan Stanley with eight years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022, Liu worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2016 to 2022. Outside of financial advising, Liu is involved in property management as a sole proprietor of a rental property business in Irvine, California. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools but does not provide individualized security recommendations as part of standalone planning services.

Gonsalo Barragan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to his financial services career, he worked for the San Bernardino City Unified School District. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Mary Jacqueline Walden is a financial advisor with Osaic Wealth, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Sagepoint Financial, Inc. and National Planning Corporation. She is a board member of Guidelines International Ministries and founder of Walden Wealth Management, LLC, which provides holistic financial advice. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated portfolio rebalancing, supporting varied investment strategies across discretionary and non-discretionary accounts.

Tyler Dyson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked with firms including TD Ameritrade (now Charles Schwab), Bank of America, Merrill, and various title and escrow services. 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 an ESG eligibility framework to guide its recommendations.

Lining Berman is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Berman held roles at Irontree Tax Services Inc., 10SB, WATG, and briefly taught at the Gies College of Business at the University of Illinois. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Charles Nuwer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at J.P. Morgan Securities since 2021, following four years at J.P. Morgan Chase Bank, and has prior experience with Principal Life Insurance Company and Principal Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm serves clients on a non-discretionary basis, with final decision authority retained by clients.

Gina Welch is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 17 years of industry experience. She has been associated with various Wells Fargo entities since 2013 and currently works with Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning.