Shayanna Hauck is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and one year of industry experience. She previously worked at New York Life/NYLIFE Securities LLC for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Michael Algarin is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Paul Binks is a financial advisor with Mass Mutual Investors Services in Costa Mesa, CA, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior work includes roles at Northwestern Mutual, MassMutual Life Insurance Company, Boden Energy Solutions, and a decade as a self-employed advisor. 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 financial planning, asset management, wrap programs, and educational seminars with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Randall Zelko is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, education, and specialized services, using proprietary research and planning tools to deliver tailored recommendations.

Kevin Patterson is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is associated with a family business in cold storage. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Danny Chen is a financial advisor with J.P. Morgan Securities in Walnut, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and JPMorgan Chase Bank, N.A. since 2012. 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.

Timothy Gilmore is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1994, along with a 30-year tenure at Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, model portfolio access, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

John Dauphin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1995 and brings 25 years of experience in working with individuals and businesses to develop financial strategies aimed at achieving their goals. John holds professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John earned a Bachelor's degree in Business Administration from San Jose State University and a Master’s degree in Business Administration from the University of Massachusetts Lowell. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, and tax minimization. Outside of his professional work, John is a sports enthusiast who enjoys baseball, football, golf, and soccer. He is a soccer dad to his four children and spends time with his wife, Gina. John and his family reside in Yorba Linda.

Scott Macbeth is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Brea, California office. He has been with Merrill Lynch Wealth Management since 1998. Scott works with families and businesses to help them meet their financial goals while managing risk according to their comfort level. He also assists corporate executives with complex concentrated stock options and deferred compensation strategies, utilizing Rule 144 filings and 10b-5 plans. Scott is a graduate of California State University, Fullerton, and holds the Personal Investment Advisor (PIA) designation. His advisory approach focuses on understanding clients' goals and priorities, with particular attention to the liability aspects of personal and business balance sheets. He engages clients by asking detailed questions and listening carefully to understand their current financial position and future objectives without taking unnecessary risks. Scott lives in Newport Beach and enjoys surfing and riding his bike along the boardwalk during his free time.

Ivy Van is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has worked at both Bank of America, N.A. and Merrill since 2014. Outside of her advisory role, she manages a personal investment business focused on rental properties. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Christian Molina is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He also has a background that includes a year with the Anaheim Ducks Hockey Club and eight years at the University of Colorado. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory and brokerage services, third-party asset management, and access to various investment and insurance products through an integrated platform.

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.