James Froelich is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and with several years of professional experience including multiple periods at Morgan Stanley since 2023. His prior work includes roles outside the financial industry at DeLaveaga Golf Course and UC Santa Cruz. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by structured tools and analytical models.

Jarod Garza is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at BJ's Restaurants, Inc. and FedEx. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

David Gibb is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Investment Centers of America and Bancwest Investment Services. Outside of his advisory role, he is an independent insurance agent operating under the Ardentone Financial name. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through various platforms, as well as access to third-party advisers and proprietary model strategies.

Ivy Sampson is a financial advisor with Edward Jones in Long Beach, CA, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2016 and previously worked at California State University, Fullerton. Outside of her advisory role, Ivy is an independent ballroom dance instructor and a caregiver assisting the elderly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Serina Foster is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes multiple roles within Wells Fargo and UBS Financial Services. Outside of her advisory work, she is a wellness advocate selling essential oils through DoTerra Essentials. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs planning. The firm supports tailored recommendations using proprietary research and planning tools, with clients able to choose how to implement suggested strategies.

Linda Chen is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her prior work includes roles at The Arrow House and Mitsubishi Motor North America, among others. She also assists with Retirement Distribution and Wealth Management Strategies, where she works with fixed insurance products and contributes to client communications. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Sure Oeng is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. Prior to his current role, he held positions at AD.IQ, The Container Store, Anteater Television, and Hotel Irvine. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services with a focus on multi-asset model portfolios and both non-discretionary and discretionary investment options.

Johnna Iantorno is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Morgan Stanley, and Commonwealth Financial Network. Outside of her advisory role, she is the sole member of Beth Bandit Books LLC, a publishing company that produces books unrelated to financial services. 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. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Vincent Daigneault is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kevin Gotts is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Securities America Advisors and National Planning Corporation. In addition to his advisory work, he teaches at California State University, Fullerton. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on both advisory and non-advisory services.

August Deangelo Jr. is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019. Prior to his current role, he has experience in travel and roles at Murphy, Murphy, and Murphy Inc., as well as Duck Foot Brewing Company. 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 specialized services such as business-owner transition and special-needs planning, supported by proprietary research and tools.

William Murray is a financial advisor at Edward Jones with 33 years of industry experience, including 32 years at Edward Jones. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he owns residential rental properties occupied by family members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Cynthia Tung is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with a range of financial planning and portfolio management services. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, offering institutional trading capabilities alongside wealth management.

Bradford Dickson is a CFP® professional with 15 years of experience in the financial industry. He has been with Edward Jones since 2012, working from the Long Beach, CA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jorge Torres is a financial advisor with J.P. Morgan Securities in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2013, following roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory work, he is involved in real estate ownership and management in several locations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by both quantitative and qualitative due diligence, with recommendations limited to eligible strategies.

Nasar Aboubakare is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His career includes positions at Edward Jones and Paradigm Global Investments LTD prior to joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad array of non-advisory financial services.

Efa Ferrer is a Wealth Management Planning Consultant at Fidelity Investments, where she supports clients in establishing comprehensive financial plans tailored to their unique goals and priorities. Since joining Fidelity in 2023, she has worked as a Planning Consultant and currently holds the Wealth Management Planning Consultant role. Prior to Fidelity, Efa gained experience as a Senior Registered Client Service Associate at Morgan Stanley from 2019 to 2023 and served as Director of Case Management at Margaret May Insurance & Financial Services from 2017 to 2019. She holds a California Insurance License. Outside of her professional work, Efa enjoys camping, hiking, outdoor adventures, painting, reading, and yoga.

Bertrand Brisbane is a Financial Consultant currently working at Fidelity since 2024. He has previously held roles as a Senior Wealth Advisor at Empower in 2024 and as a Financial Consultant at Schwab from 2006 to 2024. Bertrand holds a California Insurance License. He partners with individuals and families to help them pursue their financial goals with clarity and confidence, focusing on personalized guidance tailored to each client's unique circumstances. Bertrand's approach emphasizes principled advice throughout various stages of life. Outside of his professional work, Bertrand enjoys biking, hiking, and traveling.

Alexa Barragan is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2019. Her background also includes experience at JPMorgan Chase Bank, N.A., where she has worked since 2016, and a brief tenure at Abercrombie & Fitch Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within a non-discretionary program.

Madelynn Merrill is a financial advisor with Morgan Stanley, holding a Series 66 license and five years of industry experience. She previously worked at Guggenheim Partners before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.