Alexander Chen is a financial advisor and co-lead of the Chen & Associates team at Merrill Lynch Wealth Management. He advises high net worth and ultra-high net worth families across Orange County and throughout the country, focusing on retirement and multigenerational wealth planning, executive compensation and concentrated stock strategies, business succession and exit planning, liquidity event planning, philanthropic and charitable giving strategies, and trust and estate planning coordination. With more than a decade of experience, Alexander has held roles as a portfolio manager and investment professional with private equity and asset management firms in New York City and Texas. He began his career on the Loan Syndicate desk at Bank of New York Mellon, advising management teams of Fortune 500 and institutional clients on balance sheet strategy and executing debt capital markets transactions. His background provides him with a perspective that helps clients navigate complex financial and business decisions. Alexander earned a Bachelor of Business Administration with distinction from the University of Michigan, Ann Arbor – Ross School of Business. He is a Personal Investment Advisor (PIA) and member of the Merrill Alternatives Emerging Circle. Outside of his professional work, he is involved with American Corporate Partners, the Newport Beach Public Library Foundation Development Committee, the University of Michigan Alumni Club of Orange County, and Working Wardrobes. He resides in Irvine, California.

Belinda Dawson is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and planning tools to develop tailored recommendations for clients.

Taylor Curtius is currently Vice President, Wealth Planner at Fidelity Investments, where they focus on helping clients develop personalized wealth plans tailored to their long-term financial goals. Taylor's approach begins with understanding the priorities of clients and their families, followed by analyzing their financial situations to construct appropriate strategies. Taylor has a comprehensive background in financial services, including roles as Financial Consultant and Investment Consultant at Fidelity Investments, Financial Advisor positions at Personal Capital and Edward Jones, as well as earlier experience in banking and financial services with JPMorgan Chase and New York Life. This experience provides a wide perspective on client financial needs and wealth management. Taylor holds a California Insurance License. Outside of work, Taylor's interests include cooking and baking, engaging in family activities, fitness, and traveling.

Thomas Balas is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., Fidelity, and Ameriprise. 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 an ESG eligibility framework.

Tommy Lenguyen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked exclusively with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Tirso De Anda is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Axa-Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Christopher Nornberg is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Bridgette Nicholson is a financial advisor at Merrill with Series 63 and Series 66 designations and 28 years of industry experience. She has been with Merrill since 2007. 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, offering model-based and discretionary investment strategies for a range of individuals and institutions.

Melinda Le is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2012. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, along with trustee services and insurance product facilitation through affiliated entities.

Jeff Hewitt is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He works closely with clients to develop tailored financial plans to support their financial goals. Prior to this role, Jeff served as a Planning Consultant at Fidelity Investments from 2023 to 2026, a Relationship Manager from 2022 to 2023, and a Financial Representative from 2021 to 2022. Jeff holds a California Insurance License, which complements his role in financial planning and investment consulting. Outside of his professional work, he engages in personal interests including baseball, family activities, fitness, reading, surfing, and swimming.

Jesse Bucio is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Garden Grove, CA, and has 17 years of industry experience. He has worked with J.P. Morgan Securities since 2009 and with JP Morgan Chase Bank, N.A. since 2012. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniela Erman is a financial advisor at Edelman Financial Engines with a Series 65 designation and two years of industry experience. She previously worked at Financial Engines Advisors L.L.C. and operated Erman Retirement Advisory. Outside of her advisory role, she serves as an appointed board member for Jewish Long Beach, a nonprofit focused on preserving Jewish life and strengthening community advocacy. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online platforms, and offers employer-facing retirement plan consulting and education.

Kenneth Stewart is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include work at Children's HopeChest and Biola University. Edward Jones is a full-service wealth management firm catering to over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Max Premer is a Series 66 registered financial advisor with Edward Jones, located in Huntington Beach, CA, and has one year of industry experience. Prior to joining Edward Jones, he was self-employed for one year and worked at Amazon Web Services, Inc. and Amazon.com, Inc., among other roles. 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 strategies, operates under a fiduciary standard, and maintains a large network of advisors and branch offices across the nation.

Barbara Fleming is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2009. Fleming currently works out of Long Beach, CA. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling to assist clients, offering both direct individual plans and corporate financial planning agreements.

John Henry is a financial advisor with UBS Financial Services in Seal Beach, CA, holding a Series 66 designation and five years of industry experience. Prior to joining UBS, he has worked in roles including at Fitness 19 and American National Pacific Property and Casualty. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Adam Gonzalez is a financial advisor with Primerica Advisors in Santa Fe Springs, CA, holding Series 63 and Series 65 licenses. He has five years of industry experience with prior roles at PFS Investments Inc. and Primerica Financial Services, among others. Gonzalez’s background also includes work outside finance with Clearview Protective Services and Kalaveras. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-based investment strategies and discretionary portfolio management.

Jiajin Han is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Han held roles in education and tutoring, including as a subject advisor at Wheat Education. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Liyan Fan is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, Liyan worked at Solomon And Associates and held roles at Zhong Rui Investment Corp, East West Bank, and Rayliant Global Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Yvonne Qi is a financial advisor with Merrill in Hacienda Heights, CA. She holds Series 63 and Series 65 licenses and has been with Merrill since 2017, including prior experience with Bank of America, N.A. 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 and profit-sharing plans, corporations, and charitable organizations.