Nathan Heath is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith. Outside of his financial career, Heath owns In-Home Aromas, Inc., a candle business he operates as a weekend hobby. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Edmund Regan II is a financial advisor with RBC Capital Markets and City National Bank, holding Series 63 and Series 65 credentials and offering 41 years of industry experience. He has been with these firms since 2016. Outside of finance, he is involved in multiple business ventures including restaurant operations and technology seed capital funds, and serves on the boards of a children’s group home and a theater organization. He is also a passive owner in thoroughbred horse racing. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with diverse investment programs that offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

David Rosson is a financial advisor at Merrill with a Series 66 credential and experience beginning in 2026. His prior roles include positions at Bank of America, Nuvision Credit Union, Wells Fargo, US Bank, and entrepreneurial work with Passion For The Pie and Friar Tux Shop. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Justin Hong is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jeffrey Tiedge is a financial advisor with Raymond James & Associates in Brea, California, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. He previously worked at Wedbush Securities and Seacrest Wealth Management, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kurt Neilan is a CFP® with 27 years of experience in the financial services industry. He currently works at OSAIC and has previously been with Woodbury Financial Services, Inc. for 20 years. Neilan is also a CPA with ongoing involvement in tax preparation and accounting through Neilan & Associates, CPA Inc. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services across multiple platforms and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Winnie Cao is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Morgan Stanley and positions in education at institutions such as the University of California, Los Angeles, Pasadena City College, and Mark Keppel High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

William Tien is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2012. Outside of his advisory role, he is a co-owner and landlord of rental property. 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 through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Ho Yan Tam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory role, Tam is actively involved in managing several restaurant businesses in Claremont, CA, including serving as general manager and authorized signer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Klara Dykastova is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Christian Bidolli is a Planning Consultant at Fidelity Investments, where he currently leverages the firm's tools and resources to simplify complex financial decisions and collaborates with clients to develop personalized strategies. His professional journey at Fidelity began as an intern in 2024, followed by roles as a Financial Representative and Relationship Manager before assuming his current position in 2026. Christian holds a California Insurance License. Outside of his professional work, he has interests in cars, fishing, and golf.

Julio Gonzalez is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Financial Consultant at the same firm from 2022 to 2025. His professional experience also includes roles as a Financial Wellness Specialist at Merrill Lynch from 2015 to 2022 and as a Financial Solutions Advisor at Merrill Edge from 2012 to 2015. Julio holds a California Insurance License, supporting his capacity to assist clients with insurance-related financial planning. He focuses on helping clients build customized financial plans and strategies that address their individual needs and those of their families. Julio aims to establish strong business relationships to effectively support clients in achieving key financial milestones. Outside of his professional life, Julio engages in activities such as board games, fitness, hiking, movies, parenthood, and puzzles.

Christina Moon is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and eight years of industry experience. She previously worked at UBS Financial Services and East West Bank. Outside of her advisory role, she is involved in a real estate business based in Prosper, Texas. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of investment and financial solutions.

Bryant Tchan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Harry Wang is a financial advisor with Morgan Stanley in Pasadena, CA. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining the firm, he worked at Bank of America and New York Life Insurance Company, with intermittent periods dedicated to homemaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to both individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and analyses.

Hung Chih Chen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America since 2019 and has prior experience at JES LED Technology and Tech Source International. 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.

Angellokyiu Wong is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, Wong has held roles in education at The Music Key School, University of California, Los Angeles, Citrus College, and Yuen Long Public Secondary School. Outside of finance, Wong has been involved with La Bella Laser & Slimming since 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Frederick Johnson is a financial advisor at Osaic Wealth, Inc. in Pasadena, CA, with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he spent 22 years at Signator Investors, Inc. and John Hancock Life Insurance Co. Johnson also operates a fixed insurance brokerage as a sole proprietor. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and automated rebalancing to construct diversified portfolios, and supports multiple advisory platforms including third-party managed accounts and wrap programs.

Kyoko Narino is a financial advisor with Primerica Advisors in Torrance, CA, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Primerica since 2002 and also works seasonally as a tax advisor for H&R Block. Additionally, she is involved in sales of home security and automation products through part-time referrals with Primerica-affiliated companies. Primerica Advisors is a large firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by third-party asset managers.

Mark Nordbrock is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2005, previously working at Axa Advisors. In addition to his advisory role, Nordbrock is an attorney and serves as a trustee for an immediate family trust. 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 third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage services.