Felipe Sebastian is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at J.P. Morgan Securities since 2013 as well as at JPMorgan Chase Bank, N.A. since 2011. 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 searches, and customized performance reporting, with a centralized due diligence process supporting its recommendations.

Russell Stark is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Outlaw Racing Products, a parts distribution business related to model boat racing. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and access to various investment strategies through its broad platform.

Arnold Garcia is a financial advisor with Wells Fargo Clearing in Seal Beach, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Michael Dye is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He worked at UBS Financial Services for 15 years before joining Wells Fargo in 2016. 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 uses research from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Jose Rosales is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of strategic investment options.

Delilah Dijamco is a financial advisor at LPL Enterprise with 21 years of industry experience. She holds a Series 66 designation and has worked at Prudential Insurance Company of America since 2006, alongside previous roles at Pruco Securities and Ameriprise. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers and financial planning services.

Adrian Montecinos is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and previously served five years in the U.S. Navy. Outside of his advisory role, he is president of the Swordsmens Gridiron Club and serves on the advisory board of the Orange County Navy League. 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. The firm’s process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sunita Foley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Raymond James since 2009. Foley is also the owner of a support company, FoleyKefals Investment Services Inc. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Rasik Shah is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 41 years of industry experience. Prior to joining Raymond James in 2009, he worked for UBS Financial Services from 1997 to 2009. Outside of advisory work, he is a registered associate at Ketchum Investment Management Co Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to assist clients in evaluating potential investment outcomes.

Carlos Rojas Jr. is a financial advisor with J.P. Morgan Securities in Chino Hills, CA, holding a Series 66 designation and 17 years of industry experience. His career includes positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Yvonne Kuhn is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds the Series 66 designation and is based in North Tustin, CA. 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, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jeffrey Campbell is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Morgan Stanley and operating his own financial services business, J. Campbell Financial, since 2005. Outside of his advisory work, he owns a printing wholesale business where he processes images for print. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Natalie Castaneda Becerra is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Flag Solutions LLC and Ilink Business Management. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Christopher Andrade is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 license and two years of industry experience. He previously served five years in the United States Marine Corps and has been affiliated with Morgan Stanley since 2023. He also has ongoing involvement with the University of Southern California since 2022. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both advisory and brokerage capabilities.

Hai Dao is a Financial Consultant currently working at Fidelity since 2024. Prior to this role, he served as a Financial Solutions Advisor at Merrill Lynch from 2017 to 2024. He holds a California Insurance License. His professional approach involves understanding the unique financial situations and goals of individuals and families to develop tailored strategies that align with their objectives. Outside of his professional responsibilities, Hai Dao has personal interests in food, football, golf, singing, and traveling.

Martha Moran is a Series 66 licensed advisor with J.P. Morgan Securities in Brea, CA, where she has worked for 12 years. Her experience is exclusively with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process relies on centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.

Edgar Jovel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience with Wells Fargo Investments. 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 offers non-discretionary advisory services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting.

Alexa Holm is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017. Prior to joining UBS, she spent one year at the University of Southern California. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Clive McKay is a CFP® with 34 years of experience in the financial services industry. He is currently a financial advisor at Osaic Wealth and previously worked at Ameriprise Financial Services and Securities America Advisors. Outside of his advisory role, he serves as a solicitor referring prospective clients to LTAM and assists clients with estate planning document preparation through Reliant Publishing Services. Osaic Wealth serves a diverse range of retail and institutional clients by offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process uses model-based asset allocation and portfolio optimization, and it supports various managed account strategies and third-party money manager programs.

Alfred Escamilla is a financial advisor with Cetera and holds a Series 66 designation, bringing 14 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2016. Outside of advising, he owns and operates two assisted living businesses focused on care for older adults. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program structures.