Sahar Louk is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019, following roles at JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Carlos Suarez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Wells Fargo in various capacities since 2016, with a seven-year tenure at CITIGROUP from 2017 to 2024. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions, relying on research and analytics from Wells Fargo Investment Institute and third-party databases.

Adam Shiono is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2010, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services with a broad range of planning options such as retirement, education, and business-owner transition planning. Advisors at the firm use Wells Fargo research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Mark Tober is a financial advisor with LPL Financial in San Clemente, CA, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory role, he is an NRA certified pistol instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

Audelina Munoz is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan affiliated entities since 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Morgan Strnad is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2025. His prior experience includes positions at Nordstrom and work related to academic institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, leveraging structured discovery conversations and planning tools to support client goals.

Breanna Ohearn is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for three years and spent time at Dominics Ristorante Italiano and California State University Long Beach. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing Wells Fargo research and tools, delivering tailored recommendations through advisors with optional implementation through various brokerage or advisory programs.

Antonio Alvarez is a financial advisor with Cetera in Santa Ana, CA, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. His prior experience includes roles at Avantax Investment Services Inc. and Transamerica Financial Advisors, Inc. Outside of advisory work, he is CEO of Alvarez-Soto ATS Insurance Service Inc. and leads a charitable nonprofit focused on building a large religious and cultural center. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, allowing advisors to use affiliated and third-party managers or create custom strategies.

Shauna Bichet is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. Outside of her advisory role, she serves as a notary public and works as a substitute cycle instructor at the Merage Jewish Community Center of Orange County. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Matthew Deweese is a financial advisor with Raymond James Financial in San Juan Capistrano, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2003. Deweese is also president of DeWeese Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and maintains specialized programs for municipal finance and employer SIMPLE IRA consulting.

Henry Robertson is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining UBS, he worked at Wilmington Trust Company, StrategIQ Financial Group, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans aligned with clients’ goals and risk tolerances.

Ahmed Namoury is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Bhavesh Gondha is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jessica Gong is a financial advisor with LPL Financial and holds a Series 66 designation. She has 10 years of industry experience and has previously worked at firms including One Oak Wealth Management, Eagle Strategies (NY Life), and NYLIFE Securities. Outside of her advisory role, she has worked as a yoga instructor and is involved with the Uplift Yoga Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Scott Lee is a financial advisor with Edward Jones in Irvine, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at ResMed, SAP, Panasonic Avionics Corporation, Ephesoft, and Sharp Labs of America. Outside of his advisory role, he owns a long-term rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Richard Hong is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Christian Connella is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His background includes roles at Chapman University and involvement with Big Arms Swimmers. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

John Woolway is a financial advisor at Charles Schwab with the Series 66 designation and one year of industry experience. Prior to joining Schwab, he was involved in the hospitality sector with Xenia Bistro and energy solutions with Your Energy Solutions. He also spent several years pursuing full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a centralized operational structure supporting a large client base.

Saroj Taengkaew is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. Saroj holds Series 63 and Series 66 designations and has previously worked at Merrill and Bank of America. Outside of finance, Saroj has experience with businesses in the vegan food sector. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joshua Swinson is a Senior Financial Advisor and Senior Portfolio Advisor for The SW Group & Associates, operating within Merrill Lynch Wealth Management. He has over 20 years of experience assisting high-net-worth families and business owners with comprehensive financial needs. Joshua manages day-to-day client relationships to gain a thorough understanding of their financial lives and provides access to investment insights from Merrill Lynch and banking services from Bank of America. His areas of expertise include college education planning, corporate executive services, divorce transition planning, family wealth management, managing new wealth, personal retirement planning, portfolio management, sports and entertainment, tax minimization, and retirement income strategies. Joshua follows a consultative approach, tailoring personalized financial strategies to align with each client's situation, risk tolerance, and long-term goals. Joshua holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He completed his high school education at Big Bear High School. Residing in Laguna Beach, California, he volunteers with the Boys and Girls Club Laguna Beach. In his personal time, Joshua enjoys traveling, cooking, surfing, and spending time with his wife and two children.