Philip Gironda is a financial advisor at Edward Jones in Huntington Beach, CA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a fiduciary standard in its advisory services.

Melanie Carvalho is a Series 66 licensed financial advisor with LPL Financial, based in Huntington Beach, CA, and has two years of industry experience. Her prior work includes roles at Securities America and Seven Gables Real Estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad network of advisors, offering financial planning, model portfolios, and third-party asset management with a focus on both discretionary and non-discretionary strategies.

Dennis Buenaventura is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank and 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wendy Ho Hung is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Outside of her advisory role, she is the owner and managing member of TC Monarch LLC, a for-profit limited liability company based in Brea, CA. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donavan Mayes is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for three years before joining Wells Fargo in 2017. Outside of his advisory role, he serves as co-trustee for his grandmother’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Julian Duron is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to joining J.P. Morgan, he held various roles in the hospitality and retail sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment approach.

Melissa Shadden is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, she worked at Santa Clara University for one year. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services through a structured process centered on discovery and modeling tools.

Ian Chamberlain is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. He has held roles at several firms including KB Home, Hanley Investment Group, and AXA Advisors. Chamberlain serves as a board member for the University of Southern California Marshall Alumni Association Orange County Chapter and is Treasurer for the LeTip Chapter of Costa Mesa. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions.

Jose Valdez is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities from 2012 to 2017. Valdez has been with Wells Fargo Clearing since 2017. 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 services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its offerings.

Jeremy Hui is a financial advisor with Edward Jones in Fullerton, CA, holding Series 63 and Series 66 designations and seven years of industry experience. Before joining Edward Jones in 2025, he worked at J.P. Morgan Securities, NYLife Securities, and Tutton Insurance Services, among other roles. He also has experience as a self-employed professional and was associated with Casa Medici Designs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charssy Zhang is a financial advisor with Wells Fargo Clearing who holds the Series 63 and Series 66 credentials and has eight years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and at Wells Fargo Bank NA since 2017, with prior experience at Avemia USA Inc. from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Matthew Sanchez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has been with JPMorgan Securities LLC since 2016. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Melody Chow is a financial advisor with Charles Schwab holding Series 63 and Series 65 licenses and one year of industry experience. Prior to her current role, she has worked at Charles Schwab Bank and Charles Schwab & Co., Inc., and has a diverse background including time in education and healthcare. 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 discretionary separately managed accounts and offers multi-asset model portfolios with strategic asset allocation and alternative investment options.

Curtis Wolfslau is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2018. He is also affiliated with Chapman University since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers various advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

William Thomas is a Series 66-licensed financial advisor with LPL Enterprise in Irvine, CA, and has two years of industry experience. He has held prior roles at The Prudential Insurance Company of America and Pruco Securities LLC and has been self-employed in consulting and business development since 2016. In addition, Thomas is a business owner contracted as Chief Marketing Officer for Tangram Solutions LLC, a private company developing the MedicareWizard platform. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, using portfolios developed internally and by third parties, and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Delbert Secrist is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Stifel Financial Corp, First National Capital, and Wells Fargo Advisors. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mark Thornburg is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he is a partner in Timbercreek, a golf driving range in Lewisville, Texas. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with clients able to implement these recommendations through various brokerage or advisory programs.

Diogo Draese is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Halbert Hargrove and JPMorgan Chase Bank, N.A. Prior to his financial services career, he held various positions including a role at McDonald's and attended the University of California at Irvine. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Joseph Christian is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds the Series 66 designation and has been affiliated with MassMutual and its subsidiaries since 2016. Outside of his advisory role, he is involved in the sale of individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual financial planning engagements.

Mark Givenrod is a financial advisor with LPL Financial, holding a Series 66 license and over 21 years of industry experience. He has worked at LPL Financial since 2022, and previously held roles at CUNA Brokerage Services, Inc. and SchoolsFirst Federal Credit Union. Givenrod is also involved with SchoolsFirst FCU, serving in an investment-related capacity at the credit union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and asset management services, utilizing both proprietary models and third-party subadvisors.