Johnna Iantorno is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Morgan Stanley, and Commonwealth Financial Network. Outside of her advisory role, she is the sole member of Beth Bandit Books LLC, a publishing company that produces books unrelated to financial services. 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 grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Vincent Daigneault is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and economic modeling.

Kevin Gotts is a CFP®-designated financial advisor with 36 years of industry experience, currently practicing at LPL Financial since 2021. Prior to joining LPL, he worked at Securities America Advisors and National Planning Corporation. He also serves as a part-time instructor at California State University, Fullerton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

August Deangelo Jr. is a Series 66 licensed financial advisor with Wells Fargo Advisors in Long Beach, CA, where he has worked since 2019. He has five years of industry experience, including prior roles at Murphy, Murphy, and Murphy Inc and a brief period working in the travel industry. Outside of finance, he also spent time associated with Duck Foot Brewing Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to high-net-worth individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations, with clients deciding how to implement them through various brokerage or advisory options.

William Murray is a financial advisor at Edward Jones with 33 years of industry experience, including 32 years at Edward Jones. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he owns residential rental properties occupied by family members. 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, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Cynthia Tung is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with a range of financial planning and portfolio management services. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, offering institutional trading capabilities alongside wealth management.

Bradford Dickson is a CFP® professional with 14 years of experience at Edward Jones, where he has been since 2012. He holds Series 63 and Series 66 licenses and is based in Long Beach, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Jorge Torres is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. Outside of his advisory role, he is a property owner involved in managing several real estate investments. 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.

Nasar Aboubakare is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Edward Jones for seven years and Paradigm Global Investments LTD for eleven years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven management options.

Efa Ferrer is a Wealth Management Planning Consultant at Fidelity Investments, where she supports clients in establishing comprehensive financial plans tailored to their unique goals and priorities. Since joining Fidelity in 2023, she has worked as a Planning Consultant and currently holds the Wealth Management Planning Consultant role. Prior to Fidelity, Efa gained experience as a Senior Registered Client Service Associate at Morgan Stanley from 2019 to 2023 and served as Director of Case Management at Margaret May Insurance & Financial Services from 2017 to 2019. She holds a California Insurance License. Outside of her professional work, Efa enjoys camping, hiking, outdoor adventures, painting, reading, and yoga.

Bertrand Brisbane is a Financial Consultant currently working at Fidelity since 2024. He has previously held roles as a Senior Wealth Advisor at Empower in 2024 and as a Financial Consultant at Schwab from 2006 to 2024. Bertrand holds a California Insurance License. He partners with individuals and families to help them pursue their financial goals with clarity and confidence, focusing on personalized guidance tailored to each client's unique circumstances. Bertrand's approach emphasizes principled advice throughout various stages of life. Outside of his professional work, Bertrand enjoys biking, hiking, and traveling.

Alexa Barragan is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has six years of industry experience, including roles at JPMorgan Chase Bank and Abercrombie & Fitch. Barragan is based in Whittier, CA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Madelynn Merrill is a financial advisor with Morgan Stanley, holding a Series 66 license and five years of industry experience. She previously worked at Guggenheim Partners before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Nicolas Monserrat is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2020. Prior to that, he held positions in real estate-related firms and was involved with California State University, Fullerton. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Nolan Dunn is a financial advisor with Charles Schwab in Brea, CA, holding a Series 66 designation. He has one year of industry experience and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2025. His prior work includes roles at Baylor University, Target, and Da Bianca Trattoria. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

Danielle Blunt is a CFP®-designated financial advisor with 26 years of industry experience, currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2014. She is also the owner of Blunt Wealth Services, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports various advisory programs and institutional consulting services.

Brittany Romero is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in La Mirada, CA. She has 10 years of industry experience, including three years at Merrill before joining J.P. Morgan Securities in 2018. 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 broker-dealer and investment advisor functions, delivering recommendations on a non-discretionary basis.

John Schober is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Sharon Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive financial strategies for business and family finance. She collaborates with a team of specialists to assist clients in retirement planning, investments, banking and credit solutions through Bank of America, and estate planning services. Sharon is a native speaker of Mandarin and Taiwanese and brings over 25 years of experience serving corporate and high net worth clients. Her expertise spans family wealth management, new wealth management, personal retirement and philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. Sharon holds a Master’s degree from The Pennsylvania State University and a Bachelor’s degree from National Taiwan University. She also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Sharon is actively involved in her community, having volunteered with the Fullerton Chinese School since 2003 and serving as its Principal from 2008 to 2009. Her personal interests include hiking, music, reading, spending time with her family, traveling, and writing.

Robert Foley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has served on the City of Orange, CA Finance Committee since 2014 and operates Foley Financial Inc., his incorporated practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, supported by advanced analytical tools and a range of advisory programs.