Nancy Johnson is a CFP® professional with 47 years of industry experience. She is currently with Wells Fargo Advisors, where she has worked since 2022, following a decade at Wells Fargo Clearing Services, LLC. She holds Series 63 and Series 65 licenses in addition to her CFP® designation. Outside of her advisory role, Johnson has ownership interests in NZJJ, Inc. and JAEJ Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

Jeffrey Barlow is a financial advisor at LPL Financial with 33 years of industry experience. He previously worked at Crown Capital Securities, LP for 12 years before joining LPL Financial in 2024. He holds Series 63, Series 65, and Series 66 credentials. Barlow is also involved with Trillium Insurance Services, Inc., focusing on non-variable insurance trails. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms, supported by technology tools for research and operations.

Thomas Gabler is a Series 66–designated financial advisor with Morgan Stanley in Brea, CA, with seven years of industry experience. He has worked at Morgan Stanley since 2018 and previously worked at RD Tax Service from 2016 to 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Christopher Sciarra is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and bringing 20 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Investments, and UBS Financial Services. Outside of his advisory work, he is involved as a partner in a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Dwight Nakata is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 26 years of industry experience. He has worked at Cetera and its affiliate entities since 1999 and previously was a principal at Yamada & Nakata CPAs. Nakata serves as a committee member of the California Society of CPAs, participates on the board of the Orange County Academic Decathlon, and holds volunteer positions with California State University, Los Angeles, including chairing the Board of Trustees and Audit Committee. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment strategies and program structures.

Lai Jung is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and one year of industry experience. Prior to joining LPL Enterprise, Lai worked at Squad Capital Investments for four years and has experience in real estate development. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap fee program.

Like Wu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various divisions of JPMorgan Chase since 2015. His background includes roles at Vanco Tech, LLC and involvement with 627 E Second LLC. 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. The firm’s advisory process integrates quantitative and qualitative research with a range of eligible strategies and incorporates ESG criteria within its recommendations.

Monica Grubbs is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, she held roles in retail and youth sports organizations and has a background that includes involvement with the Apex1 Volleyball Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis methods.

Alex Huff is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has six years of experience in the industry and also works as a CPA with Huff & Marshall CPA's, where he has provided tax preparation and accounting services since 2012. Huff maintains an independent insurance agent role alongside his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary investment strategies.

Timothy Healy is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley Dw Inc. He has been with Wells Fargo Advisors since 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs analysis, and uses proprietary research and planning tools to develop tailored recommendations for clients.

James Cox is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 63 designation and 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques such as Monte Carlo simulations in its financial planning process.

Xuejun Kuang is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at J.P. Morgan Securities and Wm Financial Services, Inc. Kuang is based in Hacienda Heights, CA. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Elliott is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 credentials. He has 36 years of industry experience and has worked at City National Bank since 2019 while maintaining his association with RBC Capital Markets since 2008. Elliott serves as a voting board member of the Beachside Bruins Alumni Network, a UCLA alumni group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Lu Chen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2022, Chen held positions at Bank of America, Deluxe Med Spa, and Wave Plastic Surgery and Laser Center. Outside of advising, Chen is involved in co-owning and managing small rental properties. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tazia Paredes is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Her background includes roles at SchoolsFirst FCU, LPL Financial, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, employing strategic, tactical, and alternative investment options supported by advanced research tools.

Ryan Hawkins is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at Morgan Stanley from 1999 to 2007 and Wells Fargo Clearing from 2007 to 2015. Outside of his advisory work, he owns Hawkins Motorsports, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm uses proprietary research and planning tools to develop recommendations that clients may choose to implement through various brokerage or advisory programs.

Jake Parsons is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works with individuals and their families to develop sustainable long-term financial plans, focusing on personalized wealth planning within a collaborative team setting. Jake joined Fidelity Investments in 2023 and has held several roles, including Financial Representative from 2023 to 2024, Relationship Manager from 2024 to 2026, before becoming a Planning Consultant. He holds a California Insurance License. Outside of his professional work, Jake has interests in baseball, beach activities, biking, cars, hiking, and motorcycles.

Craig Davis Jr. is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held positions at Chase Investment Services Corp., Morgan Stanley, and Merrill. Based in Huntington Beach, CA, he holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes access to broader derivatives and commodities capabilities.

Yang Zhang is a financial advisor with Edward Jones in Chino Hills, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Transglobal Holding Company and Topocean Consolidation Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Dennis Fitzgerald is a financial advisor at RBC Capital Markets with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2017, following previous roles at Wells Fargo Clearing and Citigroup Global Markets. He serves as trustee for charitable and QTIP trusts, including oversight of a deceased client’s estate. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies, integrating in-house and third-party managers, and provides services including financial planning, custody, and brokerage.