Steven Lee is a financial advisor with Ameriprise in Brea, CA, holding a Series 66 designation and 11 years of industry experience. Prior to joining Ameriprise in 2024, he worked at Partners Federal Credit Union and LPL Financial, LLC for nine years each. He is also involved in independent insurance brokering with SBLI USA Life Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

William Anastas is a financial advisor at LPL Financial with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at FSC Securities Corporation and OSAIC. He also operates a tax preparation and accounting business under William F. Anastas, EA, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Nicolas Alamillo is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He collaborates with individuals to develop customized financial plans tailored to their unique situations and goals. His work focuses on retirement planning, income strategies, and tax-efficient investing. Nicolas has accumulated experience within Fidelity Investments through various roles, including Investment Consultant (2025-2026), Planning Consultant (2022-2025), and Relationship Manager (2021-2022). He holds a California Insurance License.

Gina Nguyen is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank and Deluxe Beauty. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Steven Delpino is a financial advisor at Edelman Financial Engines in Anaheim, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Lyft, Inc. and The Vanguard Group, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options across diversified portfolios with long-term orientations.

Tim Chu is a Financial Consultant at Fidelity Investments, where he currently focuses on Wealth Planning, including Investment Strategies, Retirement Planning, and Income Planning. He aims to guide clients in discovering ways Fidelity can support them and their families in achieving their financial goals. Tim has held several roles at Fidelity Investments, progressing from Investment Solutions Representative (2021-2022) to Workplace Planning Consultant (2022-2023), Planning Consultant (2023-2024), and currently Financial Consultant since 2024. Prior to Fidelity, he worked as an Annuity & Life Insurance Specialist at Auto Club of Southern California (2020-2021), and as a Financial Advisor at JPMorgan Chase & Co (2009-2010) and Metlife (2006-2008). He holds a California Insurance License.

Joseph Klahorst is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Cetera and has held positions at First Allied Advisory Services and First Allied Securities. In addition to his advisory work, he owns Golden Hills Investment Advisors. 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 financial planning services through a multi-manager platform with discretionary and non-discretionary accounts.

Matthew Quan is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He has been associated with Cetera and its affiliated entities since 2014 and operates a tax preparation business under the name Gordon T. Quan. Quan also volunteers with AARP to assist low-income and elderly individuals with tax returns and is a certified firearms instructor. Cetera Investment Advisers LLC serves a range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Bryan Wright is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Primerica Advisors since 2009 and also has prior work experience at Bristol Farms. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Erin Goodrich is a Wealth Management Advisor at Merrill Lynch Wealth Management who works primarily with business owners and their families. She helps clients understand the integration of their business and personal finances, especially in complex or interconnected financial decisions. Erin's expertise includes investments, banking and lending, cash flow planning, tax-aware strategies, and evaluating business investment decisions. She collaborates closely with clients' CPAs, attorneys, and other advisors to align financial strategies with clients' goals. She holds a Master of Science in Financial Planning from the College for Financial Planning and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Exit Planning Advisor® (CEPA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Erin is experienced in assisting business clients through all stages of business ownership, focusing on planning for business succession and estate strategies. Outside of her professional work, Erin is involved with community organizations such as the Cal State Fullerton Children's Center, Epilepsy Connection, Friends of Joshua Tree, and Girl Scouts of Orange County. Her personal interests include camping, cooking, hiking, painting, photography, reading, rock climbing, spending time with family, and writing.

John Lentz is a financial advisor with Morgan Stanley in Santa Ana, CA, holding a Series 63 designation and bringing 60 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individuals and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning services.

Stephanie Bartels is a financial advisor with Edward Jones in Seal Beach, CA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside her advisory role, she is a landlord and property owner in Long Beach, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Margaret Sheldon is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, and has 34 years of industry experience. Her prior roles include positions at National Planning Corporation and Securities America Advisors. She also operated Sheldon Office Services for 36 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Nicolas Culver is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2014. Outside of his advisory role, he is involved with The Culver Trust. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering non-discretionary recommendations supported by an in-house manager solutions team and a centralized due diligence framework.

Trenton Hinely is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Public Legacy, Hurley, and Cavalry Ambulance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Daniel Ketchum is a financial advisor with Raymond James Financial in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James Financial since 2009 and has worked at Raymond James Financial Services since 2004. Ketchum also participates in third-party research within the 401(k) plan space through occasional surveys for financial services firms. 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, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports various advisory programs and institutional portfolio management.

Triet Huynh is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has worked at JP Morgan Chase Bank and JP Morgan Securities LLC since 2014. Huynh holds Series 63 and Series 66 licenses. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jesus Munoz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC since 2016, following two years at Wells Fargo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Tony Ly is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Daniel Azimi is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has previously worked at PRUCO Securities, LLC, One Pacific Financial Strategies, and the Ghirardelli Chocolate Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.