Vi Le is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, using forward-looking capital market assumptions to develop model asset allocations that may include ESG criteria.

Kristy Archi is a financial advisor with Wells Fargo Clearing in Anaheim, CA, holding a Series 63 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 and combines brokerage and advisory solutions supported by research and analytics.

John Hassett is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Prior to his current role at Cetera, he worked for Verizon Communications for 18 years. He is also the owner of Malley & Hassett, LLP, a CPA firm that provides accounting and tax services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager investment platform with various program structures and access to both affiliated and third-party money managers.

David Penn is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. His previous roles include positions at Hilltop Securities Inc. and M.L. Stern & Co., LLC. He serves as a finance and investment committee member for a city investment advisory group and is president of David S Penn, Inc. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and is notable for its municipal advisory affiliation and specialized retirement plan consulting programs.

Nhan Nguyen is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to understand their financial goals and to develop customized financial plans. He emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency in his work. Nhan has professional experience as a Financial Advisor at Merrill Lynch from 2019 to 2020 before joining Fidelity Investments in 2021. He holds a California Insurance License.

Bryson Harnett is a Financial Advisor with The Harnett Group at Merrill Lynch Wealth Management, based in Orange County, California. He works alongside a family-oriented father-son team to provide personalized financial planning services focused on retirement planning, portfolio management, concentrated stock positions, and wealth transfer strategies. Bryson's role involves assisting individuals and families in managing their financial goals and objectives, enabling clients to feel confident in their investment decisions. Bryson earned a Bachelor of Arts degree in Economics from California State University San Marcos in 2020. He attained the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in the summer of 2024 and also holds the Personal Investment Advisor (PIA) designation. He is affiliated with the Sigma Chi International Fraternity. In his personal time, Bryson enjoys baseball, chess, cooking, football, golfing, reading, running, and spending time with his family.

Gary Potter is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. He also serves as a trustee for a fiduciary entity in Whittier, California. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Mc Gee is a financial advisor with J.P. Morgan Securities in Huntington Beach, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013, following a prior role at Chase Investment Services Corp. from 2011 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and includes ESG considerations, supported by affiliates for implementation and portfolio services.

Angie Vo is a financial advisor at Ameriprise with 8 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Charles Gustafson Jr. is a CFP® and Series 66 certificant with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.

Henry Lau is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to his current role since 2016, he worked at Merrill and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Youssef is a financial advisor with Fidelity Investments, holding a Series 66 designation and 16 years of industry experience. He has worked at Fidelity in various capacities since 2010, including seven years with Fidelity Personal and Workplace Advisors. Outside of his advisory role, Youssef serves as a board member for the Hidden Canyon Community Association. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including those involving multi-manager and fund-of-funds structures.

Jon Leedom is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2015. Leedom has a 25% ownership interest in HLMT Group LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement and wealth-transfer planning, and integrates advisory services with various financial products and referral opportunities.

Han Tran is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2013. Outside of his advisory role, he is the owner of FITYOLO LLC, a for-profit business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jon Schrank is a CFP® professional with 31 years of experience in the financial services industry. He has worked at FSC Securities Corporation for 21 years before joining OSAIC in 2023. In addition to his advisory role, he owns and operates an independent insurance agency offering fixed insurance products including life, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of managed account programs and third-party money manager solutions.

Nataly Brito is a financial advisor with J.P. Morgan Securities in Whittier, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2014, including prior roles at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Johny Makhijani is a financial advisor with Ameriprise in Yorba Linda, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in property management through ownership of multiple real estate management companies. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Meade is an investment advisor at Osaic Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and U.S. Allianz Securities. Outside of advisory roles, he owns a sole proprietorship through which he plans to sell baseball cards he inherited. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, financial planning, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed investment strategies.

Randy Pierce is a financial advisor with LPL Financial, holding a Series 66 credential and 26 years of industry experience. He has been with LPL Financial since 2006, following prior roles at Securities America Advisors, Inc. and Cooper McManus. In addition to his advisory work, Pierce owns an accounting practice focused on tax return preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Andersen is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His background includes five years with J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he manages a real estate rental business in Santa Ana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing various investment strategies and technology tools.