Jaime Gomez Hernandez is a financial advisor with LPL Financial in San Clemente, CA, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked with Transamerica Financial Advisors, Inc. and has been involved with nonprofit work as a financial literacy facilitator for The Right Way Foundation, conducting workshops for foster youth. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tanner Harris is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with individuals, families, and business owners to provide clarity and confidence in their financial lives through personalized and disciplined planning. His focus areas include investment management, retirement planning, wealth preservation, risk management, and legacy considerations. Tanner employs a comprehensive, planning-based approach to help clients simplify financial complexity and align their resources with their goals. He is experienced in assisting clients through various financial decisions and life stages, including retirement preparation, major life transitions, and wealth transfer strategies. His client base includes busy professionals, retirees, business owners, and multigenerational families seeking long-term advisory relationships. He holds a Bachelor of Science degree in Business Administration with an emphasis in Finance from Chapman University. Tanner has earned the Certified Divorce Financial Analyst (CDFA) designation and is registered as a Personal Investment Advisor (PIA).

Mark Tober is a financial advisor with LPL Financial in San Clemente, CA, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory work, he is a certified NRA pistol instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Morgan Strnad is a Series 66-credentialed financial advisor with Morgan Stanley in Laguna Niguel, CA, bringing three years of industry experience. Prior to joining Morgan Stanley, Strnad held positions at Nordstrom and worked in educational and healthcare-related roles. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools but generally acts in an advisory capacity without providing individual security recommendations in standalone plans.

Breanna Ohearn is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for three years and spent time at Dominics Ristorante Italiano and California State University Long Beach. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing Wells Fargo research and tools, delivering tailored recommendations through advisors with optional implementation through various brokerage or advisory programs.

Ryan Niswander is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has held positions at Goldman Sachs & Co. LLC, Prince Perelson, and JPMorgan Chase Bank, N.A. Prior to his advisory career, he worked at Home Depot for eight years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by centralized due diligence and may include ESG considerations.

Matthew Deweese is a financial advisor with Raymond James Financial in San Juan Capistrano, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2003. Deweese is also president of DeWeese Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and maintains specialized programs for municipal finance and employer SIMPLE IRA consulting.

Catherine Conway is a financial advisor at UBS Financial Services with two years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with UBS Securities LLC and Demboski & Chapman Financial Services and Insurance Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Justin Nahoul is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America, N.A., Merrill, and First Allied Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ahmed Namoury is a financial advisor with Equitable Advisors in Monarch Beach, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2012 and was previously associated with Axa Advisors, LLC. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and emphasizes matching clients to advisory models or discretionary managers, often using third-party program sponsors.

Jessica Gong is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has previously worked at One Oak Wealth Management, Eagle Strategies (NY Life), NYLIFE Securities, LLC, and Pascal Insurance & Financial Services. Outside of finance, she has been employed as a yoga instructor at Sender One Climbing. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Lee is a financial advisor with Edward Jones in Irvine, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at ResMed, SAP, Panasonic Avionics Corporation, Ephesoft, and Sharp Labs of America. Outside of his advisory role, he owns a long-term rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Christopher Winter is a financial advisor with Wells Fargo Clearing in Newport Beach, CA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including 12 years at Merrill prior to joining Wells Fargo in 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 research from its Investment Institute with third-party data to support diversified, modern portfolio-based investment solutions.

Marcus Alexander is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Christian Connella is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His background includes roles at Chapman University and involvement with Big Arms Swimmers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

John Woolway is a financial advisor at Charles Schwab with the Series 66 designation and one year of industry experience. Prior to joining Schwab, he was involved in the hospitality sector with Xenia Bistro and energy solutions with Your Energy Solutions. He also spent several years pursuing full-time education. 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 affiliated discretionary SMA portfolios and offers a centralized operational structure supporting a large client base.

Ricardo Cruz Jr. is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work history includes roles at Bank of America, Allied Universal, and AT&T Mobility Services LLC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Swinson is a Senior Financial Advisor and Senior Portfolio Advisor for The SW Group & Associates, operating within Merrill Lynch Wealth Management. He has over 20 years of experience assisting high-net-worth families and business owners with comprehensive financial needs. Joshua manages day-to-day client relationships to gain a thorough understanding of their financial lives and provides access to investment insights from Merrill Lynch and banking services from Bank of America. His areas of expertise include college education planning, corporate executive services, divorce transition planning, family wealth management, managing new wealth, personal retirement planning, portfolio management, sports and entertainment, tax minimization, and retirement income strategies. Joshua follows a consultative approach, tailoring personalized financial strategies to align with each client's situation, risk tolerance, and long-term goals. Joshua holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He completed his high school education at Big Bear High School. Residing in Laguna Beach, California, he volunteers with the Boys and Girls Club Laguna Beach. In his personal time, Joshua enjoys traveling, cooking, surfing, and spending time with his wife and two children.

Alan Bigdelou is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank prior to joining J.P. Morgan in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Chase Nishida is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stifel since 2020. Prior to joining Stifel, he worked at Morgan Stanley from 2018 to 2020 and at Mutual Fund Administration LLC from 2014 to 2018. He is a member of the Scholarship and Luncheon Committees for the Japanese American Treaty Centennial Scholarship Fund. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and financial planning analyses that support client decision-making.