Sean Reeves is a financial advisor at Charles Schwab with 21 years of industry experience and a Series 66 designation. He has been with Charles Schwab and Charles Schwab Bank since 2007 and has prior experience at Girard Securities, Inc. He is also involved in real estate ownership. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to discretionary portfolios within a large, integrated broker-dealer and investment advisory platform.

Samantha Madden is a financial advisor with Ameriprise in Riverside, CA. She holds a Series 66 designation and has been with Ameriprise since 2023. Prior to her current role, she worked in education and related fields, including positions at Real Journey Academies and the University of Redlands. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Thoeurn Indy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Cuso Financial Services, U.S. Bancorp Investments, Wells Fargo Clearing, Wells Fargo Investments, Wamu Investments, and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 a large network of investment adviser representatives.

Samuel Djannie is a financial advisor at Wells Fargo Clearing in Irvine, CA, with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JP Morgan Securities LLC. 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 combines research from Wells Fargo Investment Institute with third-party data to offer diversified investment options within its brokerage and advisory solutions.

Dana Rubarth is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining J.P. Morgan Securities in 2022, she worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., among other financial institutions. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screens, qualitative research, and forward-looking capital market assumptions, with a particular emphasis on model asset allocations and an ESG eligibility framework.

Patrick Deboer is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes positions at Merrill and Banc of America Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory to evaluate investment options.

Jaehoon Kim is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses, with 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he served for over two decades. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and other services through a large network of investment adviser representatives.

Benson Lim is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and having five years of industry experience. He has previously worked at Private Advisor Group, LPL Financial, Arthur J Gallagher Insurance, and BJA Partners. Outside of his advisory roles, he is also an Uber driver. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Victoria Renne is a financial advisor with LPL Financial in Chino, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Frank R. Carey, EA, where she was employed for 29 years. In addition to advisory work, she owns a tax preparation and bookkeeping business as an enrolled agent. 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 financial planning and investment solutions, including advisory platforms, third-party asset management, and institutional services.

Christopher Price is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2008. Outside of advising, Price holds a 45% ownership interest in Millennium Systems, LLC, a web hosting and colocation company, and serves as an advisory board member for Tall Umbrella, a software company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management with institutional trading capabilities, offering a wide range of capital markets services.

Jonathan Oconnell is a financial advisor with Morgan Stanley, holding a Series 66 credential and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, following an 11-year tenure at UBS Financial Services. Outside of his advisory role, he is an officer of Similar Pants, Inc., a retail and online store based in Rubidoux, California. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include planning but generally do not provide individual security recommendations.

Debbie Chien Cabudol is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill and its predecessor firms since 2008, including Bank of America since 2011. 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 institutional investors.

Shannon Currell is a Series 66-credentialed financial advisor with Wells Fargo Clearing, based in Palm Desert, CA, and has seven years of industry experience. She has worked with Wells Fargo Clearing Services LLC since 2018 and has been affiliated with Wells Fargo Bank NA since 2001. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broader set of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Scott Jacobs is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, and Merrill. 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. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations, incorporating ESG eligibility frameworks where applicable.

Nathan Morgan is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their financial goals across short-, mid-, and long-term horizons. He serves as a resource for general investing, retirement planning, and unexpected financial needs, and coordinates access to Bank of America specialists in banking, credit, home financing, and small business solutions. Nathan holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Phoenix. He is registered with the NMLS under the number 1624483. Outside of his professional work, Nathan enjoys adventure sports, camping, fishing, hiking, music, reading, scuba diving, skydiving, traveling, and spending time with his family.

Adalberto Peraza is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at J.P. Morgan Securities, Chase Investment Services Corp., and Signator Investors, Inc. Outside of his advisory work, he is a co-owner of an indoor sports facility in Riverside, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

William Freedman is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Unionbanc Investment Services and Citi Personal Wealth Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Janine Trujillo is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at First Republic Investment Management, First Republic Securities, and Raymond James & Associates. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles and combines in-house and third-party investment managers to implement diversified portfolio strategies.

Antwone O'Quinn is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He previously worked for five years at Wells Fargo Clearing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial strategies. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Angela Ross is a financial advisor at Merrill with Series 63 and Series 65 licenses and 35 years of industry experience. She has been with Merrill since 1989. 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.