Shelly Aros is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. She previously worked at Securities America and Foothill Securities and operated her own firm, Aros Asset Management, for 15 years. In addition to her advisory work, she maintains ongoing roles as a notary, insurance professional, and paralegal. 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, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,000 advisors.

Vartan Grigoryan is a financial advisor with LPL Financial in Brea, California, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His work history includes roles at Waddell & Reed, Foresters Financial, and various insurance carriers. He also maintains an ongoing business, Satenik Grigoryan, since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 advisor-facing technology and extensive non-advisory financial activities.

Rick Murga is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012, with prior experience at Wm Financial Services, Inc. and Morgan Stanley Dw Inc. Outside of advising, he owns and manages rental real estate properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates a range of investment strategies, including ESG considerations.

Robert Cano is a financial advisor with LPL Financial in Orange, CA, holding a Series 66 license and having 16 years of industry experience. He previously worked at UBS Financial Services, Chase Investment Services Corp., and Morgan Stanley. Outside of advisory work, Cano is involved in mortgage brokerage and residential real estate sales in California, and he also operates an insurance brokerage. 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 technology tools for operational and research assistance.

Aaron Smith Sr. is a financial advisor with Smith Company Financial Advisors / Fusion Funds, holding a Series 66 designation and 24 years of industry experience. He has worked at Securities Service Network, Inc. since 2003 and Private Wealth Asset Management since 2002. Fusion Advisor, operating as Smith Company Financial Advisors / Fusion Funds, is a California-registered investment adviser providing non-discretionary investment advisory services to individual clients. The firm focuses on asset allocation analysis and portfolio construction, offering tailored guidance without exercising discretionary authority.

Gary Grinsell is a financial advisor at Ifl Financial Advisors in Villa Park, CA, with 16 years of industry experience. He has been with Ifl Financial Advisors since 2010. Ifl Financial Advisors provides portfolio management and financial planning services primarily to individual investors and also advises pension and profit-sharing plans. The firm manages approximately $28.7 million across 22 clients, combining retirement plan services with individualized wealth management.

Anne Tahim is a financial advisor with Capstone Wealth Management, Inc. in Santa Ana, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at multiple firms since 2006 and has been with Capstone Wealth Management since 2014. Outside of her advisory role, she is president of Tahim and Associates, APC, providing accounting and tax preparation services, and president of Resource Management Consultants, Inc., offering life, health, annuity, and insurance services. Capstone Wealth Management is an independent investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management and broad-based financial planning, primarily focusing on mutual funds, index funds, no-load funds, and ETFs, with tailored advice based on client objectives and ongoing portfolio monitoring.

Timothy Wei is a financial advisor at JS Consulting with a Series 65 designation and two years of industry experience. Prior to his current role, he worked at KEDP and several other firms, including KPMG. He is also an independent accountant. JS Family Consulting Inc. provides advisory services through referrals to third-party investment advisers, serving individuals, high-net-worth individuals, and business entities without imposing account minimums. The firm does not manage client portfolios directly but vets and selects advisers, with ongoing management handled by those third parties.

Chia Yung Liu is a financial advisor with JS Consulting in Tustin, CA, holding eight years of industry experience. Prior to joining JS Family Consulting Inc., Liu worked at Griffinest Asia Securities, LLC and KEDP CPA Firm. JS Family Consulting Inc. provides advisory services through referrals to third-party investment advisers, serving individuals, high-net-worth clients, and business entities without imposing account minimums. The firm focuses on vetting and selecting advisers rather than managing portfolios directly, with clients receiving custody and reporting through the chosen managers.

Bradley Griffiths II is a financial advisor with XYPN Sapphire, holding a Series 66 credential and nine years of industry experience. His career includes roles at several firms such as Royal Alliance Associates, SagePoint Financial, and KCS Wealth Advisory. Outside of his advisory work, he operates a vintage goods retail and consulting business and serves as a board member for a charitable organization focused on philanthropic causes. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based allocation approach grounded in Modern Portfolio Theory and offers diversified portfolios, financial planning, and sponsored TAMP services, supporting nearly 50 affiliated advisors under a single corporate RIA structure.