Jorge Vasquez Jr. is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with JPMorgan Chase Bank, N.A. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Juan Galvez is a financial advisor with Merrill in Norwalk, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Bank of America and Wells Fargo, spanning from 2014 to the present. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sarah Wieczorek is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 license and four years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021. Prior to joining J.P. Morgan, her background includes roles at Diamond Supply Company, The Allbright, and other businesses. J.P. Morgan Securities 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. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Jose Moreno is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jeremy Tysor is a financial advisor with Thrivent Investment Management, located in Huntington Beach, CA. He holds Series 63 and Series 66 designations and has 28 years of industry experience. Tysor has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations on various planning topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Kaylee Breeding is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses. She began her advisory career in 2024 and previously operated Kaylee's Mobile Notary. Prior to entering the financial industry, her work experience includes roles in aviation, construction, and electrical services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Rodolfo Munoz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA before joining J.P. Morgan in 2021. Outside of his advisory role, he serves as a college soccer referee. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Anil Madhyanam is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Golden1 Credit Union, B.B. Graham & Company, Inc., Ameriprise, and Sagepoint Financial. Anil currently operates under the Golden1 Investment Services trade name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Craig Attanasio is a CFP® with 35 years of industry experience currently affiliated with Cetera in Orange, CA. He has served in roles at Ameriestate Legal Plan, Inc., and Sound Financial Services since 2011. Outside of his advisory work, he owns a tax preparation and bookkeeping practice and acts as an independent agent for a legal plan provider specializing in wills and trusts. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, managing over $256 billion in assets with more than 10,000 advisors.

Dennis Kotoff is a financial advisor with Wells Fargo Clearing in Long Beach, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes both non-discretionary and discretionary investment management options.

Alyssa Yu is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 credential with six years of industry experience. Her prior work includes roles at EnGenius Technologies, Inc., Macy’s, and Spigen Inc. Alyssa has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research-driven investment insights in its advisory process.

Heather Jacobsen is a Series 66 licensed financial advisor with LPL Financial in Santa Ana, CA, where she has worked since 2018. She has seven years of industry experience, including roles at National Planning Corporation and Meritage Wealth Management. Outside of advising, she is involved in tax preparation and accounting work with Hoffski Pisano & Co and holds a notary commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through its national network of investment adviser representatives.

Haneul Lee is a financial advisor at J.P. Morgan Securities with one year of industry experience. Lee holds a Series 66 designation and has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, and Lenox Advisors. Outside of finance, Lee has been involved with the Community Literature Initiative. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

He Fu is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at Bank of America, Merrill, and Quest Capital Strategies. Outside of his advisory work, he is an officer and investor in Y-NUT Inc., a company selling goods on Amazon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michelle Garcia is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2022 and has over 20 years of experience with SchoolsFirst Federal Credit Union, where she remains active. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.

Karina Carpio is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has been with Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Hayim Clein is a financial advisor with OSAIC Wealth, Inc. in Tustin, California, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at OSAIC Wealth since 2017 and has additional experience with Liberty Capital Management, Incorporated dating back to 2014. Outside of his advisory roles, he operates a sole proprietorship focused on marketing and sales of fixed, life, health, and disability insurance, and he serves as a financial strategist addressing client inquiries and assisting with financial planning tools. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and advisory services, retirement consulting, and access to third-party money managers. The firm employs proprietary asset allocation tools and supports both discretionary and non-discretionary account management across various investment products.

Brandon Gattis is a Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been working in the Financial Services industry for 24 years, with prior roles including Investments Consultant at Fidelity Investments from 2011 to 2013 and Investment Counselor at T. Rowe Price Associates, Inc. from 2002 to 2011. He holds a California Insurance License. Throughout his career, Brandon has focused on helping local families plan for their financial futures by educating clients on their finances and identifying areas for improvement. He emphasizes a client-centered approach by listening closely to what is most important to them. Outside of his professional life, Brandon enjoys spending time with his wife and three children. His personal interests include art, parenthood, skiing, soccer, swimming, and traveling.

Samantha Briers is a financial advisor at Ameriprise in Tustin, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2022, she worked at Kingston University of London and Huntington Beach High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ruben Valdez is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 66 designations. He has 11 years of industry experience and has previously worked at JP Morgan and Bank of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.