Mason Limm is a financial advisor with LPL Financial in San Juan Capistrano, CA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Bank and SchoolsFirst Federal Credit Union. 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.

Martin Garcia is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Enterprise Mobility, Qualitas Insurance Company, Deloitte, and the University of California San Diego. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Rachel Keable is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. She has worked at Fidelity Investments since 2024 and previously held roles outside the financial industry, including positions with the Northwest ISD Education Foundation and O'Reilly Hospitality Management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and the delivery of model portfolios. The firm employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Adam Traganza is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Cambridge since 2017 and previously worked at FSC Securities Corporation. Outside of his advisory role, he has served as guardian and custodian for an elderly parent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm employs a mix of proprietary model strategies and third-party advisors, providing both discretionary and non-discretionary management across multiple platforms.

Diana Peters is a financial advisor at Edward Jones in San Juan Capistrano, CA, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2020 and previously worked at Fidelity Investments and Edward Jones Investments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated products through a nationwide network of over 23,000 financial advisors.

Ellen Pickler Harris is a financial advisor at Edward Jones with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1997. Outside of her advisory role, she is involved with two real estate apartment limited partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Robert Collier is a financial advisor with Fisher Investments who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Fisher Investments since 2001. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies alongside defensive tactics to manage risk.

Barbara Collette is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley, Merrill, D.A. Davidson & Co., and CUNA Brokerage Services. 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 portfolios, third-party asset management, and institutional platforms.

Kiavash Mastani is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Morgan Stanley and Harvey & Company LLC, as well as positions in academic settings at the University of California, Los Angeles, and Foothill College. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to diverse client types, including retail and institutional investors. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Thomas Tedesco is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for ten years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Erica Schickerling is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has held roles at several firms, including Raymond James Financial Services and Citrus Wealth Management. Outside of her advisory work, she is the founder and writer of a travel blog. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Arlon Enmeier is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has previously worked with Securities America, Inc. and Dynamic Healthcard Systems, Inc. He also has longstanding involvement in life insurance sales and has owner responsibilities related to office operations. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and risk management.

Cory White is a financial advisor at Edward Jones in San Clemente, CA, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Birdwell California! LLC, William Ray Valentine LLC, and The Pacific Financial Group, Inc., as well as consulting through CM White Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeannette Fonoti is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked within JP Morgan Chase Bank and its affiliates since 2015. Outside of her advisory role, she owns Recruiting Mentality, a business that guides parents through the athletic recruitment process from high school to college. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach incorporates centralized due diligence and may include ESG eligibility criteria.

Marc Spiegel is a CFP® with 38 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at FSC Securities Corporation for 29 years and spent 25 years at the University of California Irvine. Outside of his advisory role, he owns sole proprietorships focused on tax return preparation and insurance agency services, and acts as a trustee managing licensing agreements and related trust matters. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and access to various managed programs and alternative investments.

Joon Young Lee is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Hibu, AT&T, Hometown Equity Mortgage, Charter Communications, and Verizon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

John Tchen is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley since 2013 and has been involved with Thai Market since 2005. Tchen holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its advisory process.

Griffin Gaughran is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and three years of industry experience. His prior work includes roles at Thrivent Financial and Pacific Dental Services. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, providing ongoing financial planning, asset management, and educational seminars.

Jeffrey Holsinger is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America, N.A., among other roles. Outside of financial services, he has been involved in used book sales through eBay and Amazon. 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 and profit-sharing plans, corporations, and charitable organizations.

Dean Romo is a financial advisor with Raymond James Financial in San Juan Capistrano, CA, holding a Series 63 designation and 33 years of industry experience. He has been affiliated with Raymond James Financial since 2009 and is also the president of OMO Capital Management, a support company he owns. Romo has experience managing his own advisory business, Romo Capital Management, which he has operated since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary consulting and supports a broad range of client types, including high-net-worth individuals, pension plans, corporations, and charitable organizations.