Brooke Zasadny is a Series 66-licensed financial advisor with LPL Financial in Corona, CA. She has been in the industry since 2021, with prior experience at Edward Jones and Verdugo Wealth Management. Brooke also has a background in education and spent time working with the ACT Volleyball Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and multiple management approaches.

Shannon Flood is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, Shannon worked at Washington State University and held a position at Riptide Sushi. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Kent Struck is a financial advisor at Stifel with 33 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Feifei Zhang is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, TD Ameritrade, and Axa. She is based in Irvine, CA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Terrance Blanchard is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He holds Series 63 and Series 65 designations. 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 IPS-driven process includes investment policy statement preparation, investment recommendations across a broad range of vehicles, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Natasha Mcpherson is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 credential and four years of industry experience. She has been associated with LPL Financial and Hall Wealth Management since 2019. Outside of advisory work, she owns an insurance agency, Mcpherson Insurance, and has marketing business experience through Natasha Mcpherson Marketing. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and third-party research.

Sean Little is a financial advisor with Thrivent Investment Management in Rancho Santa Margarita, CA, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliates since 2017. Outside of advising, he has experience working with youth aquatics and water polo organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning analyses across various financial topics, with an option to combine planning with managed-account programs under a consolidated billing arrangement.

Tyler Brashears is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Mariner Independent Advisor Network, Providence Wealth Planning, LPL Financial, Comerica Bank, and Wells Fargo. Brashears also provides investment advisory services through Mariner Independent Advisor Network, LLC. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to create client portfolios.

Douglas Mccowen is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Independent Financial Group, LLC and NPB Financial Group, LLC. Mccowen is also involved in life and health insurance sales and service outside of his advisory role. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party solutions to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Nicholas John is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Woodbury Financial Services for 19 years prior to joining OSAIC in 2024. Outside of his advisory role, he operates several sole proprietorships involved in insurance sales and services. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a range of investment solutions and utilizes asset-allocation tools and third-party managers to support portfolio construction and management.

Judith Moffitt is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Anne Sutcliff is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and 34 years of industry experience. She previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Clearing in 2021. 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 notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Aaron Johnson is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, following two years at Bank of The West and BancWest Investment Services. 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 with over 14,000 advisors and offers a range of brokerage and advisory solutions.

Paul Walters is a CFP®-designated financial advisor with 32 years of industry experience. He has been with LPL Financial since 2017 and previously worked for National Planning Corporation for 18 years. Outside of his advisory role, he serves as a high school football referee in Orange County and works as a paralegal at a law firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, multiple advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Alan Kanitz is a financial advisor with Primerica Advisors in Corona, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes roles at Herman Weissker, Coburn Equipment Rentals, PFS Investments Inc., and Primerica Financial Services. He is also involved in part-time sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and oversees model implementation with an operational focus on tiered wrap fees and ongoing manager due diligence.

Andrew Hong is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth and retirement planning along with managing discretionary assets. With 11 years of experience at Merrill, he works closely with clients to develop personalized financial strategies aimed at achieving long-term financial freedom. His client focus areas include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Andrew holds a Bachelor of Arts in Economics from the University of California, Berkeley. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows Merrill’s tradition of community involvement and dedicates time to volunteering locally. Outside of work, Andrew enjoys biking, bowling, hiking, music, reading, and watching movies.

Kenneth Mascari is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has worked at Securities America Advisors and KPM Asset Management, Inc. He is also a part-owner of the building housing his branch office and manages a family trust property. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage portfolios across a wide range of asset classes.

Scot Hicks is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Independent Financial Group, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding on implementation through brokerage or advisory programs.

Jeffrey Miyahara is a financial advisor with LPL Financial and holds a Series 66 designation. He has seven years of industry experience, having previously worked at Edward Jones. Miyahara has also been involved in educational roles at multiple colleges and institutes. Outside of advising, he is associated with JM Properties for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities. The firm offers a broad range of advisory programs and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Anthony Kramer is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 10 years of industry experience. He has been with J.P. Morgan Securities since 2016 and also worked at JPMorgan Chase Bank, N.A. from 2016 to the present. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.