Steven Shields is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, NA since 2010. He is based in Mission Viejo, CA. J.P. Morgan Securities LLC 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 capabilities with broker-dealer and investment adviser registrations, delivering its services through a select group of Wealth Advisors.

Cory Leckie is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Osaic Wealth and previously worked at Mariner Independent Advisor Network, LLC, WealthPLAN Partners, and LPL Financial. Outside of his advisory work, he serves as the executor of a family living trust. Osaic Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kenichi Igarashi is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mariner Independent Advisor Network, LPL Financial, and WealthPLAN Partners. He is also president of a DBA called Simplified Wealth Management, which provides financial advisory and management services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Benjamin Engel is a financial advisor with LPL Financial in Irvine, CA, holding Series 66 and Series 63 credentials and five years of industry experience. His prior experience includes roles at Zions Bancorporation and Northwestern Mutual. He is also a licensed life insurance agent affiliated with Cavalier and Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolio options.

Tammy Welch is a financial advisor at Stifel with 33 years of industry experience. She holds the 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, providing both brokerage and investment advisory services. The firm’s investment approach involves proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Brandon Blanchard is a CFP® and holds a Series 66 license with 11 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sulaiman Mayel is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. Outside of his advisory role, Mayel is involved in property management, acquisition, and rehabilitation through a separate business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting alongside affiliated brokerage and investment management capabilities.

Russell Reinsch is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad client base, including individual, institutional, and municipal clients, offering both brokerage and advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of planning and allocation services intended as a foundation for client decisions, with clients maintaining discretion over implementation.

Mark Pappas is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Signator Investors, Inc. for two years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with a non-variable insurance business through Mark Pappas Financial & Insurance Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Ronald Oliver Jr. is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Chelse Vande Bossche is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, she worked for 12 years at Dr. Martin Luther King Jr. Middle School in the SBCUSD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jonathan Goodwin is a financial advisor with Edward Jones in Laguna Hills, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Ran Wang is a Financial Advisor with Merrill Lynch Wealth Management, where he assists clients in developing personalized investment strategies aligned with their financial goals. He provides one-on-one advice on areas including education planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Wang emphasizes ongoing portfolio adjustments to adapt to changing client circumstances and integrates access to banking and lending resources through Bank of America. Wang holds a Bachelor's Degree from Zhejiang Gongshang University, a Master's Degree from the University of Rochester, and an MBA from Cornell University. He holds the Personal Investment Advisor (PIA) designation and is affiliated with the Cornell Alumni Association of Orange County and the Cornell Club of Los Angeles. Outside of his professional activities, Wang has interests in dancing, music, and yoga.

Joseph Remoun Karlous is a financial advisor at Edward Jones in Lake Forest, CA, holding a Series 66 designation. He has one year of industry experience, including a prior role at ADP. 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 broad range of investment advisory services through a large nationwide network of financial advisors and branch offices.

Sean O Day is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill for five years and Lending Club for one year. Before entering finance, he worked at Bubba Gumps for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Chris Alvarado is a financial advisor with Edward Jones in Corona, CA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at US Bancorp and has been involved with Dale Carnegie Training as a certified trainer since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Alejandro Martinez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several J.P. Morgan entities since 2014. Outside of his advisory role, he is involved with Orchidia Homes LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework to deliver non-discretionary advisory services.

Ronald Castleton is a financial advisor with Raymond James Financial in Lake Forest, CA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2003. Outside of his advisory work, he is co-owner of Stanton & Castleton, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary consulting using various analytical tools and supports its clients through advisory programs and institutional consulting.

Eric Barrett is a financial advisor with LPL Financial in Riverside, CA, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed Inc and various insurance carriers for W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Christopher Tool is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at SCF Securities, Inc. and Summit Brokerage Services. Outside of his advisory role, he has been involved with Tool Motor Sports for over three decades. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.