Zhuang Tantiwasadakran is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Linsco/Private Ledger Corp. since 2007. He is also involved in an independent fixed insurance business specializing in life, health, disability, fixed annuity, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Pierre Biscaichipy is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the advisory board and finance committee of the Devil Pups Foundation, a nonprofit focused on children and youth, where he is involved in fundraising, marketing, and administrative duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and research.

Peggy Tong is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 65 and Series 63 designations and previously worked at Bank of America and Merrill from 2014 to 2023. Outside of her advisory role, she is an owner of a non-agent real estate investment property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and maintains a centralized operational structure supporting a large client base.

Orion Richardson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked with Equitable Advisors since 2014, including through the firm's previous affiliation as Axa Advisors LLC. Richardson's other business activities include involvement with various outside insurance companies. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Brian Chan is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2024, he spent nine years at Woodbury Financial Services INC. In addition to his advisory role, Chan operates a tax preparation sole proprietorship. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include various types of securities and alternative investments.

Mary Caporale is a financial advisor at Edward Jones with 42 years of industry experience. She has held her position at Edward Jones since 2003 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Blake Smith is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and previously worked at the University of Washington, Crafton Hills College, and Arrowhead Orthopedics. Outside of his advisory role, he serves as a high school football referee. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Daniel Lopez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2008. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Dean Dunbar is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Prudential Insurance Company of America, Pruco Securities, LLC, and Pruo Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with access to insurance products and third-party asset management solutions.

Patrick Merrill is a CFP®, CFA®, and holds a Series 66 license with 10 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2018 and previously worked at State Street Global Advisors and New York University’s Stern School of Business. Merrill serves on the Investment Committee Board of Claremont United Church of Christ, where he assists in overseeing the church’s investments. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jeremiah Nelson is a financial advisor with Thrivent Investment Management in Anaheim, CA, holding a Series 66 designation and five years of industry experience. His career includes roles at Thrivent Financial since 2021 and prior experience with Heritage Oak Private Education from 2015 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics. The firm offers these planning services separately from portfolio management and supports periodic review and updates through its network of advisors.

John Kendall is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for five years before joining Schwab in 2018. He serves as a non-paying board member of Christian Arts & Theater, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Vincent Hurd is a financial advisor with Merrill holding a Series 66 designation and currently based in Riverside, CA. He has held roles at Merrill and Bank of America since 2026 and has prior experience at Hertz Global Holdings and Behavioral Autism Therapies. Outside of finance, he has worked with the Inland Empire Community Foundation and has experience in the hospitality industry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ethan Lui is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to his financial services career, Mr. Lui held roles at East West Bank and worked in education at the University of California, Riverside and Los Alamitos High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Victor Kubo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank. 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 approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Melissa Levin is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 designations and 28 years of industry experience. She has been with LPL Financial since 1998. Outside of her advisory role, Levin owns a travel-related business used primarily for personal travel and is involved in several insurance-related ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Amine Mabsout is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior work includes roles at Sagepoint Financial, Royal Alliance Associates, and Signator Investors. He is also the founder of Ametrine Wealth Strategies, LLC, and operates an insurance agency under Ametrine Financial & Insurance Services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with access to multiple investment platforms, employing asset allocation tools and third-party managers to build diversified portfolios.

Jesse Lopez is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and previously worked at Crown Capital Securities, LP for 12 years. Outside of his advisory role, he owns and operates a tax preparation and accounting business and also works as a recruiter. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Shane Smith is a financial advisor with UBS Financial Services in Riverside, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with UBS since 1992. Outside of his advisory role, Smith is involved in high school sports officiating, serving as a referee for football and basketball games in San Bernardino and Riverside counties. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and proprietary research distribution.