Anne Marie Hamilton is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 63 designation and bringing 36 years of industry experience. She has worked at LPL Financial since 2008 and previously at IFMG Securities, Inc. from 2002 to 2008. Hamilton is also associated with Orange County's Credit Union where she engages in a related business activity under the Orange County's Wealth Management DBA. 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 portfolio programs, third-party asset management, and institutional platforms.

Robert Duffy is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at Morgan Stanley DW Inc. from 1997 to 2005 and has been with Equitable Advisors (and formerly Axa Advisors) since 2005. He serves as a co-trustee for his family trust outside of his advisory role. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes using third-party program sponsors and endorsed TAMPs, offering a range of investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Gabriela Liang is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Gilbert is a financial advisor at Morgan Stanley in Riverside, CA, holding a Series 66 designation with 22 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory role, he serves as an independent contractor teaching at the University of California, Riverside. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning using structured processes and tools, managing approximately $2.74 trillion in client assets.

Phillip Cheng is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various branches of J.P. Morgan since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary framework.

David Ha is a financial advisor with J.P. Morgan Securities in Tustin, CA, holding Series 63 and Series 66 designations and four years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a range of strategies, including ESG considerations.

Frank Huang is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Citigroup Global Markets, Merrill, Bank of America, and HSBC Securities. Huang is based in Irvine, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

Byung Chong is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with LPL Financial, having joined in 2025, and previously worked at CUSO Financial Services and Wescom Financial Services, where he spent 23 years. 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 portfolio programs, and institutional platforms.

Bernd Klawunder is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm’s process uses structured discovery and advanced planning tools, managing approximately $2.74 trillion in client assets.

Yasmin Soltani is a financial advisor with Equitable Advisors in Irvine, CA, holding the Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at The BALDWIN GROUP WEALTH ADVISORS, LLC and Burnham Gibson Wealth Advisors, LLC. Outside of her advisory work, she is a fitness instructor and is involved in a business manufacturing and distributing bags related to her fitness activities. Equitable Advisors serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a variety of advisory models and third-party asset managers, offering a broad range of investment options and ERISA fiduciary services.

Angela Yu is a financial advisor with J.P. Morgan Securities based in Irvine, CA, holding Series 66 and Series 63 licenses and eight years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, following two years at Bank of America and a year at Holiday Inn. 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 asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates systematic due diligence, quantitative and qualitative research, and an ESG eligibility framework.

John Powell is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Aflac and has experience in tax preparation as a 1099 employee for an enrolled agent. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers its services through a network of advisors and utilizes a combination of firm-offered programs and third-party asset managers.

Ethan Miranda is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he worked in education at La Sierra University, Apple Valley High School, and Sitting Bull Academy. In addition to his advisory work, he is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based investment strategies developed by third parties and offers discretionary portfolio management supported by BNY Mellon Advisors and Pershing.

Jesus Sanchez is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2006. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Sean Loftus is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he serves as a trustee for a 401(k) plan and owns a wealth management practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with planning engagements typically being discrete and client implementation optional.

Alan Lekawski is a financial advisor with Merrill in Corona, CA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Merrill and Bank of America since 2015. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kenneth Henderson is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Equitable Advisors since 2003 and previously at Morgan Stanley DW Inc. from 1998 to 2002. Outside of his advisory role, he serves as a commissioner on the Tustin City Community Service Commission and is treasurer and a board member of the Tustin Host Lions Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

Angela Ngan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. She previously worked at U.S. Bancorp Investments, Inc. for 12 years before joining Thrivent in 2021. Outside of her advisory role, she owns a single-family rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, and estate matters. The firm combines goal-based analyses and flexible service options, allowing clients to integrate planning with managed-account programs while keeping these services separate.

Sze Yiu Wong is a financial advisor with UBS Financial Services holding a Series 66 designation. Wong has worked in the financial industry with prior roles at First Republic Bank and Bank of America. He is based in Irvine, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jorge Lopez Rivera is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. Prior to that, he held positions at Opendoor Labs Inc., Co-Op Financial Services, and PCV Murcor. 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, and institutional investors, with implementation support and customization options.