Breanna Ohearn is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for three years and spent time at Dominics Ristorante Italiano and California State University Long Beach. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing Wells Fargo research and tools, delivering tailored recommendations through advisors with optional implementation through various brokerage or advisory programs.

Dylan Aschoff is a financial advisor with LPL Financial in Corona, CA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios, third-party research, and various technology-driven investment solutions.

Henry Robertson is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining UBS, he worked at Wilmington Trust Company, StrategIQ Financial Group, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans aligned with clients’ goals and risk tolerances.

Christian Connella is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His background includes roles at Chapman University and involvement with Big Arms Swimmers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Kevin Tetley is a CFP® with eight years of industry experience and is affiliated with Raymond James Financial Services Advisors, Inc. since 2017. Prior to his career in financial services, he worked at The Home Depot and Chaparral Motorsports. He is also the owner of Tetley Wealth Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as probability modeling to support its recommendations, with expanded services that include municipal advisory capabilities and SIMPLE IRA employer consulting programs.

Joshua Swinson is a Senior Financial Advisor and Senior Portfolio Advisor for The SW Group & Associates, operating within Merrill Lynch Wealth Management. He has over 20 years of experience assisting high-net-worth families and business owners with comprehensive financial needs. Joshua manages day-to-day client relationships to gain a thorough understanding of their financial lives and provides access to investment insights from Merrill Lynch and banking services from Bank of America. His areas of expertise include college education planning, corporate executive services, divorce transition planning, family wealth management, managing new wealth, personal retirement planning, portfolio management, sports and entertainment, tax minimization, and retirement income strategies. Joshua follows a consultative approach, tailoring personalized financial strategies to align with each client's situation, risk tolerance, and long-term goals. Joshua holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He completed his high school education at Big Bear High School. Residing in Laguna Beach, California, he volunteers with the Boys and Girls Club Laguna Beach. In his personal time, Joshua enjoys traveling, cooking, surfing, and spending time with his wife and two children.

Timothy Tunney Jr. is a financial advisor with UBS Financial Services in Irvine, CA, holding a Series 63 designation and bringing 44 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Tunney serves on the Orange County Treasurer's Advisory Committee and is Treasurer and a board member of the Lincoln Club of Orange County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and a broad range of investment products.

Jaimie Horn is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Horn worked at Michael L. Bishop, Inc. for six years. Fidelity's Strategic Advisers LLC, where Horn works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Glenn Ushijima is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 23 years of industry experience. He has worked within various Wells Fargo entities since 2012. Ushijima also owns and operates Ushijima Private Wealth Management, a financial services firm based in Foothill Ranch, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and tools to develop tailored recommendations for clients who meet a net-worth threshold.

Richard Ratz is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at various insurance carriers and Waddell & Reed, Inc., and he has operated under his own name since 1982. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, supported by model portfolios, research resources, and discretionary and non-discretionary management options.

Jon Massey is a financial advisor with OSAIC Wealth, Inc., holding the ChFC® designation and Series 63 license, and has 29 years of industry experience. He has previously worked with Mariner Independent Advisor Network, LLC, LPL Financial, LLC, and WealthPLAN Partners. Massey is President of Providence Professional Insurance Services and Plan With Providence, LLC, which provides insurance and administrative support services. He also serves as a board member for Lamb's Fellowship Church. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated financial services through a large network of advisors, utilizing asset-allocation tools and multiple advisory platforms to manage a wide range of investment products.

Tyler Renaud is a financial advisor at LPL Financial with Series 66 credentials and three years of industry experience. Prior to joining LPL Financial in 2022, he held positions at various organizations including AD Lehl & Company, Wealth Planning Group OC, and G3PM Law. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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.

Jason Galardy is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research Advisors since 2019 following five years at FSC Securities Corporation. Outside of his advisory role, he is involved with Nettworth Financial Group in a marketing and trading capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals utilizing various portfolio management and model-based solutions.

Joshua Mason is a financial advisor at Osaic Wealth with four years of industry experience. He holds a Series 66 designation and has previously worked at Mariner Independent Advisor Network and LPL Financial. His background also includes roles outside of finance such as positions with California Baptist University and in athletics. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm offers a variety of financial services including brokerage, investment advisory, and retirement plan consulting, utilizing tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Kabir Sivjee is a Financial Advisor specializing in helping individuals and families achieve their financial goals. He brings experience working with a diverse range of clients, from young professionals to retirees, and supports them in navigating the complexities of financial markets. Kabir’s areas of expertise include investment planning, retirement planning, estate planning services, and wealth management. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Kabir completed his high school education at Golestane Kabir. Outside of his professional role, he participates in community involvement with Junior Achievement of Central Maryland. His personal interests include biking, hiking, music, reading, running, swimming, traveling, and yoga.

Joseph Dimino is a financial advisor at Cetera with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Avantax Advisory Services and Anthem Blue Cross as a health insurance agent. He is also a committee member of the State Bar of California Client Security Fund Commission, which provides restitution to victims of attorney theft. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and investment strategies.

Taron Defevers is a financial advisor with Fidelity Investments in Mission Viejo, CA. He holds the Series 66 designation and has been with Fidelity since 2026. Prior to entering the financial industry, he held positions related to theological education and church ministry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Luke Schell is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2009 to 2022. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, utilizing proprietary research and model-based asset allocations to tailor client plans.

Brandon Tse is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients coordinate the various aspects of their financial lives into comprehensive strategies. His role involves simplifying financial planning to provide clients with greater clarity and confidence. Brandon holds a Business Administration degree from Pepperdine University and is an Accredited Asset Management Specialist (AAMS). He uses a financial concierge approach to serve as a trusted resource for his clients. Outside of his professional work, Brandon enjoys baseball, football, golfing, hiking, ice hockey, music, skiing, spending time with his family, tennis, and traveling.

Jason Flanagan is a Series 66-licensed financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2016. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.