John Wende is a financial advisor at Edward Jones in Orange, CA, holding a Series 66 designation with 11 years of industry experience. He previously worked at Ameriprise Financial Services LLC from 2023 to 2025 and has been with Edward Jones since 2014. Outside of finance, he works as a Gameday Compliance Monitor for Major League Baseball, overseeing adherence to league rules during games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Laura Schroeder is a Series 66-licensed financial advisor with Edward Jones, working in Yorba Linda, CA. She has 18 years of industry experience, all with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary wrap fee solutions and separately managed accounts. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Kevin Cheng is a financial advisor with Wells Fargo Clearing in Chino Hills, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 and offers both brokerage and advisory solutions.

Nicholas Adelizi is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools.

Stephen Pincin is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he owns Legacy Wealth Management, LLC, serving as officer and treasurer, and also owns SMP Group, Inc., a company focused on building, selling, and managing real estate holdings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and supports small businesses with a dedicated SIMPLE IRA Employer Advisory & Consulting Services program.

Derek Mclean is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2020, with previous experience at First Allied Securities and First Allied Advisory Services dating back to 2008. Outside of his advisory role, Mclean is also involved with Orange Capital Management Inc. as an investment adviser representative. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that supports both discretionary and non-discretionary accounts.

David Jakl is a financial advisor with Osaic holding a Series 66 designation and six years of industry experience. He previously worked at Woodbury Financial Services and maintains roles as a swim team head coach for the Manta Rays Parent Association and as a tax preparer through his own business, J&C Financial Services. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors through a wide network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, offering a range of investment options and third-party solutions, with portfolios constructed using proprietary asset-allocation tools and risk-assessment methods.

Nicole Slapak is a Series 66-licensed financial advisor at J.P. Morgan Securities with 10 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2021 before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gerald Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with LPL Financial since 2015. 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 a range of advisory programs, financial planning, and consulting services, utilizing model portfolios, research, and technology-driven strategies.

Edwin Ramirez is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at J.P. Morgan Securities and Washington Mutual. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm leverages integration with Bank of America’s platform to deliver a wide range of products and services.

Tayra Martinez is a Financial Advisor with Merrill Lynch Wealth Management, bringing over nine years of experience in the finance industry. She integrates her background as a former small business owner to address the unique challenges individuals and families face in managing their finances. Born in Mexico and raised in the United States, Tayra values planning and perseverance, which informs her approach to financial advising. Her expertise encompasses family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Tayra holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her High School Diploma from Rancho Santa Rosa High School and completed the Accredited Certificate Program from the College for Financial Planning. She is also fluent in Spanish and English. Beyond her professional life, Tayra is a mother of two and married to her high school sweetheart. Her personal interests include baseball, cooking, dancing, golfing, interior decorating, music, pickleball, spending time with her family, and traveling. Tayra participates in professional organizations such as the Hispanic/Latino Organization for Leadership and Advancement and the Inland Empire Economic Partnership Regional Leadership Academy.

Randolph Schroeder is a financial advisor with Edward Jones in Anaheim Hills, CA, holding Series 63 and Series 66 licenses. He has 22 years of industry experience and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and affiliated investment products under a fiduciary standard.

Jeff Gonzales is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds a Series 66 designation and has worked at various affiliates of Edelman Financial Engines since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary advice.

Juan Ortiz is a financial advisor with Charles Schwab in Brea, CA, holding a Series 66 license and six years of industry experience. His prior roles include positions at GWN Securities, Equitable Advisors, and AXA Advisors. There are no notable outside activities reported. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios, written advice policies, and a formal alternative-investment process.

Michael Salazar is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2010. Outside of his advisory role, he serves on the Board of Adjustments for Secaucus, New Jersey, where he reviews and votes on variances related to the town’s aesthetics. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Evelyn Walker is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo and UnionBanc Investment Services. Her current role at J.P. Morgan Securities and JPMorgan Chase Bank began in 2018 and continues to the present. 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 operations with brokerage, distribution, and investment management capabilities.

Lisa Lighthipe Hinz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. She previously worked for Crown Capital Securities, LP for 21 years before joining LPL Financial in 2024. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Barney serves as a Senior Resident Director and Wealth Management Advisor, offering personalized wealth management strategies to help clients pursue their long-term financial goals. He utilizes investment insights from Merrill and banking services from Bank of America to create flexible strategies tailored to each client's unique financial situation. With 20 years of experience in financial services, Christopher specializes in assisting individuals and families with investment and wealth management needs, focusing on areas such as divorce transition planning, defined benefit plans, personal retirement planning, portfolio management, and retirement income. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned a Bachelor's Degree from Brigham Young University. He is also involved in community activities such as Disaster Relief Transport and LDS Charities. Outside of his professional work, he enjoys basketball, gardening, and traveling.

Oscar Harrison II is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with Fremont Bank since 2013. Harrison also managed Sorrento Pacific Financial, LLC from 2013 to 2016. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research.

Adriana Soto is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has previously worked at Merrill, Bank of America, and Sigma Financial Corporation. Based in Costa Mesa, CA, she has been with Raymond James since 2022. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on municipal work and public finance.