Robert Arvizu is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with J.P. Morgan Securities since 2011 and has worked at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and supports implementation through affiliated entities.

Ian Massey is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mariner Independent Advisor Network, LPL Financial, Trilogy Capital, and National Planning Corporation. Outside of his advisory role, Massey is the CFO of Providence Wealth Planning, an LLC through which he conducts financial planning and manages company operations, and he owns Financial Caddie, LLC, a personal consulting business. OSAIC Wealth serves a wide range of clients including individuals, retirement plans, charities, and corporations. The firm offers comprehensive financial planning and investment management services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

Arlette Oberg is a Series 66-credentialed financial advisor with 17 years of industry experience. She has been with Ameriprise since 2001, serving in her current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tian Gao is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan Securities in 2024, Gao worked at LPL Financial Services and related entities from 2018 to 2024. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within a non-discretionary program.

Barbara Stowell is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she participates in a business networking group in Irvine. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, offering advisors tools and strategies including discretionary and non-discretionary management with access to research and technology support.

Edilia Noa is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo since 2013, including 10 years at Wells Fargo Clearing in Irvine, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jack Hoang is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked in education at Excel High School and Apex Learning. He also has experience with Confetti Italian Ice and Custard. 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.

James Kim is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. He has previously worked at Merrill, Banc of America Investment Services, Inc., and TD Ameritrade. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Jonathan Royal is a CFP® with 34 years of industry experience, currently advising at OSAIC since 2017. His prior experience includes nine years each at RBC Capital Markets Corporation and UBS Financial Services. He also owns a sole proprietorship offering life insurance services to clients as needed. OSAIC Wealth serves a broad client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization strategies and offers a variety of financial planning and investment management programs across affiliated broker-dealer and RIA relationships.

Liuqing Cong is a financial advisor at J.P. Morgan Securities with three years of industry experience. Their prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Agents. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin Vogt is a financial advisor with LPL Financial based in Irvine, CA. He holds Series 63 and Series 66 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked for CUSO Financial Services and Wescom Financial Services, where he spent 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and operational tools.

Aaron Johnson is a financial advisor with OSAIC Wealth, Inc. in Corona, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, Trilogy Capital, and National Planning Corporation. He also serves as secretary at Simplified Wealth Management, Inc., an investment-related corporation. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, utilizing discretionary and advisor-managed strategies alongside third-party managers and proprietary models.

William Hunter II is a financial advisor with Charles Schwab in Corona, CA, holding a Series 66 credential and five years of industry experience. Prior to joining Schwab in 2021, he worked briefly at Edward Jones and previously held roles outside finance, including at Starbucks Coffee Company and as a Youth Faith Formation Assistant at St. Martin de Porres Catholic Church. In his volunteer role, he has coordinated youth ministry programs and faith formation activities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services, discretionary separately managed accounts, and integrated brokerage and custody solutions.

Meghan Westervelt is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2018, as well as prior experience with Siemens Financial Services Inc. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Paul Bastio is a Series 66-licensed financial advisor with J.P. Morgan Securities in Irvine, CA, with three years of industry experience. His prior roles include positions at Merrill and Bank of America. 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 firm’s process includes quantitative and qualitative due diligence and may incorporate ESG eligibility criteria.

Jaime Alejandro Falla Blandino is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022. His previous roles include positions at Paylocity Corporation, Pacific Office Automation, and Toyota Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Michael Praegitzer is a financial advisor with LPL Enterprise holding a Series 66 credential. He joined the firm in 2026 and has prior experience at Microsoft Corporation, The International Finance Corporation, and Bancap Investment Group, among other roles. His background also includes academic appointments at Georgetown University and the University of Maryland. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven portfolio management and offers access to third-party asset managers, along with affiliated trust, insurance, and lending services.

Justin Equitz is a Certified Financial Planner® at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Aaron Handfield is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has previously worked at Edward Jones, J.P. Morgan Securities, CUNA Brokerage Services, and Schools First Federal Credit Union, where he continues to maintain a role. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Sun Chang is a financial advisor with Merrill in Irvine, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Bank of America, N.A. and Merrill 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.