David Jabczenski is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at CUSO Financial Services, Wescom Financial Services, J.P. Morgan Securities, and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Craig Tuthill is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 credential and 25 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns Tuthill Motorsport Inc., an automotive industry company, and holds ownership interests in several investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo’s research and tools, serving clients who meet specific net-worth thresholds.

Walter Kaminski is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following an earlier role at Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Xiaobing Li is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Peter Byeon is a financial advisor at Morgan Stanley in Irvine, California, with 20 years of industry experience. He has been with Morgan Stanley since 2013 and holds the Series 66 designation. Outside of his advisory role, Byeon is involved with The RealReal, a retail and online store specializing in goods such as bags, shoes, clothes, and accessories. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm employs a structured financial planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Robert Peng is a financial advisor with Merrill in Irvine, CA, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, Prudential Financial, and New York Life. 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 a range of individual and institutional clients.

Renxuan Hu is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities, he worked at Bank of America and has experience with Iqiyi North America Ltd and Mentor X Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and supported by affiliates in implementation and portfolio services.

Ian Chamberlain is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. He has held roles at several firms including KB Home, Hanley Investment Group, and AXA Advisors. Chamberlain serves as a board member for the University of Southern California Marshall Alumni Association Orange County Chapter and is Treasurer for the LeTip Chapter of Costa Mesa. 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 deliver tailored investment solutions.

Oscar Aceituno is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with PFS Investments, Inc. and Primerica Financial Services since 2007. In addition to advisory work, he receives compensation for sales of loan products and referrals of home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets with a model-based investment approach supported by third-party managers and offers a range of strategic, tactical, tax-managed, and income-distribution models.

Dat Nguyen is a financial advisor at Fidelity with Series 65 and Series 66 credentials and two years of industry experience. His prior roles include positions at Western Governors University and Logic Wealth Management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Susan Ellena is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, she holds ownership and board roles in several private companies, including a sand and gravel business and a freight brokerage firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a wide range of planning options for clients meeting a net-worth threshold, with tailored recommendations supported by Wells Fargo’s research and planning tools.

Saurin Munshaw is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Outside of advising, Munshaw owns a photography business and serves as president and CEO of Sterling Wealth Management, LLC. He is also a co-trustee of an immediate family trust. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and investment options.

Kenneth Hughes is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1985. Outside of advisory work, he serves as president and partner of K M Hughes Inc., a legal entity established for Primerica business purposes, and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees.

Artemio Garza is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked with JPMorgan Securities, JPMorgan Chase Bank, Chase Investment Services Corp., Edward Jones, and Merrill. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions to develop model asset allocations.

Matthew Goschnick is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 designation and nearly a decade of industry experience. His prior roles include positions at Prudential Financial and Salient Wealth Planning Group. 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 supported by a large network of advisors and utilizes various portfolio strategies along with operational tools to aid advisors.

William Sornstein is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 designation and 44 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Mass Mutual Investors Services. Outside of his advisory role, he is the founder and chief instructor of the Fudoshin Aikido Center, a martial arts training and instruction facility. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Curtis Hughes is a financial advisor at LPL Financial with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Conway Investment Partners, Grove Point Investments, H. Beck, Inc., and Merrill. Outside of his advisory work, he is a licensed insurance producer and a realtor involved in property transactions for clients. 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 with a focus on customized strategies, third-party asset management, and institutional platforms.

Samantha Curtin is a Series 66-registered financial advisor with Equitable Advisors in Irvine, CA, where she has worked since 2005. She has 20 years of industry experience and previously worked at Axa Advisors, LLC. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers a variety of advisory programs and emphasizes matching clients to tailored investment models or discretionary managers, utilizing both proprietary and third-party solutions.

Patricia Yamada is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following five years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved tools to model outcomes.

Siyuan Li is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Merrill and Bank of America in 2026, Li held roles at JP Morgan Chase Bank, J.P. Morgan Securities, and Cathay Bank. Merrill, along 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.