Daniel McDermott is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2025, he spent 17 years at Lincoln Financial Securities Corporation and has operated the D.J. McDermott Insurance Agency since 1986. Outside of advisory work, he owns and operates World of Weightlifting, where he sells equipment, hosts competitions, and coaches. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment process with asset allocation and portfolio optimization tools, supporting various managed account strategies and third-party manager selections.

Alvaro Valverde is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Bio Terra Corporation. He is associated with a power of attorney entity based in La Puente, California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Mark Ansara is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 31 years of industry experience. His prior work includes roles at Crowell, Weedon & Co. and Wells Fargo Clearing. Outside of his advisory work, Ansara has ownership interests in several family and investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning capabilities include cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services such as business-owner transition and special-needs planning.

Art Ignacio is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc since 2019, Wells Fargo Clearing from 2016 to 2019, and Citigroup Global Markets from 1997 to 2009. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kristine Lee is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She has held positions at J.P. Morgan Securities and JPMC Bank NA since 2013, and previously worked at U.S. Bancorp Advisors and Chase Investment Services Corp. She holds Series 63 and Series 66 licenses. 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. The firm’s advisory process incorporates both quantitative and qualitative research and may include ESG considerations.

Jay Pangelinan is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. prior to his current roles, with a career dating back to 2007 including time at Wamu Investments, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG eligibility criteria.

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.

John Cowley is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

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.

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.

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.

Melanie Carvalho is a Series 66 licensed financial advisor with LPL Financial, based in Huntington Beach, CA, and has two years of industry experience. Her prior work includes roles at Securities America and Seven Gables Real Estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad network of advisors, offering financial planning, model portfolios, and third-party asset management with a focus on both discretionary and non-discretionary strategies.

Donavan Mayes is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for three years before joining Wells Fargo in 2017. Outside of his advisory role, he serves as co-trustee for his grandmother’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Jeremy Hui is a financial advisor at Edward Jones with seven years of industry experience. He previously worked at J.P. Morgan Securities, NYLife Securities, and Tutton Insurance Services. Hui holds Series 66 and Series 63 licenses and is based in Fullerton, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Charssy Zhang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. Zhang has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Mark Thornburg is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding a Series 63 designation and 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory career, he is a partner in a golf driving range business in Lewisville, Texas. 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 recommendations, utilizing proprietary research and tools, with an approach that integrates advisory services alongside other financial products.

Mark Givenrod is a Series 66-licensed financial advisor with LPL Financial, based in Cerritos, CA, and has 21 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 15 years and has been involved with SchoolsFirst Federal Credit Union for 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.