Brian Chan is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2024, he spent nine years at Woodbury Financial Services INC. In addition to his advisory role, Chan operates a tax preparation sole proprietorship. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include various types of securities and alternative investments.

Mary Caporale is a financial advisor at Edward Jones with 42 years of industry experience. She has held her position at Edward Jones since 2003 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Edward Cho is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He focuses on collaborating with clients to align their investment portfolios with their specific goals, regularly reviewing plans to address asset preservation, income generation, and tax-efficient investing. Edward's professional experience includes roles as an Investment Consultant at Fidelity Investments from 2017 to 2018, Financial Advisor at Morgan Stanley from 2015 to 2016, and Financial Advisor at American Express Financial Advisors from 2002 to 2003. He holds a California Insurance License.

Gabriel Ayala is a financial advisor with LPL Financial in Fullerton, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Hui Kim is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, Kim spent seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, 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 supported by research from the Wells Fargo Investment Institute.

Ricardo Rodriguez is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63, 65, and 66 designations and has previously worked at RBC Capital Markets and Chasing Value Asset Management. He is also affiliated with the Credit Union of Southern California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Cuong Le is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various divisions within J.P. Morgan since 2009, including JPMC Bank NA and J.P. Morgan Securities LLC. His earlier career includes positions at Mr. Cooper and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.

Duvan Chiang is a financial advisor with Ameriprise who holds a Series 63 designation and has 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Jeffrey Miyahara is a financial advisor with LPL Financial and holds a Series 66 designation. He has seven years of industry experience, having previously worked at Edward Jones. Miyahara has also been involved in educational roles at multiple colleges and institutes. Outside of advising, he is associated with JM Properties for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities. The firm offers a broad range of advisory programs and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

James Hanna is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved in property and casualty insurance in Oak Hills, California. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through its integrated advisory and brokerage platform.

Dean Dunbar is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Prudential Insurance Company of America, Pruco Securities, LLC, and Pruo Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with access to insurance products and third-party asset management solutions.

Patrick Merrill is a CFP®, CFA®, and holds a Series 66 license with 10 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2018 and previously worked at State Street Global Advisors and New York University’s Stern School of Business. Merrill serves on the Investment Committee Board of Claremont United Church of Christ, where he assists in overseeing the church’s investments. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jeremiah Nelson is a financial advisor with Thrivent Investment Management in Anaheim, CA, holding a Series 66 designation and five years of industry experience. His career includes roles at Thrivent Financial since 2021 and prior experience with Heritage Oak Private Education from 2015 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics. The firm offers these planning services separately from portfolio management and supports periodic review and updates through its network of advisors.

Jesus Gonzalez is a financial advisor with Primerica Advisors in Anaheim, CA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management primarily to non-institutional clients.

Miguel Rodriguez is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with Jpmorgan Chase Bank, N.A. since 2011. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

John Kendall is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for five years before joining Schwab in 2018. He serves as a non-paying board member of Christian Arts & Theater, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Vicente Funes is a financial advisor at Merrill with Series 65 and Series 66 licenses and three years of industry experience. His prior work includes positions at Bank of America, The Myers Law Group, and Costco Wholesale Corporation. 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 strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hector Amezcua is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory role, he participates in land buying and selling with friends in Southern California on a personal basis. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional investors.

Sami Harper is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and with two years of industry experience. Prior to joining Ameriprise in 2024, Harper worked at LPL Financial from 2022 to 2024 and Kinecta FCU from 2006 to 2024. Outside of advisory services, Harper has involvement in real estate ownership focused on multi-family properties. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement who meet certain asset thresholds, offering detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory support and emphasizes assets held in Ameriprise-managed accounts.

Sammie Kothari Peng is a Wealth Management Advisor and partner of the Kothari Group at Merrill Lynch Wealth Management. She joined Merrill in 2000 and focuses on working closely with clients to deliver comprehensive wealth planning strategies and investment advice geared towards achieving their financial goals. Sammie's expertise includes wealth management planning, intergenerational wealth transfer, global asset allocation, charitable giving, and higher education savings. She serves a diverse client base including women seeking financial direction, business owners, professionals, and retirees. Sammie holds multiple professional designations such as CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Plans Specialist™, Chartered Retirement Planning Counselor™, and Certified Plan Fiduciary Advisor® certifications. She earned her Bachelor's degree from the University of California, Irvine. Active in her community, Sammie is a long-time member of ALPHA, an auxiliary of the Assistance League of Fullerton that supports various community organizations. She resides in Brea with her husband and their two children. In her personal time, Sammie enjoys running, yoga, reading, and during winter months, skiing and snowboarding with her family.