Jessica Ornelas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Her work history includes roles at Bank of America, Merrill, and Zutila, Inc., along with earlier positions outside finance during her time at the University of California, Irvine, In-N-Out Burger, and Pacheco High School. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Rachel Haly is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities in 2026, she worked at Bernstein Institutional Services LLC and AllianceBernstein, following her studies at the University of Southern California. 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 advisory process combines quantitative and qualitative analysis and incorporates a broad range of investment strategies, including ESG considerations.

Jeffery Frum is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Wells Fargo Investments, LLC from 2001 to 2011 before joining Wells Fargo Clearing in 2016. Outside of his advisory work, he serves as power of attorney for a family member. 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 combines internal research and third-party analytics to manage over $671 billion in assets through a large network of advisors.

David Mader is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 registration and 20 years of industry experience. His prior work includes roles at UBS Bank USA, Wells Fargo Clearing, Merrill, and Wells Fargo Investments. 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 searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Jonathan Guillen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab and Wells Fargo. Outside of his advisory role, he serves as a partner at Audie Murphy Oasis, managing pool rentals, and is an assistant scoutmaster with the Boy Scouts of America. Jonathan is also a Petty Officer Second Class in the U.S. Navy Reserve. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a structured advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their process incorporates both quantitative and qualitative research with an ESG eligibility framework and offers broader derivatives and commodities capabilities.

Eric Finch is a financial advisor with J.P. Morgan Securities located in Irvine, CA. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to joining J.P. Morgan Securities in 2017, he worked at Goldman Sachs & Co. for one year. 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 within a non-discretionary program.

Brian Ruziecki is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and at Wells Fargo Bank, N.A. from 2010 to 2018. Outside of his advisory role, he is a silent partner in a family wine business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets. The firm utilizes research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Narvee Intarachote is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2015 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Smith is a financial advisor with Merrill in Irvine, CA. He holds a Series 66 designation and has four years of experience at Merrill, with prior work at Bank of America and other firms. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm utilizes multiple investment program strategies and emphasizes tax-efficient solutions, supported by its integration with Bank of America’s broader banking and capital-markets platform.

Sean Hooper is a financial advisor at OSAIC with eight years of industry experience. He previously worked for Lincoln Financial Advisors for eight years and is a Series 66 credential holder. Outside of his advisory role, he owns and operates Edelweiss Sports Cards, a business focused on buying and selling sports cards. OSAIC Wealth serves a diverse client base, including retail investors, institutional clients, retirement plan sponsors, and charities. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization strategies supported by various client-driven tools.

Can Zhao is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, Zhao worked at Citibank N.A. and Wells Fargo 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Jay Skolnick is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with Blue Shield of California Life & Health Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Bradley Harmeyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 44 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm that provides 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 supported by research and analytics from Wells Fargo Investment Institute.

Vinny Le is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Irvine, CA, and has 20 years of industry experience. He has been with Wells Fargo Bank NA since 2006 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Sabrina Yang is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has prior experience at Citibank NA and J.P. Morgan Chase Bank NA. 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 employs a centralized due diligence process combining quantitative and qualitative research to build model asset allocations.

Jessica Wang is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities offers 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’s advisory process combines systematic quantitative screens and qualitative research, with recommendations limited to eligible strategies and the potential incorporation of an ESG eligibility framework.

Maria Ang Laigo is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Changhoon Oh is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, and MSI Financial Services. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, with an emphasis on eligible strategies and ESG considerations.

Brian Jackson is a financial advisor with Ameriprise in Riverside, CA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing Riverwalk Executive Suites, Inc., an office leasing business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide non-discretionary recommendations. The firm serves a large client base with advisory, brokerage, and insurance solutions through affiliated companies.

Victor Karidakes is a financial advisor with Morgan Stanley in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He joined Morgan Stanley in 2020, having previously worked at UBS Financial Services for 11 years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.