Mark Alcala is a financial advisor with Wells Fargo Clearing in Mission Viejo, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services guided by an IPS-driven process grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stuart Hennessey is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney and Independent Financial Group, LLC. Outside of his advisory work, he sells art online through a personal venture. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet net-worth thresholds. The firm combines comprehensive planning tools with brokerage and advisory programs to develop tailored recommendations.

Sogol Behrouz is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Louis Avalos is a Series 66-licensed financial advisor with LPL Financial, bringing 22 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed and various insurance carriers. Avalos serves as a board member for the Orange County California Society of Enrolled Agents. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisors, offering a range of financial planning, advisory programs, and retirement consulting services.

Jasmine Sim is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates closely with a Wealth Management Advisor to develop financial plans tailored to clients and their families. She has been with Fidelity Investments since 2017, progressing through roles from Relationship Manager to Financial Consultant, and currently serving as a Planning Consultant since 2021. Prior to joining Fidelity, Jasmine gained experience as a Financial Advisor at Securities America and AXA Advisors, LLC, as well as a Financial Planning Associate at Lincoln Investments and Capital Analysts, Incorporated. She began her career in client services at Charles Schwab. Jasmine holds a California Insurance License. Outside of her professional work, Jasmine enjoys golf, hiking, and yoga.

Jason Arayata is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo NA prior to joining J.P. Morgan in 2023. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Eric Connella is a financial advisor with Edward Jones in Laguna Hills, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is the owner of farmland in West Terre Haute, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Carlos Hernandez is a financial advisor with LPL Financial based in Irvine, CA. He holds the Series 66 credential and has one year of industry experience. Outside of advising, he is involved with Nobu Newport Beach. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing various model portfolios and research sources.

Tory Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Natalia Almazan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning her advisory career in 2026. Prior to this role, she has held various positions in both educational institutions and private family settings. Wells Fargo Advisors is a national securities firm offering 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 Wells Fargo Investment Institute.

Bo Wang is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A., and NYLIFE Securities LLC. Prior to his current role, he was involved with Very Investment Group Inc and Yunnan Aibi Agricultural Technology, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Melaina Cano is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder of The Cano Group, which specializes in multi-generational family wealth management. She serves as a trusted advocate to a select number of families, educating and guiding them to make confident financial decisions while preparing for future changes and opportunities. The Cano Group's approach extends beyond investment portfolios to incorporate a family's broader assets, values, and long-term vision with a focus on stewardship across generations. Melaina graduated summa cum laude with a Bachelor of Science in Finance from California State University, Stanislaus. She holds the Personal Investment Advisor (PIA) designation. Melaina balances her professional role with her responsibilities as a mother and actively engages in her community through organizations such as the American Heart Association, Leukemia & Lymphoma Society, and St. Cecilia Church. She is also involved in mentoring young professionals and women pursuing careers in finance and frequently speaks at local colleges and advisory trainings.

Xiaoxi Zhang is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at several firms including Merrill, Bank of America, and East West Bank. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Randall Zelko is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, education, and specialized services, using proprietary research and planning tools to deliver tailored recommendations.

Paige Kim is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and six years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Patrick Cecil is a Wealth Management Advisor at Merrill Lynch Wealth Management in Irvine, California. He has been with Merrill Lynch since 2016 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Before joining Merrill Lynch, Patrick was a History professor after completing his Ph.D. at The University of Alabama. He also earned degrees from The George Washington University and the University of Colorado Boulder, where he spent time studying abroad in Edinburgh, Scotland. His background in research informs his work in providing wealth management advice and long-term planning strategies to help clients achieve financial and personal goals. Patrick lives in the Orange County area with his wife Ariana and son Oliver. He is involved in community organizations such as the Sons of the American Revolution, Orange Elks Lodge 1475, and his alma mater Servite High School. He also participates in various alumni associations and periodically delivers lectures in History. His personal interests include spending time with family and friends, traveling, attending hockey and football games, and following Liverpool FC.

Tori Patrick is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2006. Outside of her advisory role, she teaches at Fremantle Media, dedicating approximately 10 hours per month. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide 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 supported by research and model portfolios.

Jeffrey Reinmiller is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Leo is a financial advisor with OSAIC based in Irvine, CA, holding CFP®, Series 66, and Series 65 designations and has 13 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 10 years and engaged in business activities through Leo Financial, Inc. He is also an insurance agent offering accident and health insurance, fixed annuities, equity indexed annuities, and traditional life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios comprising various asset classes, and supports multiple advisory platforms and legacy program transitions.

Noelle Oh is a CFP®-certified financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she also serves as a notary public in Santa Barbara, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.