Brennan Mc Daniel is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Voya Financial and Ariel Investments. His tenure at J.P. Morgan began in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, manager searches, and customized performance reporting.

Isaiah Lopez is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior firms include The Prudential Insurance Company of America, Pruco Securities LLC, and One America. Outside of finance, he owns and operates The TCG Tavern, a YouTube and streaming channel focused on trading card game content. LPL Enterprise provides investment advisory and brokerage services to individual investors, high-net-worth clients, retirement plans, banks, and charitable organizations. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.

Samantha Zermeno is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of her advisory role, she is also an associate advisor at Mission Partnership Group LLC. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports.

James Kemp is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Bank since 2003 and joined Wells Fargo Clearing in 2016. Outside of his advisory role, he co-owns and manages several rental properties with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines in-house research and third-party analytics to evaluate investment options and offers both brokerage and advisory solutions across a broad client base.

Phuong Dang is a CFP® professional with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has worked at Wells Fargo Bank NA since 2008. Wells Fargo Advisors is a national securities firm providing 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 brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.

Timothy Brady is a financial advisor with Charles Schwab in Irvine, CA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and cash-sweep services. The firm’s approach integrates both non-discretionary and discretionary investment management using multi-asset model portfolios and access to alternative investments.

Frank Lu is a financial advisor based in Irvine, CA, affiliated with J.P. Morgan Securities. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting.

Wilmington Games is a financial advisor with J.P. Morgan Securities, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at JPMorgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Amy Kamps is a financial advisor at LPL Financial with 25 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2000 and Financial Advisors Network since 2014. In addition to her advisory role, she is involved in medical and life insurance sales through Kamps Asset Management Planning Services, Inc. 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 other institutions. The firm offers a range of financial planning and asset management programs, supported by technology tools and a broad platform that includes affiliated insurance services and banking partnerships.

James Kosan is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2024. His prior experience includes roles at Morgan Stanley Private Bank and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocation.

Eliseo Lopez Ornelas is a Financial Advisor with Merrill Lynch Wealth Management, where he provides comprehensive financial guidance tailored to his clients' individual goals. He works closely with clients to understand their priorities and develops strategies aimed at achieving their short-, mid-, and long-term financial objectives. With expertise spanning general investing, retirement planning, and risk management, Eliseo serves as a resource for a range of financial needs. He also facilitates access to specialized services within Bank of America, including banking, credit, home financing, and small business solutions. As a Personal Investment Advisor (PIA), he offers ongoing advice and adjusts strategies as clients' circumstances evolve. Eliseo holds a Bachelor's degree from California State University Dominguez Hills and a Master's degree from DeVry University. He conducts his advisory services in both English and Spanish.

Gregory Tobey is a financial advisor with LPL Financial in Orange, California, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in an online business that generates nonhazardous products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives using both proprietary and third-party strategies.

Brooke Zasadny is a financial advisor with LPL Financial and holds a Series 66 designation. She has experience at Edward Jones from 2021 to 2023 and has been with LPL Financial and Verdugo Wealth Management since 2023. Prior to her financial career, she spent five years in full-time education and was involved with the ACT Volleyball Club for one year. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Benjamin Guizlo is a financial advisor with LPL Financial in Riverside, CA, holding Series 63 and Series 66 registrations and 17 years of industry experience. His prior experience includes roles at Enduring Business Management, Grace Community Church, Pick Group, Waddell & Reed, and Logos Wealth Advisors. He also maintains a role managing sound and video equipment for Grace Community Church. 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, supported by extensive advisor tools and technology.

Shannon Flood is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, Shannon worked at Washington State University and held a position at Riptide Sushi. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Steven Kanouse is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, Inc., and has operated Kanouse & Associates since 2007, providing tax preparation and accounting services alongside his advisory work. Kanouse also serves as a trustee of the Kanouse Family Mineral Trust and is involved in insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms, third-party money managers, and model portfolios.

John Mishima is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides 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 combines quantitative screens and qualitative research in its advisory process and offers capabilities in derivatives and commodities through its broader regulatory registrations and affiliations.

Douglas Cha is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has worked at various Morgan Stanley entities since 2003, including Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

Michael Ramsey is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. His work history includes roles at Nuveen Securities, LLC and involvement in entertainment ventures such as 3 Ball Entertainment, LLC and North End Entertainment. Effective June 2024, he is employed by both JPMorgan Securities and JPMorgan Bank, offering access to a broad range of bank products and services. 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. The firm’s advisory process integrates quantitative and qualitative due diligence and offers capabilities in derivatives and commodities through specialized regulatory registrations.

Kent Struck is a financial advisor at Stifel with 33 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.