Chelse Vande Bossche is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she worked for twelve years at Dr. Martin Luther King Jr. Middle School in the SBCUSD. 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.

Manuel Chinchay is a CFP®-credentialed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at FSC Securities and The Advisory Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options, supported by research and technology tools, and manages over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Sichen Li is a financial advisor with Edward Jones in Chino Hills, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Edward Jones in 2025, Li worked at Transglobal Advisory, Globalink Securities, and Transglobal Insurance Agency, focusing on life insurance and annuities through Overflow Financial Management, where he served as CEO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sixun Gu is a financial advisor with J.P. Morgan Securities based in Irvine, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Bank of Communications International Trust for five years. 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’s advisory process combines quantitative and qualitative research and may incorporate ESG considerations.

Jake Johnson is a CFP® certificant and Series 66 license holder with eight years of industry experience. He has worked at Wells Fargo Advisors since 2022 and previously at Wells Fargo Clearing Services, MakeSpace, and United Parcel Service. Additionally, he holds a 25% ownership interest in JAEJ GROUP, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of financial planning and investment services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and tools, serving clients through diverse planning offerings and integrated financial product solutions.

Chris Alvarado is a financial advisor with Edward Jones in Corona, CA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at US Bancorp and has been involved with Dale Carnegie Training as a certified trainer since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Orville Mohler Jr. is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at Prudential Insurance Company of America, Pruco Securities LLC, MassMutual Investors Services, and MetLife Securities Inc. before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Eric Barrett is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed Inc. and various insurance carriers associated with W&R Insurance Agencies. Barrett’s outside activities include writing and servicing non-variable insurance business. 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, utilizing model portfolios, third-party managers, and customized strategies supported by advanced operational tools.

Christine Brand is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Cetera and its related entities since 2025. In addition to her advisory roles, Brand owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers and diverse program structures.

Juan Vazquez is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with J.P. Morgan Securities and Western International Securities. Outside of advising, Vazquez is involved in community organizations, serving as president of the Tustin Chamber of Commerce and chairman of the Yorba Linda Chamber of Commerce, and he owns several businesses including restaurants and janitorial services. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and retirement plan clients. The firm employs a model-based investment approach with various advisory programs and is notable for its large scale, affiliate network, and recent consolidation activity.

Jose Del Carmen is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America since 2014 and has been with Merrill since 2013. Outside of finance, he has experience in the hospitality industry, having worked at Heroes Bar and Grill from 2014 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jennifer Lee is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with J.P. Morgan Securities in Irvine, CA. She has been with J.P. Morgan Securities since 2016 and also provides part-time administrative support to a family engineering business. J.P. Morgan Securities offers 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, with clients retaining final decision-making authority.

Austin Schmidt is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Austin was born and raised in Riverside, California. He earned a Bachelor's Degree in Business Administration with a concentration in Finance from California State University, San Bernardino. Before joining Merrill Lynch, Austin was actively involved in the music industry as a lead guitarist in a touring band that performed at large venues, including the Vans Warped Tour. He decided to pursue a career as a financial advisor, following in his father's footsteps, and subsequently formed a father/son team at Merrill Lynch. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Austin enjoys playing guitar, attending concerts, watching sports such as baseball, basketball, football, and ice hockey, camping, singing, spending time with his family, and watching movies.

Anthony Roble is a CFP®-designated financial advisor with LPL Financial in Irvine, CA, where he has worked since 2008. He has 18 years of industry experience. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment approaches.

Steven Beck is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He has worked at LPL Financial since 2019 and has prior experience with Waddell & Reed Inc and various insurance agencies. In addition to his advisory work, he is involved in tax preparation and accounting services through LB Tax Prep. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology tools.

Hsin Yen Neilon is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining UBS in 2015, Neilon worked at Merrill for 15 years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, supporting its advisory work with proprietary research and model-based asset allocations.

Garrett Earls is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade Inc. Outside of his advisory role, he serves as a high school football official with the Foothill-Citrus Football Officials Association and is a board member of the OCS Foundation, which provides scholarships to families in need. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research and due diligence on alternative investments.

Allison Luong is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been associated with Cetera Wealth Services since 2013 and joined Cetera in 2023. In addition to her advisory role, she works as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and account types.

Connor Joe is a financial advisor at Morgan Stanley in Irvine, CA, holding a Series 66 designation with three years of industry experience. He has worked at Morgan Stanley in various roles since 2018 and was previously employed at California State University, Fullerton, and Esperanza High School. Outside of his advisory work, Connor is involved in an education-related activity through a separate business based in Yorba Linda, California. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and analytical tools to support client financial plans.

Brian Lee is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Dunham & Associates Investment Counsel, Inc. He also worked at The College of William and Mary early in his career. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s investment approach incorporates structured planning tools and market modeling techniques to support client financial goals.