Brooke Zasadny is a Series 66-licensed financial advisor with LPL Financial in Corona, CA. She has been in the industry since 2021, with prior experience at Edward Jones and Verdugo Wealth Management. Brooke also has a background in education and spent time working with the ACT Volleyball Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and multiple management approaches.

Sandeep Madhavan is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2003 to 2020. Madhavan serves on the Board of Directors for the Santiago Canyon College Foundation and is the Sponsorship Chair for the Tustin Western Little League. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Mishima is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2015. 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. The firm focuses on delivering non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Jose Torres is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he partners with clients to develop strategies aimed at pursuing short-, mid-, and long-term financial goals. He provides guidance on areas including investing, retirement planning, education planning, family wealth management, legacy planning, and small business strategies. Jose also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions as part of his comprehensive client services. Jose holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He completed his high school education at Bell High School and is proficient in both English and Spanish. His approach emphasizes understanding clients' priorities to tailor portfolio strategies that adapt as their needs evolve. Outside of his professional work, Jose enjoys biking, cooking, spending time with his family, and watching movies. He is a devoted husband and father, reflecting a balance of professional commitment and personal interests.

Dylan Lara is a financial advisor with J.P. Morgan Securities based in Buena Park, CA. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMC Bank NA and was involved with Stinkin Crawfish. J.P. Morgan Securities LLC 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 in its investment approach.

Daryl Riley is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Crown Capital Securities, LP for 15 years. In addition to his advisory role, he teaches fitness as a part-time instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven strategies.

Thomas Raguse is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with both OSAIC and Liberty Capital Management since the mid-1990s. Outside of his advisory work, he is involved in business consulting related to insurance policy reviews and managing technology infrastructure for Liberty Capital Management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary management alongside multiple advisory platforms.

John Watson is a financial advisor with Ameriprise in Tustin, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Robert Half and spent time at Auburn University for both employment and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Diane Gutierrez is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at the University of California Santa Barbara, the University of Georgia, and the University of Denver. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and provides model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jared Snyder is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab in various capacities since 2024, as well as at Merrill and Bank of America prior to that. Outside of his advisory role, Jared officiates basketball contests for the NCAA and other amateur leagues. Charles Schwab 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. The firm’s integrated approach combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a structured alternative investment selection process.

Chris Cooper is a Senior Financial Advisor at Merrill Lynch Wealth Management. He directs the wealth management strategy, asset allocation, manager evaluation, and liability management for clients, working alongside his partner Michelle Morales. Chris serves a diverse clientele including owners of family businesses, physicians, attorneys, tribal governments, and private foundations primarily in Los Angeles, Orange, and San Bernardino counties. Chris brings to his financial advisory role a background of disciplined service from the United States Air Force, where he served two enlistments, including support of Operation Desert Shield/Storm. As a radar technician for seven years, he developed a commitment to excellence and attention to detail, qualities he applies in managing client portfolios and directing personalized or defined investment strategies. His responsibilities include investment management, tax minimization, estate planning strategies, cash management, and providing access to credit and lending through Bank of America, N.A. Chris earned an Associate's Degree from the Community College of the Air Force and holds the Personal Investment Advisor (PIA) designation. He has received the Air Force Good Conduct Medal, the National Defense Service Medal, and a distinguished graduate award from Airmen Leadership School. Outside of his professional work, Chris resides in Yorba Linda with his partner Michelle and their blended family. He is involved with charitable organizations such as Make-A-Wish and the Wounded Warrior Project, supports his children’s sports teams, and enjoys activities including golfing, traveling, and spending time with family.

Aida Arreguin is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She has worked at several firms including Avantax and Ameriprise, and currently serves as a Wealth Management Associate at Husami & Associates, which provides accounting, tax, and financial services to family-owned and privately held businesses. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets.

Jaci Iannello is a CFP® professional with 10 years of industry experience, currently advising at Edelman Financial Engines. Her prior roles include positions at Financial Engines Advisors L.L.C., SA Stone Investment Advisors Inc., Quest Capital Strategies, Inc., and Seeman Holtz. She serves as a Member at Large on the homeowners association board for Village Townhomes. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process and combines planner delivery with online tools, offering a range of discretionary and non-discretionary investment solutions.

Richard Armento is a financial advisor at Osaic with 37 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes long-term roles at Washington Square Securities, DMA Insurance Services Inc., and Annelor Inc. Outside of his advisory work, Armento serves as president of several insurance-related businesses that focus on property and casualty insurance and support independent insurance agencies. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes, and supports a multi-platform, complex corporate structure with multiple mergers and third-party partnerships.

Anthony Argy Jr. is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities since 2015. Outside of his advisory role, he operates an e-commerce business selling trading cards. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large-scale advisory operations with brokerage and investment management capabilities.

Tae Kim is a financial advisor at LPL Enterprise with the designations ChFC® and Series 63, and 28 years of industry experience. He has worked at Prudential Insurance Company of America since 2002 and was affiliated with Pruco Securities, LLC. for 22 years prior to joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Carrie Valerio is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and previously worked for the County of Orange Auditor Controller's office. Outside of finance, she has been an independent cosmetologist and owner of Riggs Salon & Gallery for over 19 years. Raymond James Financial Services Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting, utilizing risk profiling and analytical tools to support client goals.

Howard Wess Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2025, following long tenures at FAFCU Service Organization and CUSO Financial Services, L.P. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party sources.

Tyler Brashears is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Mariner Independent Advisor Network, Providence Wealth Planning, LPL Financial, Comerica Bank, and Wells Fargo. Brashears also provides investment advisory services through Mariner Independent Advisor Network, LLC. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to create client portfolios.

Hoang Nguyen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Wells Fargo from 2023 to 2025 and held various roles at Bank of America, Bloomingdale’s, Ding Tea, and the University of California, San Diego. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.