Louis Santoro is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2009 and also operates Certified Tax & Financial Service, a tax preparation and accounting firm. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joshua Jogwe is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Group Private Client Services and Prudential Financial. Outside of finance, he is involved in youth sports as an owner of the Oakland Roots and Soul Sports Club and as a youth basketball coach with EZ Buckets Basketball. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Tristin Redmon is a CFP® professional with 19 years of experience in the financial industry. She is currently with LPL Financial and previously worked at J.P. Morgan Securities for 13 years and Merrill for 6 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Julia Caballero is a financial advisor with Osaic Wealth, Inc. in Tustin, CA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She previously worked at Royal Alliance Associates from 2005 to 2023. Outside of her advisory role, Caballero is a sole proprietor offering term life insurance sales and provides notary public services. She is also a voting member of the leadership team at Woodbridge Community Church. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, and alternative investments.

Lisa Jung Hwa An is a financial advisor with LPL Enterprise LLC, holding Series 63, 65, and 66 licenses and nine years of industry experience. She previously worked at Prudential/Melany Qu and SchoolsFirst Credit Union. Outside of her advisory role, she is the business owner of Babies N Kids Essentials. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm uses a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Maxim Gorlov is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, GreenShields Capital, Cambridge Investment Research, and Questar Capital Corporation. Maxim is based in Orange, CA. 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lawrence Russell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2009 and previously at OSAIC Services, Inc. and Sentra Securities Corporation. In addition to his advisory role, he is involved part-time as a CPA, bookkeeper, and tax preparer. 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 portfolio programs, and institutional platforms.

Hayden Hunt is a financial advisor at Edward Jones in Long Beach, CA, holding a Series 66 designation with four years of industry experience. His prior work includes roles in forensic accounting and a professional accountancy corporation, as well as a brief period pursuing opportunities in professional football. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephan Shatynski is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He has previously worked at Merrill for 12 years before joining Wells Fargo in 2016. Outside of his advisory role, he is involved with the Naval Academy Information Officer Program, overseeing admissions outreach to Orange County schools, and receives residual payments from prior work as a former actor with the Screen Actors Guild. 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 in-house research and third-party analytics to offer diversified investment solutions while providing a range of financial products through its bank and insurance affiliates.

Blessing Rodriguez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various divisions of J.P. Morgan since 2012. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Erik Mattern is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following eight years at Merrill. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cynthia Sayabounthavong is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. She also briefly worked for the County of Orange in 2018. 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 applying an ESG eligibility framework in its investment recommendations.

Kimberly Lu is a financial advisor with LPL Financial in Huntington Beach, CA, holding the Series 63 and Series 66 designations and 10 years of industry experience. Her previous roles include positions at BMO Bank NA, Wells Fargo Bank, and JP Morgan Chase Bank. She is also a commissioned notary in the state of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory capabilities with a broad set of non-advisory financial products.

Donald Crane is a financial advisor with Cetera, holding the CFP® and CFA® designations, and has 17 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2009 and currently owns and operates Crane Advisory LLC, providing financial planning and asset management services. Outside of his advisory work, he also sells fixed insurance products including life and annuities. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a variety of program structures and custodial relationships.

Amy Tran is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within J.P. Morgan entities since 2013. Outside of finance, she owns a business offering medium services, readings, and spiritual guidance. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anne Marie Hamilton is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 63 designation and bringing 36 years of industry experience. She has worked at LPL Financial since 2008 and previously at IFMG Securities, Inc. from 2002 to 2008. Hamilton is also associated with Orange County's Credit Union where she engages in a related business activity under the Orange County's Wealth Management DBA. 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, third-party asset management, and institutional platforms.

Donald Crane is a CFP® with 42 years of industry experience, currently affiliated with Cetera. He has operated his own firms, including Crane Advisory LLC and Crane & Associates, where he provides financial planning and asset management services. He also sells fixed insurance products such as life, health, disability, annuities, and long-term care insurance as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Sinahy Luna is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She works closely with clients and families to help them achieve their financial goals, providing access to a trusted brand and a variety of investment and planning tools. Her professional experience includes positions as an Investment Consultant at Fidelity Investments from 2019 to 2021, AVP and Financial Solutions Advisor at Merrill Lynch from 2014 to 2019, and Financial Advisor at JP Morgan Securities from 2012 to 2014. She holds a California Insurance License.

Cindy Tang is a financial advisor with Wells Fargo Clearing in Seal Beach, CA, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo bank since 2000 and with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nelson Escalante Jr. is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked at United Parcel Service and Autozone. He also has experience in education, having worked at Whittier College and La Mirada High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and financial planning services.