Yvette Wright is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 66 and Series 65 licenses and 12 years of industry experience. Her prior roles include positions at Lincoln Financial Distributors, Purshe Kaplan Sterling Investments, Miramontes Capital, and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Carl Cheng is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Bank of America and Merrill, each for six years, as well as positions at Charter Communications and PT Mulia Ahdi Paramita. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stephen Hoem is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities LLC, Nationstar Mortgage, and the Anaheim Ducks Hockey Club. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a variety of investment strategies, including proprietary models and access to third-party managers, delivered across multiple custody and platform arrangements with both discretionary and non-discretionary options.

Minh Lan Nguyen is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2023, Nguyen worked at Merrill and UnionBanc Investment Services. In addition to advisory work, Nguyen is involved in a non-investment business operating a nail salon in Laguna Hills, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

Garrett Voge is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved in a modeling and talent business in Manhattan Beach, California, assisting his child with modeling and photoshoots. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Dailoc Tran is a financial advisor at Thrivent Investment Management in Irvine, CA, with two years of industry experience. Prior to joining Thrivent in 2026, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2019 to 2024. Before his career in finance, he was employed at 7 Leaves Cafe for four years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning without discretionary trading authority and integrates planning with managed-account programs through its consolidated “WealthPlan” option.

Surong Lin is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Nassau is a financial advisor at UBS Financial Services with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Robert Golden is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2020, following a decade at UBS Financial Services. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Denali is a Series 66-licensed financial advisor with Edward Jones, based in Foothill Ranch, CA, and has eight years of industry experience. He has worked at Edward Jones since 2017, with prior roles at Redyscore and Berkshire Hathaway Home Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Alexandra Rasmussen is a financial advisor at OSAIC Wealth Inc with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of her advisory role, Rasmussen is involved in dance arts, serving on the board of AkomiDance Inc and working as a dance teacher and choreographer at Huntington Beach High School. OSAIC Wealth Inc serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to manage portfolios that include a variety of investment types.

Darci Kelley is a financial advisor with LPL Financial in Tustin, CA, holding a Series 66 designation and 27 years of industry experience. Her career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies, Inc. She also operated Darci Kelley Inc. for two years. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with access to model portfolios and research from multiple sources, including LPL Research and third-party subadvisors.

Judy Copenbarger is a CFP® professional with 26 years of experience currently serving at OSAIC. Her prior roles include positions at Money Truth Strategic Planning, Woodbury Financial Services, and Questar Asset Management. She also owns Serenity Organic Farm Inc., where she manages plant and animal care. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, with options for discretionary and non-discretionary management.

Hien John Le is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank since 2025, as well as Charles Schwab & Co., Inc. since 2021. Prior to his career in financial services, he was involved with Crab Hut, Inc. for 14 years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by its Schwab Center for Financial Research.

Corey White is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Mission Viejo, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Clinton Throop is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at firms including Merical LLC and Eurofins Botanical Testing, and has experience at Amway Corporation spanning sixteen years. He was also involved with Crossline Community Church for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Bradford Runyon is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at Edward Jones since 2019. Prior to joining Edward Jones, he worked at The Boeing Company for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rodney Chamberlin is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation. He is also an author outside of his investment advisory activities. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

Stone Sinek is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Baker Tilly US LLP, and MillerGiangrande CPAs and Advisors LLP. He also has experience in education, having worked at Wheaton College and Fullerton Union High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning and a variety of event-driven planning services.

Nicholas Adelizi is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools.