Daniel Rearick is a financial advisor with LPL Financial based in Santa Ana, CA. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining LPL Financial in 2022, he spent 15 years with CUNA Brokerage Services, Inc. and has been associated with SchoolsFirst FCU since 2004, where he also serves as Senior Vice President. 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 solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Ruby Bohra is a financial advisor with LPL Financial based in Santa Ana, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, she worked at Bank of America, Merrill, and H&R Block. She also has experience running Bohra Enterprises Inc. for over a decade. 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 and access to third-party asset management, employing both model portfolios and customized strategies.

Charles Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience since joining the firm in 1999. His primary areas of practice include corporate retirement plans, executive stock services, and liability management. Charles partners with Merrill Specialists on credit and corporate pension plans to create financial strategies aligned with his clients' risk tolerance. He serves clients across multiple focus areas including college education planning, executive compensation, legacy planning, small business strategies, and personal retirement planning. Charles holds a Bachelor's degree in Finance from California State University, Fullerton. He has earned professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Previously, he led the training program for new Financial Advisors at the Brea, Santa Ana, and Ontario offices. Charles is fluent in English and Chinese. Outside of his professional role, Charles enjoys adventure sports such as mountain biking and snowboarding. He is also an engaged father, supporting his two daughters in dance activities. Charles resides in Anaheim Hills with his wife Angel and their daughters Cameron and Kyle.

Soo Min Lee is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 66 and Series 63 licenses and seven years of industry experience. Lee has worked at J.P. Morgan Securities since 2019 and also has experience with JPMC BANK NA (Southwest) dating back to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach includes centralized due diligence combining quantitative and qualitative research, with a focus on eligible strategies and an ESG eligibility framework.

Andrea Watkins is a financial advisor with OSAIC holding a Series 66 designation. She has less than one year of industry experience. Her prior work includes roles at Weber Wealth Advisors and Beautycounter, as well as time spent as a homemaker. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with various investment programs. The firm’s approach involves model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Chad Leon is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His career includes roles at firms such as Citigroup, Comerica Securities, and Wescom Financial Services. He is currently based in Anaheim, CA. 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 financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Nelson is a CFP®-designated financial advisor with 20 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and Cetera Financial Specialists since 2013 and is also associated with Petersen International Underwriters and Foresight Wealth, where he serves as owner. Nelson is licensed to sell disability insurance through multiple firms. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a diverse client base including individuals, employer-sponsored 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, providing advisors with access to various model portfolios and third-party money managers.

Jagruti Makwana is a financial advisor with LPL Financial in Long Beach, CA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Citi Wealth Management, J.P. Morgan Securities, Avantax Advisory Services, Bank of America, and Merrill Lynch. 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 access to third-party asset management, with advice delivered by investment adviser representatives using various strategic approaches.

Eric Chang is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 23 years before joining Equitable Advisors. Outside of his advisory role, he owns CJ Capital Insurance & Financial Services, Inc., which sells fixed life, health, disability, and medical insurance products. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of advisers, utilizing third-party asset managers and LPL-sponsored advisory solutions.

Bryan Kang is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and may incorporate an ESG eligibility framework.

Gary Tsou is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Bank of America, Merrill, Nylife Securities LLC, and New York Life Insurance Company. He has also held positions at California State College Fullerton and Mountain San Antonio College. 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 investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sandy Gage is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings extensive experience in wealth management, specializing in helping high-net-worth individuals preserve their principal through tax-efficient strategies and facilitating effective wealth transfers. Sandy's practice emphasizes personalized financial planning tailored to clients' unique goals, including family wealth management, legacy planning, tax minimization, and retirement income strategies. Her career began in 1985 on the trading floor of Security Pacific Bank, where she focused on tax-free bond portfolios. Following a series of mergers, her firm became part of Bank of America and later Merrill Lynch Wealth Management. Sandy completed executive education at Wharton in 2003, enhancing her expertise in financial advisory services. She holds the Personal Investment Advisor (PIA) designation and has maintained a focus on client-centric strategies throughout her career. Outside of her professional endeavors, Sandy is actively involved in her community through St. Paul The Apostle Church and supports Dana Farber Cancer Research. An avid runner, she has completed marathons across all seven continents, the six World Marathon Majors, all 50 states, and several 100-mile ultra marathons. She balances her career with family life, sharing her passion for running and philanthropy with her husband and four adult children.

Akhil Pruthi is a financial advisor at Edward Jones in Orange, CA, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase for seven years before joining Edward Jones. 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 services including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds.

Esperanza Padilla Gomez is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and Wells Fargo Clearing. Outside of her advisory work, she owns The Creperee LA, a business in the food industry and dog boarding. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Zhuang Tantiwasadakran is a financial advisor with LPL Financial in Walnut, CA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2007 and previously at 1717 Capital Management Company for five years. Outside of advisory work, he is involved in an independent fixed insurance business focusing on life, health, disability, fixed annuity, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a large advisory network with a range of non-advisory financial services.

Pierre Biscaichipy is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the advisory board and finance committee of the Devil Pups Foundation, a nonprofit focused on children and youth, where he is involved in fundraising, marketing, and administrative duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and research.

Vera Daikovich is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 licenses. She has 22 years of industry experience and has been with LPL Financial since 2012. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad non-advisory financial services network.

Antonios Lee is a Series 66-licensed financial advisor with 38 years of industry experience. He has worked at Cetera since 2025 and previously was with Avantax Investment Services and Avantax Insurance Agency for a combined 33 years. Outside of his advisory role, he is involved in managing rental real estate through several partnerships. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and unaffiliated third-party managers.

Peggy Tong is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Bank of America and Merrill. Charles Schwab serves a large client base, 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investments.

Brian Chan is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services for nine years. In addition to his advisory role, Brian operates a tax preparation sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization, offering brokerage and advisory services across various account programs and utilizes a broad affiliate network to support its offerings.