Kanin Sathienvantanee is a CFP® credentialed advisor with Charles Schwab, bringing 21 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2005. Prior to his advisory role, he was involved in real estate and property management from 2013 to 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, advisory, custody, and financial planning services with a focus on multi-asset model portfolios and both non-discretionary and discretionary investment options.

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.

Tania Mc Elroy is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, Cal State San Bernardino, and Chaffey Community 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Francis Reinhard is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various roles since 2004. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Daniel Filippi is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, UBS Financial Services, and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Abraham is a financial advisor with LPL Enterprise in Irvine, CA, holding a Series 66 credential and three years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, BC Forward, and IBM. In addition to his advisory work, he consults in human resources and talent acquisition through his independent practice, Talent Resource Partners, established in 2009. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and institutional entities, using a model-driven approach with access to third-party asset managers and integrated financial planning services.

Wendy Eddy is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. Her prior work includes roles at UBS Financial Services, A. G. Edwards & Sons, Inc., and Wells Fargo Clearing. She serves on the Ethics Board of the Investment & Wealth Institute and owns several investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu with tailored recommendations using Wells Fargo research and planning tools, and integrates advisory services with banking, lending, and trustee services.

Jose Rivera is a financial advisor with Wells Fargo Clearing in Riverside, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with Wells Fargo Clearing Services LLC since 2016 and has been with Wells Fargo Bank NA since 2011. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Andrea Brezoi is a financial advisor at Merrill in Irvine, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Merrill in 2020, Andrea was involved in tutoring at Fullerton College and worked at California State University Fullerton. Merrill, along 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luis Tinoco Burbano is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials. He has been with Primerica Advisors since 2026 and previously worked at Primerica Financial Services, Crevier BMW, Ontario Volkswagen, and Pink Xterminators Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and account custody through third-party providers.

Trent Sievers is a financial advisor with LPL Enterprise. He holds the Series 66 designation and has been with LPL Enterprise since 2026. Outside of his advisory role, he has been involved with First Class Pizza since 2015. LPL Enterprise provides investment advisory and brokerage services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Joshua Mccoy is a financial advisor with Ameriprise in Riverside, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Mary Caporale is a financial advisor at Edward Jones with 42 years of industry experience. She has held her position at Edward Jones since 2003 and holds the Series 63 and Series 66 designations. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Jennifer Schulman is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Her prior roles include positions at Solis Capital Partners, BNY Mellon Wealth Management, and Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Maryam Memon is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo NA and NAI Capital. Outside of her advisory role, she owns The Manmh Group, a web design and marketing business. 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 program incorporates centralized due diligence and a combination of quantitative and qualitative research to build model asset allocations.

Blake Smith is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he worked at the University of Washington, Crafton Hills College, and Arrowhead Orthopedics. Outside of his advisory role, he serves as a high school football referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 various model portfolios and institutional platforms.

Stephanie Luo is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. She has held roles at JPMorgan Chase Bank, N.A., Mechanics Bank, and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory program.