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 28 years of industry experience. He holds the ChFC® and Series 63 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

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 with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Before joining LPL Financial in 2025, he was affiliated with FAFCU Service Organization and CUSO Financial Services, L.P. for over two decades. Wess is also involved with F&A Investment Services, a business related to his LPL activities. 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 management services through a large network of advisors using both proprietary and third-party strategies.

Ryan Mouton is a financial advisor at OSAIC with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining OSAIC, he worked at Woodbury Financial Services Inc. from 2020 to 2024. Outside of finance, he is a co-owner of Mouton's All Purpose Seasoning, an e-commerce seasoning retail business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Hoang Nguyen is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Wells Fargo, Bank of America, and Bloomingdales. 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 a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas John is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Woodbury Financial Services for 19 years prior to joining OSAIC in 2024. Outside of his advisory role, he operates several sole proprietorships involved in insurance sales and services. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a range of investment solutions and utilizes asset-allocation tools and third-party managers to support portfolio construction and management.

Jesse Mellema is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions in various healthcare and physical therapy organizations as well as experience in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven and quantitative investment process that includes model portfolio construction and oversight of affiliated sub-advisers.

Robert Rumishek is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Kelli Martin is a financial advisor with Charles Schwab in Brea, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. Her prior roles include positions at Fidelity Investments and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Anali Elias is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at several companies including Mejuri, David Yurman, and Prada. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a systematic investment process incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advise registered investment companies.

Tony Lan is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities, and T3 Trading Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Marco Tolento is a financial advisor with Edward Jones in Los Alamitos, CA, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Jtrf Inc, Teherani & Velez LLP, and Matika Inc. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Tyler Wong is a CFP® with seven years of industry experience, currently affiliated with Osaic Wealth, Inc. He has previously worked at JPMorgan Securities LLC and Securities America Advisors. In addition to his advisory role, he operates a financial planning and advising business and is a licensed insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managed-account solutions across various investment types.

Christian Elia is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His professional background includes roles outside finance such as work with Cambrian HomeCare, Uber Black, and academic positions at Cal State Long Beach University and El Camino Community College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Esteban Munoz is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services Inc for nine years prior to joining OSAIC. Munoz is also involved in portfolio management and insurance services through his sole proprietorship, M&A Investment Services, where he serves as president and vice president. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of financial advisers. The firm offers a range of advisory and brokerage services utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes with discretionary and non-discretionary options.

John Privitelli is a financial advisor with Morgan Stanley in Santa Ana, CA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.