Vincent Mc Guinness Jr. is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 65, Series 63, and Series 66 registrations and bringing 23 years of industry experience. He has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. Outside of his advisory role, he is a manager and owner/partner of BOMAC, LLC, which holds real estate assets, and serves as trustee of an irrevocable trust related to this entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process incorporates systematic quantitative screening and qualitative research, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Jeffrey Pierce is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes roles at Wells Fargo Clearing, A.G. Edwards & Sons, Cambridge Investment Research, and Morgan Stanley. He is an instructor at both the University of California, Irvine Osher Life Long Learning Program and California State University, Fullerton, and serves on the board of the Laguna Plein Air Painters Association. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services that incorporate proprietary investment analysis and asset allocation models developed by its Investment Strategy Group.

Melissa Levin is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with LPL Financial since 1998. Outside of her advisory role, Levin owns a travel business used primarily for personal travel and participates in a workout program venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a combination of discretionary and non-discretionary strategies.

Amine Mabsout is a financial advisor at Osaic Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Royal Alliance Associates, and Signator Investors. Mabsout is also the founder of Ametrine Wealth Strategies, LLC, and operates Ametrine Financial & Insurance Services as an insurance agent. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

Ronnie Rasmussen is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent ten years with Wells Fargo Investments, LLC. 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 through a large network of financial advisors and offers both brokerage and advisory solutions.

Andrea Sanchez is a financial advisor at J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior work history includes roles at Bank of America, Merrill, and Morgan Stanley. 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 searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates broader derivatives and commodities capabilities.

James Donovan is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining J.P. Morgan Securities in 2024, Donovan worked at Citigroup Global Markets from 2015 to 2023. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and includes a framework for ESG eligibility.

Robert Hickox is a financial advisor at Edward Jones in Lake Elsinore, CA, holding the ChFC® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shane Smith is a financial advisor with UBS Financial Services in Riverside, CA, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with UBS since 1992. Outside of his advisory work, Smith officiates high school football and basketball games in San Bernardino and Riverside counties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, 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 client plans.

Sydney Andersen is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and previously worked at Junio & Taylor APC, LBA Realty, and the Fish in a Bottle Restaurant. Andersen's background also includes several years in full-time education. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and alternative investments due diligence.

Robert Lawrence is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2009. 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 provides a range of brokerage and advisory solutions supported by research and diversification-based investment approaches.

Stuart Hennessey is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney and Independent Financial Group, LLC. Outside of his advisory work, he sells art online through a personal venture. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet net-worth thresholds. The firm combines comprehensive planning tools with brokerage and advisory programs to develop tailored recommendations.

Na Ren is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves as a caregiver for elderly parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Louis Avalos is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and over 23 years of industry experience. His background includes roles at Waddell & Reed and various insurance carriers, along with operating Effective Planning since 1980. He serves as a board member for the Orange County California Society of Enrolled Agents. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by technology and a broad network of advisors.

Corey Somarriba is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 13 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.

Todd Bolen is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2024, following a 17-year tenure at Woodbury Financial Services, as well as prior roles at LPL Financial and SeCU Brokerage Services. In addition to his advisory work, he is involved in insurance sales and service as an agent. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Jason Arayata is a financial advisor with J.P. Morgan Securities based in Irvine, CA. He holds a Series 66 designation and has 20 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo NA. 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 integrates quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Christopher Alvarez is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been affiliated with both Merrill and Bank of America since 2015. Outside of his advisory role, Alvarez works as an independent contractor for Uber and operates an Amway e-commerce business. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Naomi Kouyoumdjian is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 66 and Series 63 credentials and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2010. Her prior work includes roles at West Coast Propane and Wear Noya. 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 searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process is supported by centralized due diligence that combines quantitative and qualitative research and includes access to derivatives and commodities capabilities.

Scott Keifer is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2001, including a ten-year tenure at JPMorgan Chase Bank, N.A. based in Irvine, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a comprehensive manager solutions team.