Michelle Vu is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 15 years of industry experience. She previously worked at Securities Service Network for six years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Brandon Anderson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to his current role, he gained experience at Mercedes Benz of Foothill Ranch, Independent Financial Group, Edward Jones, and Texas Christian University. Outside of his advisory work, he is a partner in PMBL Investments, LP, an investment-related venture focused on real estate. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market modeling techniques.

Mark Ansara is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2013, currently working at Wells Fargo Advisors Financial Network. Outside of his advisory role, Ansara is involved in several investment-related ventures, including ownership interests in family and private investment entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, leveraging Wells Fargo research and tools to deliver tailored recommendations, with clients having discretion over implementation through various brokerage and advisory programs.

Vincent King is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and previously worked at Transamerica Financial Advisors and World Financial Group. Outside of his advisory role, he is involved in life insurance sales with several companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive goal-based planning without discretionary trading authority. The firm emphasizes holistic analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Kevin Chen is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and six years of industry experience. His work history includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Tesla Motors. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services via its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Liling Lee is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is involved with the Lee Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Marcelino Talavera is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, Merrill, and J.P. Morgan Securities. Prior to his financial services career, he spent nine years at Pala Casino Spa Resort. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a select group of Wealth Advisors while clients retain decision-making authority.

Andre Yousefian is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Irvine, CA. He began his advisory career in 2026 and has experience in various sectors including hospitality and technology, with prior roles at Uber, Northrop Grumman, and managing multiple golf course operations. Outside of financial services, he is involved with The Cocktail Concierge and City Cruises. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing both advisory and brokerage services. The firm’s integrated platform offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Kevin Dodson is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked within various Wells Fargo entities since 2008, including Wells Fargo Advisors and Wells Fargo Bank. 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 offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Carlos Orquiz Escapita is a financial advisor with J.P. Morgan Securities in Irvine, CA. He holds Series 63 and Series 66 registrations and has two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. for one year and Northwestern Mutual for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Lloyd Desenganio is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America and Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support investment recommendations.

May Jin is a financial advisor with Stifel in Mission Viejo, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Hang Nguyen is a financial advisor with Wells Fargo Clearing in Newport Beach, CA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities, CUNA Brokerage Services, Inc, and SchoolsFirst Federal Credit Union. 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 IPS-driven advisory process follows modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Craig Tuthill is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 credential and 25 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns Tuthill Motorsport Inc., an automotive industry company, and holds ownership interests in 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 range of planning services using Wells Fargo’s research and tools, serving clients who meet specific net-worth thresholds.

Robert Peng is a financial advisor with Merrill in Irvine, CA, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, Prudential Financial, and New York Life. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Mina Abdelkdous is a financial advisor at Merrill with a Series 66 designation and six years of experience at Merrill in addition to two years at Bank of America, N.A. Her prior experience includes twelve years at Commercial International Bank. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines internal Chief Investment Office teams and third-party managers to deliver portfolio implementation and related support.

Michael Urner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. 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 offers both brokerage and advisory solutions, supported by research and analytics from the Wells Fargo Investment Institute.

Timothy Neuville is a financial advisor at Raymond James Financial with over 40 years of industry experience. He holds CFP® and ChFC® designations and has worked previously at Marcum Financial Services. Neuville is also an author and has been involved in real estate investing with his spouse since 2024. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joseph Osborne is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on personalized wealth management strategies that align with clients' life priorities and investment personalities. Osborne works closely with clients to develop flexible financial approaches that respond to changing market conditions and evolving individual goals. His expertise spans areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Osborne holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of California System and an MBA from the California State University System. Born and raised in Southern California, Osborne spends time with his wife and two sons when not working. His personal interests include baseball, basketball, cooking, football, hiking, music, swimming, traveling, and watching movies.

Emahn Ahmari is a financial advisor with Edward Jones in San Juan Capistrano, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Prudential Finance and Pruco Securities LLC. 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 supported by a large network of financial advisors and branch offices nationwide.