Carlos Hernandez is a financial advisor with LPL Financial based in Irvine, CA. He holds a Series 66 designation and has one year of industry experience. In addition to his advisory role, he is involved in the hospitality sector through employment at Nobu Newport Beach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Marisol Cozza is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo for 14 years before joining J.P. Morgan in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach emphasizes non-discretionary, written asset allocation advice supported by centralized due diligence that combines quantitative screening and qualitative research.

Jeffrey Li is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Bank, N.A. since 2010, including roles at Janco & Winnex Inc from 2015 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting with approximately $671 billion in assets under management and more than 14,000 financial advisors.

Steve Rincand is a financial advisor with Equitable Advisors in Yorba Linda, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Civil Financial Services and NY Life Securities. Outside of his advisory work, he volunteers as a line cook for Food Fighters 4 All and is the founder of Imagine Photographic, a portrait and event photography business. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Bo Wang is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 66 and Series 63 credentials and five years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance, and Very Investment Group Inc., as well as experience in agricultural technology with Yunnan Aibi Agricultural Technology, LLC. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Timothy Strader III is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and having eight years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018, as well as earlier experience at Southwest Airlines and Auburn University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary advice focused on asset allocation, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, serving clients through a specialized institutional advisory program.

Haiyan Yang is a Series 66-registered financial advisor with LPL Enterprise, based in Irvine, CA, and has one year of industry experience. Prior to joining LPL Enterprise in 2025, Yang was self-employed for several years and briefly worked at Coldwell Banker. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients, using a model-driven investment approach and offering access to third-party asset managers and various financial planning services.

Anthony Jaramillo is a Series 66 licensed financial advisor with Merrill in Corona, CA, with three years of industry experience. His background includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of finance, he owns and operates Jaramillo Transport, a vehicle transport service for car dealerships. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sarah Sliwowski is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Prudential Annuities Distributors, Prudential Insurance Company of America, and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Julian Castiblanco Canon is a financial advisor at LPL Financial with six years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining LPL Financial in 2025, he worked at Wescom Financial Services and CUSO Financial Services, LP. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and retirement services to individuals, institutions, and banks through a large network of investment adviser representatives.

Shayanna Hauck is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and one year of industry experience. Her prior experience includes two years with New York Life/NYLIFE Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Randall Zelko is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, education, and specialized services, using proprietary research and planning tools to deliver tailored recommendations.

Paige Kim is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior roles at Bank of America and in real estate. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Timothy Gilmore is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he was employed for 30 years. His other business activities include involvement with Prudential-sponsored non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party managers, financial planning, and insurance products through affiliated entities.

Harry Bald is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Primerica Advisors since 1986 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively available separately managed accounts. The firm’s approach includes curated third-party asset managers and a tiered wrap-fee structure.

Lanan Clark is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 65 and Series 63 designations. His career includes roles at Merrill and Bank of America prior to joining J.P. Morgan in 2020. 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 within a non-discretionary advisory framework.

Daniel Leo is a CFP® certificant with 14 years of industry experience, currently affiliated with OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corporation for 10 years and has a background that includes ownership of a legal entity for managing business expenses. Outside of advising, he holds a license as an insurance agent offering accident and health insurance, fixed annuities, equity-indexed annuities, and traditional life insurance. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm utilizes a model-based investment process with asset allocation and portfolio optimization tools, offering a range of advisory and brokerage services across multiple program types and custodial relationships.

Brett Jones is a Series 66 licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. His previous roles include five years at Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary, written asset allocation advice program supported by centralized due diligence and a combination of quantitative and qualitative research.

Christian Molina is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as a role with the Anaheim Ducks Hockey Club. Christian was also affiliated with the University of Colorado for eight years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by its Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Jeremy Guajardo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at JPMorgan Chase Bank and Chase Investment Services, as well as a period at Edward Jones. Outside of his advisory work, he is a co-owner of H2 Dream LLC, an LLC formed to purchase short-term rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and may incorporate ESG criteria, supported by affiliates offering implementation and portfolio services.