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.

Felicia Gonzalez is a Series 66-licensed financial advisor with Edward Jones in Seal Beach, CA, where she has worked since 2018. She has seven years of industry experience, including prior roles at Wingstop Restaurants and time spent in homemaking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

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.

Jodi Estrada is a Series 66-licensed financial advisor with Morgan Stanley in Brea, California, bringing 24 years of industry experience. She has worked with Morgan Stanley and its affiliated entities since 2006 and was previously employed at Merrill from 2003 to 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning backed by firm-approved tools and methodologies.

Edgar Flores is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Footlocker. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Wong is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has worked with Securities America Advisors, Inc. for 15 years prior to joining OSAIC. Wong is also an attorney specializing in estate and legacy planning and serves as a board member for the nonprofit Childd in Japan. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a range of managed account programs supported by risk-tolerance assessments and rebalancing tools.

Troy Linaker is a financial advisor with Wells Fargo Clearing in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously worked at Citigroup Global Markets for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports a network of more than 14,000 financial advisors.

George Ly is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes multiple terms at LPL Financial as well as positions at Cetera and East West Bank. Outside of advising, he has business interests including ownership in a venture capital entity associated with Lemongrass Bistro. LPL Financial is a national broker-dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by various investment platforms and a large network of advisors, managing over $819 billion in discretionary assets.

Thomas Stapleton III is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Morgan Stanley in various capacities from 2004 to 2016, as well as at Wells Fargo Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jeanne Suttie is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 designations and 27 years of industry experience. Her career includes roles at Ameriprise and National Planning Corporation before joining LPL Financial, where she has been since 2003. She is also associated with Suttie Wealth Management Group as an investment-related activity. 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 asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Jeffrey Osakwe is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Advisors and Goldman Sachs Ayco Personal Financial Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and offers advisory services including fund management and model portfolio delivery.

Kyle Paterik is a Series 66-licensed financial advisor with 20 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Securities America Advisors, National Planning Corporation, and Thrivent Investment Management. He is also involved in tax preparation and accounting services through Spark Financial LLC. 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, model portfolios, third-party asset management, and institutional platforms.

Hsiao Chi Wu is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and its affiliates since 2011, including roles at J.P. Morgan Securities and Chase Investment Services Corp. 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 advisory program.

Roxana Solorzano is a financial advisor at Ameriprise with 24 years of industry experience. Her prior roles include positions at Urban Wealth Management, Allstate Financial Services, and LPL Financial. She serves as president of the Rotary Club of East Los Angeles and is involved in tax preparation through Legacy Wealth Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning and tax-aware withdrawal strategies.

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.

Rachael O'Leary is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to that, she worked at Pacific Life from 2015 to 2019. Earlier in her career, she had roles as a marketing intern at Frieda's Inc. and as a mentor for incoming college freshmen at Northern Arizona University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Kevin Patterson is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining LPL Financial in 2009. Outside of his advisory role, Patterson is associated with a family business in cold storage, though he holds no official title or active role there. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its investment adviser representatives with diverse portfolio options and technology-driven research tools while overseeing more than $819 billion in assets.

Danny Chen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and is also associated with JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating an ESG eligibility framework and includes broader derivatives and commodities capabilities.

John Dauphin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1995 and brings 25 years of experience in working with individuals and businesses to develop financial strategies aimed at achieving their goals. John holds professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John earned a Bachelor's degree in Business Administration from San Jose State University and a Master’s degree in Business Administration from the University of Massachusetts Lowell. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, and tax minimization. Outside of his professional work, John is a sports enthusiast who enjoys baseball, football, golf, and soccer. He is a soccer dad to his four children and spends time with his wife, Gina. John and his family reside in Yorba Linda.