Jesus Alcantar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Primerica and Wells Fargo Bank. Outside of his advisory work, he works as a driver for Uber in San Diego. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gabriel Choo is a financial advisor at Edward Jones in Orange, CA, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with Alpha Academy starting in 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Judy Kim is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing assets held in Ameriprise-managed accounts and utilizing algorithmic automation overseen by a dedicated committee.

Karen Dryer is a financial advisor at UBS Financial Services with 18 years of industry experience. She has been with UBS since 2007 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Caleb Jorgensen is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Oxford Wealth Management, and Crewe Advisors, as well as time spent at Brigham Young University and the Missionary Training Center. 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. Their advisory process integrates quantitative and qualitative research with a forward-looking capital market approach and includes access to broader derivatives and commodities capabilities.

Christopher Schmitt is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, U.S. Bancorp Investments, and MUFG Union Bank. Schmitt is based in Rancho Palos Verdes, CA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad range of topics, with options to combine planning with managed-account programs under a consolidated billing system.

Susan Powell is a CFP® professional with 26 years of experience in the financial services industry. She has been with LPL Financial since 2002 and previously worked with Osaic FA, Inc. for one year. Powell is based in Tustin, California. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dalia Amin is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career includes roles at HSBC Egypt, HSBC Securities (USA) Inc., U.S. Bank, and Unionbanc Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification and portfolio theory to guide investment decisions.

Robert Johnston is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over 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.

Bradley Jones is a financial advisor with LPL Enterprise in Irvine, CA, holding Series 63 and Series 65 credentials and totaling 10 years of industry experience. His career includes prior roles at Prudential Insurance Company of America, Pruco Securities, and Mass Mutual Investors Services. Outside of advisory services, he is involved in real estate brokerage through Condor Real Estate. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Arthur Chen is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Western and Southern Life. Outside of his advisory work, he is a co-owner of a rental property managed by a third party. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without investment discretion.

Robert Hritz is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he serves as the pole vaulting coach for both boys' and girls' teams at Aliso Niguel High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning and consulting through a large network of investment adviser representatives.

Jonathon Allen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Citigroup Global Markets and U.S. Bancorp Advisors. He is based in Anaheim, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios, supported by extensive operational tools and a large network of more than 22,800 advisors.

Ann Bakenhus is a financial advisor at Edward Jones in Riverside, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in fitness and retail roles including ownership of Personalized Fitness by Annie, where she created workout plans for clients. She is also a board member at large for the Pick Group of Young Professionals, a nonprofit focused on civic engagement and professional development in Riverside. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and related services, supported by a large nationwide network of financial advisors and branch offices.

James Lin is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2010 to 2019 before joining Stifel in 2019. Outside of his advisory role, he serves as a Notary Public with the National Notary Association. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to support client asset allocation and planning decisions.

Nikou Moshtaridoust is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2019, Moshtaridoust worked at JPMorgan Chase Bank, N.A. since 2017. She is also associated with Snapshop LLC. 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. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Bradley Todd is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and previously worked at Pimco and Ernst & Young. 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 combines quantitative screening with qualitative research and incorporates an ESG eligibility framework in its recommendations.

Mary Foft is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Cambridge Investment Research since 2014 and has operated her own practice since 1995. Outside of her advisory role, she is a freelance writer and serves on the advisory board of Empower International Ministries as well as on boards related to philanthropy and education in Orange County. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies, supporting a multi-billion dollar asset base.

Jerrold Beyer Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a broad platform.

Samuel Ramos is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Citizens Business Bank, City National Bank, and UnionBanc Investment Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.