Steven Fischer is a financial advisor with LPL Financial in Orange, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2009, with prior experience at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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.

David Penn is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. His previous roles include positions at Hilltop Securities Inc. and M.L. Stern & Co., LLC. He serves as a finance and investment committee member for a city investment advisory group and is president of David S Penn, Inc. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and is notable for its municipal advisory affiliation and specialized retirement plan consulting programs.

Nhan Nguyen is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to understand their financial goals and to develop customized financial plans. He emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency in his work. Nhan has professional experience as a Financial Advisor at Merrill Lynch from 2019 to 2020 before joining Fidelity Investments in 2021. He holds a California Insurance License.

Charles Gustafson Jr. is a CFP® and Series 66 certificant with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.

Gordon Cooper is a financial advisor at Edward Jones with three years of industry experience and a Series 66 designation. Prior to joining Edward Jones, he held positions at Ameriprise, Thrivent Financial, and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeremy Garduno is a CFP® professional with 22 years of experience in the financial services industry. He is currently an advisor at LPL Financial and previously worked at Wells Fargo Clearing and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, utilizing various strategies including model portfolios, third-party subadvisors, and custom approaches.

Jon Leedom is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2015. Leedom has a 25% ownership interest in HLMT Group LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement and wealth-transfer planning, and integrates advisory services with various financial products and referral opportunities.

Anailsa Perez Pham is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of her advisory role, she has experience as a self-employed notary public. 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 individuals, high-net-worth clients, and institutional investors.

Jon Schrank is a CFP® professional at OSAIC with 31 years of experience in the financial services industry. He worked at FSC Securities Corporation for 21 years before joining OSAIC in 2023. Outside of his advisory role, he owns an independent insurance agency that sells fixed insurance products, including medical, life, disability, and long-term care insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and platforms, utilizing asset-allocation tools and third-party solutions to manage portfolios on both discretionary and non-discretionary bases.

Jerry Quartey Papafio is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to identify and understand what matters most to them and their families, helping to develop strategies that address short-, mid-, and long-term financial goals. His services encompass a range of financial needs, including general investing, retirement planning, and preparing for unexpected expenses. Jerry also facilitates access to Bank of America specialists to support banking, credit, home financing, and small business solutions. Jerry holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Master’s degree from the University of Northampton, a Bachelor’s degree from the University of Cape Coast, and completed his secondary education at Mfantsipim School. Outside of his professional responsibilities, Jerry’s personal interests include basketball, music, running, soccer, and traveling.

William Ashworth is a financial advisor with OSAIC in Placentia, California, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes roles at Securities America Advisors, Inc., Securities Service Network, Inc., and Wells Fargo Clearing. Outside of advising, he owns and operates Ashworth Pool Care, a service and repair business for swimming pools and spas, and is involved in a direct sales business focused on essential oils with his wife. OSAIC serves a diverse client base including individual and institutional investors, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools and multiple platforms to offer discretionary and non-discretionary portfolio management, incorporating a broad range of investment products and third-party solutions.

Bryce Bunnell is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked in custom carpentry and the fitness industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Johny Makhijani is a financial advisor with Ameriprise in Yorba Linda, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in property management through ownership of multiple real estate management companies. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Meade is a financial advisor with Osaic Wealth, Inc. based in Santa Ana, CA, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, previously working at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and U.S. Allianz Securities. Outside of his advisory work, he is involved in a sole proprietorship related to the sale of baseball cards inherited from a family member. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers and uses firm-provided tools and third-party platforms to construct diversified portfolios with various asset types.

John Andersen is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His background includes five years with J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he manages a real estate rental business in Santa Ana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing various investment strategies and technology tools.

Vartan Grigoryan is a financial advisor with LPL Financial in Brea, California, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His work history includes roles at Waddell & Reed, Foresters Financial, and various insurance carriers. He also maintains an ongoing business, Satenik Grigoryan, since 2015. 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 portfolio programs, and institutional platforms, supported by advisor-facing technology and extensive non-advisory financial activities.

Robert Cano is a financial advisor with LPL Financial in Orange, CA, holding a Series 66 license and having 16 years of industry experience. He previously worked at UBS Financial Services, Chase Investment Services Corp., and Morgan Stanley. Outside of advisory work, Cano is involved in mortgage brokerage and residential real estate sales in California, and he also operates an insurance brokerage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for operational and research assistance.

Aaron Smith Sr. is a financial advisor with Smith Company Financial Advisors / Fusion Funds, holding a Series 66 designation and 24 years of industry experience. He has worked at Securities Service Network, Inc. since 2003 and Private Wealth Asset Management since 2002. Fusion Advisor, operating as Smith Company Financial Advisors / Fusion Funds, is a California-registered investment adviser providing non-discretionary investment advisory services to individual clients. The firm focuses on asset allocation analysis and portfolio construction, offering tailored guidance without exercising discretionary authority.

Gary Grinsell is a financial advisor at Ifl Financial Advisors in Villa Park, CA, with 16 years of industry experience. He has been with Ifl Financial Advisors since 2010. Ifl Financial Advisors provides portfolio management and financial planning services primarily to individual investors and also advises pension and profit-sharing plans. The firm manages approximately $28.7 million across 22 clients, combining retirement plan services with individualized wealth management.

Anne Tahim is a financial advisor with Capstone Wealth Management, Inc. in Santa Ana, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at multiple firms since 2006 and has been with Capstone Wealth Management since 2014. Outside of her advisory role, she is president of Tahim and Associates, APC, providing accounting and tax preparation services, and president of Resource Management Consultants, Inc., offering life, health, annuity, and insurance services. Capstone Wealth Management is an independent investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management and broad-based financial planning, primarily focusing on mutual funds, index funds, no-load funds, and ETFs, with tailored advice based on client objectives and ongoing portfolio monitoring.