Brian Ruziecki is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles with Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory work, he is a silent partner in a family wine business, Bowlus Vineyards LLC, located in Carmel, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Misak is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jonathan Smith is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He partners closely with individuals and families to serve as their primary point of contact for banking, lending, investment, and planning needs. His work focuses on addressing complexities related to retirement, including longer life expectancies, uncertainties surrounding Social Security, declining employer-sponsored benefits, healthcare costs, taxes, inflation, and estate considerations. Jonathan aims to build trust, develop dynamic and personalized plans, and help clients implement strategies tailored to their financial goals. Jonathan earned a High School Diploma/GED from the California State University System. He is affiliated with Merrill Lynch Wealth Management.

Edward Rosenblatt is a financial advisor with Cetera who holds a Series 63 designation and has 31 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Rosenblatt serves as an Investment Advisory Commissioner for the City of Mission Viejo and is president of the Saddleback Art League, a local nonprofit organization. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, providing advisors access to affiliated and third-party managers across multiple program structures.

Sean Hooper is a financial advisor with OSAIC in Irvine, CA, holding a Series 66 designation and eight years of industry experience. He previously worked at Lincoln Financial Advisors, Inc. for eight years. Outside of his advisory role, he is the owner of Edelweiss Sports Cards, a business focused on buying and selling sports cards. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using advanced asset-allocation tools and offers access to multiple advisory platforms and third-party money managers.

Derwyn Anda is a financial advisor with LPL Financial in Rancho Santa Margarita, CA, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC. He is currently involved with San Diego County Credit Union Investment Services in connection with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and retirement plan consulting, and provides model portfolios and research from multiple sources.

Can Zhao is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Zhao worked at Citibank N.A. and Wells Fargo Bank. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Skolnick is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked at Prudential Insurance Company of America since 1992 and joined LPL Enterprise in 2024. Additionally, he is involved with Blue Shield of California Life & Health Insurance Company and Guardian. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management programs, supported by an integrated platform that includes insurance products and collateralized lending.

Ariana Bedolla Medina is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process includes structured discovery conversations and firm-approved tools, supporting clients in implementing and updating their financial plans.

Bradley Harmeyer is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Vinny Le is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he owns a rental property in Irvine, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Paul Williams is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. He currently works at Cetera and has been part of the firm and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Paul sells life, disability, annuities, and long-term care insurance as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Sabrina Yang is a financial advisor at J.P. Morgan Securities in Irvine, CA, holding a Series 66 license with three years of industry experience. Her background includes roles at J.P. Morgan Chase Bank, Citibank NA, and the University of California. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jessica Wang is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and 10 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Changhoon Oh is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, and MSI Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework in its recommendations.

Christina Mcdonough is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is co-owner and CFO of Specialized Contract Interiors, a manufacturing representative business in Mission Viejo, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brennan Mc Daniel is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2021. His prior roles include positions at Voya Financial and Ariel Investments, as well as academic appointments at The University of Chicago. J.P. Morgan Securities 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 large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Mahnaz Nouri is a financial advisor with Edward Jones in San Juan Capistrano, CA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2013. 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 and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amir Kompanian is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He brings extensive experience in wealth management, specializing in college education planning, employee benefits, executive and equity compensation, family wealth strategies, institutional consulting, and focused areas such as LGBT and women’s wealth planning. Amir’s approach integrates comprehensive financial strategies with estate planning while collaborating closely with clients’ external advisors, including attorneys and tax professionals. Amir began his career in private equity in Istanbul before moving to the United States in 2014. His professional background includes launching a start-up and roles at Bank of America and Merrill Lynch Wealth Management since 2015. Having lived in six countries, his global perspective supports a culturally fluent advisory style suited to clients with international ties or complex financial circumstances. Amir holds a Bachelor’s degree in Management Information Systems and an MBA from Eastern Mediterranean University. He holds the Personal Investment Advisor (PIA) designation and communicates fluently in English, Persian, and Turkish. Outside of his professional work, Amir’s personal interests include bungee jumping, cooking, and various sports such as pickleball, skiing, soccer, table tennis, tennis, and refereeing.

Isaiah Lopez is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and One America. Outside of his advisory role, he operates The TCG Tavern, a trading card game YouTube and streaming channel. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, and access to a broad range of brokerage and insurance products through an integrated platform.