Joe Valenzuela Jr. is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2017 and previously was affiliated with the University of Southern California from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Irena Hsiao is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank, Raymond James & Associates, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers a range of investment and planning products.

Elizabeth Cervantes is a CFP® with 18 years of experience in the financial services industry. She currently works at Morgan Stanley, having previously been employed at Wells Fargo Advisors and Wells Fargo Clearing. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Mai Park is a financial advisor with LPL Financial based in Torrance, CA, holding Series 63 and Series 65 credentials with 22 years of industry experience. Prior to joining LPL Financial in 2025, Mai worked at Bank of America and Merrill from 2009 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management, supported by in-house and third-party research.

Tom Aguilera Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked at LPL Financial since 2022 and has been associated with Cuna Brokerage Services, Inc. and SchoolsFirst FCU for over 19 and 26 years respectively. Aguilera also serves as a financial advisor at SchoolsFirst FCU. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management supported by research and offers additional financial products and services through affiliated entities.

Aidan Curtin is a financial advisor at LPL Enterprise with one year of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise, he has worked in several roles including at Legends Hospitality, where he continues to hold outside employment. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services including financial planning, model portfolio management, and access to third-party asset managers.

Hsien Lu is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in an outside fixed business and owns investment real estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Jaron Tsukamoto is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. His work history includes roles at Thrivent Financial, Bishop & Co., and Island Insurance Companies LLC. 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 covering topics such as retirement, tax, and estate planning, with the option to combine planning with managed-account services under a consolidated billing system.

Cong Wang is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Cetera, HSBC, Avantax Advisory Services, Bohai Securities, and Everbright Securities. In addition to his advisory role, he is active as an insurance agent selling fixed insurance products and serves as a wealth management associate at TYWL Wealth Advisors, LLC. 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 combines internal research and third-party analytics to support investment decisions and offers a broad range of brokerage and advisory solutions across a large national platform.

Derrick Strub is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Bank of America and Merrill. In addition to his advisory work, he owns a website design company focused on serving real estate professionals. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Peter Feibleman is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering tailored planning through its Financial Advisors and Estate Planning Strategies Group.

John Tran is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and JP Morgan Chase Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, consulting, model portfolio management, and access to a broad range of brokerage and insurance products through an integrated advisory and brokerage platform.

Ronald Thompson is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and New York Life Insurance Company. Outside of his advisory role, he is the sole proprietor of an Amazon publishing business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it is notable for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Kyle Brancato is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. He has worked with Thrivent and its affiliates since 2022 and previously held roles outside financial services. In addition to his advisory work, he is the CEO of Torque & Title Solutions, a business facilitating dealer-priced car purchases for dealerships and individuals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm focuses on holistic, goal-based planning without providing discretionary portfolio management or institutional advisory services.

Ryan Gill is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously held roles at Waldorf Astoria and attended Arizona State University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Raul Hernandez is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at BMO Bank NA, BancWest Investment Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Hernandez is also active as an advisor with BMO Bank NA. 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 programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and technology to serve a diverse client base.

Howard Marchbanks III is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Innovative Employee Solutions, James Dumbeck, United Church Of God, and Waddell & Reed. He holds Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Tracy Peatling is a financial advisor at Edward Jones in Fountain Valley, CA, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise and Parkland Securities. Outside of advising, she manages a residential rental property in Las Vegas with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services through a nationwide network of over 23,000 financial advisors.

Eddie Kaspar is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 65 license. He has 42 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. Kaspar is based in Orange, CA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and an integrated platform that includes insurance products and lending solutions.

Greg Pitcher is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 credential and over 20 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2005. Outside of his advisory work, he is involved in managing a property management business in Mammoth Lakes, California. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through both direct and employer-sponsored plans.