Brian Garcia is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2006. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jiahui Xu is a financial advisor at Cetera with six years of industry experience. Xu has worked with several firms, including J.P. Morgan Securities and Wells Fargo, before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Eric Esparza is a financial advisor at Merrill with Series 63 and Series 66 licenses. He has been in the industry since 2026, previously working at Wells Fargo Clearing and Wells Fargo Bank. His background includes roles outside finance, such as positions at the Riverside County District Attorney's Office and Petco Health and Wellness. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a variety of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Margaret Sturdy is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial (formerly LINSCO/Private Ledger) since 2001. Outside of her advisory work, she occasionally sells health insurance. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Katherine Simpson is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked for First Republic Bank for ten years. 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 through a non‑discretionary program. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Moises Macias Jr. is a Series 66 licensed financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities, and HomeStreet Bank. Outside of his advisory work, he is also a baseball coach for Ayala High School in the Chino Valley Unified School District. 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, supported by extensive operational and research tools.

Hoai Bui is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Based in Irvine, CA, Hoai holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutional entities. The firm manages approximately $671 billion in assets and provides both brokerage and advisory services supported by research from Wells Fargo Investment Institute and other sources.

Jason Buenger is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, retirement plan consulting, and solutions that combine brokerage and advisory capabilities.

John Wende is a financial advisor at Edward Jones in Orange, CA, holding a Series 66 designation with 11 years of industry experience. He previously worked at Ameriprise Financial Services LLC from 2023 to 2025 and has been with Edward Jones since 2014. Outside of finance, he works as a Gameday Compliance Monitor for Major League Baseball, overseeing adherence to league rules during games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Laura Schroeder is a Series 66-licensed financial advisor with Edward Jones, working in Yorba Linda, CA. She has 18 years of industry experience, all with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary wrap fee solutions and separately managed accounts. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Razina Rahmatullah is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Wells Fargo. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities, using primarily model-driven investment approaches developed by internal and third-party strategists.

Kevin Cheng is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Wells Fargo Investments, Morgan Stanley, and Ameriprise. Outside of his advisory work, he has ownership interests in several investment-related businesses. 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Nicholas Adelizi is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves as a trustee for his parent's trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written client summaries.

Matthew Detisch is a financial advisor at Thrivent Investment Management in Irvine, CA, holding a Series 66 designation. He began his advisory career in 2026 and has previous experience in various roles including work at DoorDash and Century Support Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a broad range of financial planning topics. The firm offers flexible planning engagements without discretionary trading authority and integrates planning with managed-account services under a consolidated billing option.

Denise Marinacci is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. Her career includes multiple tenures at Wells Fargo Clearing and Morgan Stanley. Outside of advising, she is involved in property management through an LLC she owns with her spouse. 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 research from Wells Fargo Investment Institute and third-party sources to support diversified portfolio management and offers both brokerage and advisory solutions.

Charles Nguyen is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, Eagle Strategies (NY Life), and NY Life Securities. 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 combines quantitative and qualitative research supported by a centralized manager solutions team.

David Jakl is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services. Outside of finance, he serves as head coach for a nonprofit swim team, the Manta Rays Parent Association. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide array of investment programs delivered via affiliated broker-dealer and RIA relationships.

Alessandra Cusworth is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and two years of industry experience. She has been with Wells Fargo in various roles since 2019, including positions at Wells Fargo Bank and Wells Fargo Clearing. Prior to entering financial services, she worked as a self-employed personal assistant and babysitter. 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 manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Linas is a financial advisor with Stifel in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent 10 years at Bank of America, N.A. Outside of his advisory role, he manages a single-family rental property. Stifel serves a wide range of clients, including individuals and institutional clients, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nicole Slapak is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 10 years of industry experience, including six years at Morgan Stanley prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach and incorporates ESG considerations where applicable.