Wendy Eddy is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2009. Eddy is a member of the Ethics Board of the Investment & Wealth Institute, where she reviews administrative and disciplinary cases. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions. Advisors develop tailored recommendations using Wells Fargo’s research and tools, delivering those through meetings and written summaries, with clients deciding on implementation.

Luz De Sol Olmeda Morgan is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked at Royal Alliance Associates, Inc. since 2021 and Liberty Capital Management since 2017. Outside of her advisory role, she owns Alant Consulting, providing clerical services including research, filing, event planning, and scheduling. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct tailored portfolios.

Jose Rivera is a financial advisor with Wells Fargo Clearing in Riverside, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with Wells Fargo Clearing Services LLC since 2016 and has been with Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Akhil Pruthi is a financial advisor at Edward Jones in Orange, CA, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase for seven years before joining Edward Jones. 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 services including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds.

Andrea Brezoi is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill, she worked at Fullerton College and California State University Fullerton in various roles. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Trent Sievers is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm since 2026. He has no prior industry experience but has been the owner of First Class Pizza since 2015. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, brokerage, and asset management services through an integrated platform that combines advisory and other financial product offerings.

Diane Wegener is a financial advisor with Edward Jones in Laguna Beach, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Edward Jones since 1996. Outside of her advisory role, she owns a rental property in California. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, offering various managed investment strategies and affiliated products through a large national network of advisors.

Jennifer Schulman is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at BNY Mellon Wealth Management and Solis Capital Partners before joining J.P. Morgan in 2024. 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.

Maryam Memon is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at firms including Wells Fargo NA and NAI Capital. Outside of her advisory role, she owns a web design and marketing business called The Manmh Group. J.P. Morgan Securities 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 their investment recommendations.

Adam Himelson is a financial advisor with Osaic Wealth Inc. in Laguna Niguel, CA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Independent Financial Group, LLC, and NPB Financial Group, LLC. Outside of his advisory work, he is involved in event planning through Himelson Enterprises Inc. Osaic Wealth, Inc. provides a range of financial services to retail and institutional clients, including investment advisory, financial planning, and retirement consulting. The firm utilizes robust asset-allocation tools and offers diverse investment options across brokerage and advisory platforms.

Kenneth Mascari is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has worked at Securities America Advisors and KPM Asset Management, Inc. He is also a part-owner of the building housing his branch office and manages a family trust property. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage portfolios across a wide range of asset classes.

Daniel Duffy is a financial advisor at LPL Financial with one year of industry experience. He has worked at LPL Financial since 2024 and has been involved with 1 Track Management since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Stephanie Luo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Her work history includes multiple roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015, as well as a position at Mechanics Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Jerren Eldridge is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial for two years. Before joining the financial industry, he spent nearly three decades employed at Trader Joe's. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 advisors and 15,000 branch offices.

Scot Hicks is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Independent Financial Group, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding on implementation through brokerage or advisory programs.

Jeffrey Halbreich is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 1999. Outside of his advisory role, he provides consulting services through his own firm and serves on the board of directors for SAMLARC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement, focusing on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations primarily for clients with substantial investable assets.

Joseph Volz is a CFP®-certified financial advisor with Wells Fargo Advisors in Irvine, CA, with 28 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he holds a 25% ownership in Alpha Sports LLC, a soccer training business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Joseph Deschenes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options.

Morisea Davis is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Truist. Outside of her advisory role, she owns a retail business called P2P-180 in Wilson, North Carolina. J.P. Morgan Securities 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.

Trisha Vo is a Series 66-licensed financial advisor with six years of industry experience, currently serving at J.P. Morgan Securities. Her career includes roles at Bank of America, Merrill, and City National Bank. She is based in Irvine, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.