Mark Weber is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Woodbury Financial Services, Inc. for 15 years. Weber is the owner of Weber Wealth Advisors, a sole proprietorship providing investment advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing across multiple investment vehicles.

Robert Meaux Jr. is a financial advisor at Thrivent Investment Management in Anaheim, CA, with 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, he participates voluntarily in market research focus groups for a consumer research firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based planning and managed-account programs while keeping planning and implementation services separate.

Benjamin Ling is a financial advisor with UBS Financial Services in Brea, California, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Ling serves on an advisory committee for the Taiwanese American Citizens League, providing guidance to national and local boards. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Nancy Woo is a financial advisor with LPL Financial in Garden Grove, CA, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Westland Financial Services Inc., The Leaders Group Inc., SchoolsFirst FCU, and CUNA Mutual Group. She also works as a Life and LTC Insurance Specialist with SchoolsFirst Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Alex Basmadjian is a Financial Consultant at Fidelity Investments, focusing on developing tailored financial plans that align with clients' personal and long-term financial objectives. His professional experience includes roles as a Portfolio Specialist and Investment Management Consultant at Fidelity Investments from 2022 to 2023, and an Investment Solutions Representative from 2021 to 2022. Prior to that, he served as a Relationship Manager at Bank of America between 2020 and 2021, and as a VP, Client Services Manager at Community Bank from 2016 to 2018. His expertise encompasses asset management, retirement and income planning, and tax-efficient investment strategies. He holds a California Insurance License, which supports his advisory capabilities. Outside of his professional work, Alex enjoys concerts, family activities, music, reading, and traveling.

Mirzayit Mirzijon is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Cetera Investment Services and East West Bank. Prior to his advisory roles, he was employed at JPMorgan Securities and Citibank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Ryan Trabert is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at KEI Financial and Albertsons. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, institutional clients, and charitable organizations, through a large network of advisers and multiple platforms. The firm offers a range of services such as financial planning, retirement consulting, and managed accounts, utilizing various tools and third-party managers to construct and manage investment portfolios.

Brenda Navarro is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and two years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and prior experience at American Air Balance Co. and A & B Hotel Management. 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 provides both brokerage and advisory solutions.

Glenn Hamburger is a CFP® with eight years of industry experience, currently associated with Wells Fargo Clearing. His prior roles include positions at JPMorgan Securities LLC, Banc of California, and Bank of the West. He serves as an Advisory Board member for the University of California, Irvine Paul Merage School of Business Center for Investment and Wealth Management. 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, grounded in modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Maria Cristina Deterala De La O is a financial advisor with Primerica Advisors in Corona, CA, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has been with Primerica Advisors since 2014 and has worked with Primerica Financial Services since 2006. Outside of her advisory role, she manages De La O Associates, Inc., which supports Primerica business activities. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides services supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Michael Hulley is a Senior Vice President and Senior Resident Director with Merrill in Brea, California. In his role, he works closely with multiple generations of families to assist them in managing their wealth more purposefully. Mike fosters close-knit client relationships and is known as a go-to resource for ideas and opportunities gained from over 30 years of experience as a financial advisor. He provides support on a range of financial matters, including evaluating business ventures, significant purchases, family-wealth dynamics, and long-term goals. Mike earned his Bachelor's degree in Finance and Investing from the University of Southern California. He began his career as a financial advisor with Merrill in 1985, served with UBS from 2008 to 2016, and then rejoined Merrill. Since 1991, he has held leadership roles including Senior Resident Director. In this capacity, he mentors and supports a team of advisors and associates in the Brea office. Outside of his professional work, Mike enjoys spending time with his family and friends. He is a Disney enthusiast, enjoys traveling, and follows various professional sports. He is also involved with community organizations including Second Harvest Food Bank and the Salvation Army.

Derick Roberts is a Series 66-licensed financial advisor with Edward Jones in Tustin, CA, where he has worked since 2017. He has eight years of industry experience, including four years at Atlas Copco prior to joining Edward Jones. Outside of his advisory role, he participates in local business networking through the Santa Ana Chamber of Commerce and BNI in Fullerton, assisting with small business connections and financial planning questions. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory services, combining a large national advisor network with affiliated capabilities such as a trust company and proprietary mutual funds.

Leslie Coulson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 30 years of industry experience. Prior to joining LPL Financial in 2025, Coulson worked for Centaurus Financial Inc. for ten years and is also involved with Eldercalifornia. Additionally, Coulson serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Adrian Zuloaga is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Irvine, CA. His prior experience includes roles at Wells Fargo Clearing and Lincoln Financial Advisors. Outside of advisory work, he is the sole proprietor of Desert Saguaro Holdings LLC, a property management business. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Billy Lattash is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to develop financial plans aimed at helping clients achieve their financial goals. He began his career at Fidelity Investments as a Financial Representative in 2022, progressed to Relationship Manager in 2024, and currently serves in his planning role since 2024. Prior to joining Fidelity, he worked as a Concierge Banker at Citibank in 2022. Billy holds a California Insurance License, which supports his expertise in financial planning and insurance matters. Outside of his professional responsibilities, he enjoys camping, photography, and playing soccer.

Janice Hobbs is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with LPL Financial since 1989. Outside of her advisory role, she is a licensed real estate broker and has engaged in mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Mark Poitras is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 credential and bringing 24 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in managing real estate rental properties with family members. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research and technology solutions.

Daniel Verdugo is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. Verdugo is also involved in real estate rental activities outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research.

Robert Arvizu is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2011 and at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting delivered through a select group of Wealth Advisors.

Ian Massey is a financial advisor with OSAIC Wealth, Inc. based in Corona, California, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has previously worked with Mariner Independent Advisor Network, LPL Financial, and WealthPLAN Partners. Massey is also the CFO of Providence Wealth Planning, LLC and Plan With Providence, LLC, where he oversees financial planning and corporate functions, and he owns Financial Caddie, LLC, a personal consulting business. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated financial services using advanced asset-allocation tools and supports both discretionary and non-discretionary account management.