George Veater is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial and Sagepoint Financial. Outside of his advisory role, he owns and operates a working cattle ranch and bronc riding school, hosting rodeo events and producing related content. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer customized portfolio management across various investment types.

Kiersten Oliva is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. She has eight years of industry experience, having worked at J.P. Morgan Securities since 2018 and with JPMorgan Chase Bank since 2011. 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 investment recommendations.

Mark Tolan is a financial advisor with Ameriprise in Murrieta, California, holding a Series 63 license and bringing 48 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Tolan serves as secretary on the Holy Name of Mary Parish Finance Committee and coaches youth basketball for the City of La Verne. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Susan Chung is a financial advisor with Equitable Advisors in Brea, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2005. Outside of her advisory role, she volunteers with the VITA Program through the Good Hands Foundation under OC United Way and works as a tax preparer specializing in business tax preparation with Alleviate Tax. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans through credentialed Investment Adviser Representatives.

Paul Gregerson is a financial advisor with Cetera, holding a Series 66 designation and bringing 28 years of industry experience. His career includes roles at Avantax Advisory Services, Kaiser, and Blue Cross/Blue Shield, alongside ownership of Gregerson Tax Service, which provides tax preparation services. He serves as a trustee of family trusts and maintains involvement in tax and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Brian Roush is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Advisors, J.P. Morgan Securities, Merrill, and Bank of America. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and supports a wide array of investment products and managed-account solutions.

Josie Chuang is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 12 years of industry experience. She has worked at various J.P. Morgan entities since 2014. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Karen Burneff is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked at Cetera Wealth Services, LLC since 2013 and was previously with Quantum Econometrics from 2004 to 2023. Burneff serves as a non-public arbitrator in industry dispute hearings. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services, utilizing multiple program structures and a multi-manager platform to deliver customizable investment strategies.

David Nguyen is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes positions at World Financial Group and First City Realty. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with diverse program structures and investment options.

Shaquawn Schasa is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. He has worked previously at firms including Pruco Securities LLC, The Prudential Insurance Company of America, and Securian Financial Services Inc. Schasa serves as board chair for the Los Angeles Community Development Foundation and volunteers with the Rich Heritage Foundation, which supports HBCU athletes through basketball conferences. Cetera Investment Advisers LLC is a large SEC-registered advisory platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Lulu Lo is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. She has six years of industry experience and has worked at J.P. Morgan Securities since 2019, with prior roles at JPMorgan Chase Bank and KinFine USA, Inc. 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 an ESG eligibility framework.

Steven Reyna is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is involved in selling whole life insurance and fixed annuities for pension plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Han is a financial advisor with OSAIC based in Anaheim, CA, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions with Woodbury Financial Services, Questar Asset Management, and Wells Fargo. He is president of Cornerstone Financial Planning, a corporation he established for business planning and marketing related to his financial advisory practice. OSAIC serves a broad range of clients, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, efficient-frontier analysis, and access to third-party managers to construct diversified portfolios across multiple investment types.

Alejandro Gonzalez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at various J.P. Morgan entities since 2011, including JPMORGAN Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a combination of advisory and brokerage capabilities.

Joshua Anspaugh is a financial advisor with LPL Financial in Anaheim, CA, holding the Series 63 and Series 66 designations and bringing 13 years of industry experience. He has previously worked at D.A. Davidson & Co. and Raymond James & Associates Inc. Outside of his advisory work, he is involved with Anspaugh Oil and Gas LLC. 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 portfolio programs, third-party asset management, and institutional platforms.

Joseph Garza is a Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Joseph has a bachelor's degree from the California State University System. Further details about his experience, specific expertise areas, or personal interests have not been provided.

Jon Massey is a financial advisor with OSAIC Wealth, Inc., holding the ChFC® designation and Series 63 license, and has 29 years of industry experience. He has previously worked with Mariner Independent Advisor Network, LLC, LPL Financial, LLC, and WealthPLAN Partners. Massey is President of Providence Professional Insurance Services and Plan With Providence, LLC, which provides insurance and administrative support services. He also serves as a board member for Lamb's Fellowship Church. OSAIC Wealth, Inc. 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 financial services through a large network of advisors, utilizing asset-allocation tools and multiple advisory platforms to manage a wide range of investment products.

Vi Chan is a CFA® charterholder and Series 66 licensee with seven years of industry experience. She is currently an advisor with LPL Financial, having previously worked at Edward Jones and Pacific Global Investment Management Company. Outside of advisory work, she owns a rental property in Las Vegas managed by a property manager. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Etsuji Oizumi is a financial advisor at Cetera with 13 years of industry experience. His prior roles include positions at Avantax and MassMutual, and he operates Bentley Tax Company, where he provides tax preparation services. Oizumi also provides retirement planning and financial advice through Advantage Tax & Wealth. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Brett Sanner is a financial advisor with Raymond James Financial in Upland, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Raymond James since 2001 and operates his own firms, Sanner Capital Management and Sanner Financial Services. Outside of advising, he is involved in insurance planning, including indexed annuities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA employer consulting.