Sixun Gu is a financial advisor with J.P. Morgan Securities based in Irvine, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Bank of Communications International Trust for five years. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG considerations.

Ran Wang is a Financial Advisor with Merrill Lynch Wealth Management, where he assists clients in developing personalized investment strategies aligned with their financial goals. He provides one-on-one advice on areas including education planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Wang emphasizes ongoing portfolio adjustments to adapt to changing client circumstances and integrates access to banking and lending resources through Bank of America. Wang holds a Bachelor's Degree from Zhejiang Gongshang University, a Master's Degree from the University of Rochester, and an MBA from Cornell University. He holds the Personal Investment Advisor (PIA) designation and is affiliated with the Cornell Alumni Association of Orange County and the Cornell Club of Los Angeles. Outside of his professional activities, Wang has interests in dancing, music, and yoga.

Avani Kothari is a Financial Advisor with The Kothari Group at Merrill Lynch Wealth Management. She provides tailored financial advice that aligns with the values and goals of the families and individuals she serves. Avani began her career in wealth management through an intensive training program in New York City, where she established a foundation in client-focused financial planning. She specializes in areas including socially responsible and values-based investing, women and wealth, and sports and entertainment. Avani earned a Bachelor's degree in Political Economy with a concentration in Financial Economics from the University of California, Berkeley. She holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designation, and the Personal Investment Advisor (PIA) designation. Avani and her husband recently relocated back to Southern California after living on the East Coast for three years. Outside of her professional life, she is a certified yoga instructor and is passionate about wellness and balance, which she incorporates into her client work. Her personal interests include pickleball, running, tennis, and spending time with family.

Jake Johnson is a CFP® certificant and Series 66 license holder with eight years of industry experience. He has worked at Wells Fargo Advisors since 2022 and previously at Wells Fargo Clearing Services, MakeSpace, and United Parcel Service. Additionally, he holds a 25% ownership interest in JAEJ GROUP, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of financial planning and investment services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and tools, serving clients through diverse planning offerings and integrated financial product solutions.

Anny Chien is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Charles Schwab in Irvine, CA, having previously worked at Fidelity Investments, Merrill, Bank of America, and Morgan Stanley. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a client model that combines non-discretionary advisory with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services at scale.

Sarah Mishriki is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank for 22 years. Her current roles also include work with JPMorgan Chase Bank, N.A., and LacVue LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program that incorporates centralized due diligence and may apply an ESG eligibility framework.

Sean O Day is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill for five years and Lending Club for one year. Before entering finance, he worked at Bubba Gumps for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Chris Alvarado is a financial advisor with Edward Jones in Corona, CA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at US Bancorp and has been involved with Dale Carnegie Training as a certified trainer since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Oderah Ahiligwo is a Series 66 licensed financial advisor with J.P. Morgan Securities in Irvine, CA, and has two years of industry experience. Their prior work includes roles at LPL Financial, Benchmark Labs Inc, and the University of San Diego. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions.

Ronald Castleton is a financial advisor with Raymond James Financial in Lake Forest, CA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2003. Outside of his advisory work, he is co-owner of Stanton & Castleton, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary consulting using various analytical tools and supports its clients through advisory programs and institutional consulting.

Jerry Clements is a financial advisor with Ameriprise in Irvine, CA, holding a Series 63 designation and 32 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, he serves on the Finance Council at Santiago de Compostela Catholic Church and volunteers with the church’s VITA program assisting low-income filers with tax data entry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to create tax-aware withdrawal strategies and income planning recommendations, delivered in collaboration with its advisors.

Kourtny Martin is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 63 designation and 15 years of industry experience. Prior to joining Wells Fargo, Martin worked at U.S. Bancorp Investments, U.S. Bank, and Unionbanc Investment Services, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases.

Eric Barrett is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed Inc. and various insurance carriers associated with W&R Insurance Agencies. Barrett’s outside activities include writing and servicing non-variable insurance business. 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, utilizing model portfolios, third-party managers, and customized strategies supported by advanced operational tools.

Jimmy Azling is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has six years of industry experience, including prior roles at Pruco Securities, LLC, and over 30 years as president and sole owner of Azling & Associates, Inc., a CPA firm providing tax and accounting services. Azling also leads a real estate brokerage and mortgage loan origination business. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Peter Black is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 22 years of industry experience. He has worked with Wells Fargo Investments, LLC and Wells Fargo Clearing since 2004. Outside of his advisory role, he manages financial affairs for an aging parent under power of attorney. 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 integrates proprietary research and third-party analytics, offering both brokerage and advisory solutions at scale.

Christine Brand is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Cetera and its related entities since 2025. In addition to her advisory roles, Brand owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers and diverse program structures.

Juan Vazquez is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with J.P. Morgan Securities and Western International Securities. Outside of advising, Vazquez is involved in community organizations, serving as president of the Tustin Chamber of Commerce and chairman of the Yorba Linda Chamber of Commerce, and he owns several businesses including restaurants and janitorial services. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and retirement plan clients. The firm employs a model-based investment approach with various advisory programs and is notable for its large scale, affiliate network, and recent consolidation activity.

Jeffrey Wong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2007 to 2011. 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.

Alexandria Page is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She has been with Wells Fargo Advisors since 2019 and was previously employed at Wells Fargo Clearing from 2016 to 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Helen Zhao is a Series 66-licensed financial advisor with 16 years of industry experience, currently with J.P. Morgan Securities. Her prior roles include positions at Morgan Stanley, Wells Fargo Advisors, and Citigroup Global Markets. Since 2022, she has also served as a part-time instructor in Personal Financial Planning at UCLA Extension. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking approach to capital markets and incorporates ESG considerations in its recommendations.