Timothy Gilmore is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1994, along with a 30-year tenure at Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, model portfolio access, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Jeffrey Reinmiller is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. 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.

Fadi Mansour is a CFP®-designated financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at CUSO Financial Services and The Ayco Company, L.P./Mercer Allied. Outside of his advisory work, he operates as a host for a vehicle-sharing service. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement consulting, and brokerage services supported by proprietary and third-party research and model portfolios.

Lanan Clark is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Merrill and Bank of America. Clark is based in Irvine, CA. 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.

Daniel Leo is a financial advisor with OSAIC based in Irvine, CA, holding CFP®, Series 66, and Series 65 designations and has 13 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 10 years and engaged in business activities through Leo Financial, Inc. He is also an insurance agent offering accident and health insurance, fixed annuities, equity indexed annuities, and traditional life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios comprising various asset classes, and supports multiple advisory platforms and legacy program transitions.

Brett Jones is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Charles Schwab for five years. Outside of his advisory role, he is an owner and landlord of a rental property managed by a third party. 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 applying an ESG eligibility framework in its recommendations.

Noelle Oh is a CFP®-certified financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she also serves as a notary public in Santa Barbara, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Christian Molina is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He also has a background that includes a year with the Anaheim Ducks Hockey Club and eight years at the University of Colorado. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory and brokerage services, third-party asset management, and access to various investment and insurance products through an integrated platform.

Jeremy Guajardo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he is a co-owner of H2 Dream LLC, an LLC focused on short-term rental property investments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jesus Alcantar is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Primerica and Wells Fargo Bank, where he has worked for several years. Outside of his advisory work, he is employed as a driver for Uber. 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 utilizes research from Wells Fargo Investment Institute and other sources to support its investment approach.

Judy Kim is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing assets held in Ameriprise-managed accounts and utilizing algorithmic automation overseen by a dedicated committee.

Karen Dryer is a financial advisor at UBS Financial Services with 18 years of industry experience. She has been with UBS since 2007 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Caleb Jorgensen is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work history includes roles at JPMorgan Chase Bank, N.A., Crewe Advisors, Oxford Wealth Management, and Brigham Young University. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Christopher Schmitt is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, U.S. Bancorp Investments, and MUFG Union Bank. Schmitt is based in Rancho Palos Verdes, CA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad range of topics, with options to combine planning with managed-account programs under a consolidated billing system.

Jeff Clark is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2021, progressing through positions including Financial Consultant, Planning Consultant, and Financial Representative. Prior to joining Fidelity, Jeff gained experience as a Senior Financial Planner at Reilly Financial Advisors from 2019 to 2021, a Retirement Plan Consultant at Aldrich Wealth, LP from 2015 to 2019, a Financial Advisor at Ameriprise Financial Services from 2011 to 2014, and a Paraplanner at Ameriprise Financial Services from 2010 to 2011. Jeff holds a California Insurance License. His professional focus is on helping clients develop robust financial plans to build long-lasting partnerships and optimize their financial outcomes. Outside of his professional work, Jeff has interests in baseball, camping, military service, movies, music, and parenthood.

Susan Powell is a Certified Financial Planner® (CFP®) affiliated with LPL Financial, with 26 years of industry experience. She has worked with LPL Financial and its predecessor since 2002. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by a variety of model portfolios, research, and technology solutions.

Brad Thompson is a financial advisor with J.P. Morgan Securities in San Clemente, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and JPMorgan Chase Bank, N.A. Outside of his advisory work, he owns Neptunium, a creative business focused on photography, writing, and e-commerce sales. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Megan Stirrat is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. She has previously worked at Merrill and Bank of America, N.A., with tenures spanning from 1999 to 2023. Megan is involved with an exclusive insurance brokerage in addition to her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, various advisory programs, and portfolio management supported by research from LPL and third-party subadvisors.

Dalia Amin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior experience includes roles at HSBC Egypt and HSBC Securities, as well as U.S. Bank and Unionbanc Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Robert Johnston is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.