John Storm is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Transamerica Financial Advisors, and World Financial Group. In addition to his advisory work, he is the CEO of a health insurance business and a certified Covered California health agent. OSAIC Wealth, Inc. serves a broad range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party platforms to construct diversified portfolios across various asset classes.

Julia Caballero is a financial advisor with Osaic Wealth, Inc. in Tustin, CA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She previously worked at Royal Alliance Associates from 2005 to 2023. Outside of her advisory role, Caballero is a sole proprietor offering term life insurance sales and provides notary public services. She is also a voting member of the leadership team at Woodbridge Community Church. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, and alternative investments.

Lisa Jung Hwa An is a financial advisor with LPL Enterprise in Orange, CA, holding Series 63, 65, and 66 licenses and nine years of industry experience. She previously worked at Prudential/Melany Qu and SchoolsFirst Credit Union. Outside of advising, she is the owner of Babies N Kids Essentials, a business based in La Mirada, CA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios and third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Jessi Yzaguirre is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2018, also working at Wells Fargo Bank NA since 2014. Outside of her advisory role, Jessi is a notary public and serves as a photographer for Insomniac Events. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and employs research-driven investment strategies alongside a broad range of financial products delivered through bank and insurance affiliates.

Lawrence Russell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and with 31 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in tax preparation and audit services through a CPAs and bookkeeping business he operates with Kristina Russell. 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. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with a range of model portfolios and research resources.

Collin Stark is a financial advisor at Edward Jones in Irvine, CA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at RBC Capital Markets and Fidelity Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Stephan Shatynski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of finance, he is a former actor with residual earnings from past roles and serves as an information officer overseeing Naval Academy admissions outreach in Orange County schools. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their IPS-driven advisory process incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Jimmy Lin is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, TD Ameritrade, and Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Blessing Rodriguez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Gregory Surat is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Fidelity Personal and Workplace Advisors, and E*Trade Securities. 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, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Erik Mattern is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad array of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Cynthia Sayabounthavong is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

Kimberly Lu is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at BMO Bank NA, Wells Fargo Bank, Wells Fargo Clearing, and JP Morgan Chase Bank. Additionally, she is a commissioned notary in the State of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services through a nationwide network of investment adviser representatives.

Donald Crane is a financial advisor with Cetera who holds the CFP® and CFA® designations and has 17 years of industry experience. He also owns Crane Advisory LLC dba Crane & Associates Wealth Management, where he provides financial planning and asset management services. Outside of his advisory roles, Crane sells life and annuities as an insurance agent. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with model portfolios and customized strategies, supporting both discretionary and non-discretionary management across various program structures.

Christopher Ribe is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its financial planning process.

Amy Tran is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within J.P. Morgan entities since 2013. Outside of finance, she owns a business offering medium services, readings, and spiritual guidance. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anne Marie Hamilton is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 63 license and bringing 36 years of industry experience. She has worked with LPL Financial since 2008 and is currently associated with Orange County's Credit Union as well. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Donald Crane is a CFP® professional with over 40 years of experience in financial planning and asset management. He is currently affiliated with Cetera and operates Crane Advisory LLC dba Crane & Associates Wealth Management. Outside of advising, he is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and custom strategies.

Sinahy Luna is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She works closely with clients and families to help them achieve their financial goals, providing access to a trusted brand and a variety of investment and planning tools. Her professional experience includes positions as an Investment Consultant at Fidelity Investments from 2019 to 2021, AVP and Financial Solutions Advisor at Merrill Lynch from 2014 to 2019, and Financial Advisor at JP Morgan Securities from 2012 to 2014. She holds a California Insurance License.

Robert Duffy is a financial advisor with Equitable Advisors in Lake Forest, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2005. Outside of his advisory role, he serves as co-trustee for his family trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels to implement client recommendations.