Ahmed Namoury is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Jessica Gong is a financial advisor with LPL Financial and holds a Series 66 designation. She has 10 years of industry experience and has previously worked at firms including One Oak Wealth Management, Eagle Strategies (NY Life), and NYLIFE Securities. Outside of her advisory role, she has worked as a yoga instructor and is involved with the Uplift Yoga Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Scott Lee is a financial advisor with Edward Jones in Irvine, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at ResMed, SAP, Panasonic Avionics Corporation, Ephesoft, and Sharp Labs of America. Outside of his advisory role, he owns a long-term rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Richard Hong is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Christian Connella is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His background includes roles at Chapman University and involvement with Big Arms Swimmers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

John Woolway is a financial advisor at Charles Schwab with the Series 66 designation and one year of industry experience. Prior to joining Schwab, he was involved in the hospitality sector with Xenia Bistro and energy solutions with Your Energy Solutions. He also spent several years pursuing full-time education. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a centralized operational structure supporting a large client base.

Joshua Swinson is a Senior Financial Advisor and Senior Portfolio Advisor for The SW Group & Associates, operating within Merrill Lynch Wealth Management. He has over 20 years of experience assisting high-net-worth families and business owners with comprehensive financial needs. Joshua manages day-to-day client relationships to gain a thorough understanding of their financial lives and provides access to investment insights from Merrill Lynch and banking services from Bank of America. His areas of expertise include college education planning, corporate executive services, divorce transition planning, family wealth management, managing new wealth, personal retirement planning, portfolio management, sports and entertainment, tax minimization, and retirement income strategies. Joshua follows a consultative approach, tailoring personalized financial strategies to align with each client's situation, risk tolerance, and long-term goals. Joshua holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He completed his high school education at Big Bear High School. Residing in Laguna Beach, California, he volunteers with the Boys and Girls Club Laguna Beach. In his personal time, Joshua enjoys traveling, cooking, surfing, and spending time with his wife and two children.

David Peterson is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2005, following a concurrent tenure at Axa Advisors. He serves as co-trustee for several family trusts and trustee of his own revocable 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Caleb Russell is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior work includes nine years at Wedbush Securities Inc and two decades with various insurance carriers. He is based in Mission Viejo, CA. 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, retirement plan consulting, and brokerage services supported by proprietary and third-party research and technologies.

Kim Lim is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Katie Kelley is a Series 66 registered advisor with Morgan Stanley in Laguna Niguel, CA, having 12 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Timothy Tunney Jr. is a financial advisor with UBS Financial Services in Irvine, CA, holding a Series 63 designation and bringing 44 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Tunney serves on the Orange County Treasurer's Advisory Committee and is Treasurer and a board member of the Lincoln Club of Orange County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and a broad range of investment products.

Sheila Carlson is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Sheila is a graduate of the University of Colorado at Boulder. Before joining Merrill, Sheila was the owner and controller of her own aerospace manufacturing firm and has an extensive background in accounting. Her financial advising approach involves a disciplined wealth management process, allowing her to understand and align with her clients' financial goals and aspirations. She works with clients to develop individualized financial roadmaps that are meaningful to them and their families. Sheila focuses on areas including family wealth management strategies, services for endowments, foundations and non-profits, retirement income planning, and small business strategies. Outside of her professional career, Sheila enjoys hiking, horseback riding, reading, skiing, spending time with her family, swimming, and practicing yoga.

Mark Ellman is a financial advisor at OSAIC with 15 years of industry experience. He has held positions at Lincoln Financial Advisors for 15 years prior to joining OSAIC in 2025. In addition to his advisory work, Ellman has written a theatrical screenplay that he is seeking to sell to a film production company. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisers. The firm employs various asset-allocation tools and third-party services to offer integrated brokerage, investment advisory, and portfolio management solutions.

Glenn Ushijima is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 23 years of industry experience. He has worked within various Wells Fargo entities since 2012. Ushijima also owns and operates Ushijima Private Wealth Management, a financial services firm based in Foothill Ranch, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and tools to develop tailored recommendations for clients who meet a net-worth threshold.

Shuping Shen is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Wells Fargo Clearing, and UNIS. 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. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Izamar Perez is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to that, she was with CUNA Brokerage Services, Inc. for four years and has held a role at SchoolsFirst Federal Credit Union since 2015. 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 services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Cara Paynter is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Currently based in Laguna Niguel, CA, she has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Songhee Hong is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of her advisory role, she was involved with the LA Korean Festival in 2025. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Richard Ratz is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at various insurance carriers and Waddell & Reed, Inc., and he has operated under his own name since 1982. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, supported by model portfolios, research resources, and discretionary and non-discretionary management options.