Brooke Zasadny is a Series 66-licensed financial advisor with LPL Financial in Corona, CA. She has been in the industry since 2021, with prior experience at Edward Jones and Verdugo Wealth Management. Brooke also has a background in education and spent time working with the ACT Volleyball Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and multiple management approaches.

William Genovese is a Series 66 licensed financial advisor with UBS Financial Services in Seal Beach, CA. He has one year of industry experience, including prior roles at Quincy Cass Associates and New York Life Insurance Company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor investment strategies.

Mark Tigchelaar is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he was a partner at Solid Coffee Roasters for five years and worked with Keana Development for two years. He serves as a board member of the City of Bellflower Public Safety Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Sandeep Madhavan is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2003 to 2020. Madhavan serves on the Board of Directors for the Santiago Canyon College Foundation and is the Sponsorship Chair for the Tustin Western Little League. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Courtney Marshall is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 license and has worked at Merrill and Bank of America since 2014. Outside of her advisory role, she owns and operates a Christian childcare business and a YouTube channel focusing on fitness, family, faith, and relationships. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Mishima is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2015. 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. The firm focuses on delivering non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

James Mc Elroy is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked at LPL Financial since 2025 and previously held roles at Grove Point Advisors, Diversified Securities, and Grove Point Investments. Outside of his advisory work, he is involved in horse training and racing. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Raymond Fong is a financial advisor with Edward Jones in Long Beach, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Nicalis Inc. for six years and was self-employed at Renown Auto Style Inc. for eight years. 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 nationwide network of financial advisors and branch offices.

Dylan Lara is a financial advisor with J.P. Morgan Securities based in Buena Park, CA. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMC Bank NA and was involved with Stinkin Crawfish. 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 an ESG eligibility framework in its investment approach.

Carole Ann Nero is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her prior work includes roles at Merrill and Bank of America. Outside of her advisory work, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and structured processes.

Daryl Riley is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Crown Capital Securities, LP for 15 years. In addition to his advisory role, he teaches fitness as a part-time instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven strategies.

Feifei Zhang is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, TD Ameritrade, and Axa. She is based in Irvine, CA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Thomas Raguse is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with both OSAIC and Liberty Capital Management since the mid-1990s. Outside of his advisory work, he is involved in business consulting related to insurance policy reviews and managing technology infrastructure for Liberty Capital Management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary management alongside multiple advisory platforms.

John Watson is a financial advisor with Ameriprise in Tustin, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Robert Half and spent time at Auburn University for both employment and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Diane Gutierrez is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at the University of California Santa Barbara, the University of Georgia, and the University of Denver. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and provides model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jared Snyder is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab in various capacities since 2024, as well as at Merrill and Bank of America prior to that. Outside of his advisory role, Jared officiates basketball contests for the NCAA and other amateur leagues. Charles Schwab 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’s integrated approach combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a structured alternative investment selection process.

Matthew Montegani is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2023, he worked at Rizzo Financial Group and held positions at Costco Wholesale, Arizona State University, Jamba Juice, and Servite High School. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation to tailor plans to clients’ goals and risk tolerances.

Brandon Bennett is a financial advisor with LPL Financial, holding a Series 66 designation and possessing one year of industry experience. Prior to joining LPL Financial in 2022, he worked at Northwestern Mutual for one year. His background also includes roles at California State University Long Beach and Virginia Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Aida Arreguin is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She has worked at several firms including Avantax and Ameriprise, and currently serves as a Wealth Management Associate at Husami & Associates, which provides accounting, tax, and financial services to family-owned and privately held businesses. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets.

Jaci Iannello is a CFP® professional with 10 years of industry experience, currently advising at Edelman Financial Engines. Her prior roles include positions at Financial Engines Advisors L.L.C., SA Stone Investment Advisors Inc., Quest Capital Strategies, Inc., and Seeman Holtz. She serves as a Member at Large on the homeowners association board for Village Townhomes. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process and combines planner delivery with online tools, offering a range of discretionary and non-discretionary investment solutions.