Mark Stickney is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and seven years of industry experience. He has worked with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he serves as an associate financial advisor for an Ameriprise franchise owner under R&J Pacific Management LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Sandip Sehmi is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2006 to 2009. Outside of his advisory role, he is a 20% member of an investment-related LLC, Caversham Resources, and serves as a successor trustee for his family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management and institutional platforms, supported by technology tools and a broad suite of non-advisory financial services.

June Vinci is a financial advisor with Osaic in Tustin, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Osaic since 2007, following prior roles at Crown Capital Securities, L.P. and 1st Global Advisors Inc. In addition to advising, she serves as a FINRA arbitrator for Los Angeles and San Diego counties and acts as a successor trustee for family trusts. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services across a variety of programs. The firm employs a model-based investment process with portfolio optimization and supports discretionary and advisor-managed strategies alongside third-party manager options.

Weihsiung Liang is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 1999 and is also the owner of a CPA firm, Liang & Company Accountancy Corp, which provides accounting and tax services. Additionally, he works as an insurance agent, selling life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with access to affiliated and third-party managers.

Craig Floerke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with SchoolsFirst Federal Credit Union since 2012 and was previously associated with CUNA Brokerage Services, Inc. His practice is based in Santa Ana, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gregg La Spisa is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers access to various advisory programs, including third-party asset managers and LPL-sponsored solutions.

Brandon Lam is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of finance, he has been involved with the Boys & Girls Club of Garden Grove and worked in hospitality and parking management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Raoul Dubery is a financial advisor with OSAIC in Tustin, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with OSAIC since 1999 and previously worked at Liberty Capital Management for 11 years. Outside of his advisory role, Dubery operates a sole proprietorship providing insurance solutions for companies and individuals and is involved in real estate sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment process with portfolio optimization tools and offers discretionary and advisor-managed strategies alongside third-party and proprietary investment options.

Wei Yue is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Wei worked at Wells Fargo and held positions at the University of California, San Diego, and China Merchants Securities Co., Ltd. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Steelman is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in investing and wealth management. He serves an accomplished clientele that includes business owners, company founders, senior executives, and their families, assisting them in pursuing their life goals with a purposeful approach to their wealth, careers, and legacies. Michael's expertise extends to areas such as corporate executive services, executive and equity compensation, family wealth management strategies, philanthropic planning, and serving clients in sports and entertainment. Michael began his career in New York City in 1994, focusing on developing and implementing financial strategies for institutional and high-net-worth individuals, families, and foundations. He has also raised capital for hedge fund and private equity firms. He holds the Certified Investment Management Analyst (CIMA) designation awarded by the Investments & Wealth Institute in conjunction with the University of Pennsylvania's Wharton School, and earned his Bachelor's degree in International Business from King's College in Pennsylvania, where he was an Academic-All-American wrestler. Within his community, Michael is a member of the CFO Roundtable and supports organizations such as First Step House of North County and the Challenged Athletes Foundation. He lives in Carlsbad with his wife Stephanie and their five children. In his free time, he enjoys running, surfing, practicing yoga, coaching his children's sports teams, and is actively involved in the triathlon community as a two-time Ironman finisher.

Andrew Kuo is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked for Western International Securities, Inc. for 18 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both in-house and third-party strategies across discretionary and non-discretionary platforms.

Kyle Soscia is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently affiliated with LPL Financial and has held roles at several firms, including California Bank & Trust, Asset Preservation Wealth and Tax, and The Ayco Company. Outside of advisory work, he is also active as an insurance agent with Magellan Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including model portfolio programs and institutional platforms, supporting advisors with research tools and a broad network of affiliated financial services.

Nancy Morsy is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. Her prior roles include positions at Union Bank/MUFG and Bank of America, N.A., among others. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Lolla Long is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2025, she worked at CUSO Financial Services, LP, PNC Investments, and several BBVA entities. She has been involved with the Girl Scouts of San Gorgonio County for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management solutions through a large network of investment adviser representatives.

Anthony Agoni is a financial advisor at Equitable Advisors with 30 years of industry experience. He has held his current position since 2002, previously working with AXA Advisors, LLC. Agoni serves as Treasurer on the Board of Directors for the Columbia University Alumni Association of Southern California and is President of the Columbia Business School Club of Orange County. He also operates a consulting sole proprietorship specializing in spreadsheet analysis for commercial real estate, startups, and other business proposals. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves matching clients to investment programs or discretionary managers, utilizing third-party asset managers and proprietary tools without sponsoring its own wrap fee program.

Lynette Atchley is a CFP® and PFS™ with 26 years of experience in the financial services industry. She has worked with Cetera since 2000 and serves as CEO and Managing Director of CPA Financial Advisors, Inc., where she oversees tax and accounting services. Outside of advisory roles, she holds board positions in nonprofit and environmental organizations and chairs a committee of CPAs who are financial planners. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts through various program structures and custodial relationships.

Kyle Weber is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and has 10 years of industry experience. He previously worked at Woodbury Financial Services for eight years before joining OSAIC in 2024. Outside of his advisory work, he is involved in managing Airbnb properties through sole proprietorships. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a wide range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, recent consolidation, and complex affiliate network involving broker-dealer, asset management, insurance, and trust services.

Richard Colarossi is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Outside of advising, he serves as vice president and treasurer of The Highest Peak Foundation, a private family foundation, and works as an assistant track coach at Sage Hill High School. Equitable Advisors provides financial planning, retirement plan consulting, and a variety of asset-management programs to individuals, institutional clients, and charitable organizations. The firm’s advisory approach involves assessing client information and risk tolerance to match clients with various program models or discretionary managers, utilizing both proprietary and third-party solutions.

Alexander Apodaca is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Brokerage Services, Inc. He has been involved with SchoolsFirst Federal Credit Union since 2014, serving as an advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Autumn Kim is a Planning Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as a Central Relationship Manager from 2022 to 2025 and as a Relationship Manager from 2020 to 2022 within the same organization. Her professional approach centers on building trust and understanding her clients' goals and values, with a focus on collaborative financial planning. Autumn is licensed in insurance in California.