Nicholas Lupo is a Series 66-licensed financial advisor at LPL Financial with eight years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied and has experience in both financial services and electrical work. 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 portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Todd Clucas is a financial advisor with LPL Enterprise, holding Series 66, 65, and 63 licenses and bringing 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Fabian Wealth Strategies, Inc. He serves as a finance officer for the Sons of the American Legion, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and a wrap program through its network of investment adviser representatives.

Maida Talens is a financial advisor with LPL Financial in Corona, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include work with Transamerica Financial Advisors, Inc., World Financial Group, Inc., and In House Support Services. Outside of financial advising, she is also employed as a registered nurse and serves as a transplant coordinator. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Andrew Muniz is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, with recommendations limited to eligible strategies that may include an ESG framework.

Rebecca Shea is a financial advisor at Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation with 11 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent two years at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Kevin Howard is a financial advisor with Wells Fargo Clearing, holding the CFP® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including prior roles at Morgan Stanley from 1998 to 2011. He is based in Irvine, CA. 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 offers both brokerage and advisory solutions.

Seema Sethi is a financial advisor with LPL Financial in Riverside, CA, holding a Series 66 credential and 24 years of industry experience. She previously worked at Ameriprise for five years before joining Linsco/Private Ledger Corp. in 2007. Her business activities include presenting and selling non-variable insurance products such as term life insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

William Suvoy is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 44 years of industry experience. His career includes a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC dating back to 1977. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Connor Homrighausen is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His career has been exclusively with Charles Schwab and its affiliated entities since 2024, following eight years of 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 offers a combination of non-discretionary advisory relationships along with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Samuel Lee is a financial advisor with LPL Enterprise in Irvine, CA. He holds Series 65 and Series 63 licenses and has one year of experience in the industry. Prior to his current role, he served with AmeriCorps VISTA for two years and completed six years at Case Western Reserve University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s approach emphasizes model-driven investment implementation and access to third-party asset managers and portfolio strategists.

Randall Hord is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Raymond James Financial since 2009 and previously at UBS Financial Services from 1997 to 2003. Hord serves as a board member of Riverside Community Hospital and is a partner in several local business ventures, including ownership of an office building. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports both individual and institutional needs through advanced modeling tools and specialized programs.

Tarek Alabdullah is a financial advisor with J.P. Morgan Securities based in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, with clients retaining final decision-making authority.

Daniel Eastwood is a financial advisor with Raymond James & Associates in Irvine, CA, holding a Series 66 license and 18 years of industry experience. His prior roles include ten years at Wells Fargo Clearing and one year at Ameriprise. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jake Kenny is a financial advisor with Charles Schwab based in Irvine, California. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Greystar, Specialty Restaurants Corporation, and Chipotle, as well as several years in full-time education. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized custody and operational support.

Lily Yonamine is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Stephanie Rauda is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Her work history includes roles at JPMorgan Chase Bank, Bank of America, and Primerica Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Cory Justus is a financial advisor with Edward Jones in Chino Hills, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he spent 12 years at Azusa Pacific University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Albert Cline is a financial advisor at Osaic with 49 years of industry experience. He holds the Series 63 designation and has worked at firms including Woodbury Financial Services and AIG Financial Advisors. Outside of advising, he is president and owner of Van Cline & Associates Insurance Services, which focuses on fixed life insurance and annuity sales, and serves as a grantor for The Cochocton Foundation, a college scholarship trust in memory of his late father. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform with a model-based investment approach that incorporates asset allocation and portfolio optimization.

Hai Phan is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 66 and Series 63 licenses and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics to support its investment decisions.

James Kilgore is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC since 2022 and JPMorgan Chase Bank, NA since 2019. Prior to that, he was employed at UCLA Residential Life and Lj & Associates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its due diligence process and incorporates ESG criteria within its investment recommendations.