Ryan Hawkins is a CFP®-certified financial advisor with Wells Fargo Advisors in Santa Ana, CA, bringing 28 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns Hawkins Motorsports, LLC, an automotive sales business based in Corona, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored planning solutions using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

Norbert Garcia is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc., TGL Holdings, LLC, and World Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Luis Quiroga is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at JPMorgan Chase Bank, N.A. and Bank of America/Merrill Lynch. 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, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Taylor Thompson is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Outside of his advisory role, Thompson serves on the Board of Directors for the Achievement Institute of Scientific Studies, a nonprofit providing STEM-focused programs for high-achieving economically disadvantaged students. UBS Financial Services serves individual, corporate, and institutional clients, offering a combination of brokerage and investment advisory services including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Marc Arcidiacono is a CFP®-certified financial advisor with Merrill, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he is a sole owner of a rental property in Carlsbad, California. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Wuest is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Wells Fargo. Outside of finance, he has experience in martial arts training through Krav Maga of Orange County. Merrill, along 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, and institutions.

Anthony Adelizi is a financial advisor with Charles Schwab in Aliso Viejo, CA, holding a Series 66 designation and 13 years of industry experience. He previously worked at TD Ameritrade and Fidelity Investments Institutional Services. Outside of his advisory work, he co-owns a travel advising business called Adelizi Adventures, assisting clients with booking travel accommodations and activities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with a multi-asset model portfolio approach supported by centralized custody and operational services.

Trent Sadler is a Series 65-licensed financial advisor at Edelman Financial Engines with three years of industry experience. He previously worked at Dynamic Wealth Advisors and Stansberry Asset Management, and has a background that includes a role at Santa Clara University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions supported by a committee-driven modeling process and online tools, managing approximately $326 billion for roughly 477,000 clients.

Daniel Koblin is a financial advisor at OSAIC with 19 years of industry experience. He previously worked at Lincoln Financial Advisors for 19 years before joining OSAIC in 2025. Outside of his advisory role, he is involved in several business activities including owning a technology company, consulting on employee health benefits, and creating and selling artwork. OSAIC serves a diverse client base including retail and institutional investors by providing integrated brokerage and investment advisory services. The firm offers a range of portfolio management options using various tools and platforms to meet client needs.

Kenneth Franklin is a CFP® with 24 years of industry experience. He is currently with LPL Financial and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Franklin is based in Aliso Viejo, CA. LPL Financial is a national 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, utilizing model portfolios, third-party research, and technology-driven strategies.

Stanley Bruno is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance since 2012. Outside of his advisory role, he owns a sole proprietorship that sells fixed annuities and fixed life insurance. OSAIC 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, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Beiyun Wang is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMC Bank NA in 2021, Wang worked at Bank of America, East West Bank, Aucher World, and Jupai Holding. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized manager due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products, including those related to security-based swaps and futures.

Ethan Donahoe is a financial advisor at Merrill with three years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he has been involved with several small businesses, including marketing consulting and hospitality ventures. 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, and institutional investors.

Jesse Ku is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors.

Christa Varda is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Securities America Advisors, Valley Wealth Strategies, and National Planning Corporation. Outside of her advisory role, she serves as trustee of a family trust and is an officer of a corporation established for tax purposes. OSAIC serves retail and institutional clients through a broad network of affiliated advisers, offering integrated brokerage and investment advisory services supported by firm-provided portfolio construction tools and access to third-party money managers.

Steven Hocking is a financial advisor at Raymond James & Associates with 24 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Raymond James. He holds Series 63 and Series 66 credentials. 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 diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Bryan Misajon is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Advisors and its related entities since 2009. Outside of his role at the firm, he is the owner of Misajon Wealth Management and serves as a trustee for his grandparent's trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Connor Antonson is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Mueller is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Ironwood Brokers and Insurance Marketing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Kenneth Annaloro Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as CEO of the T-Street Zoo Music Foundation, a nonprofit supporting local young musicians through recording, production, and distribution. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.