Mina Elraheb is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. Her work history includes roles at Wells Fargo Bank, Bank of America, Merrill, and JPMorgan Chase. 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 a range of brokerage and advisory solutions.

Samuel Moore is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan, he held roles at NYLIFE Securities LLC and New York Life Insurance Company. His background includes a range of business activities outside finance, such as involvement with hospitality and apparel ventures. 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. The firm’s advisory process integrates quantitative and qualitative research with ESG considerations and includes derivatives and commodities capabilities.

Matthew Adragna is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes three years at Wells Fargo Clearing and multiple periods at Edward Jones totaling nine years. He is based in Yorba Linda, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large nationwide network of financial advisors and branch offices.

Dennis Priest is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at several firms including Benefit Funding Retirement Services, Royal Alliance Associates, and Cetera Wealth Services. Priest also provides financial planning and consulting through Benefit Funding Retirement Services, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Michael Dao is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC for nine years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Thomas Marks II is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, Nylife Securities Inc., and New York Life Insurance Company. Marks also maintains an active role as a financial planner with Orange County Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven portfolios and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

William Rodgers is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His career includes extensive tenure with Avantax Advisory Services and its affiliated firms, as well as operating the William Rodgers Company, which provides tax preparation and accounting services. He also serves as successor trustee for several family trusts. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over 10,000 advisors managing assets exceeding $256 billion.

Garry Argueta is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Northwestern Mutual Life Insurance Company, AAA Life, CM & Associates, Pacific Premier Bank, and City National Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Antonio Aguilar is a financial advisor at J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses with five years of industry experience. He previously worked at Morgan Stanley and Vanguard and has experience outside finance as a contractor for UberEats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Carmen Cercone is a financial advisor with LPL Financial based in Irvine, CA, holding Series 63 and Series 66 credentials and offering 43 years of industry experience. Prior to joining LPL Financial in 2023, Carmen worked at Kestra Advisory and Kestra Investment Services, as well as SII Investments, Inc., among other firms. Outside of advisory activities, Carmen serves as a trust protector and provides estate planning services through related business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, 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 extensive operational resources and a large network of investment adviser representatives.

Steve Lee is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at HSBC Securities, Banc of America Investment Services, and Wells Fargo Investments prior to joining Wells Fargo Clearing in 2016. 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 integrates research and analytics into its investment approach, offering both brokerage and advisory solutions.

Idabel Burgos is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Chase Securities LLC and JPMC Bank NA since 2018, following two years at the State Farm Melissa Milender Agency. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Rain Qin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, Rain worked at Bank of America from 2018 to 2022 and East West Bank from 2012 to 2018. 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 and profit-sharing plans, corporations, and charitable organizations.

Thomas Maloney is a financial advisor with Merrill in Tustin, CA, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2020 and has also worked at Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sang Hyun Lee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and AXA Advisors. Outside of his advisory work, he owns and operates a rental vehicle business through the Turo platform. 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 provides both brokerage and advisory solutions.

Lily Lu is a CFP®-certified financial advisor at OSAIC with 27 years of industry experience. She previously worked at Securities America Advisors, Inc., Securities America, Inc., Banc Of America Investment Services, Inc., and Uvest Financial Services Group, Inc. She is also licensed to provide fixed insurance products to clients. OSAIC serves a diverse range of retail and institutional clients through a large multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach with an emphasis on asset allocation, portfolio optimization, and risk management.

Andre Lee is a financial advisor at Osaic with a Series 66 credential and less than one year of industry experience. His recent work history includes roles at Cal State Fullerton University and Pasadena City College, as well as positions outside finance such as Mister Car Wash and Colombo's Italian Restaurant. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs delivered through affiliated broker-dealer and RIA relationships.

William Fetter is a financial advisor with Edward Jones in Orange, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he coaches a team at St. Norberts School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Spencer Macdougall is a CFP® certificant with 18 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at H & R Block and Avantax, among others. Outside of his advisory work, he is involved in tax preparation and bookkeeping through Leivas & Associates and H & R Block. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers a multi-manager platform with access to affiliated and unaffiliated portfolio managers, employing a variety of program structures and strategies.

Christopher Denver is a financial advisor with Wells Fargo Clearing in Irvine, CA. He holds a Series 66 designation and has five years of industry experience. Denver has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.