Dwight Beasley Jr. is a financial advisor with Edward Jones in Huntington Beach, CA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His background includes roles at Bank of America and Merrill prior to joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Hoang Nguyen is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Wells Fargo, Bloomingdales, and Ding Tea, as well as studies at the University of California, San Diego. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates with Bank of America’s broader corporate platform, enabling access to a diverse range of financial products and services.

Darin Mc Leish is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, Inc. and Comerica Securities, Inc. He is based in Fountain Valley, CA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm 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.

Jesse Mellema is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions in various healthcare and physical therapy organizations as well as experience in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven and quantitative investment process that includes model portfolio construction and oversight of affiliated sub-advisers.

Beth Roach is a financial advisor with J.P. Morgan Securities in Torrance, CA, holding a Series 63 designation and 32 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Outside of her advisory role, she is a partner in DBR Holdings LLC, a real estate investment venture she operates with her husband. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm operates with both broker-dealer and investment adviser registrations and delivers advisory services alongside affiliated brokerage and investment management capabilities.

Robert Rumishek is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Miguel Lazarte is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors, Grayson Enterprise, and JPMorgan Chase Bank prior to his current role. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Kelli Martin is a financial advisor with Charles Schwab in Brea, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. Her prior roles include positions at Fidelity Investments and TD Ameritrade. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Anali Elias is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at several companies including Mejuri, David Yurman, and Prada. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a systematic investment process incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advise registered investment companies.

Stefan Reddrick is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years. Outside of advisory work, he is also an insurance agent. 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 financial planning and advisory programs with discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Nicholas Shaw is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at State Street Bank & Trust, Triton Pacific Securities, and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Marco Tolento is a financial advisor at Edward Jones in Los Alamitos, CA, holding a Series 66 designation and with experience across multiple firms in the accounting and financial services industries since 2016. Prior to joining Edward Jones in 2026, he worked at firms including Jtrf Inc, Teherani & Velez LLP, and Matika Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Elia is a financial advisor with LPL Enterprise holding a Series 66 designation. He joined the firm in 2025 and has diverse work experience across various industries including home care and financial services. Elia has also been involved with Cambrian HomeCare since 2025. LPL Enterprise, LLC serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, supported by an integrated platform that combines advisory programs with brokerage and insurance product sales.

Elizabeth Thai is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

John Privitelli is a financial advisor with Morgan Stanley in Santa Ana, CA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

William Stauffer Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Treasurer and President of the Board for the Boys and Girls Club of Central Orange Coast and Santa Ana, respectively, and is a member of the investment and finance committee for the Saint Joseph Ballet Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support its advisory services.

James Gilmore is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. His prior roles include positions at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of his advisory work, Gilmore is actively involved in community and nonprofit activities, including serving as President and Program Committee Chair of the Orange Rotary Club and volunteering on the board development committee for the Providence St. Joseph Hospital Foundation. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a diverse range of asset management solutions and employs firm-provided tools such as asset allocation and risk-tolerance assessments to construct portfolios.

Marie Cammack is a financial advisor with OSAIC in Costa Mesa, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Independent Capital Management, Inc. and ICM Lending since the early 2000s. In addition to advising, she serves as a certified paralegal with Citadel Law Offices, assisting with estate analysis for trust services. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset allocation tools and risk assessment techniques to construct portfolios and supports various managed-account solutions alongside third-party services.

Daniel Rearick is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2022 and maintains concurrent roles at Cuna Brokerage Services, Inc. and SchoolsFirst FCU. Additionally, he serves as Senior Vice President at SchoolsFirst FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diverse investment strategies.

Ruby Bohra is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Bank of America, Merrill, and H & R Block. She was also involved with Bohra Enterprises Inc. for over a decade. Ruby offers investment products and services through LPL Financial using the trade name Orange County's Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research and technology-driven solutions.