Steve Rincand is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at several firms including NY Life Securities and Civil Financial Services. Outside of his advisory role, he volunteers as a line cook for a keto meal prep nonprofit and is the founder of a portrait and event photography business. Equitable Advisors serves a diverse client base including individuals, high-net-worth, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a model that emphasizes third-party program sponsors and provides both discretionary and non-discretionary advisory services.

Felicia Gonzalez is a Series 66-licensed financial advisor with Edward Jones in Seal Beach, CA, where she has worked since 2018. She has seven years of industry experience, including prior roles at Wingstop Restaurants and time spent in homemaking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Bo Wang is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A., and NYLIFE Securities LLC. Prior to his current role, he was involved with Very Investment Group Inc and Yunnan Aibi Agricultural Technology, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Mary Huang is a financial advisor at LPL Enterprise with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, and third-party asset management, combining adviser programs with sales of financial products such as insurance.

Jodi Estrada is a Series 66-credentialed financial advisor with Morgan Stanley in Brea, CA, bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including customized financial planning. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.

Seung Ho Na is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Bank of America/Merrill Lynch, Ameriprise Financial, and Professional Advisors Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Edgar Flores is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation. His work history includes roles at Bank of America and Footlocker prior to joining Merrill. 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, pension plans, charitable organizations, and corporate fiduciaries.

Justin Neiman is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He previously worked at JP Morgan Securities and JPMORGAN Chase Bank. Outside of advisory services, he is involved with Schools First Federal Credit Union in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Troy Linaker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

George Ly is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 licenses and over 23 years of industry experience. His prior roles include positions at NuVision Federal Credit Union, East West Bank, and Cetera. He is also involved as a business owner in several investment-related ventures, including LYCAN Capital and Alpha Venture Capital LLC. 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 range of advisory programs, financial planning services, and retirement plan consulting with both discretionary and non-discretionary management options.

Thomas Stapleton III is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeanne Suttie is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with LPL Financial and its predecessor entities since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Jeffrey Osakwe is a financial advisor with Fidelity in Buena Park, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Advisors and Goldman Sachs Ayco Personal Financial Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and it serves a formal advisory role to multiple registered investment companies and fund-of-funds.

Steven Vant is a financial advisor with Ameriprise in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and utilizes algorithmic automation alongside human review to tailor retirement income recommendations.

Kyle Paterik is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Securities America Inc, and National Planning Corporation. In addition to his advisory role, he is involved with Spark Financial LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Hsiao Chi Wu is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partial owner of a rental property. 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Roxana Solorzano is a financial advisor at Ameriprise with 24 years of industry experience. Her prior roles include positions at Urban Wealth Management, Allstate Financial Services, and LPL Financial. She serves as president of the Rotary Club of East Los Angeles and is involved in tax preparation through Legacy Wealth Partners. 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 annual advice focused on retirement income planning and tax-aware withdrawal strategies.

Q Fenn Anstruther is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include collaboration with investment companies, private funds, and commodity pool operations.

Julian Castiblanco Canon is a financial advisor with LPL Financial in Anaheim, CA, holding Series 66 and Series 63 licenses and six years of industry experience. He has previously worked at Wescom Financial Services, CUSO Financial Services, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.

Rachael O'Leary is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to that, she worked at Pacific Life from 2015 to 2019. Earlier in her career, she had roles as a marketing intern at Frieda's Inc. and as a mentor for incoming college freshmen at Northern Arizona University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.