Derrick Strub is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Bank of America and Merrill. In addition to his advisory work, he owns a website design company focused on serving real estate professionals. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Peter Feibleman is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Christopher Calagna is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at City National Bank and UnionBanc Investment 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

John Tran is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and JP Morgan Chase Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, consulting, model portfolio management, and access to a broad range of brokerage and insurance products through an integrated advisory and brokerage platform.

Ronald Thompson is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and New York Life Insurance Company. Outside of his advisory role, he is the sole proprietor of an Amazon publishing business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it is notable for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Ariel Bowie is a financial advisor with Mass Mutual Investors Services in Irvine, CA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Mass Mutual, Bowie worked at NYLIFE Securities LLC, Impact Legacy Group, and Symmetry Financial Group. Outside of financial advising, Bowie is involved in real estate as a licensed agent and is the founder and educator of the Finically Flourishing Collective, an educational platform focused on financial literacy and business education for women in real estate. Bowie also serves as Director of Academic Engagement for Invested, connecting educational programs with schools and educators. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a collaborative and annual planning approach with tools such as Monte Carlo simulations to help clients set goals and receive tailored recommendations.

Alexander King is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various J.P. Morgan entities since 2011. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Kyle Brancato is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. He has worked with Thrivent and its affiliates since 2022 and previously held roles outside financial services. In addition to his advisory work, he is the CEO of Torque & Title Solutions, a business facilitating dealer-priced car purchases for dealerships and individuals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm focuses on holistic, goal-based planning without providing discretionary portfolio management or institutional advisory services.

Merrianne Tocco is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2017 and previously spent ten 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. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Evan Munaretto is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes multiple roles at Goldman Sachs & Co. LLC and JPMorgan Chase Bank, N.A. Outside of finance, he has worked with Heyday Wellness LLC and SoulCycle. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG framework when recommending investment strategies.

Daniel Venegas is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked with Axa Advisors, LLC. He is the sole owner of DCV, Inc., an S-Corp. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Gerry Pak is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model wealth portfolios, combining advisory programs with brokerage and insurance products through an integrated platform.

Howard Marchbanks III is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Innovative Employee Solutions, James Dumbeck, United Church Of God, and Waddell & Reed. He holds Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey Fogle is a financial professional with 13 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at several firms including OneAmerica Securities, American United Life, and Merrill. He is also involved with Totus Wealth Management and operates The Strategy Partners as a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies with access to both affiliated and third-party managers.

Tracy Peatling is a financial advisor at Edward Jones in Fountain Valley, CA, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise and Parkland Securities. Outside of advising, she manages a residential rental property in Las Vegas with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services through a nationwide network of over 23,000 financial advisors.

Eddie Kaspar is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 65 license. He has 42 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. Kaspar is based in Orange, CA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and an integrated platform that includes insurance products and lending solutions.

Marco Aguirre Espinosa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously held roles at LYFT and Wells Fargo Bank, N.A. Outside of his advisory work, he has also worked as a driver for LYFT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and acting as an ERISA fiduciary when providing investment advice.

Howard Hsieh is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2014. His prior work includes a role at East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and retirement services, featuring a multi-manager platform and various program structures with discretionary and non-discretionary options.

Greg Pitcher is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 credential and over 20 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2005. Outside of his advisory work, he is involved in managing a property management business in Mammoth Lakes, California. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through both direct and employer-sponsored plans.

Ashley Lyne is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Irvine, CA. Lyne has been with LPL Enterprise since 2026 and also operates a business through The Ups Store. Prior experience includes work at Durham University and La Salle University. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing LPL’s research, model portfolios, and third-party asset management programs.