Randall Zelko is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, education, and specialized services, using proprietary research and planning tools to deliver tailored recommendations.

Kevin Patterson is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is associated with a family business in cold storage. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Danny Chen is a financial advisor with J.P. Morgan Securities in Walnut, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kendra Kearney is a Series 66 licensed financial advisor with 13 years of industry experience. She currently works at Fidelity Investments and has previously been employed by Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and UnionBanc Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm serves a variety of clients such as registered investment companies and an IRS-qualified Charitable Gift Fund.

John Dauphin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1995 and brings 25 years of experience in working with individuals and businesses to develop financial strategies aimed at achieving their goals. John holds professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John earned a Bachelor's degree in Business Administration from San Jose State University and a Master’s degree in Business Administration from the University of Massachusetts Lowell. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, and tax minimization. Outside of his professional work, John is a sports enthusiast who enjoys baseball, football, golf, and soccer. He is a soccer dad to his four children and spends time with his wife, Gina. John and his family reside in Yorba Linda.

Scott Macbeth is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Brea, California office. He has been with Merrill Lynch Wealth Management since 1998. Scott works with families and businesses to help them meet their financial goals while managing risk according to their comfort level. He also assists corporate executives with complex concentrated stock options and deferred compensation strategies, utilizing Rule 144 filings and 10b-5 plans. Scott is a graduate of California State University, Fullerton, and holds the Personal Investment Advisor (PIA) designation. His advisory approach focuses on understanding clients' goals and priorities, with particular attention to the liability aspects of personal and business balance sheets. He engages clients by asking detailed questions and listening carefully to understand their current financial position and future objectives without taking unnecessary risks. Scott lives in Newport Beach and enjoys surfing and riding his bike along the boardwalk during his free time.

Ivy Van is a financial advisor with Merrill based in Westminster, CA, holding a Series 66 designation and bringing eight years of industry experience. She has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she manages a small investment business. 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 diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Angela Choo is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with a brief gap in employment between 2022 and 2023. Before joining Edward Jones, she worked at Finance of America Mortgage from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Fadi Mansour is a CFP®-designated financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at CUSO Financial Services and The Ayco Company, L.P./Mercer Allied. Outside of his advisory work, he operates as a host for a vehicle-sharing service. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement consulting, and brokerage services supported by proprietary and third-party research and model portfolios.

Natasha Pirozko is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2022 and concurrently serves clients through Cuna Brokerage Services, Inc. and SchoolsFirst Federal Credit Union, where she has been involved since 2010 and 2011, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and diversified investment strategies.

Anthony Labarba is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at JPMorgan Chase Bank N.A. and J.P. Morgan Securities since 2016. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due diligence framework.

Attila Vari is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he supports affluent families and business owners by addressing various financial needs, with a particular focus on investment management and wealth planning services. He has been employed at Merrill Lynch since 1997 and collaborates with a CFP® professional partner who prepares wealth plans, while he concentrates on investment aspects. Attila brings over 25 years of experience in financial services. His approach involves strategically aligning clients' balance sheets to position them for sustainable growth, employing a defined process to help clients build long-term liquidity and achieve their financial goals. He offers advice tailored to clients' specific situations, establishes objectives, develops appropriate financial strategies, and regularly reviews progress with clients. Attila holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from Wayne Hills High School. He is a first-generation Hungarian whose parents immigrated to the United States after escaping communism, and he attributes his commitment to hard work and determination to their example.

Ryan LeVine is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial strategies tailored to their unique goals and circumstances. His approach emphasizes building meaningful relationships to support clients' financial planning needs. Ryan's professional experience includes several roles within Fidelity Investments, progressing from Financial Services Representative in 2023, to Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, he worked as an Associate at Transamerica Life Insurance Company from 2018 to 2021. He holds a CA Insurance License. Outside of his professional work, Ryan enjoys a range of personal interests including comedy, food, golf, music, reading, and traveling. He values spending time with his family and looks forward to engaging with new clients.

Alejandro Loza is a financial advisor at Merrill in Long Beach, CA, holding a Series 66 designation with one year of industry experience. He previously worked at Bank of America from 2008 to 2024. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates into Bank of America’s broader platform, providing access to various products and services beyond typical managed accounts.

Archimedes Gomez is a financial advisor with LPL Financial in Lakewood, CA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His career includes roles at BMO Bank NA, Wells Fargo Clearing, JP Morgan Chase Bank, and other financial institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios, research, and a variety of investment strategies.

Stephen Moore is a Series 66-licensed financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab in 2025, he was employed at Merrill and Bank of America from 2019 to 2025. Charles Schwab & Co., Inc. serves a large client base, primarily 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 a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Gabriel Choo is a financial advisor at Edward Jones in Orange, CA, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with Alpha Academy starting in 2015. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cristian Santana is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017, following a prior role at Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Lacey Somwaru is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she worked at TTFB CA LLC and has experience in education and fitness sectors, including roles at the University of California, Los Angeles, and LifeTime Fitness. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services using firm-approved tools and a structured discovery process.

Samuel Clarke is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at BMO Harris Bank, Bank of America, Merrill, and Allstate Insurance. 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, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.