Joanna Correa is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She focuses on understanding clients’ financial situations and priorities to design, implement, and review customized approaches aimed at pursuing their personal financial goals while managing investment risk. Joanna leverages the investment insights of Merrill Lynch and the banking and lending solutions of Bank of America to provide a comprehensive approach to wealth management. Joanna holds a Bachelor's Degree from the University of California system and is a Personal Investment Advisor (PIA). She is fluent in both Korean and English. Joanna is actively involved in her community and professional organizations, including participation in the Irvine Chamber of Commerce. Her volunteer work includes supporting groups such as Boxes of Love, Dalit Freedom Network, St. Jude, Susan G. Komen, and the Youth Action Team.

Shiqing Deng is a financial advisor at Edward Jones in Orange, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Deng worked for Societe Generale Corporate and Investment Banking from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory services through a large network of financial advisors and branch offices nationwide.

Donny Takemoto is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America Inc. and National Planning Corporation. Takemoto is also licensed to sell life, long-term care, and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Jin Kim is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill, Bank of America, and Fidelity Investments. Additionally, he has experience running a translation business, Kim Translation's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Mena Eskander is a financial advisor with J.P. Morgan Securities in Tustin, CA, holding Series 63 and Series 66 designations and possessing 15 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank, NA since 2016. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Steven Ditch is a CFP® with 44 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Advisors LLC since 2013 and also operates Harrison Tax Service Inc., a tax preparation business he has owned since 1975. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a large network of over 10,000 advisors and managing assets exceeding $256 billion.

Kristin Brkich is a financial advisor at Cetera with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at JMB Financial Managers, Inc. since 1992, where she currently serves as Corporate Treasurer. Outside of her advisory role, she is the Chairperson of the Board of Directors at Servite High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and advisory services, utilizing a multi-manager platform with a wide range of investment options and program structures.

Brittany Taylor is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She has held roles at Wells Fargo Advisors since 2017, including a position at Wells Fargo Clearing Services, LLC prior to her current role. Taylor took a one-year break as a stay-at-home mom between 2016 and 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and planning tools to develop tailored recommendations for clients.

Herbert Medrano is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory work, he operates a sole proprietorship providing property maintenance services. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a mix of model-based and discretionary strategies developed by internal and third-party managers.

Wendy Wei is a financial advisor at Merrill with 18 years of experience. She holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill since 2012. Outside of her advisory role, she is a general partner and managing member of two single-member LLCs involved in real estate activities in California and Nevada. Merrill, along 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Tomlinson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of areas including legacy planning, college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel works closely with individuals, couples, and businesses to develop personalized financial strategies aligned with their long-term goals. Daniel holds a Bachelor’s Degree from Southern Methodist University and is a Personal Investment Advisor (PIA). He is affiliated with the Irvine Chamber of Commerce and draws on his background as a former Marine to build strong, trust-based relationships with clients. His approach emphasizes understanding what matters most to clients and collaborating with them to navigate financial decisions throughout different stages of life. Outside of his professional work, Daniel enjoys spending time with his family, watching movies, and playing baseball. He also actively participates in his community through volunteering, reflecting his commitment to service both personally and professionally.

Steve Kang is a Series 66 licensed financial advisor with two years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Merrill Lynch, Bank of America, and other financial institutions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Christopher Keys is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he owns an accounting practice and serves as Director and Treasurer for Friends of the Sea Lions Inc., a marine mammal rescue organization. Equitable Advisors provides financial planning and investment management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering access to multiple third-party asset managers and tailored advisory programs.

Isaac Diaz is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2017. Prior to his career in finance, he was employed at In-N-Out Burger for three years. 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. The firm operates within a broader broker-dealer and banking organization and offers access to a diverse range of products through its unique regulatory registrations.

Xi Li is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Li has been with Bank of America and Merrill since 2015. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Shiela Imperial is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various JPMorgan entities since 2012. 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 delivers these services through Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Kathryn Hackney is a financial advisor at LPL Financial with 36 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes roles at SchoolsFirst FCU, CUNA Brokerage Services, Inc., and Orange County Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

Nancy Eckert is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 42 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Ward is a financial advisor with LPL Financial in Huntington Beach, CA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 16 years with LPL Financial. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Brandon Dunn is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones and Merrill. 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 advisory services grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.