Christopher Macarthur is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with Primerica since 1990 and has prior experience with the City of Riverside and The Gage Canal Company. Outside of his advisory role, he manages a 25-acre orange orchard. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing exclusively on individual investors rather than institutional or pension plans.

Santos Aloi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2012. Outside of his advisory role, Aloi is a commissioned notary public. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers services that combine research-driven investment selection with a range of financial products distributed through bank and insurance affiliates.

Andrew Wilhite is a financial advisor at J.P. Morgan Securities in Irvine, CA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and TD Ameritrade. In 2017, he had brief roles at the Country Club of Missouri and the Missouri House of Representatives. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Madatya Nersesian is a financial advisor with LPL Enterprise in Irvine, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and wrap programs, while also facilitating insurance product sales through affiliated entities.

Carlos Rosales Vasquez is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 credential. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Anteater Group. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including El Nido Family Centers and LA Plaza de Cultura y Artes, where he holds leadership positions related to finance and governance. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Piers Ross is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Morgan Stanley/E*TRADE Securities LLC and Northwestern Mutual. Ross has also been involved with the United States Soccer Federation and the Orange County Soccer Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in recommendations.

Matthew Healy is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has a longstanding association with Wells Fargo Bank, NA, dating back to 1999. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory to offer brokerage and advisory solutions.

Vlad Romaniuc is a financial advisor with Wells Fargo Clearing in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has been associated with Wells Fargo Bank NA since 2016. 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. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Daniel Hansen is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2021. Outside of his advisory role, Hansen is involved in coaching high school baseball as a varsity assistant coach. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analysis and allocation guidance intended to support client decision-making.

Andrew Chou is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial. His career includes roles at firms such as Woodbury Financial Services, OSAIC, Centaurus Financial, and Fidelity. Outside of his advisory work, he serves as a city councilman for Diamond Bar, California, participating in local government activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by extensive advisor resources and technology.

Joann Gorbatov is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she works closely with individuals, families, and business owners to develop personalized financial strategies that align with their goals and values. She specializes in personal retirement planning, small business strategies, and women and wealth. Joann holds a Bachelor's Degree and a Master of Business Administration (MBA) from the University of Phoenix. She has earned the Personal Investment Advisor (PIA) designation. Her approach involves understanding what is important to her clients and helping them create strategies to pursue their short-, mid-, and long-term financial goals. She provides guidance on general investing, retirement planning, and saving for unexpected circumstances, and can connect clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of her professional work, Joann enjoys drawing, sketching, music, traveling, and spending time with her family.

Madhushka Wanniarachchige is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is involved in a gravesite decor business called Labors of Luv LLC. 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 both brokerage and advisory solutions.

Brandon Cuervo is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. Before joining Ameriprise, he was involved with Elite Knights Baseball and held roles at Los Angeles Valley College and Granada Hills Charter High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aaron Waites is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo Clearing in 2021, he worked at Wells Fargo Bank since 2017 and practiced law at Law & Stein, LLP from 2011 to 2017. He is licensed to practice law in the state of California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Gabriel Ramos is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked at EcoPsystems Financial LLC and Northwestern Mutual in various roles, and spent 13 years at JP Morgan Chase Bank. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by its research team and third-party strategists, and it offers financial planning, access to asset managers, and affiliated non-securities services such as trust custody and insurance products.

Travis Bovee is a financial advisor at Edward Jones in Tustin, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Ecolab Inc for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Todd Dreyer is a financial advisor at LPL Financial with 38 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Ameriprise, Minnesota Life, Securian Financial Services, and Signator Investors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Vale is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He holds the Series 66 designation and is based in Irvine, CA. Outside of his advisory role, Vale serves as treasurer and board member for homeowners associations in Laguna Niguel. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools to develop tailored recommendations. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

James Dahl is a financial advisor at UBS Financial Services with 26 years of industry experience. He has worked at Painewebber Inc since 1999. Dahl serves on the boards of the Lake Arrowhead Yacht Club and the Cypress Community Association, and he is the president of the Sigma Alpha Epsilon Orange County Area Alumni Association. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Kaiping Wu is a financial advisor at Osaic with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked with multiple firms throughout his career, including FSC Securities Corporation and Osaic FA, Inc. In addition to his advisory role, Wu owns Consultants Of Wu Corp., a consulting business focused on group and individual health, dental, vision, life, long-term care, and disability insurance. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment programs and third-party manager selection.