Hassan Hadjilou is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked with various Wells Fargo entities since 2004. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that are tailored through the use of Wells Fargo research and planning tools.

Daniel Dunn is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and over 25 years of industry experience. He worked at Woodbury Financial from 2006 to 2024 before joining OSAIC. Dunn is also president of Dunn Financial, Inc., a corporation involved in the sale of fixed insurance and fixed annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party managers to construct portfolios across a range of asset classes.

Drew Stallings is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank before joining J.P. Morgan Securities in 2021. 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 broker-dealer and investment adviser registrations and delivers advisory services alongside affiliated brokerage and investment management capabilities.

Nakisa Sharif Kashani is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Kashani worked at Scotiabank for ten years. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Waldron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 menu.

Sarah Campbell Besso is a CFA® charterholder and Series 66 licensed financial advisor with 10 years of industry experience. She has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, and Merrill. Since 2024, she has been with LPL Enterprise in Irvine, CA. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through advisory and brokerage channels.

Lora Yen is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 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 advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Skyler Sweeney is a Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Skyler assists individuals and families in making informed financial decisions through comprehensive planning that aligns with their long-term goals. Skyler's experience at Fidelity Investments includes roles as Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2021 to the present. This progression highlights a sustained focus on client-oriented financial services and strategy development. Skyler holds a California Insurance License and engages in personal interests such as biking, golf, snowboarding, surfing, and social activities with friends.

Bobbi Duffle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. She has worked at Wells Fargo bank since 1991 and has been with Wells Fargo Clearing in various capacities since 2011. Outside of her advisory role, she is involved in a tile business unrelated to investments and serves as a power of attorney for family members on financial matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment selection, performance reporting, and participant education, with a notable inclusion of insurance-related investment options alongside traditional vehicles.

Toben Torres is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments and Trupath Financial. 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 applying an ESG eligibility framework when recommending strategies.

Glen Guinto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at various Wells Fargo entities since 2013, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Guinto is also affiliated with California State University, Fullerton. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory 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.

Diana Wong is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo in various capacities since 2003, including her current role at 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.

Gresell Wedel is a financial advisor with RBC Capital Markets in Irvine, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management services, combining in-house and third-party investment managers and emphasizing tailored strategies based on client risk profiles.

Jonathan Oyarzabal is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining Wells Fargo in 2022. He holds Series 63 and Series 66 licenses. 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 incorporates modern portfolio theory, with a notable emphasis on including insurance-related vehicles and bank deposit sweep options in its investment menus.

Mitchell Wilson is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Edwardo Gutierrez is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Wells Fargo Bank and UnionBanc Investment Services. Outside of his advisory role, he has a 50% ownership interest in a GNC store involved in nutritional sales. 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 combines research-based investment strategies with a broad range of brokerage and advisory solutions.

Brady Schrock is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Sammy Chau is a financial advisor with Charles Schwab in Mission Viejo, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Charles Schwab Bank and Charles Schwab & Co., Inc. in 2020, he worked at Capital Group Companies from 2014 to 2018. Outside of advisory work, Chau is a part owner of a separate real estate venture, Pilgramitas LLC. Charles Schwab & Co., Inc. serves a large client base of 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 guidance using multi-asset model portfolios, supported by centralized supervisory and custody arrangements.

Steven Monji is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and 17 years of industry experience. He has prior experience with Avantax Financial Services, Avantax Insurance Agency, and operated his own firm, Monji and Associates, LLC, for 15 years. Outside of advising, he owns and operates Advantage Tax & Wealth, where he provides both investment guidance and tax-related services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, with access to affiliated and third-party managers, and manages over $256 billion in assets.

Linda Dunbar is a financial advisor at OSAIC with 33 years of industry experience. She has held positions at Cooper McManus and Securities America, Inc., including Securities America Advisors, before joining OSAIC in 2024. Dunbar holds Series 63 and Series 65 licenses. She is also licensed as an insurance agent, including variable annuity sales. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage, advisory services, and access to a wide range of investment options and third-party managed account solutions. The firm utilizes firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management.