Jonathan Wright is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for matters including general investing, retirement planning, and preparing for unexpected financial needs. Jonathan can also provide access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Jonathan's client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and has completed a Bachelor's Degree at The Master's College, as well as a Master of Business Administration (MBA) from the University of Southern California. Outside of his professional work, Jonathan enjoys biking, hiking, reading, running, and spending time with his family.

Mark Wagner is a financial advisor at Osaic Wealth, Inc. based in Mission Viejo, California, with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Royal Alliance Associates, Signator Investors, and owns RMC Financial Services. Outside of his advisory work, he coaches freshman baseball at El Toro High School. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and uses advanced tools such as asset-allocation models and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

Marc Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously employed by Wells Fargo Advisors LLC from 2011 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, distinguishing it among large institutional advisers.

Samuel Darden is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Trilogy Capital, Inc., National Planning Corporation, and Trilogy Financial Services, Inc. His other business activities include involvement with Trilogy Financial in a non-variable insurance capacity. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Paul is a CFP® professional with 37 years of experience in the financial services industry. He is currently affiliated with Cetera and its related entities, having joined in 2025. His career includes prior roles at Avantax and 1st Global Advisors. Outside of his advisory work, he owns a business providing income tax preparation and planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Mayu Daley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. She also operates a tax and accounting business as an enrolled agent, providing tax preparation services. Daley's background includes roles at Avantax, H & R Block, and Transamerica Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

Thomas Nesan is a financial advisor at J.P. Morgan Securities with the Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Flemings, RSM, and Great Pacific Securities, as well as working at the University of California. 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 to recommend investment strategies.

Jie Liu is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Liu’s work history includes roles at JPMorgan Chase Bank and J.P. Morgan Securities dating back to 2016. J.P. Morgan Securities 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.

Daniel Vigar is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and previously worked at Wells Fargo Bank, nA from 2018. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Nicholas Lupo is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2019. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and has experience in a family electrical business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a broad range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Todd Clucas is a financial advisor with LPL Enterprise in Irvine, CA, holding Series 66, Series 65, and Series 63 credentials and possessing 21 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Eco Arbor Designs, and Monaco Financial. Outside of his advisory work, he serves as Finance Officer for the Sons of the American Legion, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, Model Wealth Portfolios, third-party asset management programs, and access to various brokerage and insurance products within an integrated platform.

Andrew Muniz is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior work includes eight years at Bank of America/Merrill Lynch and two years at Docs Done Right. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Rebecca Shea is a financial advisor at Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation with 10 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and was previously with Merrill from 2015 to 2017. 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kevin Howard is a CFP® professional with 38 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He is based in Irvine, CA, and holds Series 63 and Series 65 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregery Lee Jr. is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Charles Schwab Bank and Charles Schwab in 2023, he held a role in sports information at Fredonia State in 2023. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset investment approach supported by the Schwab Center for Financial Research.

James Okeefe is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 63 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he has volunteered for the IRS Volunteer Income Tax Assistance program, helping low-income taxpayers prepare simple tax returns. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that provides access to both affiliated and third-party money managers.

William Suvoy is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he served for nearly five decades. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Connor Homrighausen is a Series 66 licensed financial advisor with Charles Schwab in Irvine, CA, with one year of industry experience. He joined Charles Schwab in 2024 after completing several years of full-time education. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a formal alternative-investment process.

Samuel Lee is an advisor at LPL Enterprise, holding Series 63 and Series 65 registrations. He joined LPL Enterprise in 2026 and has prior experience with AmeriCorps VISTA from 2020 to 2022. 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 third-party asset management programs through an integrated platform that combines advisory programs with brokerage and insurance products.

Tarek Alabdullah is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across several roles within J.P. Morgan and Bank of America since 2014. 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 through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.