Lisa Lighthipe Hinz is a financial advisor at LPL Financial with 32 years of industry experience. She previously worked at Crown Capital Securities, LP for 21 years before joining LPL Financial in 2024. Hinz holds Series 63 and Series 66 designations and operates out of Orange, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cesar Chavez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and JP Morgan Chase Bank. Outside of finance, he works as a music booking manager, coordinating live performances for various events. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Adrian Gaytan is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved as an owner and partner in a business utilizing residential property for Airbnb rentals. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Oscar Harrison II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at Fremont Bank, Raymond James Financial, Merrill, Banc of America Investment Services, Inc., BBVA Compass Investment Solutions, and Morgan Stanley Dw Inc. Harrison also has an investment-related role with Fremont Bancorp under the DBA FB Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, distinguished by its broad array of non-advisory financial activities alongside its advisory platform.

Lewis Le is a financial advisor with Merrill holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America since 2011. 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 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.

Lisa Chapman is a financial advisor with UBS Financial Services in Seal Beach, CA, holding the Series 63 and Series 65 designations and bringing 39 years of industry experience. She has worked at UBS since 1990. Outside of her advisory role, Chapman serves on the board and finance committee of the Memorial Medical Center Foundation and mentors at-risk youth through Operation Jump Start in Long Beach, CA. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and tailored portfolio management.

Adriana Soto is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, N.A., and Sigma Financial Corporation prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ralph Occhino is a financial advisor with Raymond James Financial who holds a Series 63 designation and has 43 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1988 and serves as president of Ralph Occhino Inc., a support company providing services to his sole proprietorship. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Becky Tapper is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured financial planning process.

Luca Gandolfi is a financial advisor with Fidelity Investments in Brea, CA. He holds a Series 66 designation and began his advisory career in 2024. His prior experience includes roles at Provident Savings Bank and involvement with educational institutions and family business ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and is noted for its regulatory registrations and use of advanced technologies in investment processes.

Jaime Garcia is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked extensively in financial and tax advisory roles, including long tenures at Avantax and Investax-related firms. Garcia serves as a trustee for a family trust outside of his advisory work. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and providing access to affiliated and third-party investment solutions.

Michael Jowdy is a CFP® with 28 years of experience in the financial industry. He has worked at Wells Fargo Advisors since 2024 and previously spent 23 years at LPL Financial. Outside of his advisory role, he is a silent partner in a restaurant business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, allowing tailored recommendations delivered through meetings and written summaries.

Alice Baick is a financial advisor with Edward Jones in Yorba Linda, CA, holding a Series 66 designation and three years of industry experience. She previously worked at TK Elevator for eight years before joining Edward Jones. She serves as a board member for the Wind Rivers Condominium Association in Saratoga, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jason Martinez is a CFA® charterholder working with LPL Financial in Orange, CA, with eight years of industry experience. His prior firms include Pacific Edge Advisors and Romero Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peggy Neal is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities 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 and fund searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amy Kaufman is a financial advisor with LPL Financial in Cypress, CA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has worked at several firms, including Meeder Advisory Services, Cetera, Summit Brokerage Services, and First Allied Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing a broad network of investment adviser representatives and employing various investment strategies, including model portfolios and third-party subadvisors.

Kevin Conway is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. His prior roles include positions at H. Beck, Inc., Grove Point Investments, and Diversified Securities, Inc. Conway is also a licensed non-variable insurance agent. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, combining advisory services with a variety of non-advisory financial products and support tools.

Steven Lew is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Western International Securities, D.A. Davidson & Co., Crowell Weedon & Co., and UBS Financial Services. Lew also engages in non-variable insurance activities related to investments in Huntington Beach, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mohammad Ali Sepehrnia is a financial advisor at LPL Financial with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Clearing Services LLC and BMO Harris Bank. He is based in Irvine, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary and third-party strategies supported by various operational and research tools.

Bryanne Dare is a financial advisor at Edward Jones with a Series 66 credential and no prior industry experience. She previously worked for the Internal Revenue Service, Department of Treasury, from 2009 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.