Daniel Azimi is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has previously worked at PRUCO Securities, LLC, One Pacific Financial Strategies, and the Ghirardelli Chocolate Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Matthew Hendren is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Yuanyuan Liu is a Series 66-licensed financial advisor at Merrill with four years of industry experience. Prior to joining Merrill in 2023, Liu worked at UBS Financial Services Inc. and has held positions in various companies including Marsh USA, Inc. and KCAL P&C Insurance Services. Outside of her advisory role, Liu is employed at a tea shop where she handles customer orders and prepares beverages. 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 with model-based and discretionary investment strategies.

Gaston Escudero is a CFP® professional with 36 years of industry experience, currently affiliated with Cetera. He has worked at various Cetera entities since 2020 and previously spent 14 years with First Allied Securities, INC. Escudero is also involved with Advanced Time Segmentation, where he provides coaching on financial planning software. 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 a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

David Wolfe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with PFS Investments Inc. since 2013 and has longstanding involvement with Biola University and Cerritos Nazarene Church. In addition to advisory services, Wolfe is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a tiered percentage-based fee structure and maintaining oversight of its investment models.

John Chau is a CFP®-certified financial advisor with J.P. Morgan Securities, based in Anaheim, CA, and has 27 years of industry experience. He 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 searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Patrick Hanrahan is a financial advisor with Fisher Investments, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Fisher Investments in 2026, he worked at Northwestern Mutual in various roles from 2022 to 2026. Hanrahan also served in the United States Coast Guard from 2017 to 2022 and is involved with Mil/Vet Partners LLC. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Thomas Morgan is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Mass Mutual Investors Services, LPL Financial, and Trilogy Financial Services. Morgan is based in Tustin, CA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team in partnership with client advisors.

Brent Beverly is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with LPL Financial, joining in 2022, and has held prior roles at TAG Financial Inc. and FSC Securities Corporation. Beverly is also involved in mortgage and real estate services along with advisory business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by its research and third-party subadvisors.

Shun Sun is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients build wealth, preserve assets, and achieve long-term financial goals through personalized planning and investment management strategies. His client focus areas include college education planning, executive compensation, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. With over 12 years of experience in the financial industry, Shun has provided professional guidance in consumer banking, financial planning, asset management, and tax optimization strategies. He is skilled at simplifying complex financial concepts for clients and creating clear action plans to help achieve measurable outcomes. Shun demonstrates a commitment to clients' success and adherence to ethical standards. Shun holds a Master of Business Administration (MBA) degree from California State University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, he has interests in badminton, basketball, biking, fishing, golfing, music, pickleball, and traveling.

Joseph Tobin is a financial advisor with LPL Financial in Chino, CA, holding a Series 63 designation and 36 years of industry experience. He previously worked at National Planning Corp for 17 years before joining LPL Financial in 2017. 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, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Harpal Sandhu is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and 32 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. Outside of his advisory role, he has been involved in property management through ownership and landlord activities. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Nicole Avila is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She previously worked at Steven Starkley and Equitable Advisors LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Daniel Chung is a financial advisor with LPL Financial in Brea, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Waddell & Reed and various insurance carriers, along with operating his own business entity, Daniel Chung, Inc. He has also spent time affiliated with Southlands Church in a professional capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and utilizes a variety of research and technology tools in portfolio management.

Heidi Frank is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She previously worked with the Los Alamitos School District before joining Edward Jones. Outside of her advisory role, she serves as Vice President of Philanthropy for the National Charity League in Seal Beach, CA. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Nina Ruffalo is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at LPL Financial, First Allied Advisory Services, and Cetera, where she has been since 2020. Outside of her advisory work, she is involved with Orange Capital Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary options.

Samuel Galatioto is a financial advisor at OSAIC with 20 years of industry experience and holds a Series 66 designation. His prior professional background includes roles at Wells Fargo Clearing, Starboard Realty, and Lifemark Securities Corp. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through various advisory platforms.

Kevin Simon is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 19 years of industry experience. His prior experience includes seven years at UBS Financial Services and current roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a partner at Moniak Holding LLC, a technology-related business based in Fullerton, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to model outcomes, while primarily acting in an advisory capacity for financial plans.

Andrew Anderson is a financial advisor at Edward Jones in Corona, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Sunland RV Resorts and was involved with the Hemet San Jacinto Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Ruben Gomez Jr. is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, CUNA Brokerage Services, Inc., and SchoolsFirst Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm participates in commodity pool operations and serves as an adviser to multiple registered investment companies and fund-of-funds.