Jeremy Hui is a financial advisor at Edward Jones with seven years of industry experience. He previously worked at J.P. Morgan Securities, NYLife Securities, and Tutton Insurance Services. Hui holds Series 66 and Series 63 licenses and is based in Fullerton, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Charssy Zhang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. Zhang has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Sanchez is a Series 66 licensed financial advisor with 15 years of industry experience. He has been with J.P. Morgan Securities since 2016, following prior roles at Merrill and Equitable Advisors. Based in Santa Ana, CA, Sanchez provides investment guidance within an institutional consulting framework. J.P. Morgan Securities offers non-discretionary consulting services to institutional clients, including plan sponsors and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG criteria in its recommendations.

Kevin Corrigan is a financial advisor at OSAIC with 37 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and Questar Asset Management, among other firms. Outside of his advisory role, Corrigan is involved as an insurance agent focused on fixed insurance products and holds ownership interests in several LLCs related to real estate investment and management. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs such as financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach with tools for asset allocation, risk analysis, and portfolio rebalancing, supporting a range of discretionary and third-party managed strategies.

Curtis Wolfslau is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2018. He is also affiliated with Chapman University since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers various advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Mark Thornburg is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding a Series 63 designation and 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory career, he is a partner in a golf driving range business in Lewisville, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations, utilizing proprietary research and tools, with an approach that integrates advisory services alongside other financial products.

Mark Givenrod is a Series 66-licensed financial advisor with LPL Financial, based in Cerritos, CA, and has 21 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 15 years and has been involved with SchoolsFirst Federal Credit Union for 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, 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.

Jessie Umana is a financial advisor at Fidelity with Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Jessie worked at HADD-CO and had a nine-year tenure at El Pollo Inka. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable involvement in commodity pool operations and advisory roles to registered investment companies.

Audrey Hong is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 26 years of industry experience. She has worked at Linsco/Private Ledger since 2007, following prior roles at Citicorp Investment Services and Ameriprise. Outside of advisory work, she is involved in selling fixed and long-term care insurance through Orange County Investment Group. 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 financial planning and investment services, utilizing various portfolio management strategies and technology tools to support advisors.

Susan Ellena is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, she holds ownership and board roles in several private companies, including a sand and gravel business and a freight brokerage firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a wide range of planning options for clients meeting a net-worth threshold, with tailored recommendations supported by Wells Fargo’s research and planning tools.

Gilberto Alvarez is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Charles Schwab, where he has worked since 2019 across Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. Charles Schwab & Co., Inc. serves a large client base of 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts, combining an integrated operational structure with a multi-asset investment approach supported by centralized supervision and due diligence.

Eva Choi is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. She has worked at Bank of America, N.A. and Merrill since 2008. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions. The firm utilizes internal and third-party investment models and offers strategic asset allocation with tax-aware options.

Kimberly Jaso is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Kimberly is also a commissioned notary in California. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jessica Pasco is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and previously worked in various roles including at Manire Management Inc and firms in the technology and recruitment sectors. Pasco is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisers using both proprietary and third-party portfolios and tools.

Matthew Goschnick is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 designation and nearly a decade of industry experience. His prior roles include positions at Prudential Financial and Salient Wealth Planning Group. 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 supported by a large network of advisors and utilizes various portfolio strategies along with operational tools to aid advisors.

Philip Fried is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 designations and possessing 39 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

William Sornstein is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 designation and 44 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Mass Mutual Investors Services. Outside of his advisory role, he is the founder and chief instructor of the Fudoshin Aikido Center, a martial arts training and instruction facility. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Ramirez is a financial advisor with Ameriprise in Buena Park, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise since 2016, including his current role since 2020. His other business activities include fiduciary services and acting as a personal representative. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Kevin Rooplall is a financial advisor with OSAIC in Costa Mesa, CA, holding the CFA® designation along with Series 63 and 65 licenses. He has five years of industry experience, including roles at Sagepoint Financial, LPL Financial, CML Wealth Management, and Payden & Rygel. Outside of advisory work, he is involved in insurance agency activities and loan origination services through Independent Capital Management. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and multi-advisor platform supporting a variety of managed account programs and retirement consulting services.

Curtis Hughes is a financial advisor at LPL Financial with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Conway Investment Partners, Grove Point Investments, H. Beck, Inc., and Merrill. Outside of his advisory work, he is a licensed insurance producer and a realtor involved in property transactions for clients. 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 with a focus on customized strategies, third-party asset management, and institutional platforms.