Joshua Mason is a financial advisor at Osaic Wealth with four years of industry experience. He holds a Series 66 designation and has worked previously at Mariner Independent Advisor Network and LPL Financial. His background includes roles outside finance, such as positions in collegiate athletics and retail. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Ralph Glasgow III is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 66 licenses and 42 years of industry experience. His prior work includes roles at Securities America Advisors, Mass Mutual Investors Services, and MSI Financial Services. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Susan Leivas Sturner is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 24 years of industry experience. She has been affiliated with various firms including Avantax and H&R Block, and is the owner of Leivas Wealth Management. Additionally, she works as a tax preparer and manages client relationships in a separate corporate officer role. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Romik Arakelian is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he partners with clients to help create and implement financial plans designed to grow, protect, and transfer their wealth. Prior to joining Fidelity Investments, Romik worked as a Business Banking Specialist at Wells Fargo from 2009 to 2014. He has been active in the financial services industry for over a decade. Romik holds a California Insurance License.

Sisi Wu is a financial advisor with Cetera who holds a Series 66 designation and has nine years of industry experience. Her prior work includes roles at JP Morgan Chase Bank, HSBC Securities USA, Axa Advisors, and Bank of America. Outside of her advisory work, she is the sole owner of 810 Jarrow LLC, a rental property business. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing more than $256 billion in assets.

Luke Schell is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2009 to 2022. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, utilizing proprietary research and model-based asset allocations to tailor client plans.

Jiaqi Chen is a financial advisor at Cetera with 14 years of industry experience. Chen holds Series 63 and Series 66 designations and has been associated with Cetera and CTBC Bank in various capacities since 2013. Outside of advisory roles, Chen owns Jahh Capital Investment LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to affiliated and third-party managers across multiple program structures.

Margo Grandy is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked with several firms, including Northwestern Mutual and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates both quantitative and qualitative research and includes ESG considerations, with implementation supported by affiliated investment-management entities.

Hayden Jolley is a Series 66 credentialed advisor with J.P. Morgan Securities in Irvine, CA. He has been with J.P. Morgan Securities and associated entities since 2025. Prior to joining the firm, he worked at SentinelOne and Mozart Data. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Carter Anderson is a financial advisor at Cetera with Series 63 and Series 65 licenses and two years of industry experience. He has held roles at Avantax and currently works with Kanouse & Associates, Inc., where he provides financial planning and wealth management services alongside tax-related support. Outside of his advisory work, Anderson is involved with the Victoria Club, a private membership club offering social, tennis, golf, and pool amenities. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and employs a multi-manager platform with various program options and custodial arrangements.

Brandon Tse is a Financial Advisor at Merrill Lynch Wealth Management specializing in helping clients simplify the complexities of their financial lives. He focuses on building, preserving, and transferring wealth across generations through personalized financial planning strategies. Brandon serves as a central point of coordination, integrating various aspects of clients' financial situations to create cohesive strategies. His expertise includes college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Brandon holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a degree in Business Administration from Pepperdine University. Outside of his professional work, Brandon enjoys baseball, football, golfing, hiking, ice hockey, music, skiing, spending time with his family, tennis, and traveling.

Katiana Jamm is a financial advisor at Ameriprise with 20 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to her advisory role, she owns PARS Management Group LLC, which manages her Ameriprise business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research-driven strategies and algorithmic tools to deliver personalized, non-discretionary recommendations.

Muhammad Khan is a financial advisor at Fidelity with 12 years of industry experience. He has held roles at Fidelity Investments since 2023 and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA from 2011 to 2023. He holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Jason Flanagan is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Citigroup Global Markets, and Chase Investment Services Corp. prior to joining JPMorgan Chase Bank in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG considerations in its recommendations.

Jesus Rodriguez De Sarrazin is a financial advisor at J.P. Morgan Securities with four years of industry experience. He has previously worked at City National Bank and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and maintains broader derivatives and commodities capabilities compared to many institutional advisory programs.

Xuepan Zeng is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Outside of his advisory role, Zeng operates an online retail store focused on auto accessories as a sole proprietor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program is non-discretionary and emphasizes written asset allocation advice, investment manager searches, and customized performance reporting.

Cory Murdock is a CFP® with 29 years of industry experience, currently serving at OSAIC since 2018. Prior to joining OSAIC, he worked for 21 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He operates a fixed life insurance brokerage as a sole proprietorship. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a variety of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Xiwen Zhang is a financial advisor at J.P. Morgan Securities with six years of industry experience. Zhang holds a Series 66 designation and has previously worked at Bank of America Merrill Lynch, China International Capital Corporation, and Shanghai Gfund Management Co., Ltd. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and uses quantitative and qualitative research to build model asset allocations, including the consideration of ESG factors.

James Jones is a financial advisor at LPL Financial in Irvine, CA, holding a Series 63 designation and with 48 years of industry experience. He has worked at LPL Financial since 2008 and previously spent eight years at Triequa Capital Corporation. 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 portfolio programs, and institutional platforms, with advice primarily delivered by investment adviser representatives using various portfolio strategies.

Thomas Kim is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments from 2007 to 2011. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment options while providing a range of financial products through affiliated bank and insurance entities.