Dwayne Peltier is a financial advisor with Raymond James & Associates in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a broad network of advisers and affiliated resources.

Jessie Hall is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citigroup for 13 years before joining Merrill. Outside of her advisory role, she is the owner of CJH Investments LLC, a company established to hold rental real estate. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Sophia Oh Nguyen is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. Her career includes multiple tenures at Morgan Stanley, as well as roles at UBS Financial Services, Wells Fargo Clearing, Woodbury Financial Services, and San Diego Capital. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate structured planning processes without providing individual security recommendations as part of their standalone financial planning.

Jaime Gomez Hernandez is a financial advisor with LPL Financial in San Clemente, CA, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining LPL Financial, his background includes roles at Transamerica Financial Advisors, Pacific Medical Inc, and involvement with The Right Way Foundation, where he conducts financial literacy workshops for foster youth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Tanner Harris is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with individuals, families, and business owners to provide clarity and confidence in their financial lives through personalized and disciplined planning. His focus areas include investment management, retirement planning, wealth preservation, risk management, and legacy considerations. Tanner employs a comprehensive, planning-based approach to help clients simplify financial complexity and align their resources with their goals. He is experienced in assisting clients through various financial decisions and life stages, including retirement preparation, major life transitions, and wealth transfer strategies. His client base includes busy professionals, retirees, business owners, and multigenerational families seeking long-term advisory relationships. He holds a Bachelor of Science degree in Business Administration with an emphasis in Finance from Chapman University. Tanner has earned the Certified Divorce Financial Analyst (CDFA) designation and is registered as a Personal Investment Advisor (PIA).

Mark Tober is a financial advisor with LPL Financial in San Clemente, CA, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory role, he is an NRA certified pistol instructor. 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, with discretionary and non-discretionary management supported by research and model portfolios.

Morgan Strnad is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2025. His prior experience includes positions at Nordstrom and work related to academic institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, leveraging structured discovery conversations and planning tools to support client goals.

Ryan Niswander is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 66 designations and seven years of industry experience. His prior experience includes roles at Goldman Sachs & Co. LLC, Prince Perelson, Veterans First Mortgage, and California State University. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services alongside securities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Matthew Deweese is a financial advisor with Raymond James Financial in San Juan Capistrano, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2003. Deweese is also president of DeWeese Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and maintains specialized programs for municipal finance and employer SIMPLE IRA consulting.

Catherine Conway is a financial advisor at UBS Financial Services with two years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with UBS Securities LLC and Demboski & Chapman Financial Services and Insurance Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Justin Nahoul is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America, N.A., Merrill, and First Allied Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ahmed Namoury is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Jessica Gong is a financial advisor with LPL Financial and holds a Series 66 designation. She has 10 years of industry experience and has previously worked at firms including One Oak Wealth Management, Eagle Strategies (NY Life), and NYLIFE Securities. Outside of her advisory role, she has worked as a yoga instructor and is involved with the Uplift Yoga Foundation. 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 a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Christopher Winter is a financial advisor with Wells Fargo Clearing in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Marcus Alexander is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. He is based in Newport Beach, CA. 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 a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christian Connella is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His background includes roles at Chapman University and involvement with Big Arms Swimmers. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

John Woolway is a financial advisor at Charles Schwab with the Series 66 designation and one year of industry experience. Prior to joining Schwab, he was involved in the hospitality sector with Xenia Bistro and energy solutions with Your Energy Solutions. He also spent several years pursuing full-time education. Charles Schwab & Co., Inc. serves 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 SMA portfolios and offers a centralized operational structure supporting a large client base.

Alan Bigdelou is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 11 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank before joining J.P. Morgan in 2021. Based in Newport Beach, CA, he currently serves institutional clients through his role at J.P. Morgan Securities. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis while maintaining centralized due diligence and ESG eligibility processes.

Chase Nishida is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stifel since 2020. Prior to joining Stifel, he worked at Morgan Stanley from 2018 to 2020 and at Mutual Fund Administration LLC from 2014 to 2018. He is a member of the Scholarship and Luncheon Committees for the Japanese American Treaty Centennial Scholarship Fund. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and financial planning analyses that support client decision-making.

Caleb Russell is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior work includes nine years at Wedbush Securities Inc and two decades with various insurance carriers. He is based in Mission Viejo, CA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research and technologies.