Daniel Tomlinson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of areas including legacy planning, college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel works closely with individuals, couples, and businesses to develop personalized financial strategies aligned with their long-term goals. Daniel holds a Bachelor’s Degree from Southern Methodist University and is a Personal Investment Advisor (PIA). He is affiliated with the Irvine Chamber of Commerce and draws on his background as a former Marine to build strong, trust-based relationships with clients. His approach emphasizes understanding what matters most to clients and collaborating with them to navigate financial decisions throughout different stages of life. Outside of his professional work, Daniel enjoys spending time with his family, watching movies, and playing baseball. He also actively participates in his community through volunteering, reflecting his commitment to service both personally and professionally.

Steve Kang is a Series 66 licensed financial advisor with two years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Merrill Lynch, Bank of America, and other financial institutions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Brian McTear is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He collaborates with clients to co-create and implement financial strategies aimed at managing wealth and pursuing investment planning goals. His approach focuses on building trust and understanding to develop wholistic, goals-based strategies that provide consistency, confidence, and clarity in investment and retirement planning. Brian's experience in the financial services industry includes positions as Relationship Manager and Financial Representative at Fidelity Investments, as well as Registered Representative at Guardian Life-Park Avenue Securities. He holds a California Insurance License, supporting his work in financial planning and investment management. Outside of his professional activities, Brian has interests in beach activities, fitness, music, parenthood, and volunteering.

Christopher Keys is a financial advisor with Equitable Advisors in Tustin, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Keys is the owner of an accounting practice and serves as Director and Treasurer for Friends of the Sea Lions, a marine mammal center. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm delivers its services through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for model implementation.

Isaac Diaz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing five years of industry experience. He has been with J.P. Morgan Securities since 2021 and worked at JPMorgan Chase Bank, N.A. from 2017 to 2022. Prior to entering the financial industry, he worked for three years at In-N-Out Burger. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Joshua Goeppner is a financial advisor with Ameriprise in Torrance, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew Kriege is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Business Incentive Solutions and Philz Coffee. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Shiela Imperial is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various JPMorgan entities 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. The firm delivers these services through Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Kathryn Hackney is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including SchoolsFirst FCU, CUNA Brokerage Services, and Orange County Credit Union. She currently serves as a financial advisor at SchoolsFirst FCU alongside her role at LPL Financial. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Nancy Eckert is a financial advisor with Wells Fargo Clearing in Anaheim, CA, holding a Series 63 designation and 43 years of industry experience. She worked at Citigroup Global Markets for 10 years before joining Wells Fargo Clearing in 2016. 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 through a large network of financial advisors.

Jeffrey Ward is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at LPL Financial since 2010, following prior roles at Chase Investment Services Corp. and Wamu Investments, Inc. 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 and access to various portfolio management strategies, supported by advanced operational tools and a broad array of non-advisory financial services.

Calvin Jacobs is a Series 66-licensed financial advisor with Morgan Stanley, based in Long Beach, CA, with 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Brandon Dunn is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones and Merrill. 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 grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jackie Lewis is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

James Owens is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Since 2009, he has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He serves as a board member and treasurer for the SBC Community Homeless Coalition, a charitable organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment services.

Reid Williams is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc. and Jack Keeter & Associates. Williams also operates a sole proprietorship as an insurance agent, focusing on the sale and solicitation of various life insurance and annuity products. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a variety of investment types and supports multiple advisory platforms and third-party solutions.

Thomas Trauger is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2016 before joining Wells Fargo Advisors in 2016. Outside of advisory work, he is involved in managing investment-related business ventures including ownership in Costa Mesa and Tempe, AZ based entities. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a wide range of planning services addressing various financial needs, supporting advisors with proprietary research and tools, and integrates advisory services with other financial product offerings.

David Ko is a CFP®-credentialed financial advisor with 32 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Merrill for 12 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Cesar Macedo is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial in various capacities since 2007, with brief tenures at FSC Securities Corporation and Wamu Investments, Inc. Outside of his advisory role, Cesar provides tax preparation services and acts as a notary. 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 portfolios, and institutional platforms, supported by technology and a broad network of more than 22,800 advisors.

Merlin Micken is a CFP® with 19 years of industry experience, currently with Wells Fargo Advisors since 2019. He previously worked at Wells Fargo Clearing and Citigroup Global Markets. He serves as a member of the FINRA Sales Representative Exam Committee. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning including retirement, education, and business-owner transition services. The firm uses proprietary research and planning tools to develop tailored client recommendations and integrates advisory services with other financial products and referral channels.