Kevin Dodson is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked within various Wells Fargo entities since 2008, including Wells Fargo Advisors and Wells Fargo Bank. 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 supported by research from the Wells Fargo Investment Institute.

Carlos Orquiz Escapita is a financial advisor at J.P. Morgan Securities with Series 63 and 66 licenses and two years of industry experience. He previously worked at Northwestern Mutual for three years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Lloyd Desenganio is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America and Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support investment recommendations.

Theodore Diaz is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. He has worked at Bank of America and JP Morgan Chase Bank, and was previously involved in real estate as a realtor. Outside of his advisory role, he owns a janitorial services business and occasionally rents out a personal vehicle through an online platform. 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 individual and institutional investors.

May Jin is a financial advisor with Stifel in Mission Viejo, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Hang Nguyen is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at J.P. Morgan Securities, CUNA Brokerage Services, Schoolsfirst Federal Credit Union, and multiple Wells Fargo affiliates. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Craig Tuthill is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 credential and 25 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns Tuthill Motorsport Inc., an automotive industry company, and holds ownership interests in several investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo’s research and tools, serving clients who meet specific net-worth thresholds.

Walter Kaminski is a financial advisor at Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Citigroup Global Markets since 2005 and has been with Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning process utilizes structured discovery methods and firm-approved tools, incorporating market projections and scenario modeling without providing individual security recommendations as part of standalone plans.

Peter Byeon is a financial advisor at Morgan Stanley in Irvine, California, with 20 years of industry experience. He has been with Morgan Stanley since 2013 and holds the Series 66 designation. Outside of his advisory role, Byeon is involved with The RealReal, a retail and online store specializing in goods such as bags, shoes, clothes, and accessories. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm employs a structured financial planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Robert Peng is a financial advisor with Merrill in Irvine, CA, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, Prudential Financial, and New York Life. 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 investment strategies for a range of individual and institutional clients.

Brett Curran is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He previously worked at Western International Securities, Inc. for eight years and Financial West Group for fifteen years. Brett serves as an assistant district administrator for the CA District 30 Little League and is the JV head coach for the Saddleback Unified School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives.

Renxuan Hu is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Iqiyi North America Ltd. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Urner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 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, supported by research and analytics from the Wells Fargo Investment Institute.

Timothy Neuville is a financial advisor at Raymond James Financial with over 40 years of industry experience. He holds CFP® and ChFC® designations and has worked previously at Marcum Financial Services. Neuville is also an author and has been involved in real estate investing with his spouse since 2024. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joseph Osborne is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on personalized wealth management strategies that align with clients' life priorities and investment personalities. Osborne works closely with clients to develop flexible financial approaches that respond to changing market conditions and evolving individual goals. His expertise spans areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Osborne holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of California System and an MBA from the California State University System. Born and raised in Southern California, Osborne spends time with his wife and two sons when not working. His personal interests include baseball, basketball, cooking, football, hiking, music, swimming, traveling, and watching movies.

Emahn Ahmari is a financial advisor with Edward Jones in San Juan Capistrano, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Prudential Finance and Pruco Securities LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kyle Marsh is a financial advisor with Merrill in Irvine, CA, holding a Series 66 designation and three years of industry experience. His prior work history includes positions at Bank of America and several roles outside the financial industry. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathleen Mariconda is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and over 40 years of industry experience. She has worked at Merrill since 1984 and has been associated with Bank of America since 2009. Outside of her advisory role, she is involved as a Mary Kay beauty consultant, primarily purchasing products for personal and family use. 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 individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Julian Duron is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to joining J.P. Morgan, he held various roles in the hospitality and retail sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment approach.

Ian Chamberlain is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. He has held roles at several firms including KB Home, Hanley Investment Group, and AXA Advisors. Chamberlain serves as a board member for the University of Southern California Marshall Alumni Association Orange County Chapter and is Treasurer for the LeTip Chapter of Costa Mesa. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions.