Matthew Kasa is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 19 years. Kasa also operates a sole proprietorship that provides health and traditional life insurance services as well as personalized financial planning and investment management. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning and retirement consulting. The firm employs asset-allocation tools and diversified investment strategies, managing accounts on both discretionary and non-discretionary bases.

Jesse Lopez is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and previously worked at Crown Capital Securities, LP for 12 years. Outside of his advisory role, he owns and operates a tax preparation and accounting business and also works as a recruiter. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Sean Feibleman is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2022. Prior to his finance career, Feibleman worked at the University of Oregon and Corona Del Mar High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Justin Lam is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior experience includes roles at Ameriprise, Rockefeller Financial LLC, Wedbush Securities, Inc., and Merrill. He serves as a board member of the University of Southern California Marshall Alumni Association in Orange County. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Aaron Griffin is a financial advisor with Equitable Advisors in Huntington Beach, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015, including time when the firm operated as AXA-Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Sydney Andersen is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and previously worked at Junio & Taylor APC, LBA Realty, and the Fish in a Bottle Restaurant. Andersen's background also includes several years in full-time education. Charles Schwab & Co., Inc. serves a large client base, 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 services with access to discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and alternative investments due diligence.

Robert Lawrence is a financial advisor with Wells Fargo Clearing in Temecula, CA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Rene Michel is a financial advisor with LPL Financial based in Santa Ana, CA. He holds a Series 66 designation and has been with LPL Financial since 2024. Prior to this, he worked at SchoolsFirst FCU, Mercy House, Home Depot, and Loara High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Rodriguez is a financial advisor with Merrill in Anaheim, CA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Merrill and Bank of America, he held roles at Deloitte, Accenture, Jumpstart, and UCLA in various capacities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Na Ren is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves as a caregiver for elderly parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bryan Schlundt is the Vice President and Branch Leader at Fidelity Investments, where he oversees the Pasadena investor center. He is dedicated to assisting individuals, families, and businesses with their investment and financial planning needs. Bryan has held multiple leadership roles within Fidelity Investments since 2021, including Market Leader for LA North and Vice President, Branch Leader. Prior to his current tenure at Fidelity, he held various positions at TD Ameritrade from 2007 to 2021, including Regional Branch Director and Manager of Private Client services in the West Division. He holds a California Insurance License.

Jack Wang is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at J.P. Morgan Securities, CTBC Bank, and East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program platforms and third-party managers, supporting both discretionary and non-discretionary account management across multiple custodial relationships.

Corey Somarriba is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo in various capacities since 2013, with prior experience at UBS Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services and integrates advisory solutions with other financial products and referral channels.

Todd Bolen is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with OSAIC since 2024 and also maintains a role with Woodbury Financial Services, where he has worked since 2009. Additionally, he is involved in insurance sales and service through Woodbury Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using various asset-allocation tools and supports multiple platforms, offering portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Spencer Brooksby is a financial advisor at Morgan Stanley in Irvine, CA, holding a Series 66 designation with five years of industry experience. His work history includes prior roles at BizIQ, the Arizona Diamondbacks, and the Arizona Cardinals Football Club. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering broad retail and institutional investment services.

Jason Arayata is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo NA prior to joining J.P. Morgan in 2023. 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 affiliated brokerage and investment management capabilities.

Christopher Alvarez is a financial advisor with Merrill in Yorba Linda, California, holding a Series 66 designation and six years of industry experience. He has been affiliated with both Bank of America, N.A. and Merrill since 2015. Outside of his advisory role, Alvarez works as an independent contractor for ride-sharing services and operates an e-commerce business through Amway. 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.

Yijun Yao is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Morgan Stanley in 2019, Yao worked at JP Morgan Securities LLC and JPMorgan Chase Bank from 2017 to 2019, and at the Bank of China from 2016 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers both direct individual plans and corporate financial planning solutions.

Naomi Kouyoumdjian is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has experience with West Coast Propane and Wear Noya. J.P. Morgan Securities LLC 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.

Scott Keifer is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2001 and has worked at JPMorgan Chase Bank, N.A. since 2016. He holds Series 63 and Series 65 designations. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.