Jesse Ku is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, following a prior role at Waddell & Reed. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Robert Bluemel is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Merrill and Banc of America Investment Services. He also teaches business and management courses as an instructor at the University of Phoenix. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Devon Huang is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2025. Prior to joining the firm, his work experience includes roles at the University of California - Irvine and Ware Disposal Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria within an established framework.

Steven Hocking is a financial advisor at Raymond James & Associates with 24 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Raymond James. He holds Series 63 and Series 66 credentials. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Bryan Misajon is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Prudential Equity Group and Citigroup Global Markets. He is also owner of Misajon Wealth Management, a financial planning practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and wealth transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Matthew Fetui III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. His career includes roles at U.S. Bancorp Investments, Inc., Wedbush Securities Inc., Buttonwood Tree Management, Inc., and Standard Investment Chartered, Inc. He is based in Costa Mesa, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Gregg Kobashigawa is a CFP® with 35 years of industry experience, currently affiliated with Ameriprise since 2005. He holds a background in accounting and tax preparation through his ownership of a CPA professional corporation and involvement in creative consulting and startup investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data to support its investment recommendations, which emphasize dependable income sources for clients nearing or in retirement.

Ryan Mueller is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Ironwood Brokers and Insurance Marketing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Truong Thieu is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 66 credentials and 16 years of industry experience. Prior to joining LPL in 2025, he worked at CUSO Financial Services, LP and Wescom Financial Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers various financial planning and asset management programs, utilizing both proprietary and third-party strategies with an emphasis on technological tools for operational support.

Sean Wong is a financial advisor with J.P. Morgan Securities in Anaheim, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward‑looking capital market assumptions and an ESG eligibility framework.

Jiang He is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Cambridge, he worked for CITIC Securities Company Limited for ten years and was involved with Yola Transocean Inc. and Waaallet LLC. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to various platforms, third-party advisers, and proprietary model strategies.

Thomas Wunsch is a Series 66-licensed financial advisor with J.P. Morgan Securities. He has been with the firm since 2026. His prior experience includes roles at JPMorgan Chase Bank, N.A., the United States Space Force, the Paul Merage School of Business at UC Irvine, and Avantax Wealth Management. 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 process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Daniel Romero is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 1998. Based in Orange, CA, he is also involved in independent insurance sales and receives commissions from prepaid legal services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering financial planning, model portfolios, and institutional platforms.

Carolina Rose is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to that, she held roles at SchoolsFirst FCU, CUNA Brokerage Services, CUSO Financial Services, and Equitable Advisors. She also serves as Vice-President at SchoolsFirst FCU. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Blanche Zelko is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. She previously worked at Morgan Stanley and Citigroup Global Markets before joining Wells Fargo in 2016. Zelko shares ownership of a recreational property in June Lake, California, with her spouse. 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 employs a research-driven approach and offers a broad range of brokerage and advisory solutions.

Tara Olivieri is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. She has also been the president and owner of Olivieri Chiropractic Inc. since 2013. 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 model portfolios, third-party asset management, and institutional platforms.

Mohamed Aboulwafa is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A. and Bank of America NA. 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 and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, and includes broader derivatives and commodities capabilities.

Richard Kosai is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial since 2003. Prior to joining LPL, he worked at Prudential Equity Group, LLC from 1999 to 2003. Outside of his advisory role, he is employed as a tennis coach at Northwood High School in Irvine, CA. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Bonnie Crandall is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has worked at Prudential Insurance Company of America since 2000 and was with Pruco Securities, LLC from 2000 to 2024. Outside of her advisory role, she serves as Assistant General Manager at Win and Max, LLC, a hospitality business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of brokerage and insurance products.

Jessi Beach is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 designation and having 10 years of industry experience. Prior to joining LPL Financial in 2025, she worked at CUSO Financial Services, Wescom Financial Services, LLC, and U.S. Bancorp Investments, Inc. Additionally, she serves as a board member for the Wescom Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, retirement plan participants, banks, and institutions. The firm supports its advisors with a range of portfolio programs, third-party management access, and technology tools, managing over $819 billion in discretionary assets.