Eric Chang is a financial advisor with Equitable Advisors in Brea, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1999 to 2022 before joining Equitable Advisors in 2022. Outside of his advisory role, he owns CJ Capital Insurance & Financial Services, Inc., which sells fixed life, health, disability, and medical insurance products. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Daniel Filippi is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, UBS Financial Services, and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bryan Kang is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and its affiliates since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jennifer Young is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2011. Outside of her advisory role, she is active as an affiliate influencer producing product reviews on platforms such as TikTok and Amazon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling.

Michael Abraham is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, BC Forward, and IBM. Outside of financial advising, he operates a human resources and talent acquisition consulting business, Talent Resource Partners, founded in 2009. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Sandy Gage is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings extensive experience in wealth management, specializing in helping high-net-worth individuals preserve their principal through tax-efficient strategies and facilitating effective wealth transfers. Sandy's practice emphasizes personalized financial planning tailored to clients' unique goals, including family wealth management, legacy planning, tax minimization, and retirement income strategies. Her career began in 1985 on the trading floor of Security Pacific Bank, where she focused on tax-free bond portfolios. Following a series of mergers, her firm became part of Bank of America and later Merrill Lynch Wealth Management. Sandy completed executive education at Wharton in 2003, enhancing her expertise in financial advisory services. She holds the Personal Investment Advisor (PIA) designation and has maintained a focus on client-centric strategies throughout her career. Outside of her professional endeavors, Sandy is actively involved in her community through St. Paul The Apostle Church and supports Dana Farber Cancer Research. An avid runner, she has completed marathons across all seven continents, the six World Marathon Majors, all 50 states, and several 100-mile ultra marathons. She balances her career with family life, sharing her passion for running and philanthropy with her husband and four adult children.

Luz De Sol Olmeda Morgan is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked at Royal Alliance Associates, Inc. since 2021 and Liberty Capital Management since 2017. Outside of her advisory role, she owns Alant Consulting, providing clerical services including research, filing, event planning, and scheduling. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct tailored portfolios.

Jose Rivera is a financial advisor with Wells Fargo Clearing in Riverside, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with Wells Fargo Clearing Services LLC since 2016 and has been with Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Akhil Pruthi is a financial advisor at Edward Jones in Orange, CA, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase for seven years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds.

Zhuang Tantiwasadakran is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Linsco/Private Ledger Corp. since 2007. He is also involved in an independent fixed insurance business specializing in life, health, disability, fixed annuity, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Trent Sievers is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm since 2026. He has no prior industry experience but has been the owner of First Class Pizza since 2015. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, brokerage, and asset management services through an integrated platform that combines advisory and other financial product offerings.

Pierre Biscaichipy is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the advisory board and finance committee of the Devil Pups Foundation, a nonprofit focused on children and youth, where he is involved in fundraising, marketing, and administrative duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and research.

Vera Daikovich is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning and retirement plan consulting, with both discretionary and non-discretionary management options supported by research and model portfolios.

Anchi Liu is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and 22 years of industry experience. Liu has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC. Outside of advising, Liu serves as a trustee of a personal trust. 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 programs. The firm operates a hybrid advisory and brokerage model, utilizing multiple third-party asset managers and offering tailored financial plans based on client goals and risk profiles.

Antonios Lee is a Series 66-licensed financial advisor with 38 years of industry experience. He has worked at Cetera since 2025 and previously was with Avantax Investment Services and Avantax Insurance Agency for a combined 33 years. Outside of his advisory role, he is involved in managing rental real estate through several partnerships. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and unaffiliated third-party managers.

Peggy Tong is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 65 and Series 63 designations and previously worked at Bank of America and Merrill from 2014 to 2023. Outside of her advisory role, she is an owner of a non-agent real estate investment property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and maintains a centralized operational structure supporting a large client base.

Brian Chan is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2024, he spent nine years at Woodbury Financial Services INC. In addition to his advisory role, Chan operates a tax preparation sole proprietorship. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include various types of securities and alternative investments.

Mary Caporale is a financial advisor at Edward Jones with 42 years of industry experience. She has held her position at Edward Jones since 2003 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Jennifer Schulman is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at BNY Mellon Wealth Management and Solis Capital Partners before joining J.P. Morgan in 2024. 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.

Bethany Hsi is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked at Zov's Irvine Bistro and spent fifteen years in full-time education. She holds a Series 66 designation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery conversations and advanced modeling tools.