James Burns is a financial advisor with Equitable Advisors in Mission Viejo, CA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Anh Vu is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. Prior to joining Wells Fargo in 2022, Vu worked at JP Morgan Securities LLC for seven years. Vu is also a majority owner of an LLC providing beauty, skincare, and cosmetic services. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Farzin Morena is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses. Morena has professional experience at Tesla Inc and owns The R&R Realty Company, where he is a real estate broker. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through various third-party programs and platforms. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals and risk tolerance.

Robert Hintz Sr. is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, business continuation, divorce, and special needs, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Shane Kim is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked exclusively with JP Morgan affiliates since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Regino Diaz is a CFP®-certified financial advisor with J.P. Morgan Securities in Irvine, CA, bringing 14 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 1999 to 2018. Outside of his advisory role, Diaz is involved in managing residential real estate investment properties through several ownership interests. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Evan Ling is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Ling is an investor in multiple partnerships established since the 1980s. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Andrew Lee is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2015. Outside of his advisory role, he is involved in a small-scale commerce activity focused on buying and reselling items. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Christopher Robertson is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors for six years and CDG A Boeing Co for two years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party managed account solutions.

Anthony Sayavong is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. Prior to joining OSAIC, he worked at SagePoint Financial, Inc., and has a background that includes several roles in the food service industry as well as full-time education. Additionally, he provides support as a financial paraplanner and advisor assistant to another financial professional. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and advisory platforms, financial planning, retirement consulting, and access to third-party money managers, employing various asset allocation tools and portfolio management strategies.

Evan Osborne is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Evan is also an artist and musician. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, third-party asset management, and access to a range of financial products within an integrated platform.

Joshua Felsenfeld is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2001. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Ryan Omoto is a financial advisor with Edward Jones in Huntington Beach, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.

Samuel Cordova is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank and J.P. Morgan Securities. 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Hai En Sun is a Certified Financial Planner® at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at iStarUSA from 2016 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jessica Ornelas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Her work history includes roles at Bank of America, Merrill, and Zutila, Inc., along with earlier positions outside finance during her time at the University of California, Irvine, In-N-Out Burger, and Pacheco High School. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Osvaldo Sicairos is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles at Wells Fargo Clearing and U.S. Bank, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI, and its formal advisory roles to multiple investment companies.

Rachel Landesmann is a financial advisor at J.P. Morgan Securities in Irvine, CA, with six years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Bernstein Institutional Services LLC and AllianceBernstein, as well as a position at Wells Fargo. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework in its recommendations.

Nathan Forrest is a financial advisor with Edward Jones in Placentia, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. 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 solutions supported by a large nationwide network of advisors and branch offices.

Jeffery Frum is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit options, tailored to plan objectives and risk tolerances.