Carrie Valerio is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and previously worked for the County of Orange Auditor Controller's office. Outside of finance, she has been an independent cosmetologist and owner of Riggs Salon & Gallery for over 19 years. Raymond James Financial Services Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting, utilizing risk profiling and analytical tools to support client goals.

Howard Wess Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Before joining LPL Financial in 2025, he was affiliated with FAFCU Service Organization and CUSO Financial Services, L.P. for over two decades. Wess is also involved with F&A Investment Services, a business related to his LPL activities. 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 financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

Angela Liu is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has previously worked at The Safavi Group, Lusha Liu, Equitable Advisors, and Axa Advisors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Dwight Beasley Jr. is a financial advisor with Edward Jones in Huntington Beach, CA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His background includes roles at Bank of America and Merrill prior to joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Hoang Nguyen is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Wells Fargo, Bank of America, and Bloomingdales. 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. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jesse Mellema is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions in various healthcare and physical therapy organizations as well as experience in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven and quantitative investment process that includes model portfolio construction and oversight of affiliated sub-advisers.

Beth Roach is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds a Series 63 designation and has worked at J.P. Morgan Securities and affiliated firms since 2006. Outside of her advisory role, she is owner and partner of DBR Holdings LLC, a real estate investment business in Torrance, CA, which she operates with her husband. 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 searches, and customized performance reporting within a non-discretionary advisory framework.

Robert Rumishek is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Miguel Lazarte is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His background includes roles at Wells Fargo Advisors LLC and Grayson Enterprise prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting while maintaining client decision-making authority. The firm's advisory process integrates systematic quantitative analysis and qualitative research, with a focus on eligible strategies that may include ESG considerations.

Kelli Martin is a financial advisor with Charles Schwab in Brea, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. Her prior roles include positions at Fidelity Investments and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Anali Elias is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at several companies including Mejuri, David Yurman, and Prada. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a systematic investment process incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advise registered investment companies.

Marco Tolento is a financial advisor with Edward Jones in Los Alamitos, CA, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Jtrf Inc, Teherani & Velez LLP, and Matika Inc. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Christian Elia is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His professional background includes roles outside finance such as work with Cambrian HomeCare, Uber Black, and academic positions at Cal State Long Beach University and El Camino Community College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Elizabeth Thai is a financial advisor with Edward Jones in Huntington Beach, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

John Privitelli is a financial advisor with Morgan Stanley in Santa Ana, CA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

William Stauffer Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Treasurer and President of the Board for the Boys and Girls Club of Central Orange Coast and Santa Ana, respectively, and is a member of the investment and finance committee for the Saint Joseph Ballet Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support its advisory services.

James Gilmore is a CFP® with 22 years of industry experience and currently advises clients at OSAIC. His prior experience includes roles at Securities America Advisors, LPL Financial, National Planning Corporation, Walnut Street Securities, and Morgan Stanley. Outside of advisory work, he is active in the Orange Rotary Club, serving as the 2023-24 President and Program Committee Chair, and volunteers with the Providence St. Joseph Hospital Foundation. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm uses a model-based investment process that incorporates asset allocation, portfolio optimization, and risk management, supported by various proprietary and third-party strategies.

Marie Cammack is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at SagePoint Financial, Inc., Independent Capital Management, Inc., and ICM Lending. In addition to her advisory role, she serves as a certified paralegal assisting with estate analysis for trust services and is involved in mortgage brokerage and insurance-related activities. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment programs delivered via affiliated broker-dealer and RIA relationships.

Daniel Rearick is a financial advisor with LPL Financial based in Santa Ana, CA. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining LPL Financial in 2022, he spent 15 years with CUNA Brokerage Services, Inc. and has been associated with SchoolsFirst FCU since 2004, where he also serves as Senior Vice President. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Ruby Bohra is a financial advisor with LPL Financial based in Santa Ana, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, she worked at Bank of America, Merrill, and H&R Block. She also has experience running Bohra Enterprises Inc. for over a decade. 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 third-party asset management, employing both model portfolios and customized strategies.