John Hawkins is a financial advisor at LPL Financial with 53 years of industry experience. He has worked at Crown Capital Securities since 2002 and joined LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Tasia Sevilla is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving at Primerica Advisors. Her prior roles include positions at Cetera Advisor Networks LLC and Prudential, among others. She is also affiliated with Aris Solutions' Veteran Program and The Blue Ridge Academy. In addition to her financial advisory work, she receives non-investment compensation related to mortgage loan sales and home security referrals through Primerica-affiliated companies. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors and select corporate and charitable clients. The firm offers model-based investment strategies supported by third-party managers and custodial services, serving nearly 3,700 advisors and overseeing approximately $15.5 billion in assets under management.

Johnny Hong is a financial advisor with LPL Enterprise, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and JP Morgan Chase Bank. Outside of his advisory work, he is involved in mortgage and health insurance services, including acting as a loan officer and originating mortgage loans. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Denny Tang is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America, he was involved with Seafood Cove for six years. 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 strategies for a range of clients including individuals, high-net-worth individuals, and institutions.

Konstantinos Gregory is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked with firms including LPL Financial, Manulife Investment Management, John Hancock Investment Management, and Wells Fargo Investments. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. 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. Their advisory process is supported by centralized due diligence, combining quantitative screens and qualitative research to build model asset allocations that may incorporate an ESG eligibility framework.

Jamie Harwood is a CFP® professional with 20 years of industry experience and has been with Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Harwood serves as Vice President of the Chino Youth Museum, where he participates in meetings and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies and tax-efficient overlay services.

Leslie Flores is a financial advisor with Wells Fargo Clearing in Anaheim, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank NA since 2007. Outside of her financial career, she is co-owner of D&D Barber & Beauty LLC, where she is involved in managing payroll and staffing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions and employs research and analytics to evaluate investment options.

Ryan Chester is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining OSAIC Wealth/Highland Capital in 2025, he worked at The Leaders Group, Inc. and Cetera Advisors Network LLC. Outside of his advisory work, Chester has been involved in several entrepreneurial ventures, including Smoqued BBQ Orange LLC and The Rub Company, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Sandip Sehmi is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2006 to 2009. Outside of his advisory role, he is a 20% member of an investment-related LLC, Caversham Resources, and serves as a successor trustee for his family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management and institutional platforms, supported by technology tools and a broad suite of non-advisory financial services.

June Vinci is a financial advisor with Osaic in Tustin, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Osaic since 2007, following prior roles at Crown Capital Securities, L.P. and 1st Global Advisors Inc. In addition to advising, she serves as a FINRA arbitrator for Los Angeles and San Diego counties and acts as a successor trustee for family trusts. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services across a variety of programs. The firm employs a model-based investment process with portfolio optimization and supports discretionary and advisor-managed strategies alongside third-party manager options.

Weihsiung Liang is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 1999 and is also the owner of a CPA firm, Liang & Company Accountancy Corp, which provides accounting and tax services. Additionally, he works as an insurance agent, selling life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with access to affiliated and third-party managers.

Laura Guerrero is a CFP®-certified financial advisor at Ameriprise with 24 years of industry experience. She previously spent 21 years with Edward Jones before joining Ameriprise in 2020. Guerrero also owns Zaragosa Elite Wealth Management, LLC, a business that manages expenses for her Ameriprise franchise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, with an investment process that incorporates internal research, third-party data, and algorithmic tools.

Paul Hsu is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and having 16 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. Outside of his advisory role, he previously operated Sparkle Photo for eight years. Charles Schwab serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management alongside custodial and brokerage services. The firm is notable for its scale and integrated structure, combining centralized operations with access to multi-asset model portfolios and alternative investment options.

Afra Torres De Macias is a financial advisor at Primerica Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. Her business activities include the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

Craig Floerke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with SchoolsFirst Federal Credit Union since 2012 and was previously associated with CUNA Brokerage Services, Inc. His practice is based in Santa Ana, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Correa is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Merrill, and Citigroup Global Markets. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Joseph Yu is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Joseph works closely with clients to develop personalized financial strategies aligned with their long-term goals. Born in China and having relocated to the U.S. at age eleven, Joseph's background includes a Bachelor's degree from the University of California and a Master's degree from Cornell University. Before transitioning to financial advising, he worked as an engineer for six years. He holds the Personal Investment Advisor (PIA) designation and communicates fluently in English and Chinese. Joseph supports community involvement through volunteering activities and pursues various personal interests such as basketball, biking, football, golfing, music, reading, running, swimming, and spending time with his family. He remains committed to providing tailored wealth management solutions and values the opportunity to work one-on-one with clients to help them pursue their financial objectives.

Edward Motley is a ChFC® credentialed financial advisor with 28 years of industry experience, currently with Mass Mutual Investors Services in Whittier, CA. His work history includes multiple tenures at Mass Mutual Investors Services and related entities, as well as experience at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory role, he is involved in life settlements consulting and provides legal service referrals related to estate planning. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on delivering written goal-based recommendations through collaborative annual planning engagements.

Thomas Castillo is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with LPL Financial since 2003, following a year at Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by advanced research tools and a broad platform of financial products.