Kevin Campbell is a financial advisor with OSAIC based in Irvine, CA, holding a Series 66 designation and nine years of industry experience. He previously worked for Lincoln Financial Advisors from 2016 to 2025. Outside of his advisory role, Mr. Campbell offers insurance products, including accident and health, disability, and life insurance, as an agent. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios with a wide range of investment options on both discretionary and non-discretionary bases.

Ethan Barnes is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. He has been with Mass Mutual and its affiliated companies since 2023. Outside of his advisory role, he is also licensed as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs using firm-approved software and collaborative annual planning relationships.

Ariel Bowie is a financial advisor with Mass Mutual Investors Services in Irvine, CA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Mass Mutual, Bowie worked at NYLIFE Securities LLC, Impact Legacy Group, and Symmetry Financial Group. Outside of financial advising, Bowie is involved in real estate as a licensed agent and is the founder and educator of the Finically Flourishing Collective, an educational platform focused on financial literacy and business education for women in real estate. Bowie also serves as Director of Academic Engagement for Invested, connecting educational programs with schools and educators. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a collaborative and annual planning approach with tools such as Monte Carlo simulations to help clients set goals and receive tailored recommendations.

Alexander King is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various J.P. Morgan entities since 2011. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Kevin Dykes is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has been with Mass Mutual Investors Services since 2016. In addition to his advisory role, he is the owner and president of Magellan Capital Inc, a company focused on life and health group insurance, and provides consulting services to other financial professionals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and a range of investment programs.

Bryce Johnson is a financial advisor with Ameriprise in Rancho Mission Viejo, CA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Charles Schwab, Charles Schwab Bank, and Northwestern Mutual. He serves on the Board of Directors for the Boys and Girls Club of Tustin. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling to deliver tailored, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Madeleine Stewart is a financial advisor at RBC Capital Markets in Irvine, CA, holding a Series 66 designation with 19 years of industry experience. She has been with RBC Capital Markets since 2014. Outside of her advisory role, she is a notary public. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Madeline Wolfson is a financial professional with three years of industry experience. She currently works at OSAIC and holds Series 63 and Series 65 licenses. Her prior experience includes roles at Cetera and Tax & Financial Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Michael Williams is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and Bank of America, N.A. since 2011. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Claudia Lovell is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and First Republic Securities Company, LLC. Lovell is based in Newport Beach, CA. J.P. Morgan Securities 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 investment recommendations.

Merrianne Tocco is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2017 and previously spent ten years at Merrill. 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Evan Munaretto is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes multiple roles at Goldman Sachs & Co. LLC and JPMorgan Chase Bank, N.A. Outside of finance, he has worked with Heyday Wellness LLC and SoulCycle. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG framework when recommending investment strategies.

Brandon Hunt is a financial advisor at Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 66 licenses with 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and models.

Lea Inouye is a financial advisor with Ameriprise in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

David Almquist is a financial advisor at Stifel with 48 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Almquist holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Gerry Pak is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Brian Wood is a financial advisor with Charles Schwab who holds a Series 66 designation and has 23 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill, and Bank of America. Charles Schwab & Co., Inc. serves primarily 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 a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by strategic asset allocation models and a formal alternative-investment due diligence process.

Thomas Bennett Jr. is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with Cetera. He has held roles at several firms, including Trilogy Financial Services, LPL Financial, and David Willett Financial, where he serves as operations manager. In addition to advisory work, he is an insurance agent specializing in life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, ranging from automated allocations to bespoke strategies, overseeing more than $256 billion in assets.

Vanessa Ly is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 14 years of industry experience. She has worked at firms including Morgan Stanley, Fidelity Investments, Ameriprise Financial Services, and Oppenheimer. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Lu Stone is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms, including Bank of America, Merrill, JP Morgan, and Wells Fargo. Outside of his advisory role, Stone serves as president of the Southern California Chinese Association, where he provides guidance on marketing strategy, hosts events, and offers career coaching and mentorship. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated custody and brokerage services.