Eugene Okoreeh is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. Outside of advisory activities, he also engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates implementation to BNY Mellon Advisors.

Samuel June is a Senior Financial Advisor and Senior Vice President with June, Mitchell & Associates at Merrill Lynch Wealth Management. Since joining Merrill Lynch Wealth Management in 2011, he has focused on developing enduring relationships with individuals, families, and entrepreneurs to help them pursue a secure and cohesive financial future. His approach emphasizes relieving clients of financial worries so they can concentrate on their personal priorities. With over 25 years of experience in the financial services industry, Sam’s expertise spans corporate executive services, education planning, family wealth management, retirement income strategies, and portfolio management. He also holds specialized knowledge in real estate, home financing, cash-flow analysis, budgeting, and financial strategies for special-needs children. Sam works closely with clients from diverse backgrounds and life stages, including business owners, executives, retirees, and inheritors, to provide practical and creative financial solutions. Sam holds the Certified Plan Fiduciary Advisor® designation and is a specially qualified Portfolio Manager within Merrill Lynch. He is also a Retirement Accredited Financial Advisor, having completed certification through the Longevity Training Program at the University of Southern California Davis School of Gerontology. He attended the University of Bridgeport and Sacred Heart University and earned a high school diploma from Notre Dame Catholic High School. Sam lives in Laguna Niguel with his wife; they have three children and three grandchildren. In his spare time, he enjoys golfing, singing, and visiting his grandchildren in Oregon.

Jay Hua is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at multiple Schwab entities since 2019, as well as prior roles at TD Ameritrade, Fidelity, and JP Morgan. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research and centralized operational infrastructure.

Frank Amelio is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 63 and Series 65 designations and possessing 40 years of industry experience. He has been with LPL Financial since 2013 and concurrently worked with Focus Investment Advisors from 2013 through 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by research and multiple investment strategies.

Parvez Howlader is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with Cetera and its affiliates since 2014 and has experience as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning services through a nationwide network of independent advisors.

Robert Burns is a CFP® with 39 years of industry experience and has been with Stifel Nicolaus & Co. Inc. since 2008. He serves as a board member for the Rotary Club of San Clemente and works as an actor and theater coach. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Leona Khan is a financial advisor with Wells Fargo Clearing in Anaheim, CA, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is involved in managing a rental property with her spouse. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrea Sigler is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Rachel Renaud is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 63 designation and 19 years of industry experience. She has worked at various Wells Fargo entities since 2011, including Wells Fargo Advisors and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Esteban Muniz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill and Bank of America N.A. Muniz also has experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in earlier roles. 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 delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Nicolas Radisay is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 credential and bringing 25 years of industry experience. He has been with LPL Financial since 2008. In addition to his advisory role, he is employed by the Laguna Beach Unified School District and Laguna Beach Recreation Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Prem Raniga is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Irvine, CA, and has 25 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a three-year tenure at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves on the investment committee for Science of the Soul and holds treasurer positions for both Science of the Soul in Petaluma, CA, and the MacArthur Red Hill Campus Maintenance Association in Irvine, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zheng Wang is a financial advisor at Cetera with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Cetera, he held roles at JPMorgan Chase Bank and J.P. Morgan Securities, as well as positions in asset management and retail sectors. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a broad range of program structures and investment strategies across a nationwide network of over 10,000 advisors.

Jessica Mccullough is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Bank, N.A. and Wells Fargo Advisors LLC. 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 IPS-driven process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Brian Moshenko is a financial advisor with Cetera who holds a Series 66 credential and has 23 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades and has owned Moshenko & Associates Inc. since 1999, where he provides accounting and tax preparation services. He also serves as a board member of the Laguna Niguel Rolling Hills Community Association and as treasurer of Desert Oasis Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and has over $256 billion in assets under management.

Derek Draper is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he is involved with DRAZAAR, LLC and co-owns Stocks & Blonds LLC, an investment-related LLC for boat ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Jason Willard is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in tax preparation and accounting through Willard Tax and Financial and Elite Tax Resolution Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Derick Roselli is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. He previously worked at Ernst & Young LLP for nine years before joining J.P. Morgan in 2024. Outside of his advisory role, Roselli is involved as an independent contractor providing outsourced Chief Information Security Officer (CISO) services in the cybersecurity sector. J.P. Morgan Securities LLC offers institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors, delivering 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 broker-dealer and investment adviser registrations, providing a broad range of advisory and brokerage services.

Yvonne Kuhn is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds the Series 66 designation and is based in North Tustin, CA. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jeffrey Campbell is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC since 2016. In addition to his advisory role, he owns a printing wholesale business. Cetera Investment Advisers LLC serves individual and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.