Trishia Olivas is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 15 years of experience in the financial services industry. She collaborates closely with individuals, families, and business owners to provide financial clarity and confidence by fostering open communication and understanding of clients' unique needs. Her expertise focuses on empowering women navigating life transitions such as divorce, widowhood, or major career changes; assisting business owners balancing company growth with personal financial planning; and guiding families in managing education savings and retirement planning. Trishia takes a collaborative and supportive approach, helping clients simplify complex financial decisions and build strategies tailored to their goals. Trishia holds a Bachelor's degree from the University of California System and holds professional designations including Certified Financial Planner (CFP), Personal Investment Advisor (PIA), and Certified Plan Fiduciary Advisor (CPFA). Outside of her professional work, she enjoys hiking, music, reading, running, spending time with her family, traveling, and practicing yoga.

John Draper is a CFP® with 49 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2018. He previously worked at Wells Fargo Clearing from 2016 to 2018. Draper also owns a separate financial planning practice operating as a sole proprietorship. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations alongside optional implementation through various brokerage and advisory programs.

Andrew Kuo is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked for Western International Securities, Inc. for 18 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both in-house and third-party strategies across discretionary and non-discretionary platforms.

Peter Binaski is a financial advisor with Raymond James Financial in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James since 2003 and also owns a support company, Peter F. Binaski CIMA, Inc., which he has operated since 2005. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment advice using advanced analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA consulting.

Nancy Morsy is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. Her prior roles include positions at Union Bank/MUFG and Bank of America, N.A., among others. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Lolla Long is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2025, she worked at CUSO Financial Services, LP, PNC Investments, and several BBVA entities. She has been involved with the Girl Scouts of San Gorgonio County for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management solutions through a large network of investment adviser representatives.

Lance Dumas is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Cornerstone Financial Advisers and multiple Cetera entities. 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 financial planning, model portfolio programs, and institutional platforms, delivering advice primarily through its network of investment adviser representatives who utilize a range of strategic and tactical investment options.

Dane Bettencourt is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience with JPMORGAN Chase Bank, N.A. Outside of finance, he has been involved with the Association of Volleyball Professionals and worked at the Orange Coast College Veteran Resource Center. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Lynette Atchley is a CFP® and PFS™ with 26 years of experience in the financial services industry. She has worked with Cetera since 2000 and serves as CEO and Managing Director of CPA Financial Advisors, Inc., where she oversees tax and accounting services. Outside of advisory roles, she holds board positions in nonprofit and environmental organizations and chairs a committee of CPAs who are financial planners. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts through various program structures and custodial relationships.

Sharon Yu is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing Services, LLC since 2018, following two years at HSBC Bank USA, N.A. 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 both brokerage and advisory solutions.

Samuel Stribich is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has less than one year of industry experience, having joined LPL Enterprise in 2026. Prior to his advisory role, his work history includes positions outside the financial industry, including at Home Depot and educational institutions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and various institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Robert Magallanes Jr. is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His prior roles include five years with UBS Financial Services and an earlier tenure at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third parties.

Kyle Weber is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and has 10 years of industry experience. He previously worked at Woodbury Financial Services for eight years before joining OSAIC in 2024. Outside of his advisory work, he is involved in managing Airbnb properties through sole proprietorships. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a wide range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, recent consolidation, and complex affiliate network involving broker-dealer, asset management, insurance, and trust services.

Jason Stephens is a financial advisor with Merrill in Irvine, CA, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Merrill since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Henziak is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America, N.A. He is based in Irvine, CA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Autumn Kim is a Planning Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as a Central Relationship Manager from 2022 to 2025 and as a Relationship Manager from 2020 to 2022 within the same organization. Her professional approach centers on building trust and understanding her clients' goals and values, with a focus on collaborative financial planning. Autumn is licensed in insurance in California.

Matthew Leonard is a financial advisor with Merrill in Lake Forest, CA, holding a Series 66 designation and three years of industry experience. He has been with Merrill since 2000. 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 individuals, high-net-worth clients, and various institutional investors.

David Williamson is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Transamerica Financial Advisors, Environmental Systems Research Institute, Net Law, and Qsciences. Outside of his advisory work, Williamson is the owner and president of Thistle California Collective. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with various operational and research tools.

David Kwak is a financial advisor with J.P. Morgan Securities based in Irvine, California. He holds Series 66 and Series 63 designations and has three years of industry experience. His prior work includes roles at JPMC Bank NA and various insurance and service companies. Kwak is also involved with Top Motion LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Sanjay Mathur is a financial advisor at RBC Capital Markets with 43 years of industry experience. He previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Mathur is an active owner of The Sanjay Mathur and Preeti Mathur Charitable Foundation, a private charitable organization he runs with his spouse. RBC Wealth Management serves a wide range of clients including individuals, institutions, pension plans, and charitable organizations. The firm offers tailored advisory programs and portfolio management services, utilizing a combination of in-house and third-party investment managers to implement customized strategies.