Jodi Estrada is a Series 66-licensed financial advisor with Morgan Stanley in Brea, California, bringing 24 years of industry experience. She has worked with Morgan Stanley and its affiliated entities since 2006 and was previously employed at Merrill from 2003 to 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning backed by firm-approved tools and methodologies.

Andy Na is a financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Ameriprise Financial, and Professional Advisors Group. He holds the Series 66 designation and is based in Santa Ana, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of products through its affiliation with J.P. Morgan’s broader financial organization.

Garrett Dunlap is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and with two years of industry experience. Prior to his current role, he worked at Morgan Stanley Smith Barney LLC and has background experience in the brewing industry with Delahunt Brewing and Docent Brewing. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery and firm-approved tools, offering a range of investment and planning services across retail and institutional markets.

Haiyan Yang is a Series 66-registered financial advisor with LPL Enterprise, based in Irvine, CA, and has one year of industry experience. Prior to joining LPL Enterprise in 2025, Yang was self-employed for several years and briefly worked at Coldwell Banker. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients, using a model-driven investment approach and offering access to third-party asset managers and various financial planning services.

Anthony Jaramillo is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Northwestern Mutual and has diverse experience including roles at Velocity Truck Rental and Leasing, Best Buy, and Buffalo Wild Wings. Outside of his advisory work, he owns Jaramillo Transport, a limited liability company that provides vehicle transportation services to car dealerships. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edgar Flores is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Footlocker. Merrill, along 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sarah Sliwowski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at Prudential Annuities Distributors, Prudential Insurance Company of America, and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to external asset managers, and affiliated insurance and trust services.

Troy Linaker is a financial advisor with Wells Fargo Clearing in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously worked at Citigroup Global Markets for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports a network of more than 14,000 financial advisors.

Thomas Stapleton III is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Morgan Stanley in various capacities from 2004 to 2016, as well as at Wells Fargo Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jeffrey Osakwe is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Advisors and Goldman Sachs Ayco Personal Financial Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and offers advisory services including fund management and model portfolio delivery.

Kyle Paterik is a Series 66-licensed financial advisor with 20 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Securities America Advisors, National Planning Corporation, and Thrivent Investment Management. He is also involved in tax preparation and accounting services through Spark Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Hsiao Chi Wu is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partial owner of a rental property. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Julian Castiblanco Canon is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 66 credentials and six years of industry experience. His prior experience includes roles at Wescom Financial Services, CUSO Financial Services, LP, Wescom Credit Union, Union Bank, and Bank of America. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Shayanna Hauck is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and one year of industry experience. She previously worked at New York Life/NYLIFE Securities LLC for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Michael Algarin is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and U.S. Bancorp Advisors, LLC. He is based in Irvine, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, employing a structured planning process that includes firm-approved tools and scenario modeling.

Paul Binks is a financial advisor with Mass Mutual Investors Services in Costa Mesa, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Mass Mutual Investors Services in 2025, he worked at MassMutual Life Insurance Company, Northwestern Mutual, Boden Energy Solutions, and operated his own business for ten years. 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 provides comprehensive financial planning, asset management, and educational seminars with a focus on collaborative, annual planning engagements.

Randall Zelko is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, education, and specialized services, using proprietary research and planning tools to deliver tailored recommendations.

Kevin Patterson is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining LPL Financial in 2009. Outside of his advisory role, Patterson is associated with a family business in cold storage, though he holds no official title or active role there. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its investment adviser representatives with diverse portfolio options and technology-driven research tools while overseeing more than $819 billion in assets.

Danny Chen is a financial advisor with J.P. Morgan Securities in Walnut, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Timothy Gilmore is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he was employed for 30 years. His other business activities include involvement with Prudential-sponsored non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party managers, financial planning, and insurance products through affiliated entities.