Matthew Andre Burns is a financial advisor with Thrivent Investment Management in Brea, CA. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at HP Communications Inc and Northern Arizona University before joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses across a range of financial topics. The firm’s approach separates planning from portfolio management and does not include implementation within its planning service.

Jeffrey Li is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent four years at Janco & Winnex Inc. Li also holds a real estate license for his primary residence in Brea, California. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Joo Yong Park is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked with Fire Tax Consulting, where he continues to provide tax preparation and accounting services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, consulting, and access to model portfolios and third-party asset management programs.

Steve Rincand is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at several firms including NY Life Securities and Civil Financial Services. Outside of his advisory role, he volunteers as a line cook for a keto meal prep nonprofit and is the founder of a portrait and event photography business. Equitable Advisors serves a diverse client base including individuals, high-net-worth, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a model that emphasizes third-party program sponsors and provides both discretionary and non-discretionary advisory services.

Steven Sehrer is a Vice President and Financial Consultant at Fidelity Investments. In this role, he helps clients prepare for and navigate their financial health with a focus on forward-looking retirement strategies. He works closely with clients and his team to build a foundation of trust through personalized financial roadmaps. Steven has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he was an Agent at MassMutual Financial Group from 2014 to 2015. He holds a California Insurance License. Outside of his professional work, Steven enjoys camping, hiking, and skiing.

Campbell Kelley is Vice President, Financial Consultant at Fidelity Investments, where he works with high net worth clients to develop and implement comprehensive investment and wealth planning strategies aimed at growing, preserving, and distributing wealth. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Campbell holds a California Insurance License, supporting his work in financial consulting and wealth management. Outside of his professional role, he enjoys camping, fishing, golf, traveling, and volunteering.

Bo Wang is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A., and NYLIFE Securities LLC. Prior to his current role, he was involved with Very Investment Group Inc and Yunnan Aibi Agricultural Technology, LLC. 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 an ESG eligibility framework to guide investment recommendations.

Timothy Strader III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked across various roles within JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2017. Prior to his financial services career, he was briefly employed at Southwest Airlines. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Jodi Estrada is a Series 66-credentialed financial advisor with Morgan Stanley in Brea, CA, bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including customized financial planning. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.

Seung Ho Na is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Bank of America/Merrill Lynch, Ameriprise Financial, and Professional Advisors Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

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 financial advisor at LPL Enterprise with a Series 66 designation and recent experience in both self-employment and real estate at Coldwell Banker. Yang has been with LPL Enterprise since 2025. Outside of advising, Yang is involved in non-variable insurance activities through an affiliated insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory services with brokerage and insurance product sales through an integrated platform.

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 65 and Series 63 licenses and 13 years of industry experience. Her career includes roles at Prudential Annuities Distributors, Prudential Insurance Company of America, and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Justin Neiman is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently associated with LPL Financial and has previously worked at JP Morgan Securities and Schools First Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Troy Linaker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at 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 management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Thomas Stapleton III is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Osakwe is a financial advisor with Fidelity in Buena Park, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions 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 clients, including charitable and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and it serves a formal advisory role to multiple registered investment companies and fund-of-funds.

Kyle Paterik is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Securities America Inc, and National Planning Corporation. In addition to his advisory role, he is involved with Spark Financial LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.