Andre Yousefian is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he held roles at Uber and Northrop Grumman and has been involved with several golf clubs and a hospitality business, The Cocktail Concierge. He also has ongoing involvement with City Cruises. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities, using primarily model-driven investment approaches and offering access to third-party asset managers and various financial products.

Kevin Dodson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2008. Prior to that, he was with Banc of America Investment Services from 2006 to 2008. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Ethelbert Anum is an advisor with LPL Financial based in Newport Beach, CA, holding a Series 66 designation. He has been with LPL Financial since 2026. Prior to joining LPL, Anum was involved with several organizations including 100 Black Men of Los Angeles and the Society for Financial Education and Professional Development. 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 broad range of advisory and brokerage services supported by extensive technological tools and a large network of advisors.

Carlos Orquiz Escapita is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Northwestern Mutual for three years and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Lloyd Desenganio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Bank of America, Merrill, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research, incorporates ESG criteria, and offers derivatives and commodities capabilities not typical in similar institutional advisory programs.

Ahmed Lotfy is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 66 and Series 63 licenses and having seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, where he has been employed since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Theodore Diaz is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Bank of America, JP Morgan Chase Bank, and real estate positions including as a realtor and with Pasadena Views Real Estate Team Inc. Outside of advising, he owns and operates Aventur Inc., a janitorial services business, and occasionally rents out a personal vehicle through Turo. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

May Jin is a financial advisor with Stifel in Mission Viejo, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Hang Nguyen is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at J.P. Morgan Securities, CUNA Brokerage Services, Schoolsfirst Federal Credit Union, and multiple Wells Fargo affiliates. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

John Peterson is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase and BOFA Securities. His current role includes tenure at both Merrill and Bank of America. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Leah Pepper is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Her prior roles include positions at Apollo Global Management and Pacific Investment Management Company (PIMCO). Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Jennifer Van is a Series 66 licensed financial advisor with Merrill in Newport Beach, CA, with 11 years of industry experience. She has been with Merrill since 2014. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michele Elliott is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2009. Elliott also serves as an alternate executor for a family estate. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Shayne Olsen is a financial advisor with LPL Financial located in Newport Beach, CA. He holds a Series 66 license and has three years of industry experience, including prior roles at Merrill, Bank of America, N.A., Farmers and Merchants Bank of Long Beach, and Verizon Wireless. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors implementing a range of strategies supported by research and technology tools.

Donald Cianto Jr. is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Ameriprise Financial Services Inc and RBC Capital Markets Corporation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Mina Abdelkdous is a financial advisor at Merrill with a Series 66 designation and six years of experience at Merrill in addition to two years at Bank of America, N.A. Her prior experience includes twelve years at Commercial International Bank. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines internal Chief Investment Office teams and third-party managers to deliver portfolio implementation and related support.

Brett Curran is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He previously worked at Western International Securities, Inc. for eight years and Financial West Group for fifteen years. Brett serves as an assistant district administrator for the CA District 30 Little League and is the JV head coach for the Saddleback Unified School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Urner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked at Wells Fargo since 2016 and previously held positions at Morgan Stanley and UBS Financial Services. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Timothy Neuville is a financial advisor at Raymond James Financial with over 40 years of industry experience. He holds CFP® and ChFC® designations and has worked previously at Marcum Financial Services. Neuville is also an author and has been involved in real estate investing with his spouse since 2024. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joseph Osborne is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on personalized wealth management strategies that align with clients' life priorities and investment personalities. Osborne works closely with clients to develop flexible financial approaches that respond to changing market conditions and evolving individual goals. His expertise spans areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Osborne holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of California System and an MBA from the California State University System. Born and raised in Southern California, Osborne spends time with his wife and two sons when not working. His personal interests include baseball, basketball, cooking, football, hiking, music, swimming, traveling, and watching movies.