Robert Rumishek is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Kelli Martin is a financial advisor with Charles Schwab in Brea, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. Her prior roles include positions at Fidelity Investments and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Anali Elias is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at several companies including Mejuri, David Yurman, and Prada. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a systematic investment process incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advise registered investment companies.

Atsushi Kurosawa is a CFP® and ChFC® with 12 years of experience in the financial services industry. He currently works at LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, Guardian Life Insurance Company, and Park Avenue Securities. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio wrap programs, and access to brokerage and insurance products via its integrated platform.

Rendong Wu is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked for China International Engineering Consulting Corporation from 2014 to 2023. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Stefan Reddrick is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years. Outside of advisory work, he is also an insurance agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Tony Lan is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities, and T3 Trading Group. J.P. Morgan Securities 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.

Nicholas Shaw is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at State Street Bank & Trust, Triton Pacific Securities, and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Brian Lin is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining Wells Fargo Clearing in 2026, he worked at Robinhood Financial from 2020 to 2022, Morgan Stanley from 2019 to 2020, and JPMorgan Chase in 2018. 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 combines proprietary research with third-party analytics to support its diversified investment approach.

Christian Elia is a financial advisor with LPL Enterprise holding a Series 66 designation. He joined the firm in 2025 and has diverse work experience across various industries including home care and financial services. Elia has also been involved with Cambrian HomeCare since 2025. LPL Enterprise, LLC serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, supported by an integrated platform that combines advisory programs with brokerage and insurance product sales.

Katherine Gallardo is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing six years of industry experience. She previously worked at Merrill for four years and MUFG Union Bank for ten years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Esteban Munoz is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services Inc for nine years prior to joining OSAIC. Munoz is also involved in portfolio management and insurance services through his sole proprietorship, M&A Investment Services, where he serves as president and vice president. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of financial advisers. The firm offers a range of advisory and brokerage services utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes with discretionary and non-discretionary options.

Elizabeth Thai is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

John Privitelli is a financial advisor with Morgan Stanley in Santa Ana, CA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

William Stauffer Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Treasurer and President of the Board for the Boys and Girls Club of Central Orange Coast and Santa Ana, respectively, and is a member of the investment and finance committee for the Saint Joseph Ballet Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support its advisory services.

James Gilmore is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. His prior roles include positions at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of his advisory work, Gilmore is actively involved in community and nonprofit activities, including serving as President and Program Committee Chair of the Orange Rotary Club and volunteering on the board development committee for the Providence St. Joseph Hospital Foundation. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a diverse range of asset management solutions and employs firm-provided tools such as asset allocation and risk-tolerance assessments to construct portfolios.

Marie Cammack is a financial advisor with OSAIC in Costa Mesa, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Independent Capital Management, Inc. and ICM Lending since the early 2000s. In addition to advising, she serves as a certified paralegal with Citadel Law Offices, assisting with estate analysis for trust services. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset allocation tools and risk assessment techniques to construct portfolios and supports various managed-account solutions alongside third-party services.

Rhett Savitch is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Charles Schwab in Irvine, CA. He has been with Charles Schwab and its affiliated entities since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a structured approach to alternative investments.

Daniel Rearick is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2022 and maintains concurrent roles at Cuna Brokerage Services, Inc. and SchoolsFirst FCU. Additionally, he serves as Senior Vice President at SchoolsFirst FCU. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diverse investment strategies.

Makan Matin is a financial advisor with Wells Fargo Clearing in Laguna Niguel, CA, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2015 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 solutions. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.