Trevor Salisbury is a financial advisor at Equitable Advisors in Irvine, CA, holding a Series 66 designation with less than one year of industry experience. His prior work experience includes roles outside the financial industry, such as at Golf Galaxy and Oggis Pizza and Brewery Co. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.

Jay Pangelinan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Paul Vann is a ChFC® and holds a Series 66 license with 53 years of industry experience. He has been with OSAIC since 2025, following a 24-year tenure at Lincoln Financial Advisors. Vann serves as a board member and treasurer of the World Affairs Council Orange County, a nonprofit organization focused on global issues. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and risk assessment methods to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Eric Johnson is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and previously worked for Kinecta Financial & Insurance Services and LPL Financial for 20 years. Johnson is also active as a financial advisor with Kinecta Wealth Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendations that integrate tax-smart strategies and adaptive withdrawal planning, supported by a centralized consulting team and algorithmic tools.

Rene Costales is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, Rene was employed at Adorama, Inc. and Recreational Equipment, Inc. (REI). Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Timmie Ho is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Merrill, Ho worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, Ho has held positions in the food service industry and attended Norco College. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

David Jabczenski is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at firms including J.P. Morgan Securities and Wescom Financial Services. 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 advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies supported by proprietary research and operational tools.

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.

John Cowley is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Kevin Dodson is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked within various Wells Fargo entities since 2008, including Wells Fargo Advisors and Wells Fargo Bank. 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 the Wells Fargo Investment Institute.

Carlos Orquiz Escapita is a financial advisor at J.P. Morgan Securities with Series 63 and 66 licenses and two years of industry experience. He previously worked at Northwestern Mutual for three years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Lloyd Desenganio is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America and Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support investment recommendations.

Theodore Diaz is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. He has worked at Bank of America and JP Morgan Chase Bank, and was previously involved in real estate as a realtor. Outside of his advisory role, he owns a janitorial services business and occasionally rents out a personal vehicle through an online platform. 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 individual and institutional investors.

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.

Craig Tuthill is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 credential and 25 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns Tuthill Motorsport Inc., an automotive industry company, and holds ownership interests in several investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo’s research and tools, serving clients who meet specific net-worth thresholds.

Walter Kaminski is a financial advisor at Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Citigroup Global Markets since 2005 and has been with Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning process utilizes structured discovery methods and firm-approved tools, incorporating market projections and scenario modeling without providing individual security recommendations as part of standalone plans.

Peter Byeon is a financial advisor at Morgan Stanley in Irvine, California, with 20 years of industry experience. He has been with Morgan Stanley since 2013 and holds the Series 66 designation. Outside of his advisory role, Byeon is involved with The RealReal, a retail and online store specializing in goods such as bags, shoes, clothes, and accessories. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm employs a structured financial planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Luke Cattau is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics, with the option to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Robert Peng is a financial advisor with Merrill in Irvine, CA, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, Prudential Financial, and New York Life. 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 a range of individual and institutional clients.

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.