John Dauphin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1995 and brings 25 years of experience in working with individuals and businesses to develop financial strategies aimed at achieving their goals. John holds professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John earned a Bachelor's degree in Business Administration from San Jose State University and a Master’s degree in Business Administration from the University of Massachusetts Lowell. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, and tax minimization. Outside of his professional work, John is a sports enthusiast who enjoys baseball, football, golf, and soccer. He is a soccer dad to his four children and spends time with his wife, Gina. John and his family reside in Yorba Linda.

Scott Macbeth is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Brea, California office. He has been with Merrill Lynch since 1998, serving clients across various financial planning and investment management needs. Scott holds the professional designation of Personal Investment Advisor (PIA) and earned his Bachelor's Degree from California State Fullerton University. Scott works with families and businesses to help them navigate financial market challenges and achieve their goals within comfortable risk levels. He specializes in assisting corporate executives with complex stock options and deferred compensation strategies, including expertise in Rule 144 filings and 10b-5 plans. His approach is goal-based, focusing on understanding clients' priorities and the liability aspects of both personal and business balance sheets. Scott places emphasis on asking insightful questions and thoroughly understanding clients' current financial situations and desired outcomes without exposing them to unnecessary risk. Scott resides in Newport Beach, where he enjoys surfing and riding his bike along the boardwalk during his free time.

Ivy Van is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has worked at both Bank of America, N.A. and Merrill since 2014. Outside of her advisory role, she manages a personal investment business focused on rental properties. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela Choo is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with a brief gap in employment between 2022 and 2023. Before joining Edward Jones, she worked at Finance of America Mortgage from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Fadi Mansour is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with LPL Financial in Santa Ana, CA, and has held prior roles at firms including The Ayco Company, Merrill, and Equitable Advisors. Outside of his advisory work, he hosts vehicles on Turo. 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 financial planning and asset management services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Natasha Pirozko is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, SchoolsFirst Federal Credit Union, Chase Investment Services Corp., and Wamu Investments. She is also active as a retirement plan advisor at SchoolsFirst Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of investment adviser representatives.

Lanan Clark is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Clark is based in Irvine, CA, and has been with J.P. Morgan Securities since 2020. 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.

Brett Jones is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Charles Schwab for five years. Outside of his advisory role, he is an owner and landlord of a rental property managed by a third party. 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.

Teddy An is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to develop financial plans aimed at helping clients meet their goals. Since 2026, he has been in this role, building on a progression of positions within Fidelity Investments, including Relationship Manager and Financial Representative between 2023 and 2026. Prior to his tenure at Fidelity, Teddy gained experience as a Financial Analyst at GL Capital LLC from 2022 to 2023 and as an Equity Research Analyst at FHL Investments from 2019 to 2021. His background spans various facets of financial analysis and client relationship management, contributing to his expertise in financial planning. Outside of his professional work, Teddy enjoys activities such as cooking and baking, golf, music, photography, snowboarding, and spending time with his pets.

Christian Molina is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as a role with the Anaheim Ducks Hockey Club. Christian was also affiliated with the University of Colorado for eight years. 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 employs a model-driven investment approach utilizing portfolios developed by its Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Jeremy Guajardo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he is a co-owner of H2 Dream LLC, an LLC focused on short-term rental property investments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Aaron Whitter is a financial advisor with Fidelity in Irvine, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at U.S. Bank, American Financial Network, and various other financial and lending institutions from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, formal advisory role to registered investment companies, and use of AI-driven methodologies in research and portfolio management.

Jesus Alcantar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Primerica and Wells Fargo Bank. Outside of his advisory work, he works as a driver for Uber in San Diego. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gabriel Choo is a financial advisor at Edward Jones in Orange, CA, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with Alpha Academy starting in 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cristian Santana is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017, following a prior role at Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Caleb Jorgensen is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work history includes roles at JPMorgan Chase Bank, N.A., Crewe Advisors, Oxford Wealth Management, and Brigham Young University. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Samuel Clarke is a financial advisor with LPL Financial based in Santa Ana, CA. He holds the Series 66 designation and has two years of industry experience, with prior roles at BMO Harris Bank, Bank of America, Merrill, and Allstate Insurance. 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 financial planning and advisory services, including model portfolio programs and institutional platforms, supported by a network of over 22,800 advisors.

Susan Powell is a CFP® professional with 26 years of experience in the financial services industry. She has been with LPL Financial since 2002 and previously worked with Osaic FA, Inc. for one year. Powell is based in Tustin, California. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dalia Amin is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career includes roles at HSBC Egypt, HSBC Securities (USA) Inc., U.S. Bank, and Unionbanc Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification and portfolio theory to guide investment decisions.

Ludinila Pangan is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.