Douglas Norman is a financial advisor with LPL Financial in Brea, California, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. He is also commissioned in fixed insurance and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Robert Johnston is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Bradley Jones is a financial advisor with LPL Enterprise in Irvine, CA, holding Series 63 and Series 65 credentials and totaling 10 years of industry experience. His career includes prior roles at Prudential Insurance Company of America, Pruco Securities, and Mass Mutual Investors Services. Outside of advisory services, he is involved in real estate brokerage through Condor Real Estate. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Arthur Chen is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Western and Southern Life. Outside of his advisory work, he is a co-owner of a rental property managed by a third party. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without investment discretion.

Gustavo Rivera is a Series 66 licensed financial advisor at LPL Financial with 11 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed Inc and various insurance carriers. Rivera has also served on the University Heights Middle School Site Council and played in the Moreno Valley Community Band. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Rosemarie Borson is a financial advisor with LPL Financial in Orange, CA, holding Series 63, 65, and 66 registrations and 16 years of industry experience. Her professional background includes roles at Chaffey FCU, Anaheim Glass, FSC Securities Corporation, and a long-standing bookkeeping business she operates independently. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a range of proprietary and third-party investment strategies.

Maitram Nguyen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Nguyen worked at JP Morgan Securities LLC and JP Morgan Chase, with a combined tenure from 2011 to 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data to guide investment decisions.

Sina Tahamzadeh is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities, utilizing a model-driven investment approach and access to third-party asset managers.

Christopher Nguyen is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Bank of America and Wells Fargo, as well as experience in real estate services. Outside of his advisory work, he serves as a caregiver for a mentally disabled family member. 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 clients including individuals, institutions, and charitable organizations.

Daniel Venegas is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Capstone Partners Financial & Insurance Services and Lendistry. Outside of his advisory work, he is the founder and organizer of the Business & Bullets Gun Club in Newport Beach and co-manages recurring networking events for the Cigar Night Business Mixer Group. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Robert Hritz is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he serves as the pole vaulting coach for both boys' and girls' teams at Aliso Niguel High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning and consulting through a large network of investment adviser representatives.

Rainier Radoc is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at JP Morgan Securities, Wells Fargo Clearing, and several wealth management firms. He is also involved with Rsquared FS LLC, a business entity for tax and investment purposes. 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, model portfolio programs, and access to institutional platforms.

Jonathon Allen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Citigroup Global Markets and U.S. Bancorp Advisors. He is based in Anaheim, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios, supported by extensive operational tools and a large network of more than 22,800 advisors.

Ann Bakenhus is a financial advisor at Edward Jones in Riverside, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in fitness and retail roles including ownership of Personalized Fitness by Annie, where she created workout plans for clients. She is also a board member at large for the Pick Group of Young Professionals, a nonprofit focused on civic engagement and professional development in Riverside. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and related services, supported by a large nationwide network of financial advisors and branch offices.

Nikou Moshtaridoust is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2019. Her prior work includes roles at JPMorgan Chase Bank, N.A. and a business interest in Snapshop LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Connor Reed is Vice President and Financial Consultant at Fidelity Investments. He has held various roles at Fidelity since 2021, progressing from Financial Representative to Vice President, Financial Consultant by 2026. His professional experience includes positions such as Investment Consultant, Planning Consultant, and Relationship Manager, reflecting his broad expertise within financial consulting. He holds a California Insurance License. Outside of his professional work, Connor enjoys activities such as biking, fitness, football, running, snowboarding, and participating in social events with friends.

Bradley Todd is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Pimco, Ernst & Young, and TCF Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Mary Foft is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Cambridge Investment Research since 2014 and has operated her own practice since 1995. Outside of her advisory role, she is a freelance writer and serves on the advisory board of Empower International Ministries as well as on boards related to philanthropy and education in Orange County. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies, supporting a multi-billion dollar asset base.

John Symank is a financial advisor at Morgan Stanley in Irvine, CA, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Thrivent Financial, New York Life Insurance Company, and self-employment, as well as experience coaching speech and debate at Concordia University Irvine. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers planning through various corporate and individual channels.

Kenneth Park is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at the Office of John Murayama & Jonathan Cox, One Pacific Financial Strategies, and Network Capital. Outside of finance, he worked at Nekter Juice Bar and has experience in higher education institutions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm employs a model-based and discretionary investment approach, utilizing third-party managers and a range of investment products without sponsoring its own wrap fee program.