Daniel McDermott is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Securities Corporation for 17 years. Outside of advising, he owns and operates a retail business focused on weightlifting equipment and coaching. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored investment solutions across various asset classes.

Vishal Chandra is a Planning Consultant at Fidelity Investments, where he works with clients to develop financial and retirement plans aimed at creating financial peace of mind. He brings experience from previous roles at Fidelity Investments, including Relationship Manager and Financial Representative, as well as a position as Sales Representative at Osaic Institutions. He holds a California Insurance License, which supports his work in financial planning and advising. Vishal's professional background spans several years within the financial services industry, focusing on client relationship management and personalized financial strategies. Outside of his professional duties, Vishal enjoys a variety of personal interests including bowling, family activities, fitness, hiking, movies, and painting.

Rita Yeh is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at MassMutual Life Insurance Company and Metlife Securities Inc. She is also an independent insurance agent licensed to sell life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Michelle Vu is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 15 years of industry experience. She previously worked at Securities Service Network for six years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Alvaro Valverde is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Bio Terra Corporation. He is associated with a power of attorney entity based in La Puente, California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Mark Ansara is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2013, currently working at Wells Fargo Advisors Financial Network. Outside of his advisory role, Ansara is involved in several investment-related ventures, including ownership interests in family and private investment entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, leveraging Wells Fargo research and tools to deliver tailored recommendations, with clients having discretion over implementation through various brokerage and advisory programs.

Art Ignacio is a financial advisor at Stifel with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Kristine Lee is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMC Bank NA since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its advisory process.

Marc Davis is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing financial guidance since 1987, working with high-net-worth individuals and business owners to address a broad range of financial needs. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income solutions. Marc holds a Bachelor's degree in Economics from the University of California, Santa Barbara. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He is also a member of the Ed Slott Elite IRA Advisor Group. Marc’s approach centers on collaborating closely with clients to create personalized financial strategies aligned with their long-term goals. Outside of his professional work, Marc enjoys running, skiing, surfing, swimming, and spending time with his family.

Lauren Hebert is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at various JPMorgan entities since 2014 and is also the owner of Fairytale Media LLC, a company that produces audio recordings of AI-generated bedtime stories for children. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to serve its clients.

Trevor Salisbury is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation. He has one year of industry experience and previously worked in retail and service roles, including at Golf Galaxy, Oggis Pizza and Brewery Co, and Target. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through various third-party programs and platforms.

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 financial advisor at OSAIC with 53 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 24 years. Vann is also a board member and treasurer of the World Affairs Council Orange County, a nonprofit organization focused on educating the community on global issues. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports discretionary and non-discretionary portfolio management across diverse investment products.

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 licenses and two years of industry experience. Prior to joining Merrill and Bank of America in 2025, Ho held roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of financial services, Ho has worked in various roles in the food service industry. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Jabczenski is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CUSO Financial Services, LP and Wescom Financial Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, with approaches that include discretionary and non-discretionary management supported by model portfolios and research.

Andre Yousefian is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Irvine, CA. He began his advisory career in 2026 and has experience in various sectors including hospitality and technology, with prior roles at Uber, Northrop Grumman, and managing multiple golf course operations. Outside of financial services, he is involved with The Cocktail Concierge and City Cruises. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing both advisory and brokerage services. The firm’s integrated platform offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance 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.