Levi Crammer is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside finance, such as positions at Domino's and Jamba Juice, along with education at Point Loma Nazarene University and Los Alamitos High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, supporting more than 10,000 advisors and approximately $256 billion in assets under management.

Thomas Aguna is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at J.P. Morgan Securities and JPMorgan Chase Bank, NA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved tools.

Ahmad Husami is a CFP®-designated financial advisor with 33 years of industry experience, currently serving clients at Cetera. He previously worked at Avantax Investment Services, Inc. and 1 St Global Advisors, Inc., among other firms. Husami is also trustee and beneficiary of the Sun Shine Trust and has longstanding involvement with his own financial planning practice, Husami & Associates. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with model portfolios, third-party managers, and customizable strategies.

Jerice Walker is a financial advisor with Wells Fargo Clearing based in Irvine, CA, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments and Wells Fargo Bank, N.A. Prior to his current role, his career has been concentrated within the Wells Fargo organization. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Susan Bordeaux is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held positions at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Bordeaux holds the Series 66 designation and is based in Irvine, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Daniel McDermott is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2025, he spent 17 years at Lincoln Financial Securities Corporation and has operated the D.J. McDermott Insurance Agency since 1986. Outside of advisory work, he owns and operates World of Weightlifting, where he sells equipment, hosts competitions, and coaches. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment process with asset allocation and portfolio optimization tools, supporting various managed account strategies and third-party manager selections.

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 at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Securities Service Network and First Allied Securities, Inc. since 2018, she has been associated with LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms while utilizing various advisory tools and strategies.

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 who holds Series 63 and Series 66 licenses and has 31 years of industry experience. His prior work includes roles at Crowell, Weedon & Co. and Wells Fargo Clearing. Outside of his advisory work, Ansara has ownership interests in several family and investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning capabilities include cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services such as business-owner transition and special-needs planning.

Art Ignacio is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc since 2019, Wells Fargo Clearing from 2016 to 2019, and Citigroup Global Markets from 1997 to 2009. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kristine Lee is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She has held positions at J.P. Morgan Securities and JPMC Bank NA since 2013, and previously worked at U.S. Bancorp Advisors and Chase Investment Services Corp. She holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and may include ESG considerations.

Vincent King is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Thrivent Investment Management and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. King also holds sales agent roles with multiple life insurance companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and allows clients to combine planning with managed-account programs under a consolidated billing option.

Lauren Hebert is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2014. Outside of her advisory role, she co-owns Fairytale Media LLC, a company producing audio recordings of AI-generated bedtime stories for children. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG considerations.

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 at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. prior to his current roles, with a career dating back to 2007 including time at Wamu Investments, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG eligibility criteria.

Paul Vann is a financial advisor at Osaic Wealth with 53 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors for 24 years. Outside of advising, he serves as Treasurer on the Board of the World Affairs Council Orange County, a nonprofit focused on global issues. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and maintains a complex affiliate network with private-equity ownership.

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.

David Jabczenski is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at CUSO Financial Services, Wescom Financial Services, J.P. Morgan Securities, and several other firms. 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 portfolios, third-party asset management, and institutional platforms.