George Ly is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 licenses and over 23 years of industry experience. His prior roles include positions at NuVision Federal Credit Union, East West Bank, and Cetera. He is also involved as a business owner in several investment-related ventures, including LYCAN Capital and Alpha Venture Capital LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting with both discretionary and non-discretionary management options.

Thomas Stapleton III is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeanne Suttie is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with LPL Financial and its predecessor entities since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Jeffrey Osakwe is a financial advisor with Fidelity in Buena Park, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Advisors and Goldman Sachs Ayco Personal Financial Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and it serves a formal advisory role to multiple registered investment companies and fund-of-funds.

Steven Vant is a financial advisor with Ameriprise in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and utilizes algorithmic automation alongside human review to tailor retirement income recommendations.

Kyle Paterik is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Securities America Inc, and National Planning Corporation. In addition to his advisory role, he is involved with Spark Financial LLC, which provides tax preparation and accounting services. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Hsiao Chi Wu is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partial owner of a rental property. 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 operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Roxana Solorzano is a financial advisor at Ameriprise with 24 years of industry experience. Her prior roles include positions at Urban Wealth Management, Allstate Financial Services, and LPL Financial. She serves as president of the Rotary Club of East Los Angeles and is involved in tax preparation through Legacy Wealth Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning and tax-aware withdrawal strategies.

Q Fenn Anstruther is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include collaboration with investment companies, private funds, and commodity pool operations.

Rachael O'Leary is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to that, she worked at Pacific Life from 2015 to 2019. Earlier in her career, she had roles as a marketing intern at Frieda's Inc. and as a mentor for incoming college freshmen at Northern Arizona University. Edward Jones is a full-service wealth management firm serving more than 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.

Paul Binks is a financial advisor with Mass Mutual Investors Services in Costa Mesa, CA, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior work includes roles at Northwestern Mutual, MassMutual Life Insurance Company, Boden Energy Solutions, and a decade as a self-employed advisor. Mass Mutual Investors Services 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, wrap programs, and educational seminars with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Randall Zelko is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, education, and specialized services, using proprietary research and planning tools to deliver tailored recommendations.

Kevin Patterson is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is associated with a family business in cold storage. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Danny Chen is a financial advisor with J.P. Morgan Securities in Walnut, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and JPMorgan Chase Bank, N.A. since 2012. 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.

Kendra Kearney is a Series 66 licensed financial advisor with 13 years of industry experience. She currently works at Fidelity Investments and has previously been employed by Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and UnionBanc Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm serves a variety of clients such as registered investment companies and an IRS-qualified Charitable Gift Fund.

Steven Yokomizo is a CFP® professional with 34 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2017. His prior experience includes a one-year tenure at National Planning Corporation. Outside of his advisory role, he is a registered tax preparer and has operated as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of platform arrangements and both proprietary and third-party model strategies.

Connor Hartwell is a financial advisor with OSAIC holding a Series 66 designation and 11 years of industry experience. He previously worked at MBSC Securities Corporation and BNY Mellon before joining OSAIC in 2019. Hartwell is an owner of Hartwell Financial Services, a family partnership, and serves as a board member for the Switzer Learning Center, a nonprofit focused on supporting children with learning and behavioral challenges. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisers and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management, along with access to third-party money managers and alternative investments.

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 Wealth Management since 1998. Scott works with families and businesses to help them meet their financial goals while managing risk according to their comfort level. He also assists corporate executives with complex concentrated stock options and deferred compensation strategies, utilizing Rule 144 filings and 10b-5 plans. Scott is a graduate of California State University, Fullerton, and holds the Personal Investment Advisor (PIA) designation. His advisory approach focuses on understanding clients' goals and priorities, with particular attention to the liability aspects of personal and business balance sheets. He engages clients by asking detailed questions and listening carefully to understand their current financial position and future objectives without taking unnecessary risks. Scott lives in Newport Beach and 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.