Juan Guerrero is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is an independent agent certified to sell health, dental, and Medicare insurance products. 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 and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Bevan Poyyak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Partners Federal Credit Union during his career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research to develop model asset allocations and incorporates ESG considerations within an eligible strategies framework.

Shawn Mulrenan is a Series 66-registered financial advisor with Merrill in Irvine, CA, with eight years of industry experience. He has worked at Merrill since 2017 and previously spent three years at Bank of America. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Corey Aschenbach is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings than typical large institutional advisers.

Imar Rodriguez is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he serves as the main point of contact for the firm's most affluent clients. He provides tailored guidance and assists clients in maintaining a holistic view of their wealth for effective planning. If necessary, he connects clients with Fidelity professionals to offer comprehensive support. Mr. Rodriguez has extensive experience in the financial services industry, having held roles such as Partner and Managing Director Private Wealth Advisor at Snowdenlane Partners from 2015 to 2024, Assistant Vice President International Financial Advisor at Merrill Lynch from 2010 to 2015, and Financial Advisor positions at JP Morgan Chase and Wells Fargo Investments between 2007 and 2010. He began his career as a Financial Planning Consultant at Fidelity Investments from 2000 to 2007. He holds a California Insurance License. Outside of his professional work, Mr. Rodriguez has interests in fitness, running, scuba diving, soccer, and traveling.

Eetu Selanne is a financial advisor with LPL Enterprise in Irvine, CA, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at PRUCO Securities, LLC, and various organizations outside finance. He is also employed part-time with the Anaheim Jr. Ducks. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven portfolio strategies and offering access to third-party asset managers, financial planning, and a range of affiliated financial products and services.

Damon Chinn is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes 15 years at JPMorgan Chase Bank NA and J.P. Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Bryan Wright is a financial advisor with Primerica Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and totaling 17 years of industry experience. He has been with Primerica Advisors since 2009 and has also worked at Bristol Farms and The First Tee of Orange County. Outside of financial advising, he has involvement in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodians. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets.

Jonathon Gonzales is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp. Outside of advising, he maintains ownership of an LLC established for holding title to a vessel. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Joseph Trabert is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. for 16 years. He is also president of Kei Financial, where he is involved in insurance sales and risk analysis as part of comprehensive financial planning. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and diverse product offerings.

Whitney Zick is a Wealth Management Advisor specializing in personalized financial planning to assist clients in achieving their financial goals. She has been active in the banking and wealth management industry since 2008, focusing on creating strategies that align with the priorities of individuals, families, and businesses. With over 15 years of experience, Whitney provides guidance that extends beyond portfolio management, including retirement planning, risk management, and wealth preservation. She holds a Bachelor of Arts degree in Finance from California State University of San Bernardino and has earned the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA) designations. In addition to her professional work, Whitney serves on the board of the Redlands Area Panhellenic Association and is an active member of the American Association of University Women and the Children's Fund. She enjoys traveling and spending time with her family in her personal time.

Nicolas Culver is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with various entities within the J.P. Morgan organization since 2014 and is also associated with The Culver Trust DTD. 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 within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes a broader range of regulatory registrations compared to many institutional programs.

Trenton Hinely is a financial advisor with LPL Financial based in Anaheim, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Public Legacy and Hurley, as well as positions outside finance such as with Cavalry Ambulance and Buffalo Wild Wings. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and operational tools.

Corinne Doi Majorino is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Kinecta Financial & Insurance Services, LLC and LPL Financial, LLC. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Milia is a CFP® with 22 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked with Wells Fargo Investments, LLC from 2003 to 2011. Milia serves on the Audit Committee of the Philharmonic Society of Orange County and acts as co-trustee of his mother’s trust. 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.

Yuanyuan Liu is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Liu held roles at UBS Financial Services Inc. and various other companies across finance and service sectors. Outside of advising, Liu is involved in operating a tea shop where she manages customer orders and beverage preparation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amin Ghanei is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Wells Fargo since 2021 and previously held positions with HSBC Securities, HSBC Bank USA, and JP Morgan Securities. In addition to his advisory role, Ghanei serves as a visiting professor teaching business and management courses at DeVry University. 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 combines research from Wells Fargo Investment Institute with third-party data to evaluate investment options, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

John Chau is a CFP®-credentialed financial advisor with 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held roles at Chase Investment Services Corp., Bancwest Investment Services, Inc., and Banc of America Investment Services, Inc. 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. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

Graham Nelson is a Series 66-licensed financial advisor with J.P. Morgan Securities in Irvine, CA, bringing one year of industry experience. Prior to joining J.P. Morgan Securities, he held roles at JPMorgan Chase Bank and Chipotle Mexican Grill, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, incorporating ESG criteria and utilizing affiliates for portfolio implementation.

Stephanie Mondragon is a financial advisor with Merrill in Lake Elsinore, CA, holding a Series 66 designation and nine years of industry experience. She has been affiliated with Bank of America and Merrill since 2015. Outside of her advisory role, she owns Momma Mondragon's Macarons, a family-run LLC specializing in macarons. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.