Andre Yousefian is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he held roles at Uber and Northrop Grumman and has been involved with several golf clubs and a hospitality business, The Cocktail Concierge. He also has ongoing involvement with City Cruises. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities, using primarily model-driven investment approaches and offering access to third-party asset managers and various financial 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, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2008. Prior to that, he was with Banc of America Investment Services from 2006 to 2008. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Carlos Orquiz Escapita is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Northwestern Mutual for three years and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2026. 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 combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Lloyd Desenganio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Bank of America, Merrill, and JPMorgan Chase Bank, N.A. 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 through a non-discretionary program. Their advisory process combines quantitative and qualitative research, incorporates ESG criteria, and offers derivatives and commodities capabilities not typical in similar institutional advisory programs.

Hang Nguyen is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at J.P. Morgan Securities, CUNA Brokerage Services, Schoolsfirst Federal Credit Union, and multiple Wells Fargo affiliates. 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 Wells Fargo Investment Institute and third-party sources.

Craig Tuthill is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 credential and 25 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns Tuthill Motorsport Inc., an automotive industry company, and holds ownership interests in several investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo’s research and tools, serving clients who meet specific net-worth thresholds.

Walter Kaminski is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following an earlier role at Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Peter Byeon is a financial advisor at Morgan Stanley in Irvine, California, with 20 years of industry experience. He has been with Morgan Stanley since 2013 and holds the Series 66 designation. Outside of his advisory role, Byeon is involved with The RealReal, a retail and online store specializing in goods such as bags, shoes, clothes, and accessories. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm employs a structured financial planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Luke Cattau is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics, with the option to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Robert Peng is a financial advisor with Merrill in Irvine, CA, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, Prudential Financial, and New York Life. 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 individual and institutional clients.

Brett Curran is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He previously worked at Western International Securities, Inc. for eight years and Financial West Group for fifteen years. Brett serves as an assistant district administrator for the CA District 30 Little League and is the JV head coach for the Saddleback Unified School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives.

Philip Gironda is a financial advisor at Edward Jones in Huntington Beach, CA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a fiduciary standard in its advisory services.

Renxuan Hu is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities, he worked at Bank of America and has experience with Iqiyi North America Ltd and Mentor X Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and supported by affiliates in implementation and portfolio services.

Melanie Carvalho is a Series 66 licensed financial advisor with LPL Financial, based in Huntington Beach, CA, and has two years of industry experience. Her prior work includes roles at Securities America and Seven Gables Real Estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad network of advisors, offering financial planning, model portfolios, and third-party asset management with a focus on both discretionary and non-discretionary strategies.

Dennis Buenaventura is a financial advisor with J.P. Morgan Securities in Downey, CA, holding a Series 66 designation and 18 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013, with prior roles at Chase Investment Services Corp., Wamu Investments, Inc., and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a manager solutions team and includes an ESG eligibility framework in certain recommendations.

Donavan Mayes is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for three years before joining Wells Fargo in 2017. Outside of his advisory role, he serves as co-trustee for his grandmother’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Julian Duron is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, he worked briefly with Vision Solved Wealth Management Group and has held various roles outside finance, including positions at Pizza Hut and Papa John’s. 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 integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Melissa Shadden is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, she worked at Santa Clara University for one year. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services through a structured process centered on discovery and modeling tools.

Ian Chamberlain is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. He has held roles at several firms including KB Home, Hanley Investment Group, and AXA Advisors. Chamberlain serves as a board member for the University of Southern California Marshall Alumni Association Orange County Chapter and is Treasurer for the LeTip Chapter of Costa Mesa. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions.