Thomas Morgan is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Mass Mutual Investors Services, LPL Financial, and Trilogy Financial Services. Morgan is based in Tustin, CA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team in partnership with client advisors.

Shun Sun is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients build wealth, preserve assets, and achieve long-term financial goals through personalized planning and investment management strategies. His client focus areas include college education planning, executive compensation, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. With over 12 years of experience in the financial industry, Shun has provided professional guidance in consumer banking, financial planning, asset management, and tax optimization strategies. He is skilled at simplifying complex financial concepts for clients and creating clear action plans to help achieve measurable outcomes. Shun demonstrates a commitment to clients' success and adherence to ethical standards. Shun holds a Master of Business Administration (MBA) degree from California State University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, he has interests in badminton, basketball, biking, fishing, golfing, music, pickleball, and traveling.

Christopher Cuvinan is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and 13 years of industry experience. His prior work history includes positions at Merrill and JPMorgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority. The firm’s advisory process combines quantitative screening and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Craig Skelly is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he plays guitar and manages the Breakaways Surf Band and the Curl Riders Surf Band. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Dzuy Duong is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 66 and Series 63 credentials and seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2019 and has a longer tenure with Wells Fargo Bank NA beginning in 2015. 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 provides both brokerage and advisory solutions across a large network of over 14,000 financial advisors.

Loren Biggs is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. Outside of his advisory work, he also works as an Uber driver in San Francisco. 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 a range of brokerage and advisory solutions supported by research and analytics.

Harpal Sandhu is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He has held positions at JPMorgan Chase Bank NA and several investment services firms since 2006. 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 combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and a broad range of derivatives and commodities capabilities.

Cole Di Marco is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, he worked at Preston Ventures and Osaic FA, Inc. He also has experience as a paraplanner at Oakwood Wealth Partners. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, and offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Kevin Findlay is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Charles Schwab, TD Ameritrade, and Scottrade. 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 is supported by centralized due diligence and incorporates both quantitative and qualitative research.

Brendan Collins is a CFA® charterholder and holds a Series 66 license with 15 years of experience in the financial services industry. He has worked at LPL Financial since 2013 and was previously employed at Morgan Stanley from 2010 to 2012. Collins operates a DBA called Frehner Wealth Management in Costa Mesa, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Richard Roeser is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Raymond James & Associates, Bank of America, Merrill, and Morgan Stanley. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Ryan Bible is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent three years at Edward Jones. He holds the Series 66 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Samuel Galatioto is a Series 66-licensed financial advisor at OSAIC with 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Starboard Realty, Lifemark Securities Corp., Chase Investment Services Corp., Morgan Stanley, and Merrill. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and the use of discretionary strategies and third-party managers.

Andrew Anderson is a financial advisor at Edward Jones in Corona, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Sunland RV Resorts and was involved with the Hemet San Jacinto Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Analyn Sahachaisere is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and affiliated with Wells Fargo Bank, N.A. since 2013. Outside of her advisory role, she works as a consultant selling skin care and cosmetic products through Mary Kay. 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 utilizes research and analytics to support diversified investment options and offers both brokerage and advisory solutions.

Erika Galen is a financial advisor at LPL Enterprise with four years of industry experience. She holds the Series 66 designation and previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and has experience as a private teacher and beginning financial counselor. Galen also worked in education with the Huntington Beach City School District and has involvement in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, with additional services in insurance, trust custody, and collateralized lending programs.

Li Ding is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Li worked at Bank of America Corporation and Bank of America, N.A. Li also has experience outside finance, including a role with Melody School Inc. 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 individuals, institutions, and charitable organizations.

Shalane Bohle is a financial advisor at Wells Fargo Advisors in Irvine, CA, holding a Series 66 designation with 18 years of industry experience. She has previously worked at Wells Fargo Clearing, US Bank, U.S. Bancorp Investments, Chase Investment Services, and Wamu Investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

Ruben Gomez Jr. is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, CUNA Brokerage Services, Inc., and SchoolsFirst Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm participates in commodity pool operations and serves as an adviser to multiple registered investment companies and fund-of-funds.

Johnny Liu is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Sushiholics, Asucla, the University of California, Los Angeles, and the West Covina Unified School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through detailed Recommendation Reports and ongoing advice. The firm uses a centralized team alongside financial advisors and employs a structured approach that incorporates proprietary research, algorithmic tools, and a defined investment universe.