Luz De Sol Olmeda Morgan is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked at Royal Alliance Associates, Inc. since 2021 and Liberty Capital Management since 2017. Outside of her advisory role, she owns Alant Consulting, providing clerical services including research, filing, event planning, and scheduling. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct tailored portfolios.

Jose Rivera is a financial advisor with Wells Fargo Clearing in Riverside, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with Wells Fargo Clearing Services LLC since 2016 and has been with Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory 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.

Scott Oliver is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at Prudential Advisors, Pruco Securities LLC, and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and corporate entities. The firm emphasizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Akhil Pruthi is a financial advisor at Edward Jones in Orange, CA, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase for seven years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds.

Robert Nevarez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Cambridge Investment Research, Dempsey Lord Smith, and National Asset Management. Outside of his advisory work, he is involved in consulting and coaching through a separate business activity. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program options.

Andrea Brezoi is a financial advisor at Merrill in Irvine, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Merrill in 2020, Andrea was involved in tutoring at Fullerton College and worked at California State University Fullerton. Merrill, along 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.

Ian Venzon is a financial advisor with LPL Financial in Newport Beach, CA, holding a Series 66 credential and eight years of industry experience. He has worked at LPL Financial since 2018 and also provides administrative support to Pence Capital Management, an independent registered investment advisor firm. 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 portfolio programs, and institutional platforms, supported by a network of advisors utilizing discretionary and non-discretionary strategies.

Trent Sievers is a financial advisor with LPL Enterprise. He holds the Series 66 designation and has been with LPL Enterprise since 2026. Outside of his advisory role, he has been involved with First Class Pizza since 2015. LPL Enterprise provides investment advisory and brokerage services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Diane Wegener is a financial advisor with Edward Jones in Laguna Beach, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Edward Jones since 1996. Outside of her advisory role, she owns a rental property in California. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, offering various managed investment strategies and affiliated products through a large national network of advisors.

Anchi Liu is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC until 2020. Liu is also a trustee of her own trust. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing third-party program sponsors and proprietary resources.

Jennifer Schulman is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BNY Mellon Wealth Management, Solis Capital Partners, and Citigroup Global Markets. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Bethany Hsi is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked at Zov's Irvine Bistro and spent fifteen years in full-time education. She holds a Series 66 designation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery conversations and advanced modeling tools.

Maryam Memon is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at firms including Wells Fargo NA and NAI Capital. Outside of her advisory role, she owns a web design and marketing business called The Manmh Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their investment recommendations.

Adam Himelson is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Independent Financial Group, LLC, and NPB Financial Group, LLC. Outside of his advisory role, he is involved with Financial Counseling Resources, LLC, where he serves as Chief Compliance Officer and managing member, and he also participates in event planning through Himelson Enterprises Inc. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary account management, with access to third-party money managers and wrap programs.

Kenneth Mascari is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has worked at Securities America Advisors and KPM Asset Management, Inc. He is also a part-owner of the building housing his branch office and manages a family trust property. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage portfolios across a wide range of asset classes.

Stephanie Luo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Her work history includes multiple roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015, as well as a position at Mechanics Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Jerren Eldridge is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial for two years. Before joining the financial industry, he spent nearly three decades employed at Trader Joe's. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 advisors and 15,000 branch offices.

Scot Hicks is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Independent Financial Group, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding on implementation through brokerage or advisory programs.

Jeffrey Halbreich is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 1999. Outside of his advisory role, he provides consulting services through his own firm and serves on the board of directors for SAMLARC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement, focusing on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations primarily for clients with substantial investable assets.

Joseph Volz is a CFP®-certified financial advisor with Wells Fargo Advisors in Irvine, CA, with 28 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he holds a 25% ownership in Alpha Sports LLC, a soccer training business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.