Jammie Hunter is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, PNC Investments LLC, Morgan Stanley, and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor solutions to clients’ goals and risk tolerances.

Howard Woo is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client strategies. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Dylan Edwards is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked with Cambridge Investment Research and as a self-employed advisor since 2019. Outside of his advisory role, he is involved as an independent insurance agent with Presidio Life LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across multiple platforms and incorporates both proprietary and third-party strategies.

Joseph Katzaroff is a financial advisor at UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at Painewebber Incorporated since 1988. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk profiles.

Cole Finley is a financial advisor at RBC Capital Markets with six years of industry experience and holds a Series 66 designation. Prior to joining RBC, he was involved in the hospitality industry, including management roles at Tin Roof Bistro, Simms Restaurant, and Downey on Draft LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Stanley Bruno is a CFP® with 53 years of industry experience, currently serving with OSAIC since 1989. He specializes in fixed annuity and fixed life sales through his sole proprietorship. OSAIC is a large financial services firm serving a diverse client base that includes individual, high-net-worth, institutional, and charitable clients. The firm provides integrated brokerage and advisory services with a range of investment platforms, employing asset-allocation tools and third-party solutions for portfolio management.

Courtney Cramer is a financial advisor at Wells Fargo Advisors with a Series 66 credential and five years of industry experience. She has worked at Wells Fargo Advisors since 2018 and previously held roles at Incite Agency, ManagePointe Technologies, Huemanly, and Wells Fargo Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a wide range of investment and fee-based financial planning services. The firm offers comprehensive planning options tailored to clients meeting certain net-worth criteria and integrates advisory services with various financial products and referral channels.

Theresa Allen is a financial advisor with RBC Capital Markets and holds a Series 63 designation. She has 33 years of industry experience, previously working at First Republic Securities Company and First Republic Investment Management. Outside of her advisory role, she serves as Board Chair and Governance Committee member for The Wooden Floor, a nonprofit focused on youth development through dance, and is Treasurer of Shaw's Cove Yacht Club. RBC Wealth Management serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides a range of advisory programs designed to meet varied client needs.

Connor Cole is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2021. Prior to his advisory role, he was employed at Property Prep and has a background that includes roles at California Lutheran University, Handel's Ice Cream, and Bishop Montgomery High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Tyler Masukawa is a financial advisor at UBS Financial Services with eight years of industry experience. He has been with UBS since 2017 and previously worked at Capital Group for one year. He holds the Series 66 designation and is based in Irvine, CA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jonathan Guillen is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing nine years of industry experience. His prior roles include positions at Charles Schwab, Wells Fargo, and Stifel Nicholaus. Outside of his advisory work, Guillen serves as an Assistant Scoutmaster for the Boy Scouts of America and is a partner at Audie Murphy Oasis, where he helps prepare a rental pool for guests. He also serves in the U.S. Navy Reserve as a Petty Officer Second Class. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates with a broad range of registrations and product offerings uncommon among peers.

Michael Misak is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2009. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jonathan Smith is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He partners closely with individuals and families to serve as their primary point of contact for banking, lending, investment, and planning needs. His work focuses on addressing complexities related to retirement, including longer life expectancies, uncertainties surrounding Social Security, declining employer-sponsored benefits, healthcare costs, taxes, inflation, and estate considerations. Jonathan aims to build trust, develop dynamic and personalized plans, and help clients implement strategies tailored to their financial goals. Jonathan earned a High School Diploma/GED from the California State University System. He is affiliated with Merrill Lynch Wealth Management.

Edward Rosenblatt is a financial advisor with Cetera who holds a Series 63 designation and has 31 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Rosenblatt serves as an Investment Advisory Commissioner for the City of Mission Viejo and is president of the Saddleback Art League, a local nonprofit organization. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, providing advisors access to affiliated and third-party managers across multiple program structures.

Derwyn Anda is a financial advisor with LPL Financial in Rancho Santa Margarita, CA, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC. He is currently involved with San Diego County Credit Union Investment Services in connection with his LPL business. 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 and brokerage services, including financial planning and retirement plan consulting, and provides model portfolios and research from multiple sources.

Can Zhao is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Zhao worked at Citibank N.A. and Wells Fargo Bank. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Schirner is a financial advisor with Edward Jones in Riverside, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he has served as president of the Hispanic Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Brian Jackson is a financial advisor with Ameriprise in Riverside, CA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing Riverwalk Executive Suites, Inc., an office leasing business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide non-discretionary recommendations. The firm serves a large client base with advisory, brokerage, and insurance solutions through affiliated companies.

Amir Kompanian is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He brings extensive experience in wealth management, specializing in college education planning, employee benefits, executive and equity compensation, family wealth strategies, institutional consulting, and focused areas such as LGBT and women’s wealth planning. Amir’s approach integrates comprehensive financial strategies with estate planning while collaborating closely with clients’ external advisors, including attorneys and tax professionals. Amir began his career in private equity in Istanbul before moving to the United States in 2014. His professional background includes launching a start-up and roles at Bank of America and Merrill Lynch Wealth Management since 2015. Having lived in six countries, his global perspective supports a culturally fluent advisory style suited to clients with international ties or complex financial circumstances. Amir holds a Bachelor’s degree in Management Information Systems and an MBA from Eastern Mediterranean University. He holds the Personal Investment Advisor (PIA) designation and communicates fluently in English, Persian, and Turkish. Outside of his professional work, Amir’s personal interests include bungee jumping, cooking, and various sports such as pickleball, skiing, soccer, table tennis, tennis, and refereeing.

Eliseo Lopez Ornelas is a Financial Advisor with Merrill Lynch Wealth Management, where he provides comprehensive financial guidance tailored to his clients' individual goals. He works closely with clients to understand their priorities and develops strategies aimed at achieving their short-, mid-, and long-term financial objectives. With expertise spanning general investing, retirement planning, and risk management, Eliseo serves as a resource for a range of financial needs. He also facilitates access to specialized services within Bank of America, including banking, credit, home financing, and small business solutions. As a Personal Investment Advisor (PIA), he offers ongoing advice and adjusts strategies as clients' circumstances evolve. Eliseo holds a Bachelor's degree from California State University Dominguez Hills and a Master's degree from DeVry University. He conducts his advisory services in both English and Spanish.