Gregory Virant is a financial advisor with Ameriprise Financial Services in Irvine, CA, holding a Series 66 credential and seven years of industry experience. Prior to joining Ameriprise, he worked at Pepperdine University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

Evanya Skelly is a financial advisor at Stifel with five years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2021, she worked in legal education and practice, including positions at the University of Law and Mills and Reeve. Stifel serves a diverse client base, including individuals and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jaimie Moore is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. Moore is the owner of Moore Financial Freedom, LLC, a financial services firm established in 2025. They have previously worked with Cetera Advisors LLC and Steven M. Ditch, CFP. Additionally, Moore provides support services related to tax return preparation. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Kyle Massey is a financial advisor at Osaic with 20 years of industry experience and holds a Series 66 designation. His prior work includes roles at Morgan Stanley and E*TRADE. He owns KMASS LLC, through which he provides consulting services to Providence Wealth Planning. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and access to third-party managers to construct diversified portfolios across multiple investment types.

Rong Yue is a financial advisor with Ameriprise in Irvine, CA, holding the CFP® designation and Series 63 and 65 licenses. Yue has three years of industry experience, including prior roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Global Law Group. Outside of advisory work, Yue owns and operates JY Legacy Bridge Law P.C., focusing on estate planning. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory services and emphasizes managed accounts and algorithmic automation to support its retirement planning solutions.

John Fierro is a CFP® professional with 32 years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank since 2023. His prior experience includes seven years with Wells Fargo Clearing and six years with Wells Fargo Advisors LLC. Fierro serves on the Board of Directors for White Oak, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment advisory programs and portfolio management services, combining in-house and third-party managers while providing integrated capital markets and lending capabilities.

Jonathan Jiang is a financial advisor at Ameriprise in Irvine, CA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Ameriprise, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Daniel Andrade is a Series 66-licensed advisor with Merrill, based in Lake Elsinore, CA. He has one year of industry experience and has been with Merrill since 2011, also having worked at Bank of America, N.A. since 2025. 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 strategies for a variety of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Yengo is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Group. Outside of his advisory role, he is licensed to offer accident, health, disability, traditional life insurance, and fixed and indexed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party managers through various platforms and integrated tools.

Peter Tunney is a financial advisor with UBS Financial Services in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2008. Tunney served as a board member and treasurer for A Window Between Worlds, a nonprofit providing art therapy to victims of trauma, from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, delivering customized plans based on proprietary research and model-based asset allocations.

Brian Harrison is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding a Series 66 designation and 14 years of industry experience. He has worked within various Wells Fargo entities since 2013, including Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of topics such as retirement, education, and niche areas like business-owner transition and special-needs planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with implementation options offered through the firm’s brokerage or advisory programs.

Franklin Motte is a financial advisor with Primerica Advisors in Orange, CA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked with PFS Investments Inc. since 1991 and Primerica Financial Services since 1989. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Martin Vu is a Financial Advisor with Merrill Lynch Wealth Management. He has been working in the banking and financial industry since 2000, serving in multiple roles. Martin focuses on understanding his clients' priorities to help develop personalized strategies aligned with their short-, mid-, and long-term financial goals. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Martin provides clients with investment insights from Merrill and access to banking and lending solutions through Bank of America. He also offers ongoing advice and guidance as clients' needs evolve. Martin holds an Accredited Certificate from Irvine Valley College and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and Vietnamese. Outside of work, Martin has interests in basketball, bowling, camping, cooking, fishing, football, ice hockey, skiing, and traveling.

Julianne Hussain is a financial advisor with Ameriprise in Aliso Viejo, CA, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Ameriprise, she has experience working in education and the food service industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Darryn Pope is a CFP® professional with 36 years of industry experience, currently serving at Cetera. His prior roles include positions at Avantax Advisory Services, Proequities Inc, and LPL Financial. Outside of advisory work, he owns RACERBAX LLC, where he coordinates marketing and event participation in running expos, and he consults with CPA firms through his role at CPA2Connect. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with flexible program options, managing over $256 billion in assets across more than 10,000 advisors.

Editha Shemke is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of her advisory role, she leads a professional networking group, Provisors, and serves as Founder and Advisory Board Chairperson for the Boardvance initiative within OneOC, which supports nonprofit organizations. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and municipalities, using a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Towfiq Chitalwala is a financial advisor with Merrill in Lake Forest, CA, holding Series 63 and Series 65 credentials and having 19 years of industry experience. He has worked at Bank of America and Merrill since 2018, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2018. 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.

Jack Chen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 credential and has held roles at JPMorgan Chase Bank and Waddell & Reed, Inc. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory approach. The firm integrates quantitative modeling and centralized due diligence with an ESG eligibility framework when recommending investment strategies.

Ronald Koby is a financial advisor at Merrill with Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Merrill since 1985 and has also been with Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Madeleine Stewart is a financial advisor at RBC Capital Markets in Irvine, CA, holding a Series 66 designation with 19 years of industry experience. She has been with RBC Capital Markets since 2014. Outside of her advisory role, she is a notary public. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.