Scott Hanna is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kyle Mabe is a financial advisor at Edward Jones with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Mercer Investment Management, MSCI, Inc., and Eventide Asset Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Clinton Gee is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

John Kendall is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for five years before joining Schwab in 2018. He serves as a non-paying board member of Christian Arts & Theater, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Chia Hsin Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in working with newly resident clients from the Asia Pacific region, including China, Taiwan, Singapore, and Hong Kong. Chen brings to her role extensive knowledge of the financial concerns these clients face in the US market, assisting them in customizing family financial plans upon their arrival in the United States. With over 17 years of experience managing assets for high net worth individuals, families, and institutions, Chen focuses on areas such as college education planning, liquidity management, managing new wealth, tax minimization, and retirement income. She holds a bachelor's degree from National Taiwan University and a master's degree from Boston University. Additionally, she is designated as a Personal Investment Advisor (PIA). Outside of her professional responsibilities, Chen enjoys interior decorating, spending time with her family, swimming, and traveling.

Jeffrey Pierce is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he teaches courses at the University of California, Irvine's Osher Lifelong Learning Program and California State University, Fullerton, and serves on the board of the Laguna Plein Air Painters Association. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Robert Hickox is a financial advisor at Edward Jones in Lake Elsinore, CA, holding the ChFC® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Haley Behm is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has worked since 2016. She is a second-generation financial advisor and a member of The Behm Group, a Merrill Institutional Consulting™ Team serving institutional and high-net-worth clients. Haley uses her analytical skills to build and maintain client portfolios tailored to their objectives, risk tolerance, cash flow, and liquidity needs. She leverages the research capabilities of Merrill Lynch and the banking services of Bank of America to address various facets of clients’ financial lives with strategies designed for wealth building, management, and preservation across generations. Haley graduated from the University of Washington, Seattle in 2014 with a bachelor’s degree in Mandarin Chinese and Japanese. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Fluent in Chinese, Japanese, and English, Haley applies her diverse skill set to client service and investment consulting, particularly focusing on family wealth management, institutional investment consulting, and services for endowments, foundations, and non-profits. Residing in Southern California, Haley’s personal interests include drawing, knitting, crocheting, and yoga.

Andrei Hall is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Linsco/Private Ledger Corp. Hall also spends a portion of his time selling Medicare supplemental insurance and operates a registered DBA, Hall Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Christopher Doherty is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in comprehensive strategic wealth management for families. His approach includes identifying and setting financial goals, analyzing current situations, developing strategic plans, implementing those plans, and tracking their progress to help clients achieve their financial objectives. He holds a Bachelor's Degree in Finance from California State University and a Master's Degree in Real Estate Development from the University of Southern California. Christopher has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also a member of professional organizations such as the Rotary of Mission Viejo and the USC Alumni Association. Outside of his professional work, Christopher is involved with various community organizations including the Boys and Girls Club in San Juan Capistrano, Childhelp, Habitat for Humanity, Kure It Foundation, Make-A-Wish Orange County, and the Roosters Foundation. He speaks both Thai and English and enjoys basketball, biking, golfing, hiking, rock climbing, running, and tennis.

Stuart Hennessey is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney and Independent Financial Group, LLC. Outside of his advisory work, he sells art online through a personal venture. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet net-worth thresholds. The firm combines comprehensive planning tools with brokerage and advisory programs to develop tailored recommendations.

Todd Bolen is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with OSAIC since 2024 and also maintains a role with Woodbury Financial Services, where he has worked since 2009. Additionally, he is involved in insurance sales and service through Woodbury Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using various asset-allocation tools and supports multiple platforms, offering portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Eric Connella is a financial advisor with Edward Jones in Laguna Hills, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is the owner of farmland in West Terre Haute, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Wayne Oberle is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Melaina Cano is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder of The Cano Group, which specializes in multi-generational family wealth management. She serves as a trusted advocate to a select number of families, educating and guiding them to make confident financial decisions while preparing for future changes and opportunities. The Cano Group's approach extends beyond investment portfolios to incorporate a family's broader assets, values, and long-term vision with a focus on stewardship across generations. Melaina graduated summa cum laude with a Bachelor of Science in Finance from California State University, Stanislaus. She holds the Personal Investment Advisor (PIA) designation. Melaina balances her professional role with her responsibilities as a mother and actively engages in her community through organizations such as the American Heart Association, Leukemia & Lymphoma Society, and St. Cecilia Church. She is also involved in mentoring young professionals and women pursuing careers in finance and frequently speaks at local colleges and advisory trainings.

Xiaoxi Zhang is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at several firms including Merrill, Bank of America, and East West Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Amber Nishida is a financial advisor at Edward Jones in Canyon Lake, CA, holding the CFP®, ChFC®, and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Patrick Cecil is a Wealth Management Advisor at Merrill Lynch Wealth Management in Irvine, California. He has been with Merrill Lynch since 2016 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Before joining Merrill Lynch, Patrick was a History professor after completing his Ph.D. at The University of Alabama. He also earned degrees from The George Washington University and the University of Colorado Boulder, where he spent time studying abroad in Edinburgh, Scotland. His background in research informs his work in providing wealth management advice and long-term planning strategies to help clients achieve financial and personal goals. Patrick lives in the Orange County area with his wife Ariana and son Oliver. He is involved in community organizations such as the Sons of the American Revolution, Orange Elks Lodge 1475, and his alma mater Servite High School. He also participates in various alumni associations and periodically delivers lectures in History. His personal interests include spending time with family and friends, traveling, attending hockey and football games, and following Liverpool FC.

Darren York is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously spent 10 years with CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing a combination of discretionary and non-discretionary management strategies supported by LPL Research and third-party subadvisors.

Noelle Oh is a CFP®-certified financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she also serves as a notary public in Santa Barbara, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.