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.

Evan Lavoie is a financial advisor with OSAIC in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. His prior firms include Lincoln Financial Advisors and LPL Financial. He is also licensed as an insurance agent, offering accident, health, traditional life insurance, and fixed annuities. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Joshua Felsenfeld is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2001. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

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.

Brooke Zasadny is a Series 66-licensed financial advisor with LPL Financial in Corona, CA. She has been in the industry since 2021, with prior experience at Edward Jones and Verdugo Wealth Management. Brooke also has a background in education and spent time working with the ACT Volleyball Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and multiple management approaches.

Shannon Flood is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, Shannon worked at Washington State University and held a position at Riptide Sushi. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Harvey Ivory is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Dassault Systemes from 2013 to 2017. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kent Struck is a financial advisor at Stifel with 33 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Feifei Zhang is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, TD Ameritrade, and Axa. She is based in Irvine, CA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Glenn Stoddard is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he serves as a Director at Large for The Association for Corporate Growth Orange County, a networking organization. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides a range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations supported by proprietary research and planning tools, with services addressing various financial planning needs and optional implementation through brokerage or advisory programs.