Mitchell Behm is a Wealth Management Advisor at Merrill Lynch Wealth Management and serves as a Senior Portfolio Manager. He is part of Merrill's Institutional Consulting practice, providing tailored investment consulting services to diverse institutional clients, including endowments, foundations, non-profits, defined benefit plans, and defined contribution plans. His work involves discretionary management of personalized investment strategies which may include individual securities, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. With a career in financial services beginning in 1985 and joining Merrill Lynch in 1988, Mitch has over three decades of experience working with sophisticated institutions in areas such as cash management, investing, and financing of both qualified and non-qualified benefit plans. He holds the Certified Investment Management Analyst (CIMA) designation as well as the Personal Investment Advisor (PIA) designation. Mitch earned his bachelor's degree from the State University of New York at Stony Brook. Mitch and his team focus on delivering institutional-quality investment and wealth management services to both institutional clients and select families. His approach integrates expertise across Merrill Lynch Wealth Management and Bank of America to provide consulting in investment policies, asset allocation, manager selection, and performance evaluation. Outside of work, Mitch enjoys antiquing, baseball, gardening, reading, and spending time with his family.

Donald Oliver Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Masimo Corporation for two years and HireRight, Inc. for thirteen years. He holds Series 63 and Series 66 designations and is based in Ladera Ranch, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory strategies under a fiduciary standard.

Annie Naghavi is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She joined Fidelity in 2021 and has progressively advanced through roles including Planning Consultant and Financial Consultant. Prior to her tenure at Fidelity, Annie worked as a Financial Advisor at LPL Financial from 2019 to 2021 and at Ameriprise Financial from 2013 to 2019. Annie holds a Master of Science in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional. She is licensed with a California Insurance License. Her approach emphasizes understanding her clients' unique circumstances to develop customized financial plans. Outside of her professional work, Annie's personal interests include beach activities, family activities, reading, running, traveling, and volunteering.

Graham Okelly is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 25 years of industry experience, with prior roles at City National Bank, Morgan Stanley Private Bank, Morgan Stanley & Co., and J.P. Morgan Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs providing portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Rachel Keable is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked with the Northwest ISD Education Foundation and held various roles in education and hospitality management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Yvette Juarez is a financial advisor at Morgan Stanley with 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 18 years at Citigroup Global Markets. Outside of her advisory work, she operates a retail and online clothing merchandise business through drop shipping platforms. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Sandro Pestana is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2014. Outside of his advisory role, he is a partner in Talia LLC, a company involved in the manufacture and sale of women's apparel. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Jacqueline Shohdy is a financial advisor at Edward Jones with eight years of industry experience. She has worked at Edward Jones since 2019 and previously at Orange County's Credit Union from 2015 to 2019. She holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 advisors.

Jonathan Fernandez is a Financial Consultant currently working at Fidelity Investments since 2025. He has held various roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Senior Acquisition Financial Advisor at Morgan Stanley in 2023, and Financial Consultant at E*Trade from Morgan Stanley between 2021 and 2023. He also served as a Managed Account Representative at E*Trade from Morgan Stanley in 2021 and as a Relationship Manager at Fidelity Investments from 2019 to 2021. Jonathan focuses on helping individuals and families navigate the complexities of financial planning by identifying unique financial goals, creating strategic plans to mitigate risk, and executing individualized strategies aimed at achieving a fulfilling life. He holds a California Insurance License.

Nicholas Trent is a Financial Consultant currently working at Fidelity since 2023. In this role, he acts as an advocate for his clients, working to develop customized financial plans tailored to meet the unique needs of each family. He emphasizes collaboration and open communication throughout the planning process. Prior to his current position, Nicholas worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before that, he served as a Wealth Management Advisor at the Bank of Tennessee from 2021 to 2022. His professional experience spans various aspects of investment consulting and wealth management. Outside of his professional work, Nicholas has interests in attending concerts, football, golf, visiting museums, and traveling.

Michael Scudder is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2020 after gaining experience in climate research at the Keck Isotope Geochemistry Laboratory while completing his degree in Earth & Planetary Science at the University of California system. Prior to this, Michael worked as a Teller at Bank of America during high school and college. Michael's expertise lies in advising clients on incorporating sustainability into long-term investment portfolios, focusing on areas such as personal retirement planning, philanthropic planning, portfolio management, and socially responsible, values-based, and ESG investing. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Outside of his professional career, Michael is involved with community groups including Club Dust and Farm and Food Lab. His personal interests include photography, running, and surfing.

Diana Peters is a financial advisor at Edward Jones in San Juan Capistrano, CA, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2020 and previously worked at Fidelity Investments and Edward Jones Investments. 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, investment strategies, and affiliated products through a nationwide network of over 23,000 financial advisors.

Paul Chung is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2015. Outside of his advisory role, he is involved with Palwaukee Liquor since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm utilizes structured planning tools and modeling techniques to support client financial plans, managing approximately $2.74 trillion in client assets.

Samantha Davalos is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Tom Tan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Credit Union of Southern California and Cuso Financial Services, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives who employ a range of investment strategies.

Ellen Pickler Harris is a financial advisor at Edward Jones with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1997. Outside of her advisory role, she is involved with two real estate apartment limited partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Sam Fatigato is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sunamerica and Sunamerica Capital Services, Inc. for nine years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning tools and a range of investment offerings including relationships with investment companies and private funds.

Robert Collier is a financial advisor with Fisher Investments who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Fisher Investments since 2001. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies alongside defensive tactics to manage risk.

Barbara Collette is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley, Merrill, D.A. Davidson & Co., and CUNA Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kiavash Mastani is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Morgan Stanley and Harvey & Company LLC, as well as positions in academic settings at the University of California, Los Angeles, and Foothill College. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to diverse client types, including retail and institutional investors. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.