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.

Christopher Bevans is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Advisors since 2022 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Bevans owns and manages investment-related entities in Newport Beach, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a comprehensive range of planning options and integrating advisory services with other financial products and referral channels.

Alan Watts is a CFP® professional with 24 years of experience, currently affiliated with Wells Fargo Advisors since 2018. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating extensive industry experience. Outside of advisory services, he is involved in aviation-related businesses including ownership and operation of jet charter services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, serving clients with diverse and specialized planning needs.

Jennifer Uy is a financial advisor with Raymond James & Associates in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. She previously worked at UBS Financial Services for 17 years before joining Raymond James in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Paul Helfman is a financial advisor with Cetera Wealth Services LLC and Cetera, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include leadership at Helfman, Davis & Clanton CPAs and Roadmap Wealth Management. He is also active as a trustee for multiple trusts, administering assets and managing distributions in fiduciary capacities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a range of customizable investment strategies and oversight structures.

Paul Leone is a financial advisor at Osaic with 34 years of industry experience. He holds the Series 63 designation and has previously worked at Strategic Wealth Advisors Group, LPL Financial, and WealthPLAN Partners. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services using a range of portfolio construction tools and offers access to multiple advisory platforms and third-party money managers.

Brian Stewart is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he owns Brian Stewart Consulting, LLC, an investment-related business based in Lake Forest, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad suite of planning options. The firm combines research, planning tools, and varied financial product offerings to deliver tailored recommendations and integrated solutions.

Logan Sandhu is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and MA Mutual Life Insurance Company. J.P. Morgan Securities 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Michael Jalaty is a Senior Financial Advisor and Managing Director at Merrill, where he has built a career dedicated to delivering measurable value to his clients. With over two decades of experience in banking and wealth management, Michael focuses on helping clients simplify their financial lives, regain capacity and time, and pursue their specific financial goals. He has been with Bank of America since 1999 and began his role as a Financial Advisor in 2004. Michael's expertise spans long-term strategy, business and succession planning, pre- and post-liquidity event strategies, executive compensation, wealth transfer, and access to credit through Bank of America. Serving an accomplished clientele, he aims to unify and reconcile multiple aspects of clients’ financial lives to reveal a more efficient whole. He is a Personal Investment Advisor (PIA) and prioritizes a service-oriented approach, emphasizing commitment to clients and their families. Michael was born and raised in Irvine, California, where he currently lives with his wife and two daughters. Outside of his professional responsibilities, he enjoys spending time with his family, going to the beach, and riding bikes. He holds a High School Diploma from Woodbridge High School.

Margarita Munoz is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill since 1990 and holds Series 63 and Series 66 licenses. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Thompson is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. Prior to joining UBS, he worked at Sauers Lopez Construction and Nordstrom. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 solutions to clients’ goals and risk tolerances.

John Nam is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a financial advisor since 2001 and joined Merrill Lynch in 2008 following eight years with Morgan Stanley. John and his team, the NB Group, focus on working with high-net-worth clients, including business owners, corporate executives, pre-retirees, retirees, and well-established families. His approach emphasizes building long-term relationships and assisting clients in making goal-oriented and informed decisions across all aspects of their financial lives. John’s expertise includes asset allocation, estate planning, retirement planning, tax minimization, legacy planning, portfolio management, college education planning, and managing new wealth. His team offers personalized service supported by Merrill Lynch’s research resources to help preserve and grow client wealth and to address the needs of families seeking lifestyle-sustaining income and intelligent financial planning. John holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a high school diploma from Blair High School and attended the University of California system without obtaining a degree. John speaks English and Korean. Outside of work, he enjoys basketball, music, traveling, watching movies, and spending time with his wife and two children.

Carolyn Tinkham is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on services for individual investors rather than institutional or pension plans.

Vezafina Kirby is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Thrivent Financial. J.P. Morgan Securities 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 registrations, delivering recommendations on a non-discretionary basis.

Anthony Mariconda is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his career at Merrill Lynch in 2019, he has specialized in delivering comprehensive wealth management strategies tailored to the unique goals and needs of each client. His approach emphasizes active listening to develop personalized investment plans that align with clients' financial objectives and individual values. Anthony's areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, individual and corporate investment strategy, and retirement income. He holds a Bachelor's Degree from the University of San Francisco and is a Personal Investment Advisor (PIA). Anthony is committed to helping clients preserve and grow their wealth while navigating changes in their financial goals over time. In addition to his professional work, Anthony is involved with the Boy Scouts of America and donates blood through the American Red Cross. His personal interests include music, running, singing, and spending time with his family.

Nathen Trujillo is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Charles Schwab, he worked at Tommy Bahama and The Walt Disney Company. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Andrew Weber is a Financial Advisor with Merrill Lynch Wealth Management in Irvine, CA. He specializes in family wealth management strategies, managing new wealth, portfolio management services, individual and corporate investment strategy, and retirement income. Andrew works with academics, researchers, executives, and business owners whose financial situations often involve complexities such as concentrated equity, deferred compensation, multiple income streams, and closely held business interests. His background is quantitative, applying disciplined data interpretation combined with structured execution and adaptability to develop financial plans that remain effective even in fast-moving markets. Andrew partners with clients who seek thoughtful analysis and strategic guidance, focusing on continuous improvement and creating measurable value. Outside of his client work, he engages in ongoing study, including pursuing a Doctorate in Business Administration and market research. Andrew holds a Bachelor's Degree and a Master of Business Administration (MBA) from Western Governors University. He is also accredited as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His personal interests include baseball, music, and reading.

Kristin Landis is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney for 14 years before joining UBS in 2023. Outside of her advisory role, she is an independent sales consultant for Mary Kay, selling cosmetic and skin care products. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Garett Wilkinson is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over 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.

Gibran Le is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors, Inc. for nine years. He also serves as an agent offering fixed insurance products such as accident, disability, fixed and indexed annuities, long-term care, and traditional life insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party solutions.