Jai Dawson is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. He has been with Stifel since 2022, with intermittent periods outside the industry. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment strategy that utilizes forward-looking capital market assumptions and probabilistic modeling.

Betsy Wilde is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial since 2025. Her prior experience includes 12 years at Western International Securities, Inc. and over three decades operating her own tax preparation and accounting practice. She also holds licenses in non-variable insurance and provides related services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions delivered through a large network of investment adviser representatives, supported by research, technology, and a broad suite of affiliated financial services.

Corrine Lafollette is a financial advisor at OSAIC with 12 years of industry experience. She holds the Series 66 designation and has previously worked with Securities America Advisors and SECURITIES AMERICA, Inc. Lafollette serves as a board member of the San Clemente City Chamber of Commerce. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors, offering a range of brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple platforms.

Derek Atkinson is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

David Treffry is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lloyd Wei is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I at Fidelity Investments from 2024 to 2025, and was Vice President at Sunstone Management from 2018 to 2024. He holds a California Insurance License. Lloyd focuses on building strong, lasting relationships with clients by understanding their individual goals and creating personalized financial strategies that adapt over time. He provides clear, actionable guidance and serves as a reliable partner throughout his clients' financial journeys. Outside of his professional work, Lloyd has interests in art, fitness, hiking, museums, parenthood, and soccer.

Francesca Silvestro is a financial advisor at OSAIC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with OSAIC since 2018. Outside of her advisory role, she is involved in a family insurance business that she plans to take over through succession. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage a wide range of investment portfolios.

Rita Kikawa is a financial advisor with Morgan Stanley in Laguna Niguel, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Jaime Gomez Hernandez is a financial advisor with LPL Financial in San Clemente, CA, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked with Transamerica Financial Advisors, Inc. and has been involved with nonprofit work as a financial literacy facilitator for The Right Way Foundation, conducting workshops for foster youth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Tober is a financial advisor with LPL Financial in San Clemente, CA, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory work, he is a certified NRA pistol instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Morgan Strnad is a Series 66-credentialed financial advisor with Morgan Stanley in Laguna Niguel, CA, bringing three years of industry experience. Prior to joining Morgan Stanley, Strnad held positions at Nordstrom and worked in educational and healthcare-related roles. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools but generally acts in an advisory capacity without providing individual security recommendations in standalone plans.

Matthew Deweese is a financial advisor with Raymond James Financial in San Juan Capistrano, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2003. Deweese is also president of DeWeese Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and maintains specialized programs for municipal finance and employer SIMPLE IRA consulting.

Ahmed Namoury is a financial advisor with Equitable Advisors in Monarch Beach, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2012 and was previously associated with Axa Advisors, LLC. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and emphasizes matching clients to advisory models or discretionary managers, often using third-party program sponsors.

Jessica Gong is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has previously worked at One Oak Wealth Management, Eagle Strategies (NY Life), NYLIFE Securities, LLC, and Pascal Insurance & Financial Services. Outside of finance, she has been employed as a yoga instructor at Sender One Climbing. 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 portfolio programs, third-party asset management, and institutional platforms.

John Woolway is a financial advisor at Charles Schwab with the Series 66 designation and one year of industry experience. Prior to joining Schwab, he was involved in the hospitality sector with Xenia Bistro and energy solutions with Your Energy Solutions. He also spent several years pursuing full-time education. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a centralized operational structure supporting a large client base.

Caleb Russell is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include nine years at Wedbush Securities Inc and two decades with various insurance carriers. He operates under the business names Russell Capital Management, Gladstone Advisors, and Priority Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with research and technology tools across a broad platform.

Kim Lim is a financial advisor with LPL Financial in Laguna Beach, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC before joining LPL Financial in 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by an extensive network of over 22,800 advisors.

Katie Kelley is a Series 66 registered advisor with Morgan Stanley in Laguna Niguel, CA, having 12 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Sheila Carlson is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Sheila is a graduate of the University of Colorado at Boulder. Before joining Merrill, Sheila was the owner and controller of her own aerospace manufacturing firm and has an extensive background in accounting. Her financial advising approach involves a disciplined wealth management process, allowing her to understand and align with her clients' financial goals and aspirations. She works with clients to develop individualized financial roadmaps that are meaningful to them and their families. Sheila focuses on areas including family wealth management strategies, services for endowments, foundations and non-profits, retirement income planning, and small business strategies. Outside of her professional career, Sheila enjoys hiking, horseback riding, reading, skiing, spending time with her family, swimming, and practicing yoga.

Cara Paynter is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Currently based in Laguna Niguel, CA, she has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.