Jamie Wemhoff is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mass Mutual Investors Services, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and spent 14 years at Cox Automotive Corporate Service. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, annual planning relationships supported by firm-approved analytical tools.

Lucero Palomino is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2016 and previously at Bank of America, N.A. since 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Steven Caron is a Series 66-registered financial advisor with Edward Jones in Corona, CA, bringing 16 years of industry experience. He has been with Edward Jones since 2016 and is also associated with the Mile High Institute since 2014. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Hormoz Aslani is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at CUSO Financial Services, CitiGroup, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Freeman Leung is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 30 years of industry experience. Prior to joining J.P. Morgan in 2017, he worked at multiple financial firms during 2016-2017 and has owned Glamor Nails & Spa, a personal services nail salon, since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Jason Tong is a Wealth Management Advisor with Merrill Lynch Wealth Management in Irvine, CA. He specializes in developing personalized financial strategies designed to help clients achieve their long-term goals. Jason works closely with clients to create customized wealth management plans that address a range of financial needs, including saving for the future, home purchasing, business transitions, and retirement preparation. His client focus areas include Divorce Transition Planning, Executive Compensation, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Legacy Planning, and Individual and Corporate Investment Strategy. Jason holds the Chartered Retirement Planning Counselor™ (CRPC™), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. He earned a Bachelor’s Degree from the University of California system and is a member of the UC Irvine Alumni Association. In addition to his professional responsibilities, Jason participates in community volunteering inspired by Merrill’s tradition of community involvement. Outside of work, he enjoys basketball, billiards, bowling, football, spending time with his family, and watching movies.

Daniel Hansen is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2021. Outside of his advisory role, Hansen is involved in coaching high school baseball as a varsity assistant coach. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analysis and allocation guidance intended to support client decision-making.

Joann Gorbatov is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she works closely with individuals, families, and business owners to develop personalized financial strategies that align with their goals and values. She specializes in personal retirement planning, small business strategies, and women and wealth. Joann holds a Bachelor's Degree and a Master of Business Administration (MBA) from the University of Phoenix. She has earned the Personal Investment Advisor (PIA) designation. Her approach involves understanding what is important to her clients and helping them create strategies to pursue their short-, mid-, and long-term financial goals. She provides guidance on general investing, retirement planning, and saving for unexpected circumstances, and can connect clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of her professional work, Joann enjoys drawing, sketching, music, traveling, and spending time with her family.

Brandon Cuervo is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. Before joining Ameriprise, he was involved with Elite Knights Baseball and held roles at Los Angeles Valley College and Granada Hills Charter High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adel Wahba is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including First Allied Securities, Inc. and First Allied Advisory Services before joining Cetera. He is also the sole proprietor of AW Wealth Advisory. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

James Vale is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He holds the Series 66 designation and is based in Irvine, CA. Outside of his advisory role, Vale serves as treasurer and board member for homeowners associations in Laguna Niguel. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools to develop tailored recommendations. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

James Dahl is a financial advisor at UBS Financial Services with 26 years of industry experience. He has worked at Painewebber Inc since 1999. Dahl serves on the boards of the Lake Arrowhead Yacht Club and the Cypress Community Association, and he is the president of the Sigma Alpha Epsilon Orange County Area Alumni Association. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Nicole Fernish is a Financial Consultant at Fidelity Investments, a position she has held since 2016. She has been with Fidelity Investments since 2012, progressing through roles including Financial Representative and Investment Consultant. Prior to joining Fidelity, she was a Registered Representative at Charles Schwab from 2011 to 2012. Nicole emphasizes building trusting relationships with her clients by creating and implementing financial goals and providing education in financial planning. She holds a California Insurance License, supporting her ability to serve clients in various aspects of their financial needs.

Jennifer Hocking is a Series 66–licensed financial advisor at Raymond James & Associates with 10 years of industry experience. She worked at UBS Financial Services for nine years before joining Raymond James in 2024. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Adam Macdonald is a financial advisor with RBC Capital Markets in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at City National Bank, First Republic Investment Management, and Wells Fargo Advisors. Outside of his advisory work, he serves on the board of Compass Bible Institute, participating in efforts to raise capital and increase student participation, and supports a financial literacy program for teens at the University of California, Irvine. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs and leveraging both in-house and third-party investment managers.

Michael Zeller is a financial advisor with Primerica Advisors in Corona, CA, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. He is a co-founder of the Chad Zeller Memorial Fund, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed account options to individual and high-net-worth clients primarily via a tiered wrap-fee structure. The firm selects and oversees third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Eugene Okoreeh is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. Outside of advisory activities, he also engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates implementation to BNY Mellon Advisors.

Samuel June is a Senior Financial Advisor and Senior Vice President with June, Mitchell & Associates at Merrill Lynch Wealth Management. Since joining Merrill Lynch Wealth Management in 2011, he has focused on developing enduring relationships with individuals, families, and entrepreneurs to help them pursue a secure and cohesive financial future. His approach emphasizes relieving clients of financial worries so they can concentrate on their personal priorities. With over 25 years of experience in the financial services industry, Sam’s expertise spans corporate executive services, education planning, family wealth management, retirement income strategies, and portfolio management. He also holds specialized knowledge in real estate, home financing, cash-flow analysis, budgeting, and financial strategies for special-needs children. Sam works closely with clients from diverse backgrounds and life stages, including business owners, executives, retirees, and inheritors, to provide practical and creative financial solutions. Sam holds the Certified Plan Fiduciary Advisor® designation and is a specially qualified Portfolio Manager within Merrill Lynch. He is also a Retirement Accredited Financial Advisor, having completed certification through the Longevity Training Program at the University of Southern California Davis School of Gerontology. He attended the University of Bridgeport and Sacred Heart University and earned a high school diploma from Notre Dame Catholic High School. Sam lives in Laguna Niguel with his wife; they have three children and three grandchildren. In his spare time, he enjoys golfing, singing, and visiting his grandchildren in Oregon.

Parvez Howlader is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with Cetera and its affiliates since 2014 and has experience as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning services through a nationwide network of independent advisors.

Nicolas Radisay is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 credential and bringing 25 years of industry experience. He has been with LPL Financial since 2008. In addition to his advisory role, he is employed by the Laguna Beach Unified School District and Laguna Beach Recreation Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.