Israel Nazari is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022 and previously spent nine years at The Lemoine Group, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Curtis Eakin III is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and earlier at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Trishia Olivas is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 15 years of experience in the financial services industry. She collaborates closely with individuals, families, and business owners to provide financial clarity and confidence by fostering open communication and understanding of clients' unique needs. Her expertise focuses on empowering women navigating life transitions such as divorce, widowhood, or major career changes; assisting business owners balancing company growth with personal financial planning; and guiding families in managing education savings and retirement planning. Trishia takes a collaborative and supportive approach, helping clients simplify complex financial decisions and build strategies tailored to their goals. Trishia holds a Bachelor's degree from the University of California System and holds professional designations including Certified Financial Planner (CFP), Personal Investment Advisor (PIA), and Certified Plan Fiduciary Advisor (CPFA). Outside of her professional work, she enjoys hiking, music, reading, running, spending time with her family, traveling, and practicing yoga.

John Draper is a CFP® with 49 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2018. He previously worked at Wells Fargo Clearing from 2016 to 2018. Draper also owns a separate financial planning practice operating as a sole proprietorship. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations alongside optional implementation through various brokerage and advisory programs.

Nancy Morsy is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. Her prior roles include positions at Union Bank/MUFG and Bank of America, N.A., among others. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Lolla Long is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2025, she worked at CUSO Financial Services, LP, PNC Investments, and several BBVA entities. She has been involved with the Girl Scouts of San Gorgonio County for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management solutions through a large network of investment adviser representatives.

Kyle Weber is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and has 10 years of industry experience. He previously worked at Woodbury Financial Services for eight years before joining OSAIC in 2024. Outside of his advisory work, he is involved in managing Airbnb properties through sole proprietorships. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a wide range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, recent consolidation, and complex affiliate network involving broker-dealer, asset management, insurance, and trust services.

Jason Stephens is a financial advisor with Merrill in Irvine, CA, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Merrill since 2009. 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.

Peter Henziak is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America, N.A. He is based in Irvine, CA. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Norma Jane Soto is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, she worked at Bank of America, N.A. and held multiple roles at Sherwin-Williams Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Matthew Leonard is a financial advisor with Merrill in Lake Forest, CA, holding a Series 66 designation and three years of industry experience. He has been with Merrill since 2000. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

David Williamson is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Transamerica Financial Advisors, Environmental Systems Research Institute, Net Law, and Qsciences. Outside of his advisory work, Williamson is the owner and president of Thistle California Collective. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with various operational and research tools.

David Kwak is a financial advisor with J.P. Morgan Securities based in Irvine, California. He holds Series 66 and Series 63 designations and has three years of industry experience. His prior work includes roles at JPMC Bank NA and various insurance and service companies. Kwak is also involved with Top Motion LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Sanjay Mathur is a financial advisor at RBC Capital Markets with 43 years of industry experience. He previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Mathur is an active owner of The Sanjay Mathur and Preeti Mathur Charitable Foundation, a private charitable organization he runs with his spouse. RBC Wealth Management serves a wide range of clients including individuals, institutions, pension plans, and charitable organizations. The firm offers tailored advisory programs and portfolio management services, utilizing a combination of in-house and third-party investment managers to implement customized strategies.

Jack Azar is a CFP® and ChFC® with 41 years of experience in the financial services industry. He is currently an advisor at Equitable Advisors and has previously worked at firms including Crown Capital Securities and PRUCO Securities. Outside of his advisory role, he is licensed as an insurance agent focusing on property and casualty as well as group health insurance, making referrals to Risk Strategies. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes both proprietary and third-party programs, with a focus on matching clients to suitable investment models and managers.

George Otto is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at City National Bank since 2019 and RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Daniel Hanna is a financial advisor at Edward Jones in Mission Viejo, CA, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at LPL Financial LLC, JPMorgan Chase Bank, N.A., and Fidelity Investments. He also has experience outside of finance, having worked with Krispy Klean OC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Robert Stanton is a financial advisor with Raymond James Financial in Lake Forest, CA, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked with Raymond James Financial Services since 2003 and operates Stanton & Castleton, Inc., an independent branch. Outside of his advisory work, he is the owner of Portfolio Design - PSDS Design Inc., a business focused on developing and distributing a financial tool. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning supported by risk profiling and analytical modeling, with a notable municipal advisor affiliation and a range of advisory programs.

Andrew Markham is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Cetera and its affiliates since 2022, following 14 years at First Allied Securities and ongoing involvement with Markham Financial Services, Inc. Markham volunteers with nonprofit organizations, including serving as a board member for Caring Cetera and participating in charity bike rides for multiple sclerosis. He is also a writer for A Travel Mobius. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Patrick Mendoza is a financial advisor at Osaic with four years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Mariner Independent Advisor Network, LPL Financial, and Western University of Health Sciences. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party managed strategies.