Nader Hosseinzadeh is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to develop wealth planning strategies tailored to their unique financial situations, leveraging Fidelity's investment platform and trusted brand. Nader brings extensive experience in financial consulting, having held roles such as Financial Consultant at Fidelity Investments from 2020 to 2025, Licensed Premier Banker at Wells Fargo Clearing Services, LLC in 2020, Financial Advisor at U.S. Bancorp Investments, Inc. from 2018 to 2020, Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2016 to 2018, and Licensed Private Banker at UnionBanc Investment Services from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Nader enjoys family activities, golf, music, and soccer.

Jonathan Oconnell is a financial advisor with Morgan Stanley, holding a Series 66 credential and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, following an 11-year tenure at UBS Financial Services. Outside of his advisory role, he is an officer of Similar Pants, Inc., a retail and online store based in Rubidoux, California. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include planning but generally do not provide individual security recommendations.

Carlos Rivera Alvarez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Bitran is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at CUSO Financial Services, LP and Arrowhead Credit Union, where he has worked for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Christopher Foster is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he works with clients and their families to help realize their financial goals, including comfortable retirement planning and navigating liquidity events. He has been with Merrill since 2015 and serves as a primary point of contact for both clients and advisors seeking timely information on account questions and services. Christopher leverages investment insights from Merrill Lynch Wealth Management alongside banking services from Bank of America to assist high-net-worth clients in managing their wealth. His expertise encompasses services for defined benefit plans, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He collaborates closely with clients' attorneys, accountants, and other advisors to provide comprehensive financial advice that aligns with their overall goals. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned a bachelor's degree from the California State University system. He is involved in community activities such as the Rotary Club of Chino Valley and volunteers with organizations including the Salvation Army in Riverside/Moreno Valley. He resides in Chino Hills, California with his wife Daphne and enjoys golfing, hiking, spending time with family, and traveling.

Gordon Cooper is a financial advisor at Edward Jones with three years of industry experience and a Series 66 designation. Prior to joining Edward Jones, he held positions at Ameriprise, Thrivent Financial, and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeremy Garduno is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Wells Fargo Clearing and Citigroup Global Markets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management approaches.

Anailsa Perez Pham is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo in various roles. Outside of her advisory work, she was a self-employed notary public for two years. 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.

Jerry Quartey Papafio is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to identify and understand what matters most to them and their families, helping to develop strategies that address short-, mid-, and long-term financial goals. His services encompass a range of financial needs, including general investing, retirement planning, and preparing for unexpected expenses. Jerry also facilitates access to Bank of America specialists to support banking, credit, home financing, and small business solutions. Jerry holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Master’s degree from the University of Northampton, a Bachelor’s degree from the University of Cape Coast, and completed his secondary education at Mfantsipim School. Outside of his professional responsibilities, Jerry’s personal interests include basketball, music, running, soccer, and traveling.

Prince Lankford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its brokerage and advisory solutions.

Aaron Smith Sr. is a financial advisor with Smith Company Financial Advisors / Fusion Funds, holding a Series 66 designation and 24 years of industry experience. He has worked at Securities Service Network, Inc. since 2003 and Private Wealth Asset Management since 2002. Fusion Advisor, operating as Smith Company Financial Advisors / Fusion Funds, is a California-registered investment adviser providing non-discretionary investment advisory services to individual clients. The firm focuses on asset allocation analysis and portfolio construction, offering tailored guidance without exercising discretionary authority.