Michael Burchieri is a Wealth Management Advisor with Merrill Lynch Wealth Management in Newport Beach. He has over 30 years of experience as a goals-based advisor, providing wealth advisory services with a focus on ethics, customer service, and integrity. As a trusted advisor, Michael develops customized strategies for high-net-worth clients and their families, including retirement plans, investment portfolios tailored to individual goals and risk tolerance, concentrated equity strategies, and banking and lending services through Bank of America, N.A. Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards. He earned a Bachelor of Science degree in Accounting and Economics from Brooklyn College, City University of New York. Committed to ongoing education, he seeks to understand global financial complexities to better serve his clients. Outside of his professional focus, Michael has a passion for the stock market and identifying noteworthy companies. He enjoys history, sports, travel, and fine wines. Michael lives in Laguna Niguel with his wife, Trudi.

Matthew Owens is a financial advisor at Morgan Stanley in Laguna Niguel, CA, holding a Series 66 designation with 13 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank for nearly a decade before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment research.

Jeffrey Dorman is a CFP® professional with 13 years of experience in financial advisory. He is currently with Navigate Financial LLC and previously operated Dorman Skorheim Wealth Management LLC for 11 years. Navigate Financial LLC is an independent firm focused on personalized financial planning and wealth management.

Forrest Morrow is the sole advisor at Evidence Based Investing, LLC and holds Series 63 and Series 65 licenses with 23 years of industry experience. He has been self-employed since 2015, operating his independent advisory firm during this time. In addition to advisory services, he provides financial planning including estate planning and risk management, with insurance products offered through a separate entity. Evidence Based Investing, LLC serves individual and high-net-worth clients by selecting and referring them to third-party investment managers rather than managing accounts directly. The firm conducts due diligence on advisers, does not take custody of assets, and is compensated through fee-sharing arrangements instead of asset-based fees.

Vere Chappell is the sole advisor at Vere Chappell, holding a Series 65 credential with 17 years of industry experience. He manages Mobile Tax Service, a tax preparation business, and operates Erotic Media Experts, LLC, which specializes in personal property appraisal. Vere Chappell primarily provides investment management for pooled investment vehicles and institutional clients, occasionally serving individual, non‑high‑net‑worth clients. The firm employs discretionary management and offers hourly fee arrangements rather than standard asset-based fees.

Robert Coady is a financial advisor with Wealthmark Advisory Group, LLC in San Clemente, CA. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to founding Wealthmark Advisory Group in 2013, he has been associated with Wealthmark Financial & Insurance Services, Inc. since 1991. He is also an independent insurance agent specializing in disability, life, accident, and health insurance. Wealthmark Advisory Group is a single-advisor registered investment adviser providing discretionary portfolio management and financial planning to individuals and a select number of institutional clients, including corporations and retirement plans. The firm offers customized portfolio allocations using individual securities and mutual funds and delivers ERISA and retirement-plan consulting services.

Sashi Menon is a financial advisor at Menon/Brown Advisory Group with 39 years of industry experience. He has previously worked at FSC Securities Corporation and OSAIC. Menon holds Series 63 and Series 65 licenses. Menon/Brown Advisory Group serves individual clients, including high-net-worth households, as well as trusts, pension plans, foundations, government entities, and other institutional clients. The firm offers portfolio management and financial planning services, combining ongoing portfolio oversight with trust-related and pension consulting services.