Andrew Mason is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 designations and one year of industry experience. His prior work history includes roles at Cambridge Investment Research, Inc. and Twins Chiropractic. Cambridge Investment Research Advisors serves a diverse clientele, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base across multiple platforms and provides access to proprietary model strategies and third-party advisers.

Marina Randolph is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 registrations and has worked previously at RBC Wealth Management, Zions Bancorporation, and The Wealth Consulting Group. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Irving Alcibar is a financial advisor with Primerica Advisors in Canyon Lake, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors since 2022 and also has experience at Primerica Financial Services and Martin Brower. Outside of advisory duties, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and selectively managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers and custodians.

Jason Somrak is a ChFC® credentialed financial advisor with Edward Jones in Mission Viejo, CA, where he has worked for 15 years. He holds the Series 66 license and has focused his entire industry experience at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jamie Lee Gehrmann is a financial advisor with Edward Jones in Lake Forest, CA, holding a Series 66 designation and beginning her industry experience in 2024. Prior to joining Edward Jones, she worked in various roles across multiple industries including security services, fitness, construction, and tax preparation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Robert Brown is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Micalizzi is a financial advisor with Primerica Advisors in Corona, CA, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with Primerica Advisors since 1994 and with Primerica Financial Services since 1993. His other business activities include sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients, offering model-driven portfolio management with support from third-party asset managers and custodians. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets.

Fadia Chandler is a Series 66-licensed financial advisor with Merrill in Irvine, CA, and has 20 years of industry experience. She has been with Merrill since 2005. Outside of her advisory role, she sells personal clothing items and accessories on Poshmark. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Veronica Pfohlman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. She has been with Primerica Advisors since 2025 and has a background that includes roles in education and tax preparation. Outside of her advisory work, she has experience in educational and tutoring services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process to oversee its investment offerings.

Henry Hernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 36 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and five years at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Shawn Mulrenan is a Series 66-registered financial advisor with Merrill in Irvine, CA, with eight years of industry experience. He has worked at Merrill since 2017 and previously spent three years at Bank of America. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Damon Chinn is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes 15 years at JPMorgan Chase Bank NA and J.P. Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Joseph Trabert is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. for 16 years. He is also president of Kei Financial, where he is involved in insurance sales and risk analysis as part of comprehensive financial planning. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and diverse product offerings.

Yasmin Palencia Perez is a Series 66 designated advisor at Merrill with no prior industry experience. Her work history includes roles at Bank of America, 24Hr Care Services, and academic positions at the University of California, Riverside and California State University of San Bernardino. 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 a range of individual and institutional clients.

Yuanyuan Liu is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Liu held roles at UBS Financial Services Inc. and various other companies across finance and service sectors. Outside of advising, Liu is involved in operating a tea shop where she manages customer orders and beverage preparation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shane Mc Coy is a financial advisor with Edward Jones in Wildomar, CA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, Merrill, the University of Redlands, and the Fontana Police Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Stephanie Mondragon is a financial advisor with Merrill in Lake Elsinore, CA, holding a Series 66 designation and nine years of industry experience. She has been affiliated with Bank of America and Merrill since 2015. Outside of her advisory role, she owns Momma Mondragon's Macarons, a family-run LLC specializing in macarons. 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 and profit-sharing plans, corporations, and charitable organizations.

Thomas Morgan is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Mass Mutual Investors Services, LPL Financial, and Trilogy Financial Services. Morgan is based in Tustin, CA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team in partnership with client advisors.

Shun Sun is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients build wealth, preserve assets, and achieve long-term financial goals through personalized planning and investment management strategies. His client focus areas include college education planning, executive compensation, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. With over 12 years of experience in the financial industry, Shun has provided professional guidance in consumer banking, financial planning, asset management, and tax optimization strategies. He is skilled at simplifying complex financial concepts for clients and creating clear action plans to help achieve measurable outcomes. Shun demonstrates a commitment to clients' success and adherence to ethical standards. Shun holds a Master of Business Administration (MBA) degree from California State University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, he has interests in badminton, basketball, biking, fishing, golfing, music, pickleball, and traveling.

Craig Skelly is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he plays guitar and manages the Breakaways Surf Band and the Curl Riders Surf Band. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.