Luke Schell is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2009 to 2022. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, utilizing proprietary research and model-based asset allocations to tailor client plans.

Brandon Tse is a Financial Advisor at Merrill Lynch Wealth Management specializing in helping clients simplify the complexities of their financial lives. He focuses on building, preserving, and transferring wealth across generations through personalized financial planning strategies. Brandon serves as a central point of coordination, integrating various aspects of clients' financial situations to create cohesive strategies. His expertise includes college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Brandon holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a degree in Business Administration from Pepperdine University. Outside of his professional work, Brandon enjoys baseball, football, golfing, hiking, ice hockey, music, skiing, spending time with his family, tennis, and traveling.

Jason Flanagan is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Citigroup Global Markets, and Chase Investment Services Corp. prior to joining JPMorgan Chase Bank in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG considerations in its recommendations.

Dianne Mayne is a financial advisor at Edward Jones with 20 years of experience. She holds a Series 66 designation and is based in Laguna Hills, CA. Mayne has been with Edward Jones since 2006. 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 strategies, separately managed accounts, and affiliated mutual funds.

Cory Murdock is a CFP® with 29 years of industry experience, currently serving at OSAIC since 2018. Prior to joining OSAIC, he worked for 21 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He operates a fixed life insurance brokerage as a sole proprietorship. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a variety of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Xiwen Zhang is a financial advisor at J.P. Morgan Securities with six years of industry experience. Zhang holds a Series 66 designation and has previously worked at Bank of America Merrill Lynch, China International Capital Corporation, and Shanghai Gfund Management Co., Ltd. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and uses quantitative and qualitative research to build model asset allocations, including the consideration of ESG factors.

Gary Roth is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Roth serves on the investment committee for The Community Foundation, which supports local charities, and acts as a trustee for the William Eagleton Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets, custody, and lending solutions.

Alexander Ripps is a financial advisor at Fidelity with a Series 66 credential and experience in the legal and wealth management fields dating back to 2016. His prior roles include positions at Falcon, Rappaport & Berkman LLP and operating his own law office. Outside of his advisory work, he is involved as an owner and officer in several holding companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to multiple registered investment companies and its use of AI and systematic methodologies in its investment process.

Matthew Loff is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing before joining RBC Capital Markets. Outside of his advisory role, he serves as a board member for the Columbus Grove HOA and is a notary public. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with multiple portfolio management options.

Jiangyun Dale is a CFP® and Series 66-licensed advisor at Raymond James & Associates with four years of industry experience. Before joining Raymond James, he worked at Merrill and has prior experience in real estate with Turtle Bay Real Estate Corp. He also has a background in journalism from his time at the Associated Press. 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 municipal advisory services.

James Roh is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1999, concurrently serving at Bank of America, N.A. since 2009. 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. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Veronica Kuznetsov is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 designation. Her work history includes roles at various Cetera entities since 2022 and prior experience at HOFFSKI, PISANO AND CO, CPAs and LPL Financial. She also provides bookkeeping services to small business owners outside of her advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, supporting various program structures and investment strategies.

Tipton Huffman is a financial advisor at Cetera with 36 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. Prior to his current role, he worked at Cetera Advisors LLC and operated TWH Annuities & Insurance Agency, Inc. His other business activities include acting as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and oversight structures.

Brent Corlew is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies developed by third-party asset managers and offers a range of portfolio options supported by discretionary management and custodial services.

Henry Miketa is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 65 and Series 66 licenses and has six years of industry experience. His work history includes roles at Athos Capital Advisors, LLC, Cityview, Universe Holdings, and Monticello Associates. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to various platforms, third-party advisers, and proprietary model strategies.

Allison Dayoan is a financial advisor at Stifel in Irvine, CA, holding a Series 66 designation. She joined Stifel in 2023 and has prior work experience in various roles outside the financial services industry, including positions at Tendergreens and Phoenix Food Court. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Cyndie Huang is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill and its affiliated firms since 2008, including a current role at Bank of America, N.A. since 2023. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Taylor Thompson is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Outside of his advisory role, Thompson serves on the Board of Directors for the Achievement Institute of Scientific Studies, a nonprofit providing STEM-focused programs for high-achieving economically disadvantaged students. UBS Financial Services serves individual, corporate, and institutional clients, offering a combination of brokerage and investment advisory services including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Marc Arcidiacono is a CFP®-certified financial advisor with Merrill, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he is a sole owner of a rental property in Carlsbad, California. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Koblin is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors for 19 years before joining OSAIC in 2025. Outside of his advisory role, Koblin is involved in various business activities including ownership of a technology company and an art gallery that creates and sells artwork. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide range of investment programs delivered through a complex affiliate network.