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.

Michael Mahoney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2004 after graduating from the University of Wisconsin - Madison. Initially based in Waukesha, Wisconsin, he relocated to Ladera Ranch, California in 2011, where he currently resides with his wife Kelly and their two daughters. Michael's areas of focus include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, Michael enjoys biking, cooking, football, golfing, hiking, scuba diving, soccer, and spending time with his family.

Cory Murdock is a financial advisor with OSAIC based in Anaheim, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 21 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He operates a sole proprietorship as a fixed life insurance broker. OSAIC serves a wide range of clients, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various asset-allocation tools and third-party platforms to manage diversified portfolios across multiple investment vehicles.

Xiwen Zhang is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America Merrill Lynch, China International Capital Corporation, and Shanghai Gfund Management Co., Ltd. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

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 with RBC Capital Markets in Irvine, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining RBC Capital Markets, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a board member for the Columbus Grove Homeowners Association and is a commissioned notary public. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management solutions, incorporating both in-house and third-party investment managers and a range of customizable features.

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 with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including prior roles at Investors Capital Corp. and operating his own business, TWH Annuities & Insurance Agency, Inc. He also serves as an insurance agent, selling life, annuities, and long-term care insurance. 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 multi-manager platform with a range of discretionary and non-discretionary portfolio management options and access to third-party money managers.

Brent Corlew is a financial advisor with Primerica Advisors in Hemet, CA, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2004 and also works with Primerica Financial Services. Outside of investment advisory, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Henry Miketa is a financial advisor with Cambridge Investment Research Advisors holding Series 65 and Series 66 credentials and six years of industry experience. He has worked at Athos Capital Advisors, LLC and Monticello Associates prior to joining Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a variety of portfolio management options and proprietary as well as third-party 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.

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 previously worked at Lincoln Financial Advisors for 19 years before joining OSAIC in 2025. Outside of his advisory role, he is involved in several business activities including owning a technology company, consulting on employee health benefits, and creating and selling artwork. OSAIC serves a diverse client base including retail and institutional investors by providing integrated brokerage and investment advisory services. The firm offers a range of portfolio management options using various tools and platforms to meet client needs.

Stanley Bruno is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance since 2012. Outside of his advisory role, he owns a sole proprietorship that sells fixed annuities and fixed life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Ethan Donahoe is a financial advisor at Merrill with three years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he has been involved with several small businesses, including marketing consulting and hospitality ventures. 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, and institutional investors.

Christa Varda is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Securities America Advisors, Valley Wealth Strategies, and National Planning Corporation. Outside of her advisory role, she serves as trustee of a family trust and is an officer of a corporation established for tax purposes. OSAIC serves retail and institutional clients through a broad network of affiliated advisers, offering integrated brokerage and investment advisory services supported by firm-provided portfolio construction tools and access to third-party money managers.