Steven Hocking is a financial advisor at Raymond James & Associates with 24 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Raymond James. He holds Series 63 and Series 66 credentials. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Connor Antonson is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Mueller is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Ironwood Brokers and Insurance Marketing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Blanche Zelko is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she has a shared ownership interest in a recreational property in June Lake, California, with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Stephen Mc Guirk is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Ameriprise and Edward Jones. His other business activities include involvement with Amplify Wealth Management, a DBA for his LPL business. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by comprehensive research and diversified investment strategies.

Luis Manuel Bernal is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he specializes in providing financial guidance to high income and high net worth professionals, business owners, executives, and families. With nearly 30 years leading the NB Group, Luis focuses on personalized wealth planning that aligns with clients' life priorities and desired lifestyles. His approach incorporates customized investment strategies, model portfolios, and estate planning services, aiming to help clients achieve their financial goals through all major life events. Luis holds a Bachelor of Arts in Business Administration with an emphasis in Marketing from California State University, Fullerton. He is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Retirement Planning Counselor™, and a Personal Investment Advisor. Luis is bilingual in Spanish and English, enhancing his ability to serve diverse clients. Outside of work, Luis is actively involved in his community, serving as a coach for the Golden Hill Little League in Fullerton and formerly chairing the city's Investment Advisory Committee. He lives in Fullerton with his wife Sarah, their two children, and their two American Bulldogs. In his free time, Luis enjoys outdoor activities, coaching youth sports, attending baseball games and concerts, and spending time with his family.

Efren Martinez is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. for 14 years. Martinez is also the owner of an insurance agency specializing in fixed and health insurance and serves as a Notary Public in California. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services and uses various investment tools and third-party platforms to construct and manage portfolios.

Susan Dixon is a financial advisor at Stifel with 28 years of industry experience. She has worked at Stifel Nicolaus & Co. Inc. since 2010. Outside of her advisory role, Dixon owns and operates Forever Card Company, where she hand-paints and sells original watercolor cards on Etsy. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Karim Mekhail is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2018, with prior roles at JPMorgan Chase Bank and Uber. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christana Freerks is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, she is a notary public in Irvine, California. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop personalized recommendations.

Velios Kodomichalos is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Wilmington Trust NA and Randwick Advisory Services. Outside of his advisory role, Kodomichalos serves as part-time CFO for a digital media company and chairs the Beverly Hills Bridge Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research with institutional trading capabilities to deliver tailored financial planning and portfolio management.

Amrit Mathur is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is a 50% owner of Riya Exotic Cars LLC, a private company involved in the automotive industry. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Nicholas Katzaroff is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at firms including Flywheel Digital LLC, Similarweb Ltd., Point72 Asset Management, and Wilshire Associates. 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 supported by proprietary research and model-based asset allocations.

Sadef Zandi is a financial advisor with Merrill in Irvine, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining Merrill, Zandi worked at Chipotle for three 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.

Kenneth Hansen is a CFA® charterholder with 40 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2009. Based in Irvine, CA, he also instructs a class on fundamental analysis at the University of California–Irvine and owns a fine art studio. Additionally, he holds a private pilot affiliation. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Bryan Clark is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding a Series 66 designation and with 5 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked for Lighting Supply Guy from 2012 to 2020. He has a 50% ownership stake in CLARK STODDARD, LLC, an investment-related business based in Irvine. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Michael Long is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017, except for a brief period in 2016 when he worked at Headway. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of advisors and branch offices.

Jonathan Schiff is a financial advisor with Raymond James Financial in Irvine, CA, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Raymond James Financial since 2010 and owns Ocelot Spectrum Financial, LLC, which he uses for his advisory practice's legal and tax structure. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to assess potential outcomes, and supports municipal and public-finance work through an affiliated municipal advisor.

Julianne Butler is an Investment Management Consultant II at Fidelity Investments. She has been with Fidelity since 2020, serving as an Investment Consultant before her current role. Prior to joining Fidelity, she worked at TD Ameritrade in various positions including Senior Financial Consultant, Financial Consultant, and Business Development Specialist from 2018 to 2020. Earlier in her career, she was a Teller at JPMorgan Chase from 2015 to 2018. Julianne holds a California Insurance License. In her role as a Planning Consultant, she focuses on understanding the priorities of her clients and their families. She aims to educate and assist them in achieving their financial goals by collaborating to develop personalized financial plans.

John Joseph is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at John Joseph Insurance & Financial Services and Linsco Private Ledger since 2000. Joseph is also involved in the sale of property and casualty, health and life, and fixed insurance products. 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 consulting, providing both discretionary and non-discretionary management along with access to research, model portfolios, and alternative investment strategies.