Stanley Bruno is a financial advisor with Osaic Wealth, holding a Series 66 designation and 14 years of industry experience. He has been with Royal Alliance since 2012. Outside of his advisory role, he owns a sole proprietorship that sells fixed annuities and fixed life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.

Ethan Donahoe is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial planning and investment management services to clients. Ethan holds a Bachelor's Degree from Southern New Hampshire University.

Christa Varda is a financial advisor at Osaic, holding a Series 66 designation with 13 years of industry experience. She has worked at several firms, including LPL Financial and Securities America Advisors. Outside of her advisory role, she is a trustee of a family trust and an officer of a corporation established for tax purposes. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and maintaining a complex network of affiliated entities.

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 with 39 years of industry experience. She previously worked at Morgan Stanley and Citigroup Global Markets before joining Wells Fargo in 2016. Zelko shares ownership of a recreational property in June Lake, California, with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and offers a broad range of brokerage and advisory solutions.

Stephen Mc Guirk is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Edward Jones, and Transamerica Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios, combining scale with various financial and operational platforms.

Efren Martinez is a financial advisor at Osaic with 36 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, where he sells fixed and health insurance, and serves as a Notary Public for the State of California. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Susan Dixon is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2010. Her prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she is the owner and artist of Forever Card Company, where she hand-paints and sells original watercolor cards on Etsy. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Karim Mekhail is a financial advisor with J.P. Morgan Securities in Mission Viejo, CA, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with J.P. Morgan Securities since 2018 and previously worked at Uber for a year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Velios Kodomichalos is a financial advisor at UBS Financial Services in Irvine, CA, with six years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Wilmington Trust NA and Randwick Advisor Services, Inc. Outside of his advisory role, Kodomichalos serves as part-time CFO for Open Influence Inc., a digital media company, and is chairman of the Beverly Hills Bridge Club, which provides competitive bridge games to members and the public. UBS Financial Services serves individual, corporate, and institutional clients through 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 investment plans aligned with clients’ goals and risk tolerances.

Amrit Mathur is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for eight years. Mathur is also a 50% owner of Riya Exotic Cars LLC, a private company managed by his wife. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

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.

Michael Long is a Series 66-licensed financial advisor with nine years of industry experience. He has been with Edward Jones since 2017, including his current role since 2025. Prior to joining Edward Jones, he worked at Headway for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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 bringing 27 years of industry experience. He has worked with John Joseph Insurance & Financial Services and Linsco Private Ledger since 2000. Outside of advisory work, he is involved in insurance sales and services, specifically in property and casualty, life and health, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.