Rem Sarris is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a range of topics including investing, retirement planning, and preparing for unexpected expenses. He also facilitates access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Rem holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Concordia University. His approach centers on uncovering what matters most to clients and their families in order to create tailored financial strategies.

Brian Harrison is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Edward Jones. He is based in Irvine, CA. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to support tailored client recommendations.

Annie Cao is a financial advisor at J.P. Morgan Securities with three years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Merrill and Bank of America, as well as positions in international trading and other business ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a framework supported by affiliates specializing in implementation and portfolio services.

Juan Castells is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Wescom Financial Services, Wescom Credit Union, and Wells Fargo Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, 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 tools such as machine learning for operational purposes.

Martin Vu is a Financial Advisor with Merrill Lynch Wealth Management. He has been working in the banking and financial industry since 2000, serving in multiple roles. Martin focuses on understanding his clients' priorities to help develop personalized strategies aligned with their short-, mid-, and long-term financial goals. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Martin provides clients with investment insights from Merrill and access to banking and lending solutions through Bank of America. He also offers ongoing advice and guidance as clients' needs evolve. Martin holds an Accredited Certificate from Irvine Valley College and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and Vietnamese. Outside of work, Martin has interests in basketball, bowling, camping, cooking, fishing, football, ice hockey, skiing, and traveling.

Veronica Navarrete is a financial advisor at J.P. Morgan Securities with a Series 66 designation and over 30 years of experience in the financial industry, including long-term tenure at JPMorgan Chase Bank, N.A. She has been with J.P. Morgan Securities since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Qiming Liang is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities in 2022, he worked at NYLife Securities LLC and Hainan Shengda Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a selective group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations, with an emphasis on non-discretionary client decision-making.

Nicholas Lockwood is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors. Outside of his advisory role, he owns an online merchandise company and hosts a podcast focused on financial topics. OSAIC serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate entities, offering both brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and options for discretionary and advisor-managed strategies.

Editha Shemke is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of her advisory role, she leads a professional networking group, Provisors, and serves as Founder and Advisory Board Chairperson for the Boardvance initiative within OneOC, which supports nonprofit organizations. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and municipalities, using a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Cameron Baker is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at New York Life and Eastdil Secured, as well as work in public outreach and education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Jack Chen is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and nine years of industry experience. He has worked at various J.P. Morgan affiliates since 2017, as well as at Waddell & Reed and Red Tower Advisors earlier in his career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, offering a range of eligible strategies that may include an ESG eligibility framework.

Anastasia Khokholkova is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Merrill, and TD Ameritrade. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Derrick Strub is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with LPL Financial in Irvine, CA. His prior roles include positions at Bank of America and Merrill. Outside of financial advisory work, he operates a website design business focused on real estate professionals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services delivered through a large network of investment adviser representatives, utilizing various investment strategies and advanced operational tools.

Christopher Calagna is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at City National Bank and UnionBanc Investment Services. Calagna holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ronald Koby is a financial advisor at Merrill with Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Merrill since 1985 and has also been with Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kevin Campbell is a financial advisor at OSAIC with nine years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for nine years. He is a Series 66 designee and maintains a side activity as an insurance agent offering various insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm provides a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Ariel Bowie is a financial advisor with Mass Mutual Investors Services in Irvine, CA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Mass Mutual, Bowie worked at NYLIFE Securities LLC, Impact Legacy Group, and Symmetry Financial Group. Outside of financial advising, Bowie is involved in real estate as a licensed agent and is the founder and educator of the Finically Flourishing Collective, an educational platform focused on financial literacy and business education for women in real estate. Bowie also serves as Director of Academic Engagement for Invested, connecting educational programs with schools and educators. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a collaborative and annual planning approach with tools such as Monte Carlo simulations to help clients set goals and receive tailored recommendations.

Alexander King is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research, and it offers access to a range of strategies incorporating ESG frameworks.

Madeleine Stewart is a financial advisor at RBC Capital Markets in Irvine, CA, holding a Series 66 designation with 19 years of industry experience. She has been with RBC Capital Markets since 2014. Outside of her advisory role, she 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 a range of advisory programs that provide tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Merrianne Tocco is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2017 and previously spent ten years at Merrill. 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.