Shalane Bohle is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and US Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Ruben Gomez Jr. is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, CUNA Brokerage Services, Inc., and SchoolsFirst Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm participates in commodity pool operations and serves as an adviser to multiple registered investment companies and fund-of-funds.

Thoeurn Indy is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Financial in 2025, he worked at Cuso Financial Services, Lp for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

William Hargrove is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as a trustee for Pelorus Capital Management LLC’s 401(k) plan and manages financial matters as an attorney-in-fact for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations for clients.

Diana Navarre is a Financial Professional with Cambridge Investment Research Advisors, holding a Series 66 designation and 38 years of industry experience. She has been with Cambridge since 2016. Outside of her advisory role, she serves as a successor trustee and has experience as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a variety of investment platforms and both discretionary and non-discretionary management options.

Christopher Price is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2008. Outside of advising, Price holds a 45% ownership interest in Millennium Systems, LLC, a web hosting and colocation company, and serves as an advisory board member for Tall Umbrella, a software company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management with institutional trading capabilities, offering a wide range of capital markets services.

Garth Wallace is a CFP® and Series 66 credentialed advisor with J.P. Morgan Securities, based in Rancho Santa Margarita, CA. He has 16 years of industry experience and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stephan Winn is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Brian Henderson is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within JP Morgan entities since 2011. J.P. Morgan Securities LLC 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 institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Nathan Morgan is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their financial goals across short-, mid-, and long-term horizons. He serves as a resource for general investing, retirement planning, and unexpected financial needs, and coordinates access to Bank of America specialists in banking, credit, home financing, and small business solutions. Nathan holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Phoenix. He is registered with the NMLS under the number 1624483. Outside of his professional work, Nathan enjoys adventure sports, camping, fishing, hiking, music, reading, scuba diving, skydiving, traveling, and spending time with his family.

Michael Cerro is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has worked at Equitable Advisors since 1999 and previously with AXA Advisors. Cerro serves as co-trustee of an immediate family trust. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations, utilizing a hybrid advisory and brokerage model with access to third-party asset managers and LPL programs.

Janine Trujillo is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at First Republic Investment Management, First Republic Securities, and Raymond James & Associates. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles and combines in-house and third-party investment managers to implement diversified portfolio strategies.

Antwone O'Quinn is a financial advisor at UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, where he accumulated 17 years of experience prior to joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

Anthony Monaco is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending investment strategies.

Angela Ross is a financial advisor with Merrill in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Merrill since 1989. 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, retirement plans, corporations, and charitable organizations.

Michael Flood is a Certified Financial Planner® with 31 years of industry experience, currently serving as a financial advisor at Stifel since 2019. He previously worked at Bank of America for eight years. Outside of his advisory role, he teaches Krav Maga classes in Orange County. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Victoria Kettnitz is a financial advisor with Ameriprise in Lake Elsinore, CA, holding Series 63 and Series 66 licenses and over 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, she owns Sisi International, Inc., an export business dealing with commercial broadcasting equipment to Kenya. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions.

Narine Mardanyan is a CFP® professional with 18 years of industry experience, currently associated with Cambridge Investment Research Advisors. Her prior experience includes roles at Valley Wealth Strategies, LPL Financial, and National Planning Corporation. She is also the owner of a business named KAPRI, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals across wealth levels, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a large network of independent financial professionals utilizing a variety of portfolio management strategies and platform arrangements.

Brian Lam is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones in various capacities since 2007. Outside of his advisory role, he is associated with Queens Land Inc in Honolulu, HI, though he holds no active responsibilities there. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diana Ransom is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized investment strategies to help clients pursue their financial goals, offering guidance in areas such as college education planning, family wealth management, legacy planning, retirement income, and employee financial health. Diana supports clients with investing advice and access to banking and lending services through Bank of America. With a background in leadership and management, Diana transitioned into financial advising to extend her impact by helping individuals and families achieve clarity and long-term security through financial education and planning. She holds a bachelor's degree in Business Administration from California State University, Fullerton, and is a first-generation American. Diana is committed to serving her community in Orange County by delivering thoughtful financial guidance and empowering clients to build lasting legacies. Outside of her professional work, Diana enjoys spending time with her family through activities such as skiing, surfing, hiking, and exploring new adventures. She also engages in hobbies including dancing, knitting, music, painting, sewing, traveling, watching movies, yoga, and pursuing puzzles that challenge her critical thinking skills.