Blake Sorensen is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PFS Investments Inc., Turpin & Rattan, Primerica Financial Services, Burtek Energy, and Berger Solar Electric. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies created by unaffiliated asset managers.

Balaji Rao is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at BNG Wealth Advisors, Waddell & Reed Inc., and various insurance carriers. He has also been involved with the Irvine Rotary Club and served as a trustee of the Balaji & Gayatri Rao Revocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from both in-house and third-party sources.

Susan Ellena is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2012. Outside of financial advising, she co-owns and serves on the board of PTI Sand and Gravel Inc. and General Aggregate Supply Inc., both non-investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs planning, supported by proprietary research and tools.

Lynn Frehner is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2004. She is based in Irvine, CA, and is involved in teaching a FINRA-approved adult educational course related to financial topics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing diverse investment strategies and research.

Aaron Tucker is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of finance, he receives music royalties through his involvement with CD Baby and DistroKid. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources to support diversified investment strategies.

Morgan Atkinson is a financial advisor with LPL Financial, holding six years of industry experience. Prior to joining LPL Financial in 2020, he worked at ADP for eleven years and had a one-year tenure at Alight. He is also involved with Mopal Ventures LLC since 2020. 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 services including financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Curtis Hughes is a financial advisor with LPL Financial based in Santa Ana, CA, holding a Series 66 credential and 25 years of industry experience. His career includes roles at firms such as Conway Investment Partners, Grove Point Investments, and H. Beck, Inc. Outside of his advisory work, he is a licensed insurance producer and also operates as a realtor, assisting clients with property transactions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources while providing both discretionary and non-discretionary management options.

William Cecil is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Irvine, California office. He joined Merrill Lynch in 1977 after earning a Bachelor of Arts degree in Business Administration and Finance from Oregon State University. Mr. Cecil provides clients with a consultative approach to wealth management, focusing on customized financial strategies that consider their financial situations, risk tolerance, and time horizons. With nearly five decades of experience in the financial markets, his areas of expertise include education planning, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, and retirement income. He leverages the investment insights of Merrill Lynch Wealth Management and banking services from Bank of America to address comprehensive financial needs. Mr. Cecil resides in Orange County with his wife and four children. He is active in several professional organizations including the Sons of the American Revolution, Sons of the American Legion, and the Orange Elks Lodge 1475. He holds the Personal Investment Advisor (PIA) designation.

Patrick Newton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 1998 and has served the Laguna Hills, California office since May 5th of that year. Patrick works with families, executives, engineers, and businesses to preserve and grow their wealth and assist with wealth transition to heirs or charities. His client focus includes areas such as college education planning, corporate benefits, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, and services for endowments, foundations, and non-profits. Prior to joining Merrill Lynch, Patrick earned a Bachelor of Science in Business Administration and Marketing from the George Argyros School of Business at Chapman University in Orange, California, graduating in May 1998. He also served six years in the United States Marine Corps, with four years active duty and two years in inactive reserves. Patrick holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Patrick maintains an interest in community involvement consistent with Merrill's tradition, volunteering with local organizations. Outside of his professional work, he enjoys boxing, hiking, photography, and videography.

Siyuan Li is a financial advisor at Merrill in Irvine, CA, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to Merrill, Li worked at Bank of America, JP Morgan Chase Bank, J.P. Morgan Securities, and Cathay Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jammie Hunter is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, PNC Investments LLC, Morgan Stanley, and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor solutions to clients’ goals and risk tolerances.

Markus Wong is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018, following five years at Beijing Lisi Trading Company. Outside of his advisory role, he is president of a food services business, Spice and Rice, and owns Kelly's Closet LLC, an apparel consulting firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and emphasizes a large retail advisor and branch network alongside affiliated capabilities such as a trust company and securities-based lending.

Blayne Dreyer is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at The Elevated Living Collective, Bridge Bank, and Doordash Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios. The firm is notable for its role in managing registered investment companies, use of AI and algorithmic methods, and its registration with the CFTC as a commodity pool operator.

Dominic Pincin is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at J.P. Morgan Chase from 2021 to 2024. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses various analytical tools to support client goals.

Howard Woo is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client strategies. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Juliett Givogri is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Hass is a financial advisor at LPL Financial in Irvine, CA, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Edward Jones and ADP Totalsource Group Inc. He is also involved as a non-variable insurance agent with Mopal Ventures LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and technology-driven investment solutions.

Frederick Chang is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Pacific Life Insurance Company for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves as an advisor to multiple registered investment companies and fund-of-funds.

Lacey Rivello is a financial advisor with Ameriprise in Tustin, CA, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, she worked in personal training at F45 and had roles at Lululemon, Naturalena, and TruBru Organic Coffee. Outside of her advisory duties, she continues to work as a personal trainer for group fitness classes. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides annual planning advice and written Recommendation Reports focused on dependable income and tax-aware withdrawal strategies.

Steven Buck is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Allianz Asset Management of America from 2007 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and supports its services with a large network of financial advisors and branch offices.