Diane Coon is a Managing Director and Private Wealth Advisor within Merrill Private Wealth Management, focusing on serving executive and corporate clients by leveraging resources from Merrill and Bank of America. She works with entrepreneurs, corporate executives, and companies to align client goals and priorities with appropriate financial solutions based on risk tolerance, time horizon, cost considerations, liquidity needs, and investment objectives. Diane joined Merrill in 2002 after gaining experience with J.P. Morgan's Private Bank and Hambrecht & Quist's Investment Bank. She and her team provide services including pre and post-liquidity planning, corporate financial services, restricted and concentrated stock strategies, tax minimization, executive banking tailored to goals-based wealth management, trust and estate planning, philanthropic solutions, personal banking, and lending through Bank of America. Diane holds a Bachelor's Degree from University of Phoenix and the Personal Investment Advisor (PIA) designation. She holds leadership roles within Merrill and is active in the community, including involvement with OCTANE, the Los Angeles Venture Association, and as a founding member of 44 Women for Orangewood. Diane has been recognized on the Forbes "Best-in-State Wealth Management Teams" and the "Top Women Wealth Advisors Best-in-State" lists multiple times.

Nick Sachs is the Regional Director of Wealth Management at Fidelity Investments, where he leads, manages, and coaches a team of Planning Consultants and Senior Relationship Managers. He has held this role since 2024. Nick has been with Fidelity Investments since 2015, progressing through roles including Financial Representative in Covington, KY, Financial Representative in Naples, FL, and Senior Relationship Manager in Private Wealth Management. His experience encompasses various aspects of wealth management and client advisory services. He holds a California Insurance License. Outside of work, Nick has interests in art, beaches, food, hiking, museums, and traveling.

Brian Delatola is a CFP®-certified financial advisor with seven years of industry experience. He currently works at RBC Capital Markets, having previously served at Concord Investment Council and UBS Financial Services. 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 a range of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, utilizing both in-house and third-party managers to tailor investment strategies to each client's risk profile.

Lara Pokutta is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation. She has been with UBS since 2026 and has a background that includes positions at Lincoln International, Alliance Bernstein, and multiple roles at Vanderbilt University. 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. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Annette Jurkatis is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2014 and Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Peter Rivas is a CFP® with 13 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior roles include positions at FSC Securities Corp and Edward Jones. Outside of his advisory work, he serves as a board member for the nonprofit organization LINKS Players International and as a commissioner for the City of Huntington Beach. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Loni Ang is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 28 years of experience in the financial services industry and was recruited to Merrill Lynch in 2009 from Morgan Stanley Smith Barney. Loni advises families, business owners, and corporate executives, focusing on private wealth management. Her expertise includes tax-aware investment management, cash management strategies, liability management, retirement planning, estate planning services, philanthropic consulting, and insurance solutions for risk management and wealth transfer strategies. She holds a CERTIFIED FINANCIAL PLANNER (CFP) designation and maintains insurance and annuity licenses, as well as Series 7, 63, 65, and Futures Managed Funds FINRA registrations. Loni began her career as a Certified Public Accountant at Ernst & Young, LLP. She holds a Bachelor's degree in Accounting and a Master's degree in Finance, both from the University of Southern California. She serves on the board of the Ernst & Young, LLP Alumni Association and has been a Director for the California Society of CPAs. She was named to the 2024 Forbes "Top Women Wealth Advisors Best-in-State" list.

Kristi Jund is a financial advisor with Stifel, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Morgan Stanley Smith Barney. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Judd Frank is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and its predecessor entities since 2010. Outside of his advisory role, he owns a business selling original music and performs as a musician. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gabriele Bliss is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2009 and Bank of America, N.A. since 1999. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Smith is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. Outside of his advisory role, Smith serves as an assistant coach for Simply Pure Baseball Club & Academy, a nonprofit youth baseball organization. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Ronald Witter Jr. is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc and Morgan Stanley Private Bank, N.A. He is based in Newport Beach, CA. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Alice Abdalian is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Ryan Hollaender is a financial advisor with UBS Financial Services in Newport Beach, CA. He holds a Series 66 designation and has 16 years of industry experience, including over 17 years with UBS Financial Services. 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 and provides research-driven, model-based asset allocations tailored to clients' goals and risk tolerances.

Mitchel Fortin is a Planning Consultant currently working at FRRM Fidelity since 2023. In his role, he partners with clients to assist with strategy and retirement planning. He holds a California Insurance License, enabling him to provide insurance-related financial guidance. Specific details about his educational background or additional credentials are not provided.

Michael Mills is a financial advisor with LPL Financial in San Clemente, CA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2012 and also works with San Diego City Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and a variety of model portfolios and research resources.

Adam Preston is Vice President, Wealth Planner at Fidelity Investments, where he partners with affluent clients and their families to develop comprehensive financial plans. In this role, he focuses on understanding clients' needs to empower them in making meaningful decisions aligned with their life goals. Adam has been with Fidelity Investments since 2015, holding various positions including Financial Consultant, Investment Consultant, Relationship Manager, Trading Execution Representative, and High Net Worth Representative. His experience encompasses wealth planning, client relationship management, and investment consulting. He holds a California Insurance License. Outside of work, Adam's personal interests include baseball, beach, football, golf, music, and traveling.

Phoebe Chao is a CFP® professional with 22 years of experience in financial advising. She is currently with Charles Schwab, where she has worked since 2018, following prior roles at USAA Investment Management Company and USAA Financial Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by integrated custody, brokerage, and cash-sweep services.

Anthony Meza is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has previously worked at D.A. Davidson & Co. and UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Trevor Lanphear is a financial advisor at Morgan Stanley with seven years of industry experience. He has held positions at firms including The Vanguard Group, GTIF Capital, and Mass Mutual. His credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and utilizes a structured financial planning process supported by firm-approved tools and insights from its Global Investment Committee.