Rebekah Beekie is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing over a combined 21 years. Since 2021, she has been employed by both J.P. Morgan Securities and JPMorgan Bank, enabling her to offer a range of bank products and services in addition to investment advisory. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Steven Christol is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2015. Outside of his advisory role, he is a limited partner in a family-owned real estate business that owns and leases single-family residences in northern California. 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 eligibility framework when recommending strategies.

Ryan Bourland is a financial advisor with Charles Schwab, holding a Series 66 designation and based in Mission Viejo, CA. His prior work experience includes roles at Waldorf Astoria and Ritz Carlton. He currently has one year of industry experience. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Andrea Casaw is a Series 66-licensed financial advisor with Morgan Stanley in Newport Beach, CA, bringing 17 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2008, respectively. Casaw serves as a board member of the Association for Corporate Growth in Newport Beach. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers tailored financial planning and a variety of advisory programs to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

David Conroy is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Allen is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with UBS Financial Services since 1994. 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 capital market assumptions and research to tailor financial plans and portfolios to clients' goals and risk tolerances.

Drew Yezbak is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 designation and one year of industry experience. His prior roles include positions at JPMORGAN Chase Bank, N.A., Coachup, and University of Hawaii at Hilo. J.P. Morgan Securities 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gary Lutwen is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2021. Prior to that, he held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, offering a range of advisory, brokerage, and insurance solutions through affiliated companies.

Gianna Drake Kerrison is a financial advisor with UBS Financial Services in Newport Beach, CA, holding the Series 63 designation and bringing 42 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with a broad platform that includes fiduciary financial planning, portfolio management, and capital markets services.

Patrick Dyas is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has worked at Stifel since 2018 and previously spent one year at Albertsons Companies. Outside of his advisory role, Dyas is active in several community organizations, including serving as president-elect of the Rotary Club of Newport Coast and holding leadership positions with the Orange Plaza Rotary Club, Greater Irvine Chamber of Commerce, and Business Networking International. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both fee-based financial planning and episodic advisory services, with clients retaining discretion over implementation.

Dina Jones is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she works as a makeup artist for Dior and Chanel Cosmetics. Morgan Stanley Wealth Management is a large SEC-registered firm serving individual and institutional clients with a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools.

Michael Dicambio is a CFP® with 36 years of experience in the financial services industry. He is currently with Raymond James & Associates and has prior experience at Oppenheimer and J.P. Morgan Securities. 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 individuals, institutional and pension plans, and charitable organizations, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Timothy Bremner is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Dylan Campos is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. He has held positions at Fidelity Investments since 2023 and previously worked at The Vanguard Group and Russell and Kohne Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and managed solutions.

Travis Combe is a financial advisor with Ameriprise in Aliso Viejo, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported retirement advice while offering a broad range of advisory, brokerage, and insurance solutions.

Zeinab Taghizadeh is a financial advisor with Merrill in Laguna Beach, CA, holding Series 66 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, and Wells Fargo NA. Merrill, along 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 various institutional investors.

John Mckinnon is a CFP® professional with 36 years of industry experience, currently serving at Equitable Advisors since 2024. His prior roles include positions at Lincoln Financial Advisors Corporation, LPL Financial, and Wells Fargo Investments. He is also an independent insurance agent. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses various advisory models, often delivered via third-party managers and programs, and offers ERISA fiduciary services for qualified plans.

Bogdan Shostak is a financial advisor with Fidelity Investments, holding a Series 63 designation and two years of industry experience. His prior work includes roles at WestPac Wealth Partners, New York Life Insurance Company, and Coastal College, among others. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and services include discretionary portfolio management and fund advisory.

Jin Yao is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Jin works alongside a team of specialists to provide goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. Jin's approach involves collaborating closely with clients to develop personalized financial strategies designed to help pursue long-term objectives, whether that involves retirement planning, managing new wealth, or navigating liquidity events. Jin holds a Master of Business Administration (MBA) from Butler University and has earned professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Jin specializes in areas such as college education planning, retirement income, portfolio management, socially responsible and ESG investing, and individual and corporate investment strategy. Beyond professional work, Jin participates in community activities such as volunteering with Komen Orange County and engages in personal interests including biking, football, golfing, running, skiing, swimming, and traveling.

Catherine Conrad is a financial advisor at Merrill with eight years of industry experience. She has worked at Merrill since 2017 and previously held roles at Formosa Flexible Packaging America and the University of California Irvine. She holds a Series 66 designation. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.