Blake Foster is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Tahlia Cope is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her prior work includes five years at Merrill and service in the US Army. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Carolyn Hurley is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked for RBC Capital Markets from 2013 to 2020. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Russ Johnson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He joined Fidelity in 2022, progressing from Investment Consultant to Financial Consultant before assuming his current position. Prior to joining Fidelity, Russ worked at JPMorgan Chase from 2009 to 2022 in various roles including Private Client Advisor, Private Client Banker, and Personal Banker. Russ specializes in creating customized financial plans focused on investments that offer predictability and stability, particularly to help clients navigate retirement with confidence. He partners with individuals and families to develop tailored financial roadmaps suited to their unique journeys. Russ holds a California Insurance License. Outside of his professional career, Russ enjoys activities such as spending time at the beach, cooking and baking, hiking, and other outdoor adventures. He also values family activities and has an interest in food culture.

Maricella Solorzano is a Financial Advisor with Merrill Lynch Wealth Management, joining the Brennan, Dill team in 2025. She focuses on providing tailored wealth and business planning services, including investments, banking, and lending solutions through Bank of America. Maricella is committed to promoting financial literacy and aims to deliver financial well-being to her clients during critical moments in their lives and careers. Her professional background includes extensive experience in financial services and advisory roles, as well as senior executive positions in Finance, Human Resources, Corporate Development, and Mergers & Acquisitions. Maricella gained expertise working with hyper-growth technology firms, hedge funds, and professional services companies such as Google, Pershing Square Capital, Sanford Bernstein, and McKinsey & Company. She has a deep understanding of the financial needs of entrepreneurs and business owners and is skilled in navigating complex financial decisions and planning for multigenerational wealth transfer. Maricella holds a Bachelor's degree from the University of North Carolina at Chapel Hill and a Master's degree from the JFK School of Government. She is a Personal Investment Advisor (PIA) and speaks English and French. In addition to her professional commitments, Maricella is involved in community service through Habitat for Humanity.

Jason Brady is a Series 66 licensed financial advisor with Edward Jones in Mission Viejo, CA. He has five years of industry experience, including roles at Treana Winery and Phillips Farms Inc. before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shane Kollenborn is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing multiple portfolio management styles supported by internal research and affiliated sub-advisers.

Robert Engel is a CFP® with 39 years of industry experience, currently affiliated with LPL Financial since 2006. Prior to LPL, he worked at Ameriprise for nine years. Outside of financial advising, he is involved in developing products for the golf industry through his business, ProX Golf Products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, combining technology tools with diverse investment strategies across a large network of advisors.

Nick Givogri is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 66 designation and has been with Merrill since 1997. Outside of his advisory role, he is a promissory note holder in a for-profit entity. 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, retirement plans, corporations, and charitable organizations.

Victor Jimenez is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management functions, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Joanne Paucar Tevenan is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Bank of America and involvement with GC Brothers Entertainment LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies, serving individuals, high-net-worth clients, and various institutional investors.

James Hitchcock is a financial advisor with Raymond James & Associates in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as a court-appointed trustee responsible for managing trust assets and participates as a musician in a local band. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Jeffrey Albert is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he held positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, as well as roles in the financial technology sector at Netspend Corporation and First Data Corporation. He is involved in a professional networking group in Tustin, CA, where he manages new memberships. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Matthew Johnson is a Certified Financial Planner® with 30 years of experience in the financial industry. He has been with LPL Financial since 2003 and previously worked at Morgan Stanley DW Inc. from 2000 to 2003. Johnson operates M. Jay Johnson Wealth Management, an investment-related business associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

James Fullenkamp is a financial advisor with Edward Jones in Laguna Niguel, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Matthew Mc Bride is a financial advisor with Merrill in Newport Beach, CA, holding Series 66 and Series 63 licenses and five years of industry experience. His career includes roles at Bank of America and New York Life Insurance Company, and he is involved with CenterCourt Tennis Academy outside of finance. 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.

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.