Dylan Campos is a financial advisor at Fidelity with Series 65 and Series 63 designations and four years of industry experience. He has previously worked at The Vanguard Group, Inc. and Russell and Kohne Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies.

Jaime Alejandro Falla Blandino is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022. His previous roles include positions at Paylocity Corporation, Pacific Office Automation, and Toyota Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Justin Equitz is a Certified Financial Planner® at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Travis Combe is a Series 66-credentialed financial advisor with Ameriprise in Newport Beach, CA, with 14 years of industry experience. He has been with Ameriprise and its affiliated firm since 2008. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Zeinab Taghizadeh is a financial advisor at Merrill with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at JP Morgan Chase Bank, JP Morgan Securities, and Wells Fargo. Merrill 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, pension and profit-sharing plans, corporations, and charitable organizations.

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 nine years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017. Prior to joining Merrill, she held roles at Formosa Flexible Packaging America and the University of California Irvine. 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 and profit-sharing plans, corporations, and charitable organizations.

Cheryl Gee is a CFP® and holds a Series 66 license with 21 years of experience in the financial industry. She has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform that includes custody, underwriting, and capital markets functions.

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 in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services through a range of portfolio management styles supported by affiliated research and model managers.

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 18 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. He is employed by both J.P. Morgan Securities and JPMorgan Bank, enabling him to offer certain bank products and services in addition to investment advice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria within its recommendations.