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 40 years of industry experience. He previously worked at Oppenheimer for six years before joining Raymond James & Associates in 2009. Outside of his advisory role, he is a musician who performs regularly in a band called The Chancers. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

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.

John Coon is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leverages the global resources of Merrill Lynch and the banking services of Bank of America, N.A., to serve affluent clients. He has been a professional in the financial services industry for over ten years. Prior to joining Merrill Lynch in 2018, John worked at Catalyst Funds, Lightstone Capital Markets, and Grubb & Ellis Realty Investors. John earned a bachelor's degree from the University of California system and holds Series 7, 24, 63, and 65 FINRA registrations. He also holds designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His client focus areas include corporate executive services, executive compensation, and tax minimization. Born and raised in Newport Beach, John lives there with his wife and two children. He played volleyball at UCLA, contributing to teams that won NCAA Division I titles in 1998 and 2000. John is a previous board member of the Pediatric Cancer Research Foundation. In his free time, he enjoys surfing, fishing, playing guitar and piano, and coaching his son's baseball team.

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 at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, NYLife Securities LLC, and New York Life Insurance Company. Outside of finance, he is involved with the CenterCourt Tennis Academy. 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 for individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.

Diane Coon is a Managing Director and Private Wealth Advisor within Merrill Private Wealth Management. She joined the firm in 2002 and focuses on serving executive and corporate clients, working with entrepreneurs, corporate executives, and companies ranging from publicly traded to emerging growth. Diane aligns client goals with financial solutions based on risk tolerance, time horizon, cost considerations, liquidity needs, and overall investment objectives. Her team provides services including pre and post liquidity planning, corporate financial services, restricted and concentrated stock strategies, tax minimization solutions, trust and estate planning, philanthropic solutions, personal banking, and lending through Bank of America. Diane is involved in leadership roles within the firm and participates in community organizations such as OCTANE and the Los Angeles Venture Association, supporting entrepreneurs and emerging growth companies in Southern California. She is also a founding member of 44 Women for Orangewood. Diane holds a Bachelor's Degree from the University of Phoenix and the Personal Investment Advisor (PIA) designation. Her work has been recognized through inclusion on the Forbes "Best-in-State Wealth Management Teams" list as part of the Barnett, Coon, Armitage, Leach & Moore Group in 2023, 2024, and 2025, as well as the Forbes "Top Women Wealth Advisors Best-in-State" list in 2024 and 2025.

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® professional with 13 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at Fsc Securities Corp and Edward Jones. He is a board member of the nonprofit LINKS Players International and serves as a commissioner for the City of Huntington Beach. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services across comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools and offers access to alternative investments through third-party platforms.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 43 years of industry experience. He worked at UBS Financial Services for 13 years before joining Wells Fargo in 2016. Outside of his advisory work, he is involved in the sale of original music and musical performance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 with LPL Financial in Newport Beach, CA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and Morgan Stanley entities for over 20 years. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.