Daniel Lopez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2008. J.P. Morgan Securities LLC 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 and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Anthony Kramer is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 10 years of industry experience. He has been with J.P. Morgan Securities since 2016 and also worked at JPMorgan Chase Bank, N.A. from 2016 to the present. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Scott Hanna is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kyle Mabe is a financial advisor at Edward Jones with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Mercer Investment Management, MSCI, Inc., and Eventide Asset Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Scott Holmes is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Commonwealth Financial Network and Neuberger Berman LLC. Holmes also operates Coastal Wealth Inc., a registered business entity related to his LPL activities. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Ronald Harpootlian is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including The Retirement Group, LLC and Fsc Securities. Outside of his advisory role, he is co-owner, treasurer, and secretary of Mirror Mirror Digital Media, Inc., a video production company, and president of RonJoe Consulting, which provides compliance consulting to independent investment groups. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm combines brokerage and advisory services with multiple platforms and uses various asset-allocation and portfolio construction tools to manage a range of investment types on discretionary or non-discretionary bases.

Clinton Gee is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Richard Price is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019, with prior experience at Bank of America, Merrill, and Capital Group Companies. J.P. Morgan Securities LLC 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 affiliated brokerage and investment management capabilities.

Jasper Schanna is a ChFC® with 39 years of industry experience, currently serving as a financial advisor with OSAIC since 2023. He previously worked at SagePoint Financial Services, Inc. for eight years and has operated Schanna Financial & Insurance Service, Inc., his own insurance agency, since 1977. He is also a trustee of the Schanna Family Trust. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Chia Hsin Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in working with newly resident clients from the Asia Pacific region, including China, Taiwan, Singapore, and Hong Kong. Chen brings to her role extensive knowledge of the financial concerns these clients face in the US market, assisting them in customizing family financial plans upon their arrival in the United States. With over 17 years of experience managing assets for high net worth individuals, families, and institutions, Chen focuses on areas such as college education planning, liquidity management, managing new wealth, tax minimization, and retirement income. She holds a bachelor's degree from National Taiwan University and a master's degree from Boston University. Additionally, she is designated as a Personal Investment Advisor (PIA). Outside of her professional responsibilities, Chen enjoys interior decorating, spending time with her family, swimming, and traveling.

Charles Stone is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. 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 process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Terry Beauchamp is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been providing financial services since 1998, working primarily with affluent individuals and business owners to develop customized financial strategies known as the "Family Blue Print". His approach involves actively listening to clients to understand their life goals, risk tolerance, investment time frames, and market knowledge before structuring tailored recommendations. Terry holds professional designations including Chartered Financial Consultant (ChFC) and Chartered Retirement Planning Counselor (CRPC). He earned a Bachelor's Degree from California Polytechnic University of Pomona and a Master's Degree from the University of Redlands. His work includes portfolio management services, retirement planning, business succession planning, and collaboration with clients' CPA's and estate planning attorneys. Outside of his professional focus, Terry enjoys fishing, football, golfing, skiing, and spending time with his family. He emphasizes the importance of understanding clients' life priorities to create personalized financial plans aligned with their goals and aspirations.

Trevor Plant is a financial advisor with Morgan Stanley in Laguna Niguel, CA, holding a Series 66 credential and seven years of industry experience. He has been with Morgan Stanley since 2018, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Prior to that, he worked at Robert Half from 2015 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its Financial Advisors and Estate Planning Strategies Group.

Jeffrey Pierce is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he teaches courses at the University of California, Irvine's Osher Lifelong Learning Program and California State University, Fullerton, and serves on the board of the Laguna Plein Air Painters Association. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jamie Reynolds is a financial advisor with Fidelity in San Juan Capistrano, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes multiple roles within Fidelity since 2007, as well as a brief tenure at Morgan Stanley in 2019. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-fund strategies and model portfolios.

Robert Hickox is a financial advisor at Edward Jones in Lake Elsinore, CA, holding the ChFC® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Cota is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Merrill and Bank of America since 2016 and was previously with Minnesota Life Insurance Co from 2012 to 2016. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Haley Behm is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has worked since 2016. She is a second-generation financial advisor and a member of The Behm Group, a Merrill Institutional Consulting™ Team serving institutional and high-net-worth clients. Haley uses her analytical skills to build and maintain client portfolios tailored to their objectives, risk tolerance, cash flow, and liquidity needs. She leverages the research capabilities of Merrill Lynch and the banking services of Bank of America to address various facets of clients’ financial lives with strategies designed for wealth building, management, and preservation across generations. Haley graduated from the University of Washington, Seattle in 2014 with a bachelor’s degree in Mandarin Chinese and Japanese. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Fluent in Chinese, Japanese, and English, Haley applies her diverse skill set to client service and investment consulting, particularly focusing on family wealth management, institutional investment consulting, and services for endowments, foundations, and non-profits. Residing in Southern California, Haley’s personal interests include drawing, knitting, crocheting, and yoga.

Andrei Hall is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Linsco/Private Ledger Corp. Hall also spends a portion of his time selling Medicare supplemental insurance and operates a registered DBA, Hall Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Christopher Doherty is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in comprehensive strategic wealth management for families. His approach includes identifying and setting financial goals, analyzing current situations, developing strategic plans, implementing those plans, and tracking their progress to help clients achieve their financial objectives. He holds a Bachelor's Degree in Finance from California State University and a Master's Degree in Real Estate Development from the University of Southern California. Christopher has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also a member of professional organizations such as the Rotary of Mission Viejo and the USC Alumni Association. Outside of his professional work, Christopher is involved with various community organizations including the Boys and Girls Club in San Juan Capistrano, Childhelp, Habitat for Humanity, Kure It Foundation, Make-A-Wish Orange County, and the Roosters Foundation. He speaks both Thai and English and enjoys basketball, biking, golfing, hiking, rock climbing, running, and tennis.