Brandon Anderson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to his current role, he gained experience at Mercedes Benz of Foothill Ranch, Independent Financial Group, Edward Jones, and Texas Christian University. Outside of his advisory work, he is a partner in PMBL Investments, LP, an investment-related venture focused on real estate. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market modeling techniques.

Kenneth South is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2021, he worked at Oppenheimer for 15 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios from LPL Research and third-party subadvisors.

Joseph Stephens is a Series 66-credentialed financial advisor with 10 years of experience at UBS Financial Services in Newport Beach, CA. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

James Loynes is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2023 before joining Morgan Stanley's Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Tyler Weaver is a Series 66-licensed financial advisor at Stifel with 12 years of industry experience. He has worked at Stifel since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities. The firm offers brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Devon Massi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Comerica Bank for one year and has additional experience outside the financial sector. 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 through a large network of advisors and offers both brokerage and advisory solutions.

Ahmed Lotfy is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked across various roles within J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to joining the financial sector, he worked at Kohl's Department Store for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by select Wealth Advisors, focusing on asset-based fee structures and a range of approved funds and strategies.

May Jin is a financial advisor with Stifel in Mission Viejo, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

John Peterson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1995 following his service in the United States Air Force. He specializes in retirement planning and investment portfolio strategies, providing tailored financial guidance to high net worth individuals and business owners. John focuses on understanding each client's unique needs and priorities to develop personalized financial strategies aimed at achieving their long-term goals. John holds a Bachelor's Degree from the United States Air Force Academy and a Master's Degree from Chapman University. He is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Certified 401(k) Professional (CkP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). This extensive range of credentials supports his expertise in retirement income, portfolio management, college education planning, and divorce transition planning. Beyond his professional commitments, John is involved in his community through his work as a Court Appointed Special Advocate (CASA). His personal interests include basketball, biking, fishing, golfing, hiking, scuba diving, skiing, swimming, and spending time with his family.

Leah Pepper is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Apollo Global Management and Pacific Investment Management Company (PIMCO). Pepper is based in Newport Beach, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Jennifer Van is a Series 66 licensed financial advisor with Merrill in Newport Beach, CA, with 11 years of industry experience. She has been with Merrill since 2014. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michele Elliott is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2009. Elliott also serves as an alternate executor for a family estate. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Shayne Olsen is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Merrill and Bank of America, N.A., and earlier held roles at Farmers and Merchants Bank of Long Beach and Verizon Wireless. He holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Donald Cianto Jr. is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Ameriprise Financial Services Inc and RBC Capital Markets Corporation. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Mina Abdelkdous is a financial advisor at Merrill with a Series 66 designation and six years of experience at Merrill in addition to two years at Bank of America, N.A. Her prior experience includes twelve years at Commercial International Bank. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines internal Chief Investment Office teams and third-party managers to deliver portfolio implementation and related support.

Renxuan Hu is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining J.P. Morgan Securities, Hu worked at Bank of America and held roles outside the financial sector, including positions at Iqiyi North America Ltd and Mentor X Co. 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 investment recommendations.

Michael Urner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. 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, supported by research and analytics from the Wells Fargo Investment Institute.

Jo Anne Guinane Jones is a Series 66-credentialed financial advisor with 13 years of industry experience, currently serving clients at UBS Financial Services in Newport Beach, CA since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management services through a combination of proprietary research and model-based asset allocations.

Emahn Ahmari is a financial advisor with Edward Jones in San Juan Capistrano, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Prudential Finance and Pruco Securities LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Scott Delity is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo in various capacities since 2017, including roles at Wells Fargo Bank and Wells Fargo Clearing. Prior to that, he was employed at Charles Schwab and Charles Schwab Bank from 2015 to 2017. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.