Ryan Hollaender is a financial advisor with UBS Financial Services in Newport Beach, CA. He holds a Series 66 designation and has 16 years of industry experience, including over 17 years with UBS Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocations tailored to clients' goals and risk tolerances.

Shauna Castro is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2007. Her prior experience includes a role at Bank of America, N.A. She is based in Irvine, California. 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.

Russell Cecil is a Senior Financial Advisor at Merrill Lynch Wealth Management's Irvine, California office. He joined Merrill Lynch in 2019 after graduating from Chapman University's Argyros College of Business and Economics with a bachelor's degree in Finance. Russell has earned several professional designations, including Accredited Portfolio Management Advisor (APMA) and Chartered Retirement Planning Counselor (CRPC), which support his role in managing client portfolios and aligning strategies with clients' financial goals. His areas of focus include education planning, family wealth management strategies, legacy planning, liquidity management, and ESG investing, among others. Beyond his advisory work, Russell is active in his community; he is a member of organizations such as the Sons of the American Revolution and Orange Elks Lodge 1475. He serves as an Assistant Scout Master for local Boy Scouts troops and mentors students at Chapman University pursuing careers in wealth management. Russell resides in Orange County with his wife, Cambria. In his personal time, he enjoys weekend camping trips, exploring local eateries, and gardening with his wife.

Mitchel Fortin is a Planning Consultant currently working at FRRM Fidelity since 2023. In his role, he partners with clients to assist with strategy and retirement planning. He holds a California Insurance License, enabling him to provide insurance-related financial guidance. Specific details about his educational background or additional credentials are not provided.

Adam Preston is Vice President, Wealth Planner at Fidelity Investments, where he partners with affluent clients and their families to develop comprehensive financial plans. In this role, he focuses on understanding clients' needs to empower them in making meaningful decisions aligned with their life goals. Adam has been with Fidelity Investments since 2015, holding various positions including Financial Consultant, Investment Consultant, Relationship Manager, Trading Execution Representative, and High Net Worth Representative. His experience encompasses wealth planning, client relationship management, and investment consulting. He holds a California Insurance License. Outside of work, Adam's personal interests include baseball, beach, football, golf, music, and traveling.

Jamee Rush is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Outside of her advisory work, she oversees business strategy for a mobile application development company, Hug-A-Day LLC. 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, and participant-level retirement advice, supported by advanced research and operational tools.

Phoebe Chao is a CFP® professional with 22 years of experience in financial advising. She is currently with Charles Schwab, where she has worked since 2018, following prior roles at USAA Investment Management Company and USAA Financial Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by integrated custody, brokerage, and cash-sweep services.

Anthony Meza is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has previously worked at D.A. Davidson & Co. and UBS Financial Services. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Trevor Lanphear is a financial advisor at Morgan Stanley with seven years of industry experience. He has held positions at firms including The Vanguard Group, GTIF Capital, and Mass Mutual. His credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and utilizes a structured financial planning process supported by firm-approved tools and insights from its Global Investment Committee.

Stephen Ellingsen is a financial advisor with Raymond James & Associates in Newport Beach, CA, holding a Series 66 designation and 10 years of industry experience. Prior to joining Raymond James in 2024, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2015 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a broad range of portfolio management styles and affiliated research.

Jeffery Hamilton is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with UBS Financial Services in Newport Beach, CA since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Tenley Hardt is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. Prior to joining LPL Financial in 2023, she worked at Bank of America and Merrill from 2019 to 2023. Outside of financial advising, she has been involved in several entrepreneurial ventures, including businesses focused on design and strategy. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options through a large network of advisors, supported by various platforms and tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Daniel Marks is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley in 2019. Marks also serves as a trustee and co-trustee in a trust-related role outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis from its Global Investment Committee.

Evanya Skelly is a financial advisor at Stifel with five years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2021, she worked in legal education and practice, including positions at the University of Law and Mills and Reeve. Stifel serves a diverse client base, including individuals and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Fichtner is a Senior Financial Advisor with Merrill Lynch Wealth Management and leads a team of four professionals known as The Newport Group. Since beginning his career in wealth management in 1984, Jeff has accumulated over 35 years of experience in the industry. He focuses on a range of client needs including college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Jeff holds a Bachelor of Science degree in Finance from Northern Illinois University and holds the Personal Investment Advisor (PIA) designation. Jeff resides in Newport Beach with his wife Nancy and has two grown sons. His personal interests include biking, billiards, fishing, golfing, horseback riding, scuba diving, skiing, table tennis, yoga, and spending time with his family.

Eric Jenson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Demographic Trends, and College Funding Solutions. Jenson also operates Jenson and Associates, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary research models and third-party subadvisors.

Justin Pearson is a financial advisor with J.P. Morgan Securities in Newport Beach, CA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018, he was affiliated with 97 Communications and the University of California, Santa Barbara. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a consultative, non-discretionary program focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG eligibility frameworks, and leverages broad derivatives and commodities capabilities through various regulatory registrations and affiliations.

Margaret Baldwin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. Her prior roles include positions at D.A. Davidson & Co. and UBS Financial Services. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Corona is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Raymond James and Associates, Oppenheimer, Ameriprise Financial Services, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools for investment management.

Tenaya Moranda is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, she worked at CorePower Yoga and LawAdvisor Ventures, and also has a background in education. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.