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.

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 financial advisor with Merrill in Newport Beach, CA, holding Series 65 and Series 63 licenses and 10 years of industry experience. His prior roles include positions at JP Morgan Chase and BOFA Securities. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies implemented by affiliated managers as part of Bank of America’s broader corporate platform.

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 with LPL Financial located in Newport Beach, CA. He holds a Series 66 license and has three years of industry experience, including prior roles at Merrill, Bank of America, N.A., Farmers and Merchants Bank of Long Beach, and Verizon Wireless. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors implementing a range of strategies supported by research and technology tools.

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.

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.

Steven Smith is a financial advisor with UBS Financial Services, holding a Series 63 designation and over 43 years of industry experience. He has been with UBS Financial Services since 2016. 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, leveraging proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Blake Sorensen is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PFS Investments Inc., Turpin & Rattan, Primerica Financial Services, Burtek Energy, and Berger Solar Electric. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies created by unaffiliated asset managers.

Daniel Henry is a financial advisor with RBC Capital Markets in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with RBC Capital Markets since 2009 and also works with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management and financial planning tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Aaron Tucker is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Outside of his advisory role, he receives music royalties associated with his involvement in the music industry. 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 provides a range of advisory and brokerage services, offering access to model portfolios, third-party asset management, and institutional platforms through a large network of investment adviser representatives.

Warren Kaplan serves as a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. In this role, he focuses on a range of client needs including corporate executive services, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, and tax minimization. Warren and his team leverage over 100 years of combined experience to implement a disciplined, research-based investment approach centered on individualized equity and investment-grade debt portfolios, with an emphasis on avoiding processed investment products. He holds the Personal Investment Advisor (PIA) designation and completed his education at Bolsa Grande High School, Orange Coast College, and attended California State University within the system, without a degree conferred. Warren is also a member of the ELKS professional organization. His community involvement includes participation with Long Beach Junior Golf, Elks, and AYSO. Outside of work, Warren's personal interests include gardening, golfing, pickleball, refereeing, skydiving, spending time with family, surfing, tennis, and yoga.

Michael Pitruzzello is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.