Dawson Janeski is a financial advisor with Charles Schwab who holds a Series 66 designation and has one year of industry experience. Prior to joining Schwab, he worked at CVS Health and held various roles in education and sports clubs. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

William Brownlow is a Series 66-registered financial advisor at Merrill with three years of industry experience. Prior to joining Merrill in 2021, he worked at EDiamond Tools and Electra Cruises and was a full-time student from 2016 to 2018. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Isaiah Morse is a financial advisor at LPL Financial in Mission Viejo, CA, holding Series 65 and Series 63 licenses. He has recently entered the industry after completing full-time education and has experience working at Casa Italia Inc. and in the food service sector. Outside of advisory services, he has been involved with Casa Italia Inc. over multiple years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,900 advisors and extensive financial and operational resources.

Robert Rotstan Jr. is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he is vice president of the Roy J Shlemon Foundation and owns Bob's Creative Ideas, a business focused on creating and patenting product ideas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and other niche areas, utilizing Wells Fargo’s research and planning tools for tailored client recommendations.

Mary Guhin is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She previously worked at Merrill for 36 years before joining Morgan Stanley Smith Barney LLC in 2026. Outside her advisory role, she serves as an executor for EXEC EST, a business based in Irvine, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual and institutional clients. The firm’s financial planning focuses on structured discovery and firm-approved planning tools, providing tailored financial plans without individual security recommendations as part of standalone services.

Peter Philipp is a CFP® and CFA® with 26 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2005 and has a background that includes self-employment and roles at affiliated entities dating back to 1999. Outside of his advisory work, Philipp is an independent insurance agent and has taught college-credit investment courses at UC Berkeley. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Nila Villasenor is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds a Series 66 designation and has been with UBS since 2012. Based in Newport Beach, CA, her career has been focused within a single firm. UBS Financial Services 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, leveraging proprietary research and model-based asset allocations to tailor client plans.

Brigido Trujillo Martin is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He previously worked at Wells Fargo Bank and Tomblin Asset Management Group, LLC. In addition to his advisory role, he coaches high school lacrosse for Newport Mesa District. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Trevor Schwartz is a CFP® with four years of industry experience, currently affiliated with Raymond James Financial in Newport Beach, CA. His prior roles include positions at Capital Group and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals, utilizing analytical tools and technology, and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting services.

Jack Deavila is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wheaton College and Occidental College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Matthey is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1990, he has worked with affluent individuals and families to address their financial needs through customized wealth management strategies. His approach emphasizes understanding each client's financial situation, risk tolerance, and time horizon to develop personalized plans aligned with their goals and priorities. He collaborates with clients to periodically review their strategies to ensure continued alignment with life changes. With over three decades in the financial services industry, David has expertise in areas such as family wealth management, legacy planning, retirement income, and philanthropic planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David earned a Bachelor’s Degree in Business Administration and Finance from California State University, Fullerton. David resides in Irvine with his wife and four children. He is involved in his local community, supporting organizations such as the Anaheim family YMCA, Ginny’s Kids, and Kiwanis International. Outside of work, he enjoys baseball, music, reading, and traveling.

Jonathan Chang serves as a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career in financial services in 2003 and as a Wealth Management Advisor in 2006, Jonathan has focused on helping clients navigate the complexities of financial markets and wealth management. He applies a holistic approach in advising clients, considering their risk tolerance, personal timelines, lifestyle needs, and long-term goals, with an emphasis on capital preservation and downside risk mitigation. Jonathan holds a Bachelor's degree in Finance from California State University, Fullerton, and has earned professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). As a qualified Portfolio Manager, he is authorized to manage discretionary investment strategies incorporating individual securities, Merrill Lynch model portfolios, and third-party strategies. Throughout his career, Jonathan and his team have received recognition from Forbes, being named to the Best-in-State Wealth Management Teams List consecutively from 2023 to 2026, and to the Best-in-State Next-Generation Wealth Advisors List in 2019 and 2022. He is involved in the community through support of the Second Harvest Food Bank. In his personal time, Jonathan enjoys adventure sports, basketball, football, golfing, ice hockey, music, photography, skiing, traveling, and spending time with his family.

Joseph Dibuono is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the CFA® designation and Series 66 license. His prior experience includes roles at Merrill and CITIZENS Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Arezoo Agharezakashi is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several financial institutions including Wells Fargo and Schoolsfirst Federal Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers a broad range of derivatives and commodities capabilities.

Sophie Spiegel is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. Prior to joining Osaic in 2025, she worked at Spiegel Financial and spent six years at R1 RCM. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation and portfolio optimization supported by quantitative tools and offers a range of managed account strategies and third-party manager options.

Keith Tran is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2011. His prior roles include positions at Merrill, Banc of America Investment Services, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and delivers advisory services supported by proprietary research and model-based asset allocation.

Corey De Mers is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012, with concurrent experience at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program emphasizes a combination of quantitative and qualitative due diligence supported by a centralized manager solutions team.

John Manalili is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include 13 years at Merrill Lynch before joining Charles Schwab and Charles Schwab Bank in 2022. Charles Schwab & Co., Inc. serves primarily 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 operates a hybrid advisory model with both non-discretionary and discretionary investment options, supported by centralized custody and due diligence on alternative investments.

Hooman Karbasion is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. He is a member of the Finance Committee at the Presbyterian Church of the Master in Mission Viejo, CA, where he reviews investment policies and overall finances. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers comprehensive advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard with a large national network of advisors and branch offices.

Kevin Giang is a financial advisor at Merrill in Newport Beach, CA, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Equitable Advisors. 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 strategies for individuals, high-net-worth clients, and institutional investors.