Anthony Erenyi is a CFP®-designated financial advisor at LPL Financial with 37 years of industry experience. He previously spent 22 years with Crown Capital Securities, L.P. Outside of his advisory role, he is involved in fixed insurance sales on a part-time basis. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

Cameron Price is a financial advisor at UBS Financial Services with seven years of industry experience. He has worked at UBS since 2018 and previously held roles at Abercrombie & Fitch and Millennium Systems. He holds a Series 66 designation and is based in Irvine, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Laura Holland is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She previously worked at UBS Financial Services for five years and Merrill for twelve years. Outside of her advisory role, she serves on the advisory board of MK Products, a manufacturer and seller of welding supplies. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk, wealth-transfer, and niche services such as business-owner transition and special-needs planning.

Jeff Jen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with high-net-worth individuals, families, and business leaders to provide customized wealth management and personalized planning strategies that align with their goals. His approach focuses on delivering clarity, confidence, and results to help clients make informed financial decisions. Jeff's expertise includes retirement and estate planning strategies, liquidity and pre-liquidity event planning, concentrated stock strategies, and real estate exit strategies. He aims to design personalized strategies that reduce risk, maximize tax efficiency, and position clients for long-term success. Jeff holds a Bachelor of Science degree from California Polytechnic State University, San Luis Obispo, and carries the Personal Investment Advisor (PIA) designation. He communicates fluently in English and Mandarin. Outside of his professional role, Jeff enjoys biking, cooking, golfing, skiing, and spending time with his family.

Xun Liu is a financial advisor with Charles Schwab holding a Series 66 credential and three years of industry experience. Prior to joining Charles Schwab, Liu worked at Wells Fargo and has background experience in the hospitality industry. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Matthew Carlson is a Financial Consultant currently working at Fidelity Investments. He has held several roles within the financial services industry, including Planning Consultant at Fidelity Investments from 2021 to 2023, Financial Solutions Advisor at Merrill Edge from 2020 to 2021, and Workplace Planning Consultant at Fidelity Investments from 2018 to 2020. He holds insurance licenses in Arkansas and California. Matthew's approach focuses on understanding individual clients' goals, needs, and wants to collaboratively create comprehensive financial plans. Outside of his professional work, Matthew has interests in art, cars, cooking and baking, fitness, movies, and outdoor adventures.

Allison Parada is a financial advisor at Merrill with 20 years at the firm and 11 years of industry experience. She holds a Series 66 designation and is based in Newport Beach, CA. 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 plans, corporations, and charitable organizations.

Ernest Martinez is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has been a financial advisor since 1991 and holds the designation of Personal Investment Advisor (PIA). In his role, Ernest serves clients by integrating retirement planning, wealth transfer, insurance, and lending services to build a customized approach to overall wealth management. He is also a qualified Portfolio Manager, managing discretionary personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Ernest graduated from the University of Southern California in 1991. He focuses on areas including managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. As an advisor, he aims to connect all aspects of a client’s financial life to help prioritize and pursue their important goals. Outside of his professional work, Ernest resides in San Clemente with his wife and two daughters. His personal interests include golfing, skiing, surfing, and yoga. He is also involved with the Surfrider Foundation. Lending services are provided through Bank of America, N.A.

Jennifer Kristanto is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Her prior work includes roles at KBS Capital Markets Group LLC, US Bank, WestPac Wealth Partners, Eureka!, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm provides a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Ellen Nastase is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2005, including a concurrent tenure with Bank of America since 2009. Prior to that, she was with Morgan Stanley from 2002 to 2005. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Neilson Licos is a financial advisor with Charles Schwab in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., UBS, and the University of Arizona. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 and discretionary investment management, leveraging multi-asset model portfolios and a centralized operational structure.

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 with LPL Financial in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes roles at Oppenheimer for 15 years and Citigroup Global Markets for 9 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Liling Lee is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is involved with the Lee Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

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 financial advisor at Stifel with 12 years of industry experience and holds a Series 66 designation. He has worked at Stifel since 2019 and previously was with Wells Fargo Clearing from 2016 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Timmie Ho is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Merrill and Bank of America, Timmie held roles at Wells Fargo Clearing and Wells Fargo Bank. 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 plans, corporations, and charitable organizations.

Ethelbert Anum is an advisor with LPL Financial based in Newport Beach, CA, holding a Series 66 designation. He has been with LPL Financial since 2026. Prior to joining LPL, Anum was involved with several organizations including 100 Black Men of Los Angeles and the Society for Financial Education and Professional Development. 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 offers a broad range of advisory and brokerage services supported by extensive technological tools and a large network of advisors.

Ahmed Lotfy is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 66 and Series 63 licenses and having seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, where he has been employed since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.