Barry Grossman is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a prior 15-year tenure at Wells Fargo Bank. Outside of his advisory role, Grossman serves as Treasurer and a board member of the Jewish Federation of Orange County and is a board member of the CFA Society Orange County. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment analyses. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Eric Hom is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Charles Schwab since 2015 and at Charles Schwab Bank since 2018. Based in Newport Beach, CA, Hom has spent his career within the Schwab organization. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Roger Steele is a financial advisor with Wells Fargo Clearing in San Clemente, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns a rental property in Kahuka, HI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment choices, such as insurance-related vehicles and bank deposit sweep options.

Trevor Williams is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. His prior work includes roles at The Judge Group and involvement with Zeta Tau Alpha and the South Padre Island Fire Department. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance using multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Xiaoxi Zhang is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at several firms including Merrill, Bank of America, and East West Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Sams is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise in Aliso Viejo, CA. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Dixon is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and Bay Alarm Company. Dixon also serves as a trustee or co-trustee for three immediate family trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Corey Langston is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services for five years before joining Morgan Stanley and its Private Bank in 2018. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Minez Powell is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, institutional clients, and municipalities, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Joseph Myers is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he has held roles at Slick Technologies LLC and Mercury Communication Services, Inc D/B/A Procure IT. Outside of finance, his background includes extended travel and work at Frank Family Vineyards. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Barnett is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CNS for nine years before joining Wells Fargo in 2025. 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, utilizing research from Wells Fargo Investment Institute and third-party databases.

Jose Pery is a Financial Advisor affiliated with Merrill Lynch Wealth Management and the Bank of America enterprise. In his role, he focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most to them. He offers a wide range of financial products, including securities and investment opportunities through Merrill, as well as banking products through Bank of America. Jose draws on extensive experience in finance and corporate management. He specializes in areas such as executive compensation, equity compensation services, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds the designation of Personal Investment Advisor (PIA). He graduated summa cum laude from Fordham University with a Bachelor's Degree in Finance. Jose lives in Orange County with his wife and four children.

Tori Patrick is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2006. Outside of her advisory role, she teaches at Fremantle Media, dedicating approximately 10 hours per month. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Reinmiller is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Edward Beyer is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 license and seven years of industry experience. His work history includes roles at Bank of America, Merrill, Legacy Financial Group, ALPS Holdings, FirstBank, and Colorado State University. Beyer serves as a board member for the charitable organization Working Wardrobes and owns a limited liability company, iChargieUSA. 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.

Bianca Bigolin is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. She has worked at Merrill and Bank of America since 2024 and previously held roles at JPMorgan Chase Bank, J.P. Morgan Securities, U.S. Bank, and other firms. 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, pension plans, corporations, and charitable organizations.

Jean Charles Lebours is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes integrated management of assets within Ameriprise accounts.

Rose Pell is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has worked at Bank of America and its affiliate Merrill since 2024 and has held roles outside finance in arts and hospitality sectors. Pell is also involved with the Influence Church of Orange County, where she has been active since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Kyle Miller is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously spent five years at UBS Financial Services. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to offer certain bank deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Noelle Oh is a CFP®-certified financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she also serves as a notary public in Santa Barbara, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.