Samantha Blackman is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with various features including tax-aware strategies and cash sweep programs.

Matthew Bohm is a financial advisor with Charles Schwab in Newport Beach, CA, holding a Series 66 designation and with 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2000 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Michelle Wada is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and RBC Capital Markets. Since 2022, she has been employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining advisory services with brokerage, distribution, and investment management capabilities. Their approach includes asset allocation advice and customized performance reporting delivered through Wealth Advisors, with recommendations made on a non-discretionary basis.

Jeff Clark is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2021, progressing through positions including Financial Consultant, Planning Consultant, and Financial Representative. Prior to joining Fidelity, Jeff gained experience as a Senior Financial Planner at Reilly Financial Advisors from 2019 to 2021, a Retirement Plan Consultant at Aldrich Wealth, LP from 2015 to 2019, a Financial Advisor at Ameriprise Financial Services from 2011 to 2014, and a Paraplanner at Ameriprise Financial Services from 2010 to 2011. Jeff holds a California Insurance License. His professional focus is on helping clients develop robust financial plans to build long-lasting partnerships and optimize their financial outcomes. Outside of his professional work, Jeff has interests in baseball, camping, military service, movies, music, and parenthood.

Brad Thompson is a financial advisor with J.P. Morgan Securities in San Clemente, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and JPMorgan Chase Bank, N.A. Outside of his advisory work, he owns Neptunium, a creative business focused on photography, writing, and e-commerce sales. 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 its Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Megan Stirrat is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. She has previously worked at Merrill and Bank of America, N.A., with tenures spanning from 1999 to 2023. Megan is involved with an exclusive insurance brokerage in addition to her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, various advisory programs, and portfolio management supported by research from LPL and third-party subadvisors.

Ross Harter is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior work includes roles at California Bank & Trust from 2015 to 2017 and Bank of America, N.A. since 2017. 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, and institutional investors.

Joshua Yocam is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Bluerock Capital Markets, and Steadfast Capital Markets Group. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Travis Macaluso is a financial advisor with Edward Jones in Mission Viejo, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Camila Veron is a financial advisor with Charles Schwab in Newport Beach, CA, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Charles Schwab Bank SSB, Shop Your Own Mortgage, and the Consulado General de la Republica Argentina. Charles Schwab 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, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Tawni Nguyen is a Senior Financial Advisor at Merrill Lynch Wealth Management, providing personalized financial strategies tailored to clients' goals, risk tolerance, time horizon, and liquidity needs. She offers a comprehensive approach to wealth management, incorporating insights from Merrill Lynch and banking solutions from Bank of America to address diverse aspects of clients' financial lives. Tawni's expertise includes college education planning, employee benefits planning, family wealth management strategies, small business strategies, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. She holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. Her educational background includes a Bachelor's Degree from the University of Phoenix, a non-accredited certificate program from Harvard Business School, and an accredited certificate program from UCLA. Tawni is bilingual in English and Vietnamese and is recognized as a newscaster in the Vietnamese American community. Beyond her advisory role, Tawni serves as an evening news anchor on Vietface TV and is a member of the Board of Directors at Pacific Symphony. She also volunteers with local organizations in line with Merrill's community involvement tradition. Tawni's personal interests include cooking, music, sewing, singing, skiing, spending time with her family, traveling, and writing.

Matthew Adlard is a Planning Consultant currently working at Fidelity Investments since 2026. He has a professional background in financial advisory roles, having served as a Senior Financial Advisor at LPL Financial from 2025 to 2026 and as a Wealth Strategy Associate at UBS Financial Services from 2016 to 2024. In his role, Matthew focuses on understanding the priorities of his clients and their families to develop financial plans that align with their goals. He aims to educate and support clients through the planning process. Matthew holds a California Insurance License.

Graham Grisoli is a financial advisor with Mass Mutual Investors Services in San Juan Capistrano, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Edward Jones Investments and Transamerica Capitol Inc. Outside of his advisory work, he oversees the management of a personal residential rental property. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that focus on goal analysis and written recommendations.

Shawn Dewane is a financial advisor at Raymond James Financial with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at notable organizations including the Orange County Employee Retirement System, USA Water and Power, and Mesa Water District. Dewane is also the owner of Dewane Investment Strategies and serves as a trustee on the board of the Orange County Employee Retirement System. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance clients through a unique affiliation with a municipal advisor.

Maggie Gallagher is a financial advisor at Morgan Stanley with nine years of industry experience. She has been with Morgan Stanley since 2015 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Trenton Larsen is a CFP® professional affiliated with LPL Financial and has 10 years of industry experience. He has worked previously with BANK of AMERICA, Merrill Lynch, Insight Wealth Strategies, Mutual Securities, Lincoln Financial Advisors, and Alamo Capital. LPL Financial serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by extensive research and advanced technology solutions.

Damon Johnson is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and J.P. Morgan Securities. Outside of his advisory role, he is a passive investor in a private jet charter company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm employs a structured planning process and offers extensive resources including market analysis tools and diverse investment services.

Adela Grech is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career at Merrill Lynch in 2001 and currently holds the Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor™ designations, as well as FINRA Series 7 and Series 66 registrations. Adela is a graduate of the University of Southern California School of Business with an emphasis in Finance. Her client focus areas include college education planning, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, legacy planning, women and wealth, and tax minimization. Adela works closely with clients to develop personalized financial strategies designed to help them pursue their long-term goals. Adela currently resides in Laguna Beach with her husband. In her free time, she enjoys spinning, trail riding on Tennessee Walkers, boating, fishing, horseback riding, running, and spending time with her family. She is also involved in local social and philanthropic organizations and dedicates time to volunteering within the community.

Scott O'Brien is a financial advisor at Fisher Investments with 27 years of industry experience. He has been with Fisher Investments since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as president of a food cleaning systems and internet marketing company and is a volunteer board member of the Live Like Jo Jo Foundation, a nonprofit supporting terminally ill children. Fisher Investments serves a diverse global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs risk management techniques such as derivatives and tax-loss harvesting.

Shahryar Shaikh is a financial advisor at Merrill with six years of industry experience. He holds the Series 63 and Series 66 designations. His previous roles include multiple years at Wells Fargo Bank NA before joining Merrill and Bank of America. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.