Melaina Cano is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder of The Cano Group, which specializes in multi-generational family wealth management. She serves as a trusted advocate to a select number of families, educating and guiding them to make confident financial decisions while preparing for future changes and opportunities. The Cano Group's approach extends beyond investment portfolios to incorporate a family's broader assets, values, and long-term vision with a focus on stewardship across generations. Melaina graduated summa cum laude with a Bachelor of Science in Finance from California State University, Stanislaus. She holds the Personal Investment Advisor (PIA) designation. Melaina balances her professional role with her responsibilities as a mother and actively engages in her community through organizations such as the American Heart Association, Leukemia & Lymphoma Society, and St. Cecilia Church. She is also involved in mentoring young professionals and women pursuing careers in finance and frequently speaks at local colleges and advisory trainings.

Adam Hess is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he was involved in professional basketball and related athletic organizations. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts.

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 four years of industry experience. She holds a Series 66 designation and has worked for firms including Merrill, Bank of America, and East West Bank. J.P. Morgan Securities LLC 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 applying an ESG eligibility framework.

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 with Equitable Advisors in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. He previously worked at Commonwealth Financial Network for five years and is a member of Allison Financial Group, Inc. Dixon serves as trustee or co-trustee for three immediate family trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs delivered through Investment Adviser Representatives and partners with third-party asset managers to implement customized investment solutions.

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.

Patrick Cecil is a Wealth Management Advisor at Merrill Lynch Wealth Management in Irvine, California. He has been with Merrill Lynch since 2016 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Before joining Merrill Lynch, Patrick was a History professor after completing his Ph.D. at The University of Alabama. He also earned degrees from The George Washington University and the University of Colorado Boulder, where he spent time studying abroad in Edinburgh, Scotland. His background in research informs his work in providing wealth management advice and long-term planning strategies to help clients achieve financial and personal goals. Patrick lives in the Orange County area with his wife Ariana and son Oliver. He is involved in community organizations such as the Sons of the American Revolution, Orange Elks Lodge 1475, and his alma mater Servite High School. He also participates in various alumni associations and periodically delivers lectures in History. His personal interests include spending time with family and friends, traveling, attending hockey and football games, and following Liverpool FC.

Tori Patrick is a financial advisor at LPL Financial with 20 years of industry experience. She holds the 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 a national broker-dealer and SEC-registered investment adviser serving 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 managers, supported by advanced operational and research tools.

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.

Bianca Bigolin is a financial advisor at Merrill with four years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work history includes positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, U.S. Bank, and Ideal Tax Solution. 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, 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.