Jason Lopez is a Series 66-credentialed financial advisor at Morgan Stanley with 11 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is based in Newport Beach, CA. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Eric Noyes is a Series 66-licensed financial advisor with Morgan Stanley, based in Newport Beach, CA. He has 25 years of industry experience, including roles at Morgan Stanley since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved with West Pacific LLC, a company associated with a purchased boat in Irvine, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, employing structured discovery processes and firm-approved tools to develop tailored plans.

Timothy Thatcher is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2012 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Eliseo Lopez Ornelas is a Financial Advisor with Merrill Lynch Wealth Management, where he provides comprehensive financial guidance tailored to his clients' individual goals. He works closely with clients to understand their priorities and develops strategies aimed at achieving their short-, mid-, and long-term financial objectives. With expertise spanning general investing, retirement planning, and risk management, Eliseo serves as a resource for a range of financial needs. He also facilitates access to specialized services within Bank of America, including banking, credit, home financing, and small business solutions. As a Personal Investment Advisor (PIA), he offers ongoing advice and adjusts strategies as clients' circumstances evolve. Eliseo holds a Bachelor's degree from California State University Dominguez Hills and a Master's degree from DeVry University. He conducts his advisory services in both English and Spanish.

Chandler Billman is a financial advisor with Fidelity Investments in Mission Viejo, CA, holding Series 63 and Series 66 registrations and three years of industry experience. His prior work includes roles at LBS Financial Credit Union and Bank of America. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on portfolios including mutual funds, ETFs, and ETPs.

William Genovese is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation. Prior to joining UBS, he worked at Quincy Cass Associates and New York Life Insurance Company, and he has a background in full-time education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based strategies to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Shannon Flood is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, Shannon worked at Washington State University and held a position at Riptide Sushi. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Adam Hout is a CFP®-certified financial advisor at Charles Schwab with six years of industry experience. He previously operated Hout Financial Services, Inc. and has served as Vice President of Hout Construction Services, Inc., a family-owned engineering business. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Wendy Yu is a Series 66 licensed financial advisor at Merrill with one year of industry experience. Her prior roles include positions at Merrill Lynch, Moss Adams, and The Gap, as well as teaching experience at Cal Poly SLO and local schools. Outside of her advisory work, she is employed by Zinco Education, where she uploads content onto a learning platform. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicholas Ciuffetelli is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Sunbit, CAM Services, Inc., and Pacific Forum International. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Harvey Ivory is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Dassault Systemes from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kent Struck is a financial advisor at Stifel with 33 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Greg Cancino is a CFP® professional with 12 years of industry experience, currently serving at Raymond James Financial in Costa Mesa, CA. He previously worked at Edward Jones from 2014 to 2018 and has been engaged with J. Edward Norton & Associates Insurance Services since 2018. Cancino also acts as a successor co-trustee of his father's trust. 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 institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and has specialized municipal and public-finance advisory capabilities.

Maghan Klein is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Laguna Beach, CA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Matthew Belden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at Merrill, UBS Financial Services, and A. G. Edwards & Sons. He is based in Laguna Beach, California. 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 combines research and analytics with diversified investment strategies and offers a range of brokerage and advisory solutions.

Sher Palmer is a financial advisor with Wells Fargo Clearing in Newport Beach, CA, holding a Series 66 designation and 24 years of industry experience. Palmer has worked at Wells Fargo Investments and Wells Fargo Clearing since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics.

Joseph Shaw is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. He previously worked at Bank of America and Merrill Lynch and is involved with Loyola Marymount University as an announcer for the water polo team. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Timothy Scudder is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services at Merrill in 1993 after serving six years on active duty as a helicopter avionics technician in the U.S. Army. Timothy draws on his extensive experience to provide clients with considered advice and counsel aimed at helping them grow and manage their wealth effectively. Timothy's expertise encompasses a broad range of areas including college education planning, personal retirement planning, portfolio management services, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. He holds a Master’s degree from Golden Gate University and a Bachelor’s degree from Troy University. He also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Timothy is a member of The Planetary Society and actively participates in community programs including the LGBT Pride Employee Network and Ally Program as a Silver Level Ally, as well as volunteering with the Military Support & Assistance Group at Bank of America/Merrill. Outside of work, Timothy’s personal interests include music, photography, and reading. He approaches his role with a planning-based methodology to asset and liability management, focusing on creating customized, tax-efficient strategies aligned with each client’s unique financial goals.

Dax Brook is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Equity Services, Inc. and True Path Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Maureen Tashman is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.