Sandro Pestana is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2014. Outside of his advisory role, he is a partner in Talia LLC, a company involved in the manufacture and sale of women's apparel. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Jacqueline Shohdy is a financial advisor at Edward Jones with eight years of industry experience. She has worked at Edward Jones since 2019 and previously at Orange County's Credit Union from 2015 to 2019. She holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 advisors.

Darryl Carter is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 27 years of industry experience. He has been associated with multiple firms including Cornerstone Financial Advisers and Carter Financial Management, and operates Darryl Carter & Associates, APC, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs supported by research, model portfolios, and advanced technologies.

Jonathan Fernandez is a Financial Consultant currently working at Fidelity Investments since 2025. He has held various roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Senior Acquisition Financial Advisor at Morgan Stanley in 2023, and Financial Consultant at E*Trade from Morgan Stanley between 2021 and 2023. He also served as a Managed Account Representative at E*Trade from Morgan Stanley in 2021 and as a Relationship Manager at Fidelity Investments from 2019 to 2021. Jonathan focuses on helping individuals and families navigate the complexities of financial planning by identifying unique financial goals, creating strategic plans to mitigate risk, and executing individualized strategies aimed at achieving a fulfilling life. He holds a California Insurance License.

Jingxian Yu is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following six years at East West Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

William Thompson is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. Prior to joining UBS, he worked at Sauers Lopez Construction and Nordstrom. UBS Financial Services 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 solutions to clients’ goals and risk tolerances.

John Nam is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a financial advisor since 2001 and joined Merrill Lynch in 2008 following eight years with Morgan Stanley. John and his team, the NB Group, focus on working with high-net-worth clients, including business owners, corporate executives, pre-retirees, retirees, and well-established families. His approach emphasizes building long-term relationships and assisting clients in making goal-oriented and informed decisions across all aspects of their financial lives. John’s expertise includes asset allocation, estate planning, retirement planning, tax minimization, legacy planning, portfolio management, college education planning, and managing new wealth. His team offers personalized service supported by Merrill Lynch’s research resources to help preserve and grow client wealth and to address the needs of families seeking lifestyle-sustaining income and intelligent financial planning. John holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a high school diploma from Blair High School and attended the University of California system without obtaining a degree. John speaks English and Korean. Outside of work, he enjoys basketball, music, traveling, watching movies, and spending time with his wife and two children.

Nicholas Trent is a Financial Consultant currently working at Fidelity since 2023. In this role, he acts as an advocate for his clients, working to develop customized financial plans tailored to meet the unique needs of each family. He emphasizes collaboration and open communication throughout the planning process. Prior to his current position, Nicholas worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before that, he served as a Wealth Management Advisor at the Bank of Tennessee from 2021 to 2022. His professional experience spans various aspects of investment consulting and wealth management. Outside of his professional work, Nicholas has interests in attending concerts, football, golf, visiting museums, and traveling.

Michael Scudder is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2020 after gaining experience in climate research at the Keck Isotope Geochemistry Laboratory while completing his degree in Earth & Planetary Science at the University of California system. Prior to this, Michael worked as a Teller at Bank of America during high school and college. Michael's expertise lies in advising clients on incorporating sustainability into long-term investment portfolios, focusing on areas such as personal retirement planning, philanthropic planning, portfolio management, and socially responsible, values-based, and ESG investing. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Outside of his professional career, Michael is involved with community groups including Club Dust and Farm and Food Lab. His personal interests include photography, running, and surfing.

Diana Peters is a financial advisor at Edward Jones in San Juan Capistrano, CA, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2020 and previously worked at Fidelity Investments and Edward Jones Investments. 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, investment strategies, and affiliated products through a nationwide network of over 23,000 financial advisors.

Paul Chung is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2015. Outside of his advisory role, he is involved with Palwaukee Liquor since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm utilizes structured planning tools and modeling techniques to support client financial plans, managing approximately $2.74 trillion in client assets.

Eric Meister is a financial advisor with J.P. Morgan Securities in Aliso Viejo, CA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016 and serves as a soccer referee with CALSOUTH on weekends. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary program that integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Anthony Mariconda is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his career at Merrill Lynch in 2019, he has specialized in delivering comprehensive wealth management strategies tailored to the unique goals and needs of each client. His approach emphasizes active listening to develop personalized investment plans that align with clients' financial objectives and individual values. Anthony's areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, individual and corporate investment strategy, and retirement income. He holds a Bachelor's Degree from the University of San Francisco and is a Personal Investment Advisor (PIA). Anthony is committed to helping clients preserve and grow their wealth while navigating changes in their financial goals over time. In addition to his professional work, Anthony is involved with the Boy Scouts of America and donates blood through the American Red Cross. His personal interests include music, running, singing, and spending time with his family.

Ross Pake is a financial advisor with Equitable Advisors in Tustin, CA, holding Series 65 and Series 63 designations and having 40 years of industry experience. His career includes ten years at Cetera Advisors LLC before joining Equitable Advisors in 2025. Outside of advisory work, he is president and owner of Legacy Wealth Planning, Inc., and serves as a trustee for a personal trust. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Samantha Davalos is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Tom Tan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at LPL Financial since 2019 and concurrently with Credit Union of Southern California since 2009, following a decade at CUSO Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to diverse model portfolios and research.

Mary Chorbagian is a CFP®-designated financial advisor with 44 years of industry experience. She is currently affiliated with Independent Financial Group, LLC and previously worked at LPL Financial for nine years. She is also the owner of Chorgagain Associates, a tax preparation and accounting service she has operated since 1976. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage, supported by model portfolios and third-party research.

Andrew Weber is a Financial Advisor with Merrill Lynch Wealth Management in Irvine, CA. He specializes in family wealth management strategies, managing new wealth, portfolio management services, individual and corporate investment strategy, and retirement income. Andrew works with academics, researchers, executives, and business owners whose financial situations often involve complexities such as concentrated equity, deferred compensation, multiple income streams, and closely held business interests. His background is quantitative, applying disciplined data interpretation combined with structured execution and adaptability to develop financial plans that remain effective even in fast-moving markets. Andrew partners with clients who seek thoughtful analysis and strategic guidance, focusing on continuous improvement and creating measurable value. Outside of his client work, he engages in ongoing study, including pursuing a Doctorate in Business Administration and market research. Andrew holds a Bachelor's Degree and a Master of Business Administration (MBA) from Western Governors University. He is also accredited as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His personal interests include baseball, music, and reading.

Azad Rad is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at several firms including Wells Fargo Advisors and Technology Credit Union. His outside activities include involvement with multiple real estate rental ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kristin Landis is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney for 14 years before joining UBS in 2023. Outside of her advisory role, she is an independent sales consultant for Mary Kay, selling cosmetic and skin care products. 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 uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.