Aaron Johnson is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, following two years at Bank of The West and BancWest Investment Services. 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 with over 14,000 advisors and offers a range of brokerage and advisory solutions.

Clifford Breeden III is a financial advisor with LPL Financial in San Clemente, CA, holding a Series 66 designation and ten years of industry experience. His career includes roles at Ameriprise Financial Services, D.A. Davidson & Co., Waddell & Reed, and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and oversight of substantial discretionary assets.

Tony Wang is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2010. He began his career in the financial services industry in 2003. Tony focuses on developing strategies and providing investment guidance for individuals, families, and businesses by understanding their short and long-term financial objectives. He offers expertise in areas such as college education planning, family wealth management, legacy planning, philanthropic planning, and portfolio management services. Tony holds a bachelor's degree in Biology from the University of California at Irvine. He is also a Personal Investment Advisor (PIA) and serves as a Portfolio Manager, managing personalized investment strategies. He works closely with clients to create plans aligned with their life priorities and financial goals. Residing in Newport Coast with his wife Christine and their three children, Tony is active in supporting children in need within the community. In addition to his professional commitments, he has interests in baseball, basketball, football, softball, surfing, and swimming.

Steven Vasquez is a financial advisor with Primerica Advisors in San Clemente, CA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1987. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and participates in managing a family trust. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kenneth West is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, he held positions at Cetera Wealth Services and was involved with 19th Hole Golf Productions and Telehealth Consultations. He also has work experience with Major League Baseball's Seattle Mariners and various educational institutions. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of financial planning and investment services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Paul Walters is a CFP® with 33 years of industry experience, currently advising clients at LPL Financial since 2017. Prior to joining LPL, he spent 18 years at National Planning Corporation. Outside of his financial advisory work, Walters serves as a high school football referee for the Orange County Football Officials Association and works part-time as a paralegal at Citadel Law Firm. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies and advanced operational tools.

Kelsey Belsito is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016. Additionally, she has been involved with Woody's Diner since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Callum Culmer is a financial advisor with Charles Schwab in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Charles Schwab since 2000 and Charles Schwab Bank, SSB since 2014. Charles Schwab & Co., Inc. serves a large client base, primarily 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal process for alternative investments.

Lauren Gage is a Series 66-licensed financial advisor with LPL Financial, based in Costa Mesa, CA, and has 11 years of industry experience. She previously worked at Boyer Financial Services and was involved with the Fellowship of Christian Athletes for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive advisor tools and a broad platform of financial services.

Jeffrey Flaherty is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Merrill and Bank of America since 2017, and has involvement in private business ventures including serving as General Partner and Managing Member of an asset protection entity owning an aircraft. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Bertocchini is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Diversified Investment Services, Commonwealth Financial Network, OSAIC, and UBS Financial Services. Outside of his advisory work, he is involved with Atherton Holdings Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Chase Pollard is a financial advisor with Charles Schwab, holding a Series 66 designation and 14 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2011. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Barbara Lynn Allison is a financial advisor at Equitable Advisors with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network and Morgan Stanley. She is also the president and owner of Allison Financial Group, Inc., and serves as a trustee of personal and inherited trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions.

Cassandra Calhoun is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. The firm, 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrea Brezoi is a financial advisor at Merrill in Irvine, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Merrill in 2020, Andrea was involved in tutoring at Fullerton College and worked at California State University Fullerton. 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.

Deborah Mcmaster is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 39 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley, where she worked for a combined 12 years. She is also the owner of Established Wealth Management LLC, a financial services firm based in Newport Beach, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, covering various specialized planning areas and integrating advisory services with other financial products and referral channels.

Alicia Berniard is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked with the Challenged Athletes Foundation, National University, and the Aesthetic Eyecare Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Robert Rosenberg is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years. He maintains an inactive CPA license in 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 uses research and analytics to support diversified investment strategies and offers a broad range of brokerage and advisory solutions.

Diane Wegener is a financial advisor with Edward Jones in Laguna Beach, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Edward Jones since 1996. Outside of her advisory role, she owns a rental property in California. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, offering various managed investment strategies and affiliated products through a large national network of advisors.

Sydney Wilson is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Wilson’s work history includes multiple roles at Merrill, as well as positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Bank of America. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.