Alexandra Rasmussen is a financial advisor at OSAIC Wealth Inc with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of her advisory role, Rasmussen is involved in dance arts, serving on the board of AkomiDance Inc and working as a dance teacher and choreographer at Huntington Beach High School. OSAIC Wealth Inc serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to manage portfolios that include a variety of investment types.

Yeva Logina is a Financial Advisor at Merrill Lynch Wealth Management with seven years of experience in wealth management. She provides comprehensive financial advisory services, assisting clients with investment planning, retirement strategies, and wealth management tailored to their individual goals. Yeva focuses on understanding clients' priorities to help them develop strategies to pursue their financial objectives. Her expertise includes college education planning, employee benefits planning, family wealth management, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategy, and tax minimization. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's degree from Capella University. Yeva is proficient in Russian and English. Outside of her professional role, Yeva is involved in community activities, including Walk Intuit, and is a member of the National Association of Women Business Owners. Her personal interests include golfing, hiking, music, pickleball, reading, table tennis, and tennis.

Misael Molina is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including AXA Advisors LLC and Bank of America prior to his current role. Molina is based in San Clemente, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers customized performance reporting, serving clients on a non-discretionary basis.

Nazanin Saidi is a financial advisor at Merrill with 17 years of industry experience. She holds the CFP® designation and Series 63 and 66 licenses. Saidi has been with Merrill and Bank of America, N.A. since 2014. She serves on the fundraising committee of Harvester's, a nonprofit group supporting the Second Harvest Food Bank in Orange County, CA. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hien John Le is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank since 2025, as well as Charles Schwab & Co., Inc. since 2021. Prior to his career in financial services, he was involved with Crab Hut, Inc. for 14 years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by its Schwab Center for Financial Research.

Annie Yang is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Yang serves on the board of directors for the Savannah Neighborhood Association, a homeowners association in Tustin, California. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling.

Michael Schanna is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 66 designation and has worked at First Republic Investment Management and First Republic Securities prior to joining J.P. Morgan. He is based in Los Angeles, CA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Shawn Nierman is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Bank of America, N.A. and Merrill since 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors. The firm integrates strategic asset allocation and tax-aware options within its investment approach.

May Chan is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Merrill since 2009 and at Bank of America since 2016. Outside of her advisory role, she is a general partner in a for-profit LLC. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Keith Robinson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management strategies focused on understanding clients’ financial situations and priorities. Keith helps clients pursue goals such as college education planning, family wealth management, legacy planning, retirement income, and portfolio management by creating flexible financial strategies that adapt to changing market conditions. He combines investment insights from Merrill with banking and lending solutions from Bank of America to provide comprehensive financial guidance. Keith holds a Bachelor’s Degree from the University of California at Irvine and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes educating clients and helping them make informed decisions. Outside of his advisory role, Keith volunteers as a youth softball coach and participates in community activities aligned with Merrill’s tradition of community involvement. His personal interests include baseball, cooking, football, golfing, music, traveling, volleyball, spending time with family, and watching movies.

Danny Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Corey White is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Mission Viejo, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Clinton Throop is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at firms including Merical LLC and Eurofins Botanical Testing, and has experience at Amway Corporation spanning sixteen years. He was also involved with Crossline Community Church for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Christopher Leu is a Senior Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2012. He brings over 30 years of experience in financial services, focusing on helping clients develop personalized financial strategies to pursue their long-term goals. Christopher’s areas of expertise include divorce transition planning, executive compensation, institutional and corporate benefit services, institutional investment consulting, philanthropy, international wealth management, tax minimization, and small business strategies. Before joining Merrill Lynch, Christopher was a Financial Advisor with Morgan Stanley from 2010 to 2012. He has held senior roles across banking and investment firms, including President and CEO of United Pacific Bank, President and Managing Director of Seyen Capital Markets, Inc., and Senior Credit Manager at HSBC Group responsible for Credit and Marketing in Southern California. Additionally, he served as Senior Advisor-Asia for Prime Income Asset Management, LLC, advising on cross-border investments between the US and China, and was President and Managing Director for Daystar Capital Partners, Inc., an international investment advisory firm. Christopher holds a Bachelor of Science degree in Business and a Master of Science degree in Systems Management from the University of Southern California, where he also completed Ph.D. course work in International Political Economy. He maintains FINRA Series 7, 31, and 66 registrations and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English, Chinese, Mandarin, and Yue (Cantonese). Christopher is a member of professional organizations such as the Hong Kong Association of Southern California and World Vision International. His personal interests include antiquing, golfing, music, reading, running, table tennis, and traveling.

Jonathan Leach is a Private Wealth Advisor at Merrill Private Wealth Management, where he provides tailored advice and guidance to ultra-high-net-worth clients. He specializes in corporate executive services, executive compensation, equity compensation services, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Jonathan has extensive experience working with officers and directors of public and private companies, particularly in managing concentrated stock positions, executive compensation techniques, hedging strategies, and restricted stock trading requirements. Before joining Merrill in 2008, Jonathan spent approximately six years at Morgan Stanley as a Senior Vice President and Portfolio Manager within the Custom Portfolio Program, focusing on portfolio construction, mean-variance optimization techniques, and implementing estate planning and tax-sensitive strategies. Earlier in his career, he worked at J.P. Morgan's Private Bank as a Sales Trader, assisting high-net-worth clients with investment strategies across equities, fixed income, options, hedging, and alternative investments. Jonathan began his professional career at Riordan, Lewis & Haden, a boutique private equity firm, where he was responsible for financial modeling, sensitivity analysis, industry research, and peer group comparisons. Jonathan earned a Bachelor of Science in Business Administration with an emphasis in Entrepreneurship from the University of Southern California and a Master of Business Administration with an emphasis in Finance and Accounting from the Anderson School at UCLA. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jonathan enjoys spending time with his family and engaging in activities such as surfing, tennis, and volleyball.

Bradford Runyon is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at Edward Jones since 2019. Prior to joining Edward Jones, he worked at The Boeing Company for three years. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rodney Chamberlin is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation. He is also an author outside of his investment advisory activities. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

Stone Sinek is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Baker Tilly US LLP, and MillerGiangrande CPAs and Advisors LLP. He also has experience in education, having worked at Wheaton College and Fullerton Union High School. Mass Mutual Investors Services, LLC 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 with a focus on collaborative, goal-based planning and a variety of event-driven planning services.

Melissa Bausley is a financial advisor with Wells Fargo Clearing in Newport Beach, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for five years before joining Wells Fargo Clearing in 2018. Outside of her advisory role, she teaches music lessons as a sole proprietorship. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and offering both non-discretionary and discretionary plan management options.

Brian Friestman is a CFP® with seven years of industry experience, currently serving at Ameriprise since 2023. Prior to that, he worked at Edward Jones for four years and held roles at Gama Aviation, Envoy Air, and Amazon. Outside of his advisory work, he owns Lone Wolf Realty, LLC, a real estate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that combines investment research and algorithmic tools to provide tax-aware withdrawal strategies and dependable income planning.