Tyler Gilmore is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding a Series 66 designation and 10 years of industry experience. Prior to his current role, he was involved with Pigeon Point Partners, LLC and Red Tail Ravine Partners, LLC, both real estate land development ventures of which he is an owner and partner. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Genae Affrunti is a financial advisor with Raymond James & Associates in Newport Beach, CA, holding Series 63 and Series 66 credentials and 15 years of industry experience. She previously worked at Ameriprise and Comerica Securities, Inc. Outside of her advisory role, she is involved with FO2 Cash Management, a cash management platform for corporate and institutional clients. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by a nationwide adviser force and a range of portfolio management styles.

Kenneth Mascari is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and KPM Asset Management, Inc. Outside of his advisory role, Mascari manages a family trust property that he inherited. OSAIC Wealth serves a broad mix of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of discretionary and third-party management solutions.

Jerren Eldridge is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial for two years. Before joining the financial industry, he spent nearly three decades employed at Trader Joe's. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 advisors and 15,000 branch offices.

Scot Hicks is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Independent Financial Group, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding on implementation through brokerage or advisory programs.

Jeffrey Halbreich is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 1999. Outside of his advisory role, he provides consulting services through his own firm and serves on the board of directors for SAMLARC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement, focusing on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations primarily for clients with substantial investable assets.

Ronald Holliday is a financial advisor with LPL Financial in San Clemente, CA, holding a Series 63 designation and 30 years of industry experience, all with LPL since 1996. He serves as an elected member of the Murrieta City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, and institutions, offering a range of financial planning and investment management solutions.

Daniel Palmer is a CFP®-designated financial advisor with Merrill, where he has worked since 2009. He has 32 years of industry experience and has also been affiliated with Bank of America, N.A. since 2003. Palmer serves as a power of attorney in a fiduciary role for a family member. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher R Bryan is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Anthony Kramer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 10 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating an ESG eligibility framework and a broader range of derivatives and commodities capabilities.

Joshua Ellin is a financial advisor with Merrill, holding a Series 66 designation and 26 years of industry experience. He has been with Merrill since 2009 and has also worked with Bank of America, N.A. since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions, supported by internal Chief Investment Office teams and third-party managers.

Enrique Petrie is a Series 66-licensed financial advisor with 24 years of industry experience, currently with J.P. Morgan Securities. His career includes roles at Merrill, UBS Financial Services, Barclays Capital, and Bank of America. He is employed concurrently by JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank deposit and credit products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Thomas Hawkins is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with UBS since 2004, including 20 years at UBS Securities LLC. Outside of advisory work, he manages a real estate holding company involved in property management and financial reporting. 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 client strategies.

Shrenik Shah is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his financial career, he is a silent partner and owner of a bakery and café business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of wealth advisors, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process and integrates ESG considerations within its advisory program.

Scott Hanna is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kyle Mabe is a financial advisor at Edward Jones with five years of industry experience. He holds Series 66 and Series 63 designations and has worked in various roles across multiple firms, including Mercer Investment Management and Eventide Asset Management. Kyle has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Scott Holmes is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and over 28 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Neuberger Berman LLC, Amundi Pioneer Institutional Asset Management, Morgan Stanley, Wells Fargo Investments, and Merrill. Holmes is also involved with Coastal Wealth Inc., an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a variety of investment programs and institutional platforms.

Blake De Boer is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to joining Merrill, he was associated with Bank of America, N.A., and also worked at Errands Group Inc. and Chapman University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Craig Bentley is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory work, he is a managing partner of Seaside Marine LLC, a holding company for a personal boat. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that support client decision-making.

Ronald Harpootlian is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Citigroup Global Markets, FSC Securities, and The Retirement Group, LLC. Outside of his advisory role, he is co-owner, treasurer, and secretary of a video production company and serves as president of a consulting firm providing compliance services to independent investment groups. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services supported by a model-based investment approach and multiple platform arrangements.