Terry Beauchamp is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been providing financial services since 1998, working primarily with affluent individuals and business owners to develop customized financial strategies known as the "Family Blue Print". His approach involves actively listening to clients to understand their life goals, risk tolerance, investment time frames, and market knowledge before structuring tailored recommendations. Terry holds professional designations including Chartered Financial Consultant (ChFC) and Chartered Retirement Planning Counselor (CRPC). He earned a Bachelor's Degree from California Polytechnic University of Pomona and a Master's Degree from the University of Redlands. His work includes portfolio management services, retirement planning, business succession planning, and collaboration with clients' CPA's and estate planning attorneys. Outside of his professional focus, Terry enjoys fishing, football, golfing, skiing, and spending time with his family. He emphasizes the importance of understanding clients' life priorities to create personalized financial plans aligned with their goals and aspirations.

Trevor Plant is a financial advisor with Morgan Stanley in Laguna Niguel, CA, holding a Series 66 credential and seven years of industry experience. He has been with Morgan Stanley since 2018, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Prior to that, he worked at Robert Half from 2015 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its Financial Advisors and Estate Planning Strategies Group.

Jeffrey Pierce is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he teaches courses at the University of California, Irvine's Osher Lifelong Learning Program and California State University, Fullerton, and serves on the board of the Laguna Plein Air Painters Association. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ronnie Rasmussen is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Rasmussen is based in Irvine, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrea Sanchez is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 credentials and two years of industry experience. Her background includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Morgan Stanley, and Mountain America. Prior to her financial services career, she worked in motorsports and the hospitality industry. J.P. Morgan Securities LLC provides investment advisory and consulting services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Jamie Reynolds is a financial advisor with Fidelity in San Juan Capistrano, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes multiple roles within Fidelity since 2007, as well as a brief tenure at Morgan Stanley in 2019. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-fund strategies and model portfolios.

James Donovan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at Citigroup Global Markets from 2015 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Robert Hickox is a financial advisor at Edward Jones in Lake Elsinore, CA, holding the ChFC® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. 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 investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Cota is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Merrill and Bank of America since 2016 and was previously with Minnesota Life Insurance Co from 2012 to 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Haley Behm is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has worked since 2016. She is a second-generation financial advisor and a member of The Behm Group, a Merrill Institutional Consulting™ Team serving institutional and high-net-worth clients. Haley uses her analytical skills to build and maintain client portfolios tailored to their objectives, risk tolerance, cash flow, and liquidity needs. She leverages the research capabilities of Merrill Lynch and the banking services of Bank of America to address various facets of clients’ financial lives with strategies designed for wealth building, management, and preservation across generations. Haley graduated from the University of Washington, Seattle in 2014 with a bachelor’s degree in Mandarin Chinese and Japanese. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Fluent in Chinese, Japanese, and English, Haley applies her diverse skill set to client service and investment consulting, particularly focusing on family wealth management, institutional investment consulting, and services for endowments, foundations, and non-profits. Residing in Southern California, Haley’s personal interests include drawing, knitting, crocheting, and yoga.

Andrei Hall is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Linsco/Private Ledger Corp. Hall also spends a portion of his time selling Medicare supplemental insurance and operates a registered DBA, Hall Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Christopher Doherty is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in comprehensive strategic wealth management for families. His approach includes identifying and setting financial goals, analyzing current situations, developing strategic plans, implementing those plans, and tracking their progress to help clients achieve their financial objectives. He holds a Bachelor's Degree in Finance from California State University and a Master's Degree in Real Estate Development from the University of Southern California. Christopher has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also a member of professional organizations such as the Rotary of Mission Viejo and the USC Alumni Association. Outside of his professional work, Christopher is involved with various community organizations including the Boys and Girls Club in San Juan Capistrano, Childhelp, Habitat for Humanity, Kure It Foundation, Make-A-Wish Orange County, and the Roosters Foundation. He speaks both Thai and English and enjoys basketball, biking, golfing, hiking, rock climbing, running, and tennis.

Sydney Andersen is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and previously worked at Junio & Taylor APC, LBA Realty, and the Fish in a Bottle Restaurant. Andersen's background also includes several years in full-time education. 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and alternative investments due diligence.

Robert Lawrence is a financial advisor with Wells Fargo Clearing in Temecula, CA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Mark Alcala is a financial advisor with Wells Fargo Clearing in Mission Viejo, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services guided by an IPS-driven process grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stuart Hennessey is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney and Independent Financial Group, LLC. Outside of his advisory work, he sells art online through a personal venture. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet net-worth thresholds. The firm combines comprehensive planning tools with brokerage and advisory programs to develop tailored recommendations.

Sogol Behrouz is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Louis Avalos is a Series 66-licensed financial advisor with LPL Financial, bringing 22 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed and various insurance carriers. Avalos serves as a board member for the Orange County California Society of Enrolled Agents. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisors, offering a range of financial planning, advisory programs, and retirement consulting services.

Jasmine Sim is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates closely with a Wealth Management Advisor to develop financial plans tailored to clients and their families. She has been with Fidelity Investments since 2017, progressing through roles from Relationship Manager to Financial Consultant, and currently serving as a Planning Consultant since 2021. Prior to joining Fidelity, Jasmine gained experience as a Financial Advisor at Securities America and AXA Advisors, LLC, as well as a Financial Planning Associate at Lincoln Investments and Capital Analysts, Incorporated. She began her career in client services at Charles Schwab. Jasmine holds a California Insurance License. Outside of her professional work, Jasmine enjoys golf, hiking, and yoga.

Corey Somarriba is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo in various capacities since 2013, with prior experience at UBS Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services and integrates advisory solutions with other financial products and referral channels.