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.

Kian Adyani is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016. Outside of his advisory role, he is the sole owner of a rental property business. 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 and profit-sharing plans, corporations, and charitable organizations.

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.

David Selig is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. Outside of his advisory work, he serves as executive director of Used Pets, Inc., a dog rescue charity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering a range of products including fee-based financial planning and portfolio management.

Michael Villanueva is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including PFG Advisors, Securities America, Comerica Securities, Merrill, and Wells Fargo. Villanueva operates out of Newport Beach, CA. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by the Schwab Center for Financial Research.

Eric Connella is a financial advisor with Edward Jones in Laguna Hills, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is the owner of farmland in West Terre Haute, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Brianna Gonzalez is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and CitiGroup Global Markets. She is also employed by JPMorgan Bank, where she offers bank products and services in addition to her advisory work. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

David Holler is a financial advisor at Stifel with 28 years of industry experience. He has held positions at Ohio National Equities, Inc. and Ohio National Financial Services, where he worked for 12 years before joining Stifel in 2019. He holds the Series 63 and Series 66 designations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Sarah Leonard is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. She previously worked at JPMorgan Chase Bank, N.A. and XL Global Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes a broader derivatives and commodities capability.

Daniel Cole is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Deanna Derosa is a financial advisor with Raymond James & Associates in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Morgan Stanley Smith Barney for eight years before joining Raymond James in 2017. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Tory Thomas is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He has held positions at Wells Fargo since 2016 and previously worked at Morgan Stanley and its affiliates from 1998 to 2012. 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 offers a range of brokerage and advisory solutions supported by research and analytics.

Natalia Almazan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning her advisory career in 2026. Prior to this role, she has held various positions in both educational institutions and private family settings. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Suzan Budak is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2008. 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, and various institutional investors.

Robert Fisher is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he held roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company in 2024, and worked in the healthcare sector at Caring Cardiology Medical Group from 2017 to 2022. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Reuel Chang is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2020 and has previous experience at TD Ameritrade and Scottrade. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with a focus on Eligible Strategies and may include an ESG eligibility framework.

Karlee West is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has prior work history including roles at NYLIFE Securities LLC, New York Life Insurance, Northwestern Mutual, and Charles Schwab Bank. Outside of finance, she was involved with Mamaka Bowls from 2023 to 2024. Charles Schwab serves a large client base primarily consisting of 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 mix of non-discretionary and discretionary investment options, supported by strategic asset allocation and a centralized operational structure.

Adam Hess is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he was involved in professional basketball and related athletic organizations. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts.

Barry Grossman is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a prior 15-year tenure at Wells Fargo Bank. Outside of his advisory role, Grossman serves as Treasurer and a board member of the Jewish Federation of Orange County and is a board member of the CFA Society Orange County. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment analyses. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.