Shelley Chidley is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of her advisory role, she serves on the board and the development and financial committee of Saints Simon and Jude School in Huntington Beach, CA. Charles Schwab & Co., Inc. serves 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Kevin Qin is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, N.A., and Merrill, as well as time spent at the University of California and Arcadia High School. 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 individual and institutional clients.

Arya Hajari is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Hajari held positions at several firms including Aramark, Capstone Financial Advisors, and GameStop. Outside of finance, Hajari works in the hotel industry at Studio 6, handling paperwork, check-ins, and basic maintenance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary portfolio management, fund advisory, and model portfolios.

Cheryl Hayden Rambeau is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and institutional trading capabilities to tailor financial plans and portfolio management.

Todd Buchner is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His career includes roles at Wells Fargo Clearing and Citigroup Global Markets. He has an ownership interest in CADOX LLC, a non-investment related business based in Long Beach. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations supported by proprietary research and planning tools, with planning engagements typically discrete and fees negotiated based on engagement complexity.

Frank Yanez is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling in its advisory process.

Robert Meaux Jr. is a financial advisor at Thrivent Investment Management in Anaheim, CA, with 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, he participates voluntarily in market research focus groups for a consumer research firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based planning and managed-account programs while keeping planning and implementation services separate.

Ronald Rand is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of advising, he serves on the board of the Children's Dental Foundation and owns a racehorse managed by a trainer. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model simulations to support client financial strategies.

Benjamin Ling is a financial advisor with UBS Financial Services in Brea, California, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Ling serves on an advisory committee for the Taiwanese American Citizens League, providing guidance to national and local boards. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Nancy Woo is a financial advisor with LPL Financial and holds a Series 66 credential. She has 24 years of industry experience, including prior roles at Westland Financial Services Inc. and The Leaders Group Inc. Woo also serves as a Life and LTC Insurance Specialist at SchoolsFirst Federal Credit Union. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alex Basmadjian is a Financial Consultant at Fidelity Investments, focusing on developing tailored financial plans that align with clients' personal and long-term financial objectives. His professional experience includes roles as a Portfolio Specialist and Investment Management Consultant at Fidelity Investments from 2022 to 2023, and an Investment Solutions Representative from 2021 to 2022. Prior to that, he served as a Relationship Manager at Bank of America between 2020 and 2021, and as a VP, Client Services Manager at Community Bank from 2016 to 2018. His expertise encompasses asset management, retirement and income planning, and tax-efficient investment strategies. He holds a California Insurance License, which supports his advisory capabilities. Outside of his professional work, Alex enjoys concerts, family activities, music, reading, and traveling.

Mirzayit Mirzijon is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Cetera Investment Services, East West Bank, JPMorgan Securities, JP Morgan Chase, Citibank, and Dahe Aquatic Products Co. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that also include financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Louella Basco is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with J.P. Morgan Securities since 2013 and also has a concurrent role with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a forward-looking capital market framework.

Andrew Quillope is a financial advisor with Ameriprise in Cerritos, CA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he assists with trade requests and annual report reviews for a colleague’s practice. Ameriprise is a large institutional firm offering a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brenda Navarro is a financial advisor with Wells Fargo Clearing holding Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Wells Fargo, she worked at American Air Balance Co. and A & B Hotel Management. 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 and third-party sources.

Kevin Vanhaaster is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, leveraging extensive research and analytics to support its investment approach.

George Mendoza is a financial advisor with OSAIC in La Palma, California, holding a Series 63 designation and offering 30 years of industry experience. He has worked at OSAIC since 1995 and served at Regal Advisory Services, Inc. from 2016 to 2026. Outside of his advisory role, Mendoza owns George P Mendoza Tax Service, providing tax preparation services to clients. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, portfolio management, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Michael Hulley is a Senior Vice President and Senior Resident Director with Merrill in Brea, California. In his role, he works closely with multiple generations of families to assist them in managing their wealth more purposefully. Mike fosters close-knit client relationships and is known as a go-to resource for ideas and opportunities gained from over 30 years of experience as a financial advisor. He provides support on a range of financial matters, including evaluating business ventures, significant purchases, family-wealth dynamics, and long-term goals. Mike earned his Bachelor's degree in Finance and Investing from the University of Southern California. He began his career as a financial advisor with Merrill in 1985, served with UBS from 2008 to 2016, and then rejoined Merrill. Since 1991, he has held leadership roles including Senior Resident Director. In this capacity, he mentors and supports a team of advisors and associates in the Brea office. Outside of his professional work, Mike enjoys spending time with his family and friends. He is a Disney enthusiast, enjoys traveling, and follows various professional sports. He is also involved with community organizations including Second Harvest Food Bank and the Salvation Army.

Derick Roberts is a Series 66-licensed financial advisor with Edward Jones in Tustin, CA, where he has worked since 2017. He has eight years of industry experience, including four years at Atlas Copco prior to joining Edward Jones. Outside of his advisory role, he participates in local business networking through the Santa Ana Chamber of Commerce and BNI in Fullerton, assisting with small business connections and financial planning questions. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory services, combining a large national advisor network with affiliated capabilities such as a trust company and proprietary mutual funds.

Leslie Coulson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Coulson has worked at various firms, including Centaurus Financial and Fragasso Wealth Advisors, and maintains an active role outside of advisory services as a notary. 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 services, utilizing both proprietary and third-party strategies, supported by advanced advisor tools.