Anitra Kalagian is a financial advisor with Stifel in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Stifel since 2015 and concurrently works with Coldwell Banker Residential. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Callie White is a Wealth Management Planning Consultant at Fidelity Investments, where she works within the Private Wealth Management group to support a book of high-net-worth clients. In this role, she collaborates with clients and their families to provide comprehensive planning and ensure they receive world-class service. Callie has been with Fidelity Investments since 2017, progressing through roles including Customer Relationship Advocate, Financial Representative, Relationship Manager, and Planning Consultant before her current position. She holds a California Insurance License. Outside of her professional work, Callie enjoys comedy, cooking and baking, exploring food, socializing with friends, spending time with pets, and traveling.

Joshua Lee is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that reflect their financial situations, family needs, and long-term goals. Joshua provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients' financial lives. His client focus includes legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Joshua holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Loyola Marymount University. He communicates with clients in English and Korean. Joshua participates in community volunteer activities, reflecting his commitment to the tradition of service associated with Merrill. Outside of work, he has interests in hiking, music, pickleball, table tennis, tennis, traveling, and yoga.

John Derosa is a financial advisor at Raymond James & Associates with 56 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering tailored financial planning and investment consulting through various programs and affiliated research resources.

Martin Klein III is a financial advisor with RBC Capital Markets in Newport Beach, CA, holding Series 63 and Series 65 designations and possessing 38 years of industry experience. He has been with RBC Capital Markets since 2014 and also works with City National Bank since 2016. Outside of his advisory role, Klein serves on the boards of a private club, a US-China business summit organization, and a charity that supports children's groups and college athletes. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs and portfolio management services using a combination of in-house and third-party managers, supported by its extensive capital markets capabilities.

Derek Huffman is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for nine years. Outside of his advisory role, he has a 50% ownership in Becca Partners LLC, a real estate-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo research and tools.

Monica Choi is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and has worked previously at Northwest Mutual, Pacific Premier Bank, and Davlyn Investments. Outside of her advisory roles, she has managed a room rental business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various in-house and third-party managers.

Angelica Lara is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 15 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its services.

Manal Gerges is a financial advisor with Merrill, holding a Series 66 designation and based in Newport Beach, CA. She has 19 years of experience at Merrill and has also worked at Bank of America, N.A. since 2026. 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, and institutional investors, supported by internal and third-party portfolio management teams.

Douglas Berl is a financial advisor with Raymond James & Associates in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. His career includes roles at Deutsche Bank Securities Inc. and Adolph Schuman Trust prior to joining Raymond James in 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Vivian Chang is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in personalized wealth management strategies. Since joining Merrill Lynch in 2004, she has worked closely with clients to develop tailored financial plans that address their full financial picture, including investment and retirement planning, college education funding, and family wealth management. Vivian combines insights from Merrill and lending services through Bank of America to help clients pursue their long-term financial goals with flexible strategies adapted to changing market conditions. Vivian’s client-focused approach centers on understanding core values, priorities, and holistic financial situations to preserve wealth and provide security amid market uncertainties. Her expertise encompasses a broad range of areas, including managing new wealth, portfolio management, small business strategies, and retirement income planning. A Personal Investment Advisor (PIA), Vivian holds a Bachelor's degree from Fu Jen University and a Master's degree from the University of Central Missouri. Beyond her professional commitments, Vivian is actively involved in her community through volunteer work with local Baptist churches and Chinese cultural programs. She enjoys spending time with her family and pursues personal interests including traveling, photography, cooking, singing, and playing musical instruments.

Quoc Nguyen is a Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management and retirement planning. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), with educational credentials including an Accredited Certificate Program from the College for Financial Planning. Nguyen's approach centers on developing personalized financial strategies that align with the unique ambitions and priorities of his clients. His expertise includes planning for education funding, retirement lifestyle management, and addressing potential health care costs, all aimed at helping clients achieve their long-term financial goals. Throughout his practice, he emphasizes clarity and transparency to simplify the complexities inherent in investing. He works closely with clients to integrate their personal perspectives into comprehensive financial plans, supporting families in managing their wealth and pursuing their individual objectives.

Niloufar Fatehi is a Series 66 licensed financial advisor at Merrill with one year of industry experience. Her prior roles include positions at Bank of America, Union Bank, and Wells Fargo, along with teaching engagements at Cal State Fullerton, University of California Riverside, and Saddleback College. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Marinacci is a Senior Financial Advisor specializing in personalized wealth management strategies at Merrill Lynch Wealth Management. He focuses on client areas such as corporate benefits, corporate executive services, divorce transition planning, and family wealth management strategies. Stephen works directly with clients to develop financial strategies tailored to their unique goals, leveraging Merrill's investment insights alongside Bank of America's banking and lending services. Stephen holds a Bachelor's Degree from Long Beach State and carries several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Drawing on his background growing up in a hardworking family in the hospitality business, Stephen emphasizes work ethic and transparency in his approach. Outside of his professional role, he spends time with his family and enjoys activities such as fishing, ice hockey, and skiing.

Andrea Collins is a financial advisor with Charles Schwab in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2019, following six years at City National Rochdale. Andrea is also a self-publishing author. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Garth Allan is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Edward Jones. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients' goals and risk tolerances.

Matthew Lozano is a Series 66-licensed financial advisor with three years of industry experience. He is currently affiliated with J.P. Morgan Securities in Newport Beach, CA, and has prior experience at First Republic Securities Company, First Republic Investment Management, and the Los Angeles City Employees' Retirement System. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and utilizes an ESG eligibility framework in its recommendations.

Ashlee Buettner is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Prior to joining UBS in 2022, she worked at MD Stainless Services for four years and has a background that includes time in education and packaging industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans.

Yvette Wright is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Lincoln Financial Distributors, Purshe Kaplan Sterling Investments, Miramontes Capital, and Wells Fargo Clearing. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and proprietary research to tailor investment plans and portfolio management.

Justine Rueda is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has been with Merrill since 2015 and has prior experience at The University of Arizona Global Campus and Seattle University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by trading, account administration, and custody services.