Adam Jaros is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In his role, he helps staff deliver a client experience where clients feel heard and understood. He emphasizes a planning approach designed to help clients pursue their financial aspirations. Prior to joining Fidelity Investments, Adam served as a Senior Advisor at Sierra Investment Management from 2021 to 2023. Before that, he was Branch Manager at TD Ameritrade from 2005 to 2021. Adam holds a California Insurance License. Outside of his professional responsibilities, Adam has interests in baseball, fitness, football, golf, and traveling.

Olivia Gilson is a Series 66 licensed financial advisor with Morgan Stanley in Newport Beach, CA, with six years of experience at the firm. She worked at Morgan Stanley from 2018 to the present and was a student at Towson University from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services supported by proprietary tools and research.

Luis Najar is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 designation and three years of industry experience. He has worked at Bank of America, N.A. since 2023 and has been with Merrill since 2015. Outside of his advisory role, Najar serves as successor trustee for two family trusts. 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 plans, corporations, and charitable organizations.

Christopher Dinterman is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at TIAA-CREF and T. Rowe Price Advisory Services, Inc. He is also involved as a retirement plan consultant through WealthWise Financial Services, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by advanced technology and a broad network of advisors.

Amrish Kurani is a Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management advice for affluent individuals, families, small businesses, and institutions. His practice offers comprehensive services, including personal wealth management planning, investment management, insurance planning, college 529 plans, estate and gift planning, philanthropy, tax minimization strategies, and risk management. Additionally, Amrish and his team provide a range of lending solutions through Bank of America, such as mortgages, equity lines, auto loans, business financing, refinancing, and debt consolidation services. Amrish holds a Personal Investment Advisor (PIA) designation and has completed his education with a high school diploma from Cerritos High School, a bachelor's degree from the California State University System, and a master's degree from the University of Denver. He is fluent in Gujarati and English and actively participates in professional organizations, including the Business Networking International - Money Makers Chapter. Outside of his professional commitments, Amrish spends time volunteering in his community and enjoys activities such as biking, music, photography, traveling, watching movies, yoga, and spending time with his family.

Keegan Mancinelli is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 designation and seven years of industry experience. He previously worked at UBS Financial Services from 2018 to 2023 and at the University of Portland from 2014 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process using proprietary tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Joseph Salem is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Goldman Sachs AYCO and LA Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds, incorporating systematic methodologies and oversight controls in its investment process.

Catherine Cheung is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies that connect all aspects of her clients' financial lives to help prioritize and pursue their most important goals. Catherine leverages the investment insights of Merrill Lynch combined with the banking and lending solutions of Bank of America to provide customized, actionable financial plans. Her expertise includes college education planning, executive and equity compensation, family wealth management, retirement income, tax minimization, and personal retirement planning. Catherine is committed to building and maintaining strong client relationships through effective and thoughtful communication, ensuring clients feel confident in their evolving financial plans. Catherine holds a Bachelor's Degree from the University of California system and holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. She is affiliated with Kappa Kappa Gamma and the UCLA Alumni Association. Outside of her professional role, Catherine spends time volunteering with St. Jude Children's Research Hospital and enjoys antiquing, cooking, gardening, hiking, interior decorating, reading, traveling, watching movies, yoga, and spending time with her family.

Andrew Kopjak is a Private Wealth Advisor at Merrill Private Wealth Management. He primarily advises corporate executives, entrepreneurs, and venture capital/private equity investors. Andrew collaborates with affluent individuals and families to identify and evaluate their financial goals and creates detailed analyses to help advance their objectives. Andrew has expertise in areas including investment management, liquidity event planning, cash-flow analysis, tax-sensitive wealth transfer strategies, and advising on concentrated stock positions and Qualified Small Business Stock. He is adept in advising Section 16 officers and venture capital partners on 1202 Small Business Stock Gain Exclusions and 10B5-1 Selling Plans. Andrew works closely with clients and their tax and legal advisors. Andrew has been with Merrill since 2007 and holds the Certified Private Wealth Advisor (CPWA®) designation from the Investments & Wealth Institute, as well as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's degree from California State University and a Master's degree from Texas A&M University. Andrew is involved in the Forum for Corporate Directors and the Cystic Fibrosis Foundation. He lives in Laguna Niguel, California, with his wife and two daughters.

Douglas Meece is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Meece serves as a board member of the 552 Club at Hoag Hospital and is a founding board member of the UCI Center of Real Estate; he is also a member of Kingdom Advisors, an education and coaching organization. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of retail and institutional investment solutions.

Nicholas Aloisio is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has held various positions, including roles at Gonzaga University and Fenix International Corporation prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Kenneth Williams is a CFP® with 47 years of experience in financial advising. He is currently with Cetera and has been involved with Williams Financial Advisors, Inc. since 1978. Williams serves as chairman of the Marbella Scholarship Foundation, which awards scholarships to local high school golf team members. Cetera Investment Advisers LLC supports a nationwide network of independent advisors serving a diverse client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program platforms and affiliated managers.

James Moos is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was associated with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive advisory programs and financial planning services. The firm employs structured planning tools and models to support its offerings and manages approximately $2.74 trillion in client assets.

Ryan Bockhold is a financial advisor with RBC Capital Markets in Newport Beach, CA, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, Ryan owns and operates NRD Works LLC, an e-commerce business that designs and sells computer parts online. 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 discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Robert Williams is a financial advisor with Fidelity, holding a Series 66 designation and 22 years of industry experience. He has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2019, and previously spent 16 years at Waddell & Reed Inc and various insurance carriers. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios for intermediary platforms.

Lisa Dorsey is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2012, including through its affiliation with Bank of America, N.A. Outside of her advisory role, she was an officer of a dormant LLC established for an investment property that is scheduled for dissolution. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

James Rangel is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2012, including tenure at Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts and features a multi-asset investment approach supported by research and a formal alternative-investment onboarding process.

Justin Stone is a Series 66-registered financial advisor with Morgan Stanley in Newport Beach, CA, with 14 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Hassan Hadjilou is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked with various Wells Fargo entities since 2004. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that are tailored through the use of Wells Fargo research and planning tools.

Daniel Dunn is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and over 25 years of industry experience. He worked at Woodbury Financial from 2006 to 2024 before joining OSAIC. Dunn is also president of Dunn Financial, Inc., a corporation involved in the sale of fixed insurance and fixed annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party managers to construct portfolios across a range of asset classes.