Keith Robinson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management strategies focused on understanding clients’ financial situations and priorities. Keith helps clients pursue goals such as college education planning, family wealth management, legacy planning, retirement income, and portfolio management by creating flexible financial strategies that adapt to changing market conditions. He combines investment insights from Merrill with banking and lending solutions from Bank of America to provide comprehensive financial guidance. Keith holds a Bachelor’s Degree from the University of California at Irvine and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes educating clients and helping them make informed decisions. Outside of his advisory role, Keith volunteers as a youth softball coach and participates in community activities aligned with Merrill’s tradition of community involvement. His personal interests include baseball, cooking, football, golfing, music, traveling, volleyball, spending time with family, and watching movies.

Danny Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Corey White is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Mission Viejo, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Clinton Throop is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at firms including Merical LLC and Eurofins Botanical Testing, and has experience at Amway Corporation spanning sixteen years. He was also involved with Crossline Community Church for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Christopher Leu is a Senior Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2012. He brings over 30 years of experience in financial services, focusing on helping clients develop personalized financial strategies to pursue their long-term goals. Christopher’s areas of expertise include divorce transition planning, executive compensation, institutional and corporate benefit services, institutional investment consulting, philanthropy, international wealth management, tax minimization, and small business strategies. Before joining Merrill Lynch, Christopher was a Financial Advisor with Morgan Stanley from 2010 to 2012. He has held senior roles across banking and investment firms, including President and CEO of United Pacific Bank, President and Managing Director of Seyen Capital Markets, Inc., and Senior Credit Manager at HSBC Group responsible for Credit and Marketing in Southern California. Additionally, he served as Senior Advisor-Asia for Prime Income Asset Management, LLC, advising on cross-border investments between the US and China, and was President and Managing Director for Daystar Capital Partners, Inc., an international investment advisory firm. Christopher holds a Bachelor of Science degree in Business and a Master of Science degree in Systems Management from the University of Southern California, where he also completed Ph.D. course work in International Political Economy. He maintains FINRA Series 7, 31, and 66 registrations and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English, Chinese, Mandarin, and Yue (Cantonese). Christopher is a member of professional organizations such as the Hong Kong Association of Southern California and World Vision International. His personal interests include antiquing, golfing, music, reading, running, table tennis, and traveling.

Jonathan Leach is a Private Wealth Advisor at Merrill Private Wealth Management, where he provides tailored advice and guidance to ultra-high-net-worth clients. He specializes in corporate executive services, executive compensation, equity compensation services, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Jonathan has extensive experience working with officers and directors of public and private companies, particularly in managing concentrated stock positions, executive compensation techniques, hedging strategies, and restricted stock trading requirements. Before joining Merrill in 2008, Jonathan spent approximately six years at Morgan Stanley as a Senior Vice President and Portfolio Manager within the Custom Portfolio Program, focusing on portfolio construction, mean-variance optimization techniques, and implementing estate planning and tax-sensitive strategies. Earlier in his career, he worked at J.P. Morgan's Private Bank as a Sales Trader, assisting high-net-worth clients with investment strategies across equities, fixed income, options, hedging, and alternative investments. Jonathan began his professional career at Riordan, Lewis & Haden, a boutique private equity firm, where he was responsible for financial modeling, sensitivity analysis, industry research, and peer group comparisons. Jonathan earned a Bachelor of Science in Business Administration with an emphasis in Entrepreneurship from the University of Southern California and a Master of Business Administration with an emphasis in Finance and Accounting from the Anderson School at UCLA. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jonathan enjoys spending time with his family and engaging in activities such as surfing, tennis, and volleyball.

Bradford Runyon is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at Edward Jones since 2019. Prior to joining Edward Jones, he worked at The Boeing Company for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rodney Chamberlin is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation from 2013 to 2017. Chamberlin also operates Chamberlin and Associates, a business he has maintained since 1991. Outside of advising, he is involved in authoring activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a variety of investment strategies supported by proprietary research and technology tools.

Stone Sinek is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Baker Tilly US LLP, and MillerGiangrande CPAs and Advisors LLP. He also has experience in education, having worked at Wheaton College and Fullerton Union High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning and a variety of event-driven planning services.

Melissa Bausley is a financial advisor with Wells Fargo Clearing in Newport Beach, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for five years before joining Wells Fargo Clearing in 2018. Outside of her advisory role, she teaches music lessons as a sole proprietorship. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and offering both non-discretionary and discretionary plan management options.

Brian Friestman is a CFP® with seven years of industry experience, currently serving at Ameriprise since 2023. Prior to that, he worked at Edward Jones for four years and held roles at Gama Aviation, Envoy Air, and Amazon. Outside of his advisory work, he owns Lone Wolf Realty, LLC, a real estate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that combines investment research and algorithmic tools to provide tax-aware withdrawal strategies and dependable income planning.

Ellie Chizmarova is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Morgan Stanley. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following an 11-year tenure at Beacon Pointe Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process involves structured discovery and firm-approved tools, offering tailored plans supported by extensive research and modeling techniques.

Xavier Steiner is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at City National Securities, Inc. for 13 years. Outside of advising, he is a landlord involved in passive rental income properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles and affiliated research resources.

Azita Salam is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including customized financial planning. The firm uses structured planning tools and models to support clients, managing approximately $2.74 trillion in assets.

Bingqing Zuo is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Zuo worked at Citi Bank and NationsBenefits. Zuo has also held roles at Pepperdine University and One World Furniture, LLC. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Steven Weber is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining UBS. Weber serves on the board of America on Track, a charity supporting disadvantaged youth in Orange County through mentoring, nutrition, and sports programs. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, combining proprietary research and institutional trading capabilities to tailor investment solutions.

Derek Greer is a financial advisor with Ameriprise in Laguna Niguel, CA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise. He serves as Treasurer on the Board of Directors for IVRS, a nonprofit organization. Ameriprise provides retirement-income planning services tailored to high-net-worth individuals, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Linas is a financial advisor with Stifel in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent 10 years at Bank of America, N.A. Outside of his advisory role, he manages a single-family rental property. Stifel serves a wide range of clients, including individuals and institutional clients, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Calvin Nguyen is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked with both Merrill and Bank of America since 2007. Outside of his advisory role, he is an owner of a rental property in Midway City, California. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Levin is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 63 designation and 34 years of industry experience since 1992. He serves as a member of the board and chair of the investment committee for the Jewish Community Foundation of Orange County and acts as trustee for multiple life insurance trusts related to estate planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.