Kenneth Hansen is a CFA® charterholder with 40 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2009. Based in Irvine, CA, he also instructs a class on fundamental analysis at the University of California–Irvine and owns a fine art studio. Additionally, he holds a private pilot affiliation. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Paolo Quiroga is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones from 2015 to 2019 before joining LPL Financial. Quiroga is involved in a small family-oriented entrepreneurial venture, Qapital Family Adventures LLC, based in Encinitas, CA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kaylee Breeding is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses. She began her advisory career in 2024 and previously operated Kaylee's Mobile Notary. Prior to entering the financial industry, her work experience includes roles in aviation, construction, and electrical services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Bryan Clark is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding a Series 66 designation and with 5 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked for Lighting Supply Guy from 2012 to 2020. He has a 50% ownership stake in CLARK STODDARD, LLC, an investment-related business based in Irvine. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Michael Long is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017, except for a brief period in 2016 when he worked at Headway. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of advisors and branch offices.

Dillon Paningsoro is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His work history includes roles at Wells Fargo Advisors and involvement with M Culinary Concepts. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jonathan Schiff is a financial advisor with Raymond James Financial in Irvine, CA, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Raymond James Financial since 2010 and owns Ocelot Spectrum Financial, LLC, which he uses for his advisory practice's legal and tax structure. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to assess potential outcomes, and supports municipal and public-finance work through an affiliated municipal advisor.

Derek Johnson is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Cory Mitchell is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Fisher Investments and Branch Banking and Trust. Outside of finance, he has worked as a delivery driver for DoorDash and Instacart. 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 a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Julianne Butler is an Investment Management Consultant II at Fidelity Investments. She has been with Fidelity since 2020, serving as an Investment Consultant before her current role. Prior to joining Fidelity, she worked at TD Ameritrade in various positions including Senior Financial Consultant, Financial Consultant, and Business Development Specialist from 2018 to 2020. Earlier in her career, she was a Teller at JPMorgan Chase from 2015 to 2018. Julianne holds a California Insurance License. In her role as a Planning Consultant, she focuses on understanding the priorities of her clients and their families. She aims to educate and assist them in achieving their financial goals by collaborating to develop personalized financial plans.

Scott Cop is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining Edward Jones in 2025, he worked at Mortgage Moneyline, Fidelity Investments, and Invesco. He is also the owner of Thankless Living Corp, a sales and marketing consulting business. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Joseph is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at John Joseph Insurance & Financial Services and Linsco Private Ledger since 2000. Joseph is also involved in the sale of property and casualty, health and life, and fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with access to research, model portfolios, and alternative investment strategies.

Hayim Clein is a financial advisor with OSAIC Wealth, Inc. in Tustin, California, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at OSAIC Wealth since 2017 and has additional experience with Liberty Capital Management, Incorporated dating back to 2014. Outside of his advisory roles, he operates a sole proprietorship focused on marketing and sales of fixed, life, health, and disability insurance, and he serves as a financial strategist addressing client inquiries and assisting with financial planning tools. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and advisory services, retirement consulting, and access to third-party money managers. The firm employs proprietary asset allocation tools and supports both discretionary and non-discretionary account management across various investment products.

Aldo Ciuffetelli is a financial advisor with Edward Jones in Irvine, CA, holding Series 63 and Series 66 licenses and working in the industry for 25 years. He has been with Edward Jones since 2000. Outside of his advisory role, he rents out residential properties in California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm has a large network of financial advisors and offers services including tax-efficient strategies, managed solutions, and affiliated mutual funds.

Samantha Briers is a financial advisor at Ameriprise in Tustin, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2022, she worked at Kingston University of London and Huntington Beach High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Toma Kay is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. Prior to joining UBS in 2020, Kay worked at Wells Fargo Clearing and Morgan Stanley Smith Barney. Outside of finance, Kay owns a single-family rental property in Lake Elsinore, CA. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Paul Miller is a Certified Financial Planner (CFP®) with 40 years of industry experience. He is currently with Morgan Stanley, having joined the firm in 2025 following a 16-year tenure at UBS Financial Services. Outside of his financial advisory work, he is the owner of a fitness business called Twenty Minutes to Fitness. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services, including tools such as Monte Carlo simulations and Secular Return Estimates in its planning process.

Fady Mansour is a financial advisor with Morgan Stanley in Laguna Niguel, CA, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley since 2018 and previously was employed at Merrill and Colorado State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Batala Fortes is a financial advisor at OSAIC with three years of industry experience. They hold a Series 66 designation and previously worked at LPL Financial, LLC and Zuk Financial Group. Outside of their advisory role, Fortes serves as trustee of the Manuela A. Fortes Family Trust. OSAIC serves a broad range of clients, including individual and institutional investors, by offering integrated brokerage, financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Deidre Hutting is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America, N.A. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.