Jerry Quartey Papafio is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to identify and understand what matters most to them and their families, helping to develop strategies that address short-, mid-, and long-term financial goals. His services encompass a range of financial needs, including general investing, retirement planning, and preparing for unexpected expenses. Jerry also facilitates access to Bank of America specialists to support banking, credit, home financing, and small business solutions. Jerry holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Master’s degree from the University of Northampton, a Bachelor’s degree from the University of Cape Coast, and completed his secondary education at Mfantsipim School. Outside of his professional responsibilities, Jerry’s personal interests include basketball, music, running, soccer, and traveling.

Bryce Bunnell is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked in custom carpentry and the fitness industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Johny Makhijani is a financial advisor with Ameriprise in Yorba Linda, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in property management through ownership of multiple real estate management companies. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Meade is an investment advisor at Osaic Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and U.S. Allianz Securities. Outside of advisory roles, he owns a sole proprietorship through which he plans to sell baseball cards he inherited. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, financial planning, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed investment strategies.

Randy Pierce is a financial advisor with LPL Financial, holding a Series 66 credential and 26 years of industry experience. He has been with LPL Financial since 2006, following prior roles at Securities America Advisors, Inc. and Cooper McManus. In addition to his advisory work, Pierce owns an accounting practice focused on tax return preparation. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Andersen is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His background includes five years with J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he manages a real estate rental business in Santa Ana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing various investment strategies and technology tools.

Jack Brkich III is a CFP® professional with 35 years of industry experience, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and maintains an ongoing advisory role at JMB Financial Managers, Inc. Outside of his advisory work, he serves as a board member on the finance council of St. Cecilia Church in Tustin, CA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual and institutional clients through a variety of portfolio management and retirement plan services. The firm offers a multi-manager platform with flexible investment options, including affiliated and third-party managers, automated allocations, and bespoke strategies.

Robert Mcquade is a financial advisor with Morgan Stanley in Irvine, CA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including corporate financial planning agreements and access to various investment products.

Darnell Jackson is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and 66 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade with Morgan Stanley Private Bank. Jackson serves as a member of the University of Michigan Economic Leadership Council and the Dean’s Advisory Council. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client engagements and corporate financial planning agreements.

Robert Cano is a financial advisor with LPL Financial in Orange, CA, holding a Series 66 license and having 16 years of industry experience. He previously worked at UBS Financial Services, Chase Investment Services Corp., and Morgan Stanley. Outside of advisory work, Cano is involved in mortgage brokerage and residential real estate sales in California, and he also operates an insurance brokerage. 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 portfolio programs, and institutional platforms, supported by technology tools for operational and research assistance.

Aaron Smith Sr. is a financial advisor with Smith Company Financial Advisors / Fusion Funds, holding a Series 66 designation and 24 years of industry experience. He has worked at Securities Service Network, Inc. since 2003 and Private Wealth Asset Management since 2002. Fusion Advisor, operating as Smith Company Financial Advisors / Fusion Funds, is a California-registered investment adviser providing non-discretionary investment advisory services to individual clients. The firm focuses on asset allocation analysis and portfolio construction, offering tailored guidance without exercising discretionary authority.

Gary Grinsell is a financial advisor at Ifl Financial Advisors in Villa Park, CA, with 16 years of industry experience. He has been with Ifl Financial Advisors since 2010. Ifl Financial Advisors provides portfolio management and financial planning services primarily to individual investors and also advises pension and profit-sharing plans. The firm manages approximately $28.7 million across 22 clients, combining retirement plan services with individualized wealth management.

Timothy Wei is a financial advisor at JS Consulting with a Series 65 designation and two years of industry experience. Prior to his current role, he worked at KEDP and several other firms, including KPMG. He is also an independent accountant. JS Family Consulting Inc. provides advisory services through referrals to third-party investment advisers, serving individuals, high-net-worth individuals, and business entities without imposing account minimums. The firm does not manage client portfolios directly but vets and selects advisers, with ongoing management handled by those third parties.

Chia Yung Liu is a financial advisor with JS Consulting in Tustin, CA, holding eight years of industry experience. Prior to joining JS Family Consulting Inc., Liu worked at Griffinest Asia Securities, LLC and KEDP CPA Firm. JS Family Consulting Inc. provides advisory services through referrals to third-party investment advisers, serving individuals, high-net-worth clients, and business entities without imposing account minimums. The firm focuses on vetting and selecting advisers rather than managing portfolios directly, with clients receiving custody and reporting through the chosen managers.