Samantha Davalos is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Taylor Low is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2011. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Reynaldo Camacho is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Merrill, Bank of America, Centaurus Financial, and Allstate Insurance. He also operates Ramos Consulting & Wealth Management Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary management options. The firm incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, in its investment menus.

Tom Tan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at LPL Financial since 2019 and concurrently with Credit Union of Southern California since 2009, following a decade at CUSO Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to diverse model portfolios and research.

Assumpta Kiang is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. She previously worked at Bank of America for 13 years before joining Merrill in 2022. Outside of her advisory role, she translates English poems into Chinese and serves as president of The Kiang Family Foundation, which supports educational and cultural events. 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 both model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Russell Goldstein is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Merrill since 2009 and has also worked with Bank of America N.A. since 2007. Outside of his advisory work, he serves as a committee member for Phoenix Fashion Week, where he chairs a charity event benefiting breast cancer, and is an advisory board member for the nonprofit Seed Spot, which supports social entrepreneurs. 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, and institutional accounts.

Lewis Rosensitto is a financial advisor at Merrill with 32 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and First Republic Securities Company. He holds Series 63 and Series 66 designations. 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.

Jiayi Yu is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. Jiayi has been with Merrill and Bank of America N.A. since 2015. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Jason Sabaugh is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Sabaugh serves on the boards of the University of Southern California Marshall Alumni Association and The Patriots Initiative, a nonprofit supporting military veterans. He is also the executive director of the California Gamma Foundation, which provides scholarships and networking opportunities to members of the Sigma Alpha Epsilon fraternity at USC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and model-based asset allocation.

Ellen Pickler Harris is a financial advisor at Edward Jones with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1997. Outside of her advisory role, she is involved with two real estate apartment limited partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Sam Fatigato is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sunamerica and Sunamerica Capital Services, Inc. for nine years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning tools and a range of investment offerings including relationships with investment companies and private funds.

Robert Collier is a financial advisor with Fisher Investments who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Fisher Investments since 2001. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies alongside defensive tactics to manage risk.

Matthew Ames is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. In his role, he provides financial advisory services and guidance to clients within the Merrill line of business. Matthew holds a Bachelor's Degree from the California State University System. He brings his educational background and professional designation to support his advisory responsibilities at Merrill Lynch. No additional personal interests or community involvement details are provided.

Steve Kwong is a Senior Financial Advisor at Merrill Lynch Wealth Management with over twenty years of experience in investment and wealth management. He advises a select group of clients, focusing on family business owners, entrepreneurs, real estate developers, corporate executives, non-profits, and professionals such as lawyers and accountants. His expertise includes portfolio management, wealth transfer, trust and estate planning, managing concentrated stock positions, corporate retirement plans, and advisory services on business sales. Before joining Merrill Lynch in 2008, Steve served high net worth clients at Credit Suisse, U.S. Trust Company (now Bank of America Private Bank), and helped establish Neuberger Berman's Newport Beach office. He also spent seven years in commercial banking with Wells Fargo, providing him with unique insights into the needs of business owners and executives. Steve holds a Bachelor's degree and an MBA from the University of Southern California's Marshall School of Business and has professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is active in professional organizations such as the Association of Corporate Growth and Provisors. Steve lives in Costa Mesa, California with his wife, Jill, and they have four adult children pursuing careers in business, military service, and academia. His community involvement includes participation in the Fellowship of Christian Athletes and volunteering for the American Cancer Society. Steve is committed to building long-term relationships with clients and providing customized wealth management and proactive financial advice.

Barbara Collette is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, D.A. Davidson & Co., and Merrill. 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, offering a range of advisory programs, financial planning, and brokerage services.

Kiavash Mastani is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Morgan Stanley and Harvey & Company LLC, as well as positions in academic settings at the University of California, Los Angeles, and Foothill College. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to diverse client types, including retail and institutional investors. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Thomas Tedesco is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for ten years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Melissa Buchholz is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has served since 2014 following her internships at Merrill during college summers. She oversees relationship management, internal business operations, and the implementation of new client strategies. Melissa collaborates with her team to provide clients with personalized financial planning and investment management services. Melissa's expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, retirement planning, philanthropic planning, portfolio management, tax minimization, retirement income, and serving the financial needs of women and high-net-worth clients. She and her team leverage over 50 years of combined financial services experience to assist clients in developing flexible and meaningful financial strategies. A native of Orange County, Melissa earned her Bachelor's Degree in Sociology from the University of California, Santa Cruz. She holds the Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. Melissa lives in Huntington Beach and has been involved in her community, including co-chairing the Emerging Leaders program through Orange County United Way.

Janet Farfan Alvarado is a financial advisor at Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 66 licenses with six years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Bank and has been involved with California State University Fullerton and Santa Ana College in recent years. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that combine both advisory and brokerage capabilities.

Gibran Le is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors, Inc. for nine years. He also serves as an agent offering fixed insurance products such as accident, disability, fixed and indexed annuities, long-term care, and traditional life insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party solutions.