Marianne Ehlers is a financial advisor at Osaic with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Advisors and several insurance-related firms. She serves as Director of Education for the Scope Institute, a nonprofit offering educational events to business owners in Orange and Los Angeles counties. Osaic Wealth provides a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporations. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, leveraging proprietary tools and multiple program options across brokerage and advisory services.

Karen Lucian is a financial advisor with Raymond James & Associates in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with Raymond James since 2008. Outside of her advisory role, she owns a personal LLC for the purchase and maintenance of show horses. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions.

Rajan Shankara is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1993. He co-founded The Verschuur / Iyer Group in 1999 and focuses on helping a limited circle of clients and their families achieve financial security through cohesive strategies tailored to evolving needs. Rajan specializes in legacy wealth planning, portfolio management, retirement planning, philanthropic planning, tax-efficient investment strategies, and values-based investing, including socially responsible and ESG approaches. He serves clients across diverse areas such as college education planning, family wealth management, LGBT wealth planning, women and wealth, and sports and entertainment. Rajan holds the CERTIFIED FINANCIAL PLANNER® designation and is also a Personal Investment Advisor (PIA) with expertise in sports and entertainment finances. He graduated with a bachelor's degree from the University of Wisconsin System. Known for a transparent and collaborative advisory style, he engages regularly with clients and their families to support informed financial decision-making and goal achievement. Rajan has been recognized by Forbes on the "Best-in-State Wealth Advisors" list multiple times from 2018 through 2025. Outside of his professional role, Rajan is active in community efforts, including supporting Chicago-based Spark Ventures and The Shelby Goldstein Memorial School in Zambia, which provides education and meals for orphans. He serves on The Buckingham Club Committee of Chicago, part of the University of Wisconsin Foundation, raising funds for healthcare causes. Rajan resides in Chicago with his wife and two children, and enjoys boating, surfing, fishing, snowboarding, live music, traveling, and studying German.

Russell Reinsch is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad client base, including individual, institutional, and municipal clients, offering both brokerage and advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of planning and allocation services intended as a foundation for client decisions, with clients maintaining discretion over implementation.

Jonathan Chow is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill and Bank of America, N.A. since 2015. Prior to this, he worked at OSAIC Services, Inc. in 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party managers.

Ronald Oliver Jr. is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Justin Guerra is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He began his career in financial services with Morgan Stanley in 2005 as a Financial Advisor before joining Fidelity Investments in 2006. Over the years, he has progressed through various roles including Financial Representative, Investment Representative, and Financial Planning Consultant. Justin's approach to financial consulting involves guiding clients through a three-step planning process focused on building a personalized plan, developing a strategy, and executing an investment strategy to help clients achieve their financial goals. He holds a California Insurance License. Outside of his professional work, Justin has interests in cooking and baking, outdoor adventures, photography, reading, traveling, and writing.

Drew Marloe is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Sagepoint Financial, Inc. and Independent Capital Management, Inc., where he also serves as president. Outside of advising, he is an owner of ICM Real Estate, Inc. and owns ICM Life Insurance Agency. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate structure, and recent consolidation activity.

Jonathan Goodwin is a financial advisor with Edward Jones in Laguna Hills, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

John Acierno is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his career in 1996 and joined Merrill Lynch in 2008. In his role, he assists clients by managing their individual wealth through various and complex market cycles, helping them address a wide range of financial challenges. John's approach emphasizes a comprehensive wealth management strategy that starts with understanding each client's goals and needs. John studied finance at California State University, Fullerton, and holds a Personal Investment Advisor (PIA) designation. He is active in his community of Corona Del Mar. Outside of his professional work, John is engaged in boating and fishing, having earned his US Coast Guard Merchant Mariner License. He also enjoys golf, tennis, music, and traveling.

David Pearl is a financial advisor at Ameriprise with 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006 and holds a Series 66 designation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, delivering written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Ran Wang is a Financial Advisor with Merrill Lynch Wealth Management, where he assists clients in developing personalized investment strategies aligned with their financial goals. He provides one-on-one advice on areas including education planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Wang emphasizes ongoing portfolio adjustments to adapt to changing client circumstances and integrates access to banking and lending resources through Bank of America. Wang holds a Bachelor's Degree from Zhejiang Gongshang University, a Master's Degree from the University of Rochester, and an MBA from Cornell University. He holds the Personal Investment Advisor (PIA) designation and is affiliated with the Cornell Alumni Association of Orange County and the Cornell Club of Los Angeles. Outside of his professional activities, Wang has interests in dancing, music, and yoga.

Christopher Weber is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at UBS Financial Services since 2021 and held prior positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Newport Beach, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Frederick Grand Jr. is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Bank of America, and Merrill. He serves as a successor trustee for the Katz Family Trust in San Jose, CA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm combines advisory services with other financial products and referral channels through a large network of advisors.

Joseph Remoun Karlous is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at ADP for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies.

Alexander Kissee is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Bank of America and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients. The firm offers model-based and discretionary strategies developed by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Avani Kothari is a Financial Advisor with The Kothari Group at Merrill Lynch Wealth Management. She provides tailored financial advice that aligns with the values and goals of the families and individuals she serves. Avani began her career in wealth management through an intensive training program in New York City, where she established a foundation in client-focused financial planning. She specializes in areas including socially responsible and values-based investing, women and wealth, and sports and entertainment. Avani earned a Bachelor's degree in Political Economy with a concentration in Financial Economics from the University of California, Berkeley. She holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designation, and the Personal Investment Advisor (PIA) designation. Avani and her husband recently relocated back to Southern California after living on the East Coast for three years. Outside of her professional life, she is a certified yoga instructor and is passionate about wellness and balance, which she incorporates into her client work. Her personal interests include pickleball, running, tennis, and spending time with family.

Victoria Dixon is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network. Dixon serves as a trustee for two immediate family trusts and is a member of Allison Financial Group, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a variety of third-party and proprietary advisory programs tailored to client needs.

Bobak Afrasiabi is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 66 and Series 63 designations and has been with Wells Fargo Bank and Wells Fargo Clearing since 2014 and 2016, respectively. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, using research and analytics to support investment decisions.

Sean O Day is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill for five years and Lending Club for one year. Before entering finance, he worked at Bubba Gumps for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.