Jason Somrak is a ChFC® credentialed financial advisor with Edward Jones in Mission Viejo, CA, where he has worked for 15 years. He holds the Series 66 license and has focused his entire industry experience at Edward Jones since 2011. 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.

Austyn Plumlee is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior roles include positions at Spiegel Financial, Young Company, NDM Communications, SKD Studios, Orion Risk Management, and Rockin Baja Lobster. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by a range of managed portfolio options and third-party managers.

Jamie Lee Gehrmann is a financial advisor with Edward Jones in Lake Forest, CA, holding a Series 66 designation and beginning her industry experience in 2024. Prior to joining Edward Jones, she worked in various roles across multiple industries including security services, fitness, construction, and tax preparation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Robert Brown is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Fadia Chandler is a Series 66-licensed financial advisor with Merrill in Irvine, CA, and has 20 years of industry experience. She has been with Merrill since 2005. Outside of her advisory role, she sells personal clothing items and accessories on Poshmark. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Henry Hernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 36 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and five years at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Shawn Mulrenan is a Series 66-registered financial advisor with Merrill in Irvine, CA, with eight years of industry experience. He has worked at Merrill since 2017 and previously spent three years at Bank of America. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Imar Rodriguez is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he serves as the main point of contact for the firm's most affluent clients. He provides tailored guidance and assists clients in maintaining a holistic view of their wealth for effective planning. If necessary, he connects clients with Fidelity professionals to offer comprehensive support. Mr. Rodriguez has extensive experience in the financial services industry, having held roles such as Partner and Managing Director Private Wealth Advisor at Snowdenlane Partners from 2015 to 2024, Assistant Vice President International Financial Advisor at Merrill Lynch from 2010 to 2015, and Financial Advisor positions at JP Morgan Chase and Wells Fargo Investments between 2007 and 2010. He began his career as a Financial Planning Consultant at Fidelity Investments from 2000 to 2007. He holds a California Insurance License. Outside of his professional work, Mr. Rodriguez has interests in fitness, running, scuba diving, soccer, and traveling.

Damon Chinn is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes 15 years at JPMorgan Chase Bank NA and J.P. Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Rashik Aryal serves as a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. In this capacity, he collaborates with clients to develop personalized financial strategies tailored to their goals and life circumstances. He joined Fidelity Investments in 2007 and has held several positions within the company, including Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investments Solutions Representative, and Financial Representative. With over 18 years of industry experience and a strong foundation in finance, Rashik specializes in retirement planning, investment strategies, and financial decision-making support. He holds a California Insurance License, enabling him to provide a range of financial services. Outside of his professional commitments, Rashik engages in activities such as fitness, hiking, music, parenthood, table tennis, and yoga.

Scott Sinek is a financial advisor with Mass Mutual Investors Services in San Juan Capistrano, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2003. Outside of his advisory role, he is involved in legal work related to wills and trusts as "Of Counsel" at Blied Dillon & Mackey and coaches basketball. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools to support collaborative, annual planning engagements.

George Ramirez is a financial advisor with Charles Schwab in Mission Viejo, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Merrill, Bank of America, MassMutual, JPMorgan Securities, and JP Morgan Chase Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervision and custody services.

Nicolas Culver is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with various entities within the J.P. Morgan organization since 2014 and is also associated with The Culver Trust DTD. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes a broader range of regulatory registrations compared to many institutional programs.

Yuanyuan Liu is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Liu held roles at UBS Financial Services Inc. and various other companies across finance and service sectors. Outside of advising, Liu is involved in operating a tea shop where she manages customer orders and beverage preparation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Reed Romo is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Cetera Wealth Services, LLC. Outside of his advisory roles, Romo was involved with Craft House for five years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and risk profiling tools and supports advisory programs with advanced technology and specialized municipal and retirement plan services.

Stephanie Mondragon is a financial advisor with Merrill in Lake Elsinore, CA, holding a Series 66 designation and nine years of industry experience. She has been affiliated with Bank of America and Merrill since 2015. Outside of her advisory role, she owns Momma Mondragon's Macarons, a family-run LLC specializing in macarons. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Mcclarnan is a financial advisor at Fidelity with a Series 66 designation and over five years of career experience that includes prior roles at Farmers and Merchants Bank of Long Beach and founding Broke LLC. He also worked at In-N-Out Burger for seven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advise registered investment companies.

Shun Sun is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients build wealth, preserve assets, and achieve long-term financial goals through personalized planning and investment management strategies. His client focus areas include college education planning, executive compensation, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. With over 12 years of experience in the financial industry, Shun has provided professional guidance in consumer banking, financial planning, asset management, and tax optimization strategies. He is skilled at simplifying complex financial concepts for clients and creating clear action plans to help achieve measurable outcomes. Shun demonstrates a commitment to clients' success and adherence to ethical standards. Shun holds a Master of Business Administration (MBA) degree from California State University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, he has interests in badminton, basketball, biking, fishing, golfing, music, pickleball, and traveling.

Nicole Rosario is a financial advisor at Morgan Stanley in Laguna Niguel, CA, holding a Series 66 credential with five years of industry experience. Her prior roles include positions at UBS Financial Services, Deloitte Consulting, and Macy's Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Craig Skelly is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he plays guitar and manages the Breakaways Surf Band and the Curl Riders Surf Band. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.