Sean Davitt is a financial advisor with Morgan Stanley Wealth Management based in Newport Beach, CA. He holds a Series 66 designation and has four years of industry experience. His prior work history includes roles at New York Life Insurance Company and various positions related to fitness and real estate. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a range of investment and planning resources available.

Jesse Nelson is the Vice President and Financial Consultant at Fidelity Investments, a position held since 2024. Jesse has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Jesse holds a Masters of Science in Personal Financial Planning and is a Certified Financial Planner™. He works with individuals and families to develop personalized financial plans that align with their unique goals, values, and needs. Jesse is also licensed for insurance in California. Outside of his professional work, Jesse has interests in cars, fitness, food, outdoor adventures, traveling, and volunteering.

Mikola Efimenko is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Bank of America and Wells Fargo in various capacities since 2010. Outside of his advisory role, he is involved in a family-run graphic design business, Dream Design AI, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of individual and institutional clients.

Zachary Alario is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with LPL Financial in Newport Beach, CA, having previously spent 10 years at Edward Jones. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Giuntini is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and WELLS FARGO Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jason Seitz is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses. He has two years of industry experience and has worked at Charles Schwab and Charles Schwab Bank, SSB since 2023. His prior work includes roles in various sectors and periods of full-time education. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jenna Burke is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. She has worked at Morgan Stanley since 2020 and previously held positions at Kohl’s from 2015 to 2020. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes through its Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Taylor Browman is a financial advisor at Stifel with 44 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2019. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support its investment analysis and allocation guidance.

Daniel Stellini is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Edward Jones for four years and has a background in construction with Mark Scott Construction Inc. and Dome Construction. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios, research, and various technology-driven investment strategies.

Wendy Fortenberry is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley and its Private Bank division since 2015, operating out of San Francisco, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Wolfgang Frisch is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. He serves on the advisory board of Fowler School of Law in Orange, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

William Cordray is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior work includes 13 years at Scottrade, Inc., followed by roles at Wells Fargo Clearing and now Raymond James. Raymond James & Associates is a large, 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 and investment consulting through various specialized programs and an extensive affiliate network.

William Applegate is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working in financial services since 2001 and joined Merrill in 2017. William holds a Bachelor's Degree in Business Administration with an emphasis in Finance from the University of Southern California, where he also participated in the Entrepreneur Program. William's expertise includes executive compensation, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income planning. He focuses on helping families and small businesses develop personalized financial strategies that leverage Merrill's resources and the banking convenience of Bank of America. As a native of Newport Beach, California, William is involved in his community through programs such as the Hoag Hospital Platelet Donor Program. He is a member of the Kappa Sigma Fraternity. Outside of work, William enjoys activities including adventure sports, boating, golfing, hiking, music, running, skiing, surfing, tennis, and yoga.

Kevin Lynn is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2015 and JPMorgan Chase Bank, N.A. since 2003. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he offers deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of wealth advisors. The firm combines institutional advisory operations with affiliated brokerage and investment management capabilities.

Roy Leonard is a CFP®-credentialed financial advisor with 37 years of industry experience. He has been with J.P. Morgan Securities since 2012 and holds a Series 63 license. Outside of his advisory role, Leonard is involved in a family-run pet boarding and daycare business in Newport Beach, which is managed by his wife and son. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating ESG frameworks in its recommendations.

Erica Schickerling is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has held roles at several firms, including Raymond James Financial Services and Citrus Wealth Management. Outside of her advisory work, she is the founder and writer of a travel blog. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Arlon Enmeier is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America, Inc. and Dynamic Healthcard Systems, Inc. He also sells life insurance and annuities as part of his business activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering a range of brokerage, advisory, and retirement services through a large network of affiliated advisors and multiple investment platforms.

Trajan Sung is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Unionbanc Investment Services, MUFG Union Bank, and HSBC Bank USA N.A. since 2014. 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, using model-based and discretionary investment strategies developed by internal and third-party teams.

Dina Fernandes is a Series 66-licensed financial advisor with Morgan Stanley in Laguna Niguel, CA, and has 20 years of experience at the firm. She has been active in the industry for seven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools but does not include individual security recommendations within its standalone planning program.

Matthew Chase is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2008, progressing through several positions including Vice President Wealth Planner, Vice President Financial Consultant, Investments Representative, and Financial Representative. In his professional capacity, Matthew focuses on wealth planning and helping families work toward their financial goals. He holds a California Insurance License, which supports his advisory services. Outside of his professional life, Matthew enjoys hiking, running, tennis, and parenthood.