Sun Chang is a financial advisor with Merrill in Irvine, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Bank of America, N.A. and Merrill 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zeinab Taghizadeh is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo, JP Morgan Securities, and JP Morgan Chase Bank. Taghizadeh is currently based in Laguna Beach, CA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional plans.

Alec Trujillo is a financial advisor at Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at J.P. Morgan Securities and spent three years at Superior Adas & Calibrations. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Esther Dunigan is a financial advisor with Equitable Advisors based in Irvine, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Equitable Advisors since 2015 and previously affiliated with AXA Advisors LLC. Outside of financial advising, she is a co-owner of Dunigan Creative, a photography and art design business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using a variety of third-party asset managers and advisory platforms.

Bogdan Shostak is a financial advisor with Fidelity Investments, holding a Series 63 designation and two years of industry experience. His prior work includes roles at WestPac Wealth Partners, New York Life Insurance Company, and Coastal College, among others. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and services include discretionary portfolio management and fund advisory.

Matthew Petermann is a financial advisor with LPL Financial in Newport Beach, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at BMO Private Bank and Bank of the West. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Hamza Jannane is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. His prior work includes roles at T3 Trading Group LLC and HYJ Top Limo. Outside of his financial advisory work, he has also worked as an Uber driver. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a variety of advisory programs through its network of representatives, utilizing both proprietary and third-party investment solutions.

Ethan Morgan is a CFP® professional with 30 years of industry experience, currently affiliated with J.P. Morgan Securities in Irvine, California. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2012. Morgan serves as a director and finance committee member of the Segerstrom Center for the Arts, a community performing arts organization. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Jorge Herrera is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Catherine Conrad is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017. Prior to joining Merrill, she held roles at Formosa Flexible Packaging America and the University of California Irvine. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bettina Kallins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gina Hurford is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in financial planning and wealth management, having worked in various advisory roles since 2008. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2014 to 2018, and held financial planner positions at The Advisory Group of San Francisco, Hokanson Associates, and Christopher Weil & Company. Throughout her career, Gina has focused on building collaborative client relationships, emphasizing attentive listening and understanding clients' backgrounds to help identify their financial objectives. She holds a California Insurance License, which supports her ability to provide comprehensive financial planning services. Gina's approach centers on creating an environment where clients feel at ease, facilitating the development of personalized plans for their financial futures.

Cheryl Gee is a CFP® and holds a Series 66 license with 21 years of experience in the financial industry. She has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform that includes custody, underwriting, and capital markets functions.

Layson Savant is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and David A Vasquez CPA. Outside of his advisory role, he is an owner and partner of Golden Eagle Court LLC, a residential property investment. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Joshua Jogwe is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Group Private Client Services and Prudential Financial. Outside of finance, he is involved in youth sports as an owner of the Oakland Roots and Soul Sports Club and as a youth basketball coach with EZ Buckets Basketball. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Melissa Tabayoyong is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Julia Caballero is a financial advisor with Osaic Wealth, Inc. in Tustin, CA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She previously worked at Royal Alliance Associates from 2005 to 2023. Outside of her advisory role, Caballero is a sole proprietor offering term life insurance sales and provides notary public services. She is also a voting member of the leadership team at Woodbridge Community Church. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, and alternative investments.

Jessi Yzaguirre is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2018, also working at Wells Fargo Bank NA since 2014. Outside of her advisory role, Jessi is a notary public and serves as a photographer for Insomniac Events. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and employs research-driven investment strategies alongside a broad range of financial products delivered through bank and insurance affiliates.

Collin Stark is a financial advisor at Edward Jones in Irvine, CA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at RBC Capital Markets and Fidelity Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Carolyn Hurley is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked for RBC Capital Markets from 2013 to 2020. 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 investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.