Jacob Pesicka is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he held positions at Canterbury Consulting and worked in educational roles at California State University Fullerton, Saddleback College, and San Clemente High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Michael Scudder is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2020 after gaining experience in climate research at the Keck Isotope Geochemistry Laboratory while completing his degree in Earth & Planetary Science at the University of California system. Prior to this, Michael worked as a Teller at Bank of America during high school and college. Michael's expertise lies in advising clients on incorporating sustainability into long-term investment portfolios, focusing on areas such as personal retirement planning, philanthropic planning, portfolio management, and socially responsible, values-based, and ESG investing. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Outside of his professional career, Michael is involved with community groups including Club Dust and Farm and Food Lab. His personal interests include photography, running, and surfing.

Heather Hilario is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley from 2013 to 2023 before joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocation with institutional trading capabilities to deliver tailored investment solutions.

Diana Peters is a financial advisor at Edward Jones in San Juan Capistrano, CA, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2020 and previously worked at Fidelity Investments and Edward Jones Investments. 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 and offers a range of advisory programs, investment strategies, and affiliated products through a nationwide network of over 23,000 financial advisors.

Paul Chung is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2015. Outside of his advisory role, he is involved with Palwaukee Liquor since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm utilizes structured planning tools and modeling techniques to support client financial plans, managing approximately $2.74 trillion in client assets.

Holly Cisneros is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Charles Schwab Bank SSB and Charles Schwab since 2018, and previously held positions at Loyola Marymount University and Fresno State University. Charles Schwab serves primarily 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 offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts with a multi-asset investment approach supported by centralized supervision and operational integration.

David Thompson is a financial advisor with RBC Capital Markets and City National Bank, holding a Series 66 designation and 26 years of industry experience. He has worked at RBC Capital Markets since 2009 and City National Bank since 2017. Outside of his advisory role, he is actively involved in managing a portfolio of rental properties through several LLCs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing a combination of in-house and third-party investment managers.

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 previously held roles at Credit Union of Southern California and Cuso Financial Services, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives who employ a range of investment strategies.

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.