Gretchen Buehner is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets services through its integrated platform.

Rebekah Beekie is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2021. In addition to her advisory role, she is also an employee of JPMorgan Bank, where she can offer deposit and credit products. J.P. Morgan Securities LLC 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 large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Steven Christol is a financial advisor with J.P. Morgan Securities in San Clemente, CA, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked with various J.P. Morgan entities since 2015. Outside the securities industry, he is a partial owner and limited partner in a family-owned limited partnership that manages single-family residential properties in northern California. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Andrea Casaw is a Series 66-licensed financial advisor with Morgan Stanley in Newport Beach, CA, bringing 17 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2008, respectively. Casaw serves as a board member of the Association for Corporate Growth in Newport Beach. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers tailored financial planning and a variety of advisory programs to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

David Conroy is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 approach 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.

Robert Allen is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with UBS Financial Services since 1994. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor financial plans and portfolios to clients' goals and risk tolerances.

Drew Yezbak is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 designation and one year of industry experience. His prior roles include positions at JPMORGAN Chase Bank, N.A., Coachup, and University of Hawaii at Hilo. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kenneth Keith Jr. is a financial advisor with Charles Schwab in Newport Beach, CA, holding a Series 66 designation and four years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2021, with prior experience at Wakefield Asset Management and JBS USA. Charles Schwab & Co., Inc. 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 access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Gary Lutwen is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2021. Prior to that, he held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, offering a range of advisory, brokerage, and insurance solutions through affiliated companies.

Gianna Drake Kerrison is a financial advisor with UBS Financial Services in Newport Beach, CA, holding the Series 63 designation and bringing 42 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with a broad platform that includes fiduciary financial planning, portfolio management, and capital markets services.

Jack Hoang is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked in education at Excel High School and Apex Learning. He also has experience with Confetti Italian Ice and Custard. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Kim is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Patrick Dyas is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has worked at Stifel since 2018 and previously spent one year at Albertsons Companies. Outside of his advisory role, Dyas is active in several community organizations, including serving as president-elect of the Rotary Club of Newport Coast and holding leadership positions with the Orange Plaza Rotary Club, Greater Irvine Chamber of Commerce, and Business Networking International. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both fee-based financial planning and episodic advisory services, with clients retaining discretion over implementation.

Dina Jones is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she works as a makeup artist for Dior and Chanel Cosmetics. Morgan Stanley Wealth Management is a large SEC-registered firm serving individual and institutional clients with a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools.

Michael Dicambio is a CFP® with 36 years of experience in the financial services industry. He is currently with Raymond James & Associates and has prior experience at Oppenheimer and J.P. Morgan Securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Kevin Vogt is a financial advisor with LPL Financial in Irvine, CA. He holds the Series 63 and Series 66 licenses and has 41 years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP and has been affiliated with Wescom Financial Services, LLC since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Timothy Bremner is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Dylan Campos is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. He has held positions at Fidelity Investments since 2023 and previously worked at The Vanguard Group and Russell and Kohne Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and managed solutions.

Meghan Westervelt is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she worked at Siemens Financial Services Inc from 2016 to 2018. J.P. Morgan Securities 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 applying an ESG eligibility framework in its recommendations.

Paul Bastio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. He has previously worked at Merrill and Bank of America. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.