Hormoz Aslani is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at CUSO Financial Services, CitiGroup, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Quincy Johnson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In his role, he partners with clients to develop personalized financial plans and strategies aimed at helping them achieve their financial goals and increasing their confidence in their financial future. Prior to his current role, Quincy held several positions within Fidelity Investments, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), and Central Relationship Manager (2023-2024). He holds a California Insurance License. Outside of his professional work, Quincy has interests in cars, fitness, football, music, outdoor adventures, and snowboarding.

Tracy Riddle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, she serves as a trustee for a family investment trust and manages an investment-related LLC. 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 driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Joon Young Lee is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Hibu, AT&T, Hometown Equity Mortgage, Charter Communications, and Verizon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Reimer is a financial advisor with Stifel, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously served at Morgan Stanley Private Bank, National Association from 2015 to 2020. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jason Underwood is a financial advisor with Charles Schwab in Mission Viejo, CA, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2014 and 2016, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm operates a large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

Gayle Bullock is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as MORGAN STANLEY SMITH BARNEY llc since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and an Estate Planning Strategies Group.

Ali Bavarian is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Jeffrey Holsinger is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America, N.A., among other roles. Outside of financial services, he has been involved in used book sales through eBay and Amazon. 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 and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Bolwell is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 designation and has worked at Stifel Niclaus & Co Inc since 2020, previously serving at Morgan Stanley Private Bank from 2015 to 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Ryan Moore is a Private Wealth Manager at Merrill Private Wealth Management. He applies analytical and strategic skills to assist ultra-high net worth clients in defining and pursuing their long-term financial objectives. His role involves developing wealth strategies that begin with clarifying the purpose of a client’s wealth and extend through sophisticated investment management and multigenerational planning. Ryan has been in financial services since 2006. He began his career at Merrill as a Financial Advisor before working in Fixed Income Trading at The Capital Group. He returned to Merrill in 2014. Ryan holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned an M.B.A. from UCLA's Anderson School of Management, specializing in Corporate Finance & Strategy and Global Management, and a B.S. in Managerial Economics from the University of California, Davis. Based in Costa Mesa, Ryan lives with his wife and two daughters. He enjoys outdoor activities such as fly-fishing, backpacking, and skiing, as well as traveling, cooking, and exploring new restaurants.

Zachary Zwilling is a CFP® with 18 years of industry experience, currently serving at Morgan Stanley in Laguna Niguel, CA. He previously worked for J.P. Morgan Securities for 10 years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and investment research.

Samuel Davidson is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as a group leader for the Orange County Maryland Alumni Association, organizing social and fundraising events. 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 leverages proprietary research and capital market assumptions to tailor strategies aligned with clients’ goals and risk tolerances, combining institutional trading capabilities with wealth management.

Andrew Low is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Wells Fargo in 2026, he worked at UBS Financial Services from 2019 to 2026 and BNY Mellon Wealth Management from 2008 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

John Wrenn is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2006. Outside of his advisory work, he is a minority owner of Red Truck Publishing LLC, which published the original story Lucky the Golden Goose. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a variety of capital markets services.

Adel Wahba is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including First Allied Securities, Inc. and First Allied Advisory Services before joining Cetera. He is also the sole proprietor of AW Wealth Advisory. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Dean Romo is a financial advisor with Raymond James Financial in San Juan Capistrano, CA, holding a Series 63 designation and 33 years of industry experience. He has been affiliated with Raymond James Financial since 2009 and is also the president of OMO Capital Management, a support company he owns. Romo has experience managing his own advisory business, Romo Capital Management, which he has operated since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary consulting and supports a broad range of client types, including high-net-worth individuals, pension plans, corporations, and charitable organizations.

Terry Hagerman is a financial advisor with Morgan Stanley in Laguna Niguel, CA, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and a broad suite of investment products.

Madeline Deisner is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. Her background includes diverse roles across education, law, and hospitality sectors. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Chad Shultz is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab since 1997, including a period at Charles Schwab Bank starting in 2005 and a recent role at TD Ameritrade from 2021 to 2024. Based in Newport Beach, CA, he has a long tenure with Schwab’s affiliated firms. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client advisory models with access to affiliated discretionary separately managed accounts, supported by a large scale and integrated operational structure.