Jeremy Haneline is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial services industry. Since joining Merrill Lynch in 1998, he has focused on developing personalized strategies and advice for individuals, families, and businesses, taking into account their short- and long-term financial objectives. His client expertise includes areas such as college education planning, retirement income, portfolio management, and services tailored for endowments, foundations, and defined benefit and contribution plans. He holds a Bachelor of Arts degree in International Economics from the University of California at Los Angeles. Jeremy has earned multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Committed to client financial well-being, he emphasizes a one-on-one approach to develop personalized financial strategies aligned with each client’s goals. Outside of work, Jeremy is engaged in community volunteer activities consistent with Merrill Lynch’s tradition. He enjoys spending time with his family and pursues interests such as baseball, basketball, biking, boxing, fishing, football, and traveling.

Nicholas John is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Woodbury Financial Services for 19 years prior to joining OSAIC in 2024. Outside of his advisory role, he operates several sole proprietorships involved in insurance sales and services. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a range of investment solutions and utilizes asset-allocation tools and third-party managers to support portfolio construction and management.

Brian O'Connor is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America and Merrill since 2011. 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 various institutional accounts.

Jesse Mellema is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions in various healthcare and physical therapy organizations as well as experience in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven and quantitative investment process that includes model portfolio construction and oversight of affiliated sub-advisers.

Robert Rumishek is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Kelli Martin is a financial advisor with Charles Schwab in Brea, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. Her prior roles include positions at Fidelity Investments and TD Ameritrade. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Anali Elias is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at several companies including Mejuri, David Yurman, and Prada. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a systematic investment process incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advise registered investment companies.

Tony Lan is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities, and T3 Trading Group. 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.

Petra Frisina is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within affiliates of Wells Fargo since 2011. Outside of her advisory role, she is involved in an LLC unrelated to investment activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations through the use of proprietary research and planning tools, with optional implementation via brokerage or advisory programs.

Marco Tolento is a financial advisor at Edward Jones in Los Alamitos, CA, holding a Series 66 designation and with experience across multiple firms in the accounting and financial services industries since 2016. Prior to joining Edward Jones in 2026, he worked at firms including Jtrf Inc, Teherani & Velez LLP, and Matika Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Wong is a CFP® with seven years of industry experience, currently affiliated with Osaic Wealth, Inc. He has previously worked at JPMorgan Securities LLC and Securities America Advisors. In addition to his advisory role, he operates a financial planning and advising business and is a licensed insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managed-account solutions across various investment types.

Christian Elia is a financial advisor with LPL Enterprise holding a Series 66 designation. He joined the firm in 2025 and has diverse work experience across various industries including home care and financial services. Elia has also been involved with Cambrian HomeCare since 2025. LPL Enterprise, LLC serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, supported by an integrated platform that combines advisory programs with brokerage and insurance product sales.

John Privitelli is a financial advisor with Morgan Stanley in Santa Ana, CA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

William Stauffer Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Treasurer and President of the Board for the Boys and Girls Club of Central Orange Coast and Santa Ana, respectively, and is a member of the investment and finance committee for the Saint Joseph Ballet Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support its advisory services.

Zachary White is a financial advisor at Charles Schwab based in Los Angeles, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles in education and positions at Charles Schwab Bank and Undefeated Academy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance alongside access to discretionary model portfolios and alternative investments, supported by a large integrated operational structure.

Daniel Rearick is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2022 and maintains concurrent roles at Cuna Brokerage Services, Inc. and SchoolsFirst FCU. Additionally, he serves as Senior Vice President at SchoolsFirst FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diverse investment strategies.

Justin Weiss is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Goldman Sachs & Co. from 2015 to 2018 before joining Morgan Stanley, where he has been since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its advisory process.

Craig Mc Knight is a financial advisor with Merrill, holding a Series 66 designation and over 32 years of industry experience. He has been with Merrill since 1995. Outside of his advisory role, he is a musician who plays the trombone as the owner of a sole proprietorship based in Long Beach, California. 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 diverse client base including individuals, high-net-worth clients, and institutions.

Charles Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience since joining the firm in 1999. His primary areas of practice include corporate retirement plans, executive stock services, and liability management. Charles partners with Merrill Specialists on credit and corporate pension plans to create financial strategies aligned with his clients' risk tolerance. He serves clients across multiple focus areas including college education planning, executive compensation, legacy planning, small business strategies, and personal retirement planning. Charles holds a Bachelor's degree in Finance from California State University, Fullerton. He has earned professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Previously, he led the training program for new Financial Advisors at the Brea, Santa Ana, and Ontario offices. Charles is fluent in English and Chinese. Outside of his professional role, Charles enjoys adventure sports such as mountain biking and snowboarding. He is also an engaged father, supporting his two daughters in dance activities. Charles resides in Anaheim Hills with his wife Angel and their daughters Cameron and Kyle.

Ford Howell is a financial advisor at UBS Financial Services in Long Beach, CA, holding a Series 66 designation with 26 years in the industry. He has been with UBS since 2005. Outside of his advisory role, Howell serves as a successor trustee for a family retirement account. 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, leveraging proprietary research and a broad platform of financial products.