Ryan Bockhold is a financial advisor with RBC Capital Markets in Newport Beach, CA, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, Ryan owns and operates NRD Works LLC, an e-commerce business that designs and sells computer parts online. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Robert Williams is a financial advisor with Fidelity, holding a Series 66 designation and 22 years of industry experience. He has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2019, and previously spent 16 years at Waddell & Reed Inc and various insurance carriers. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios for intermediary platforms.

Lisa Dorsey is a financial advisor at Merrill with Series 66 and Series 63 credentials and eight years of industry experience. She has worked at Merrill since 2012, also spending time at Bank of America, N.A., during that period. Dorsey is an officer of L2A2 Collective, a dormant LLC originally established for an investment property. 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 a range of model-based and discretionary strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, and charitable organizations.

Braham Duncan is a financial advisor at Osaic Wealth, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses with one year of industry experience. He previously worked at Northwestern Mutual Life Insurance Company and AssetMark, and spent three years at TK Burgers. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies implemented through its extensive affiliate network.

James Rangel is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2012, including tenure at Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts and features a multi-asset investment approach supported by research and a formal alternative-investment onboarding process.

Justin Stone is a Series 66-registered financial advisor with Morgan Stanley in Newport Beach, CA, with 14 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Hassan Hadjilou is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 20 years of industry experience. He has worked with Wells Fargo Bank since 2004 and has also served in roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations for clients.

Daniel Dunn is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial for 18 years and Householder Group, Estate & Retirement Specialists for three years. Dunn is also president of Dunn Financial, Inc., a corporation engaged in the sale of fixed insurance and fixed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Nakisa Sharif Kashani is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Kashani worked at Scotiabank for ten years. 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.

Peter Waldron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Clearing in 2022. 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 menu.

Michael Kosolcharoen is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2022. Kosolcharoen is also the owner of EWG, Inc., a non-investment related business entity. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary and third-party strategies.

Stephen Wiedemann is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he has a minority ownership in Marquette River Lodge, an outfitter and fly-shop offering adventure tours. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with an investment menu that notably includes insurance-related vehicles and bank deposit sweep options.

Skyler Sweeney is a Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Skyler assists individuals and families in making informed financial decisions through comprehensive planning that aligns with their long-term goals. Skyler's experience at Fidelity Investments includes roles as Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2021 to the present. This progression highlights a sustained focus on client-oriented financial services and strategy development. Skyler holds a California Insurance License and engages in personal interests such as biking, golf, snowboarding, surfing, and social activities with friends.

Rowena Lacuesta is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services that include retirement, education, business-owner transition, and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through discrete planning engagements.

Christopher Klecka is a financial advisor at Merrill with 14 years of industry experience. He holds Series 66 and Series 65 designations and has worked at firms including CitiGroup and Merrill throughout his career. Klecka serves on the board of directors for St. Joseph the Worker, a charitable organization. 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.

Patrick Bulubenchi is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 designation. He has one year of industry experience and prior work history includes roles at Bank of America, Chapman University, Wishon Company Inc., California State University San Marcos, Fullerton Union High School, and Beechwood Middle School. Merrill, alongside 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 and profit-sharing plans, corporations, and charitable organizations.

Brooke Crownover is a financial advisor at Morgan Stanley in Newport Beach, CA, with two years of industry experience. She holds the Series 66 designation and has previously worked at Flight Services International, The Downtown Club, Victory Sports, and Amazing Lash Studio. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs and personalized financial planning using structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Gresell Wedel is a financial advisor with RBC Capital Markets in Irvine, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management services, combining in-house and third-party investment managers and emphasizing tailored strategies based on client risk profiles.

Scot Benefiel is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Phoenix area. He founded The Benefiel Group, a multi-generational team that provides customized wealth management strategies tailored to the unique needs of high net worth clients and their families. The group offers a broad range of financial services including portfolio development, estate and family legacy planning, business owner transaction advice, and structured credit through Bank of America for financing needs. Scot graduated from Indiana University in 1982 with a B.S. in Accounting and began his career at Price Waterhouse Phoenix. He served as a Certified Public Accountant from 1984 to 1988 before joining Merrill Lynch in 1988. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He and his wife Mary have been active in the Phoenix community for over 40 years, with Scot serving on the Executive Council of the Phoenix Boys and Girls Clubs and on an Advisory Board of the Hoyt Foundation. He has also coached high school basketball in Scottsdale for many years. Scot enjoys spending time with his family, which includes two children and five grandchildren, and has interests in basketball, golfing, hiking, skiing, and swimming.

Travis Shirley is a financial advisor at J.P. Morgan Securities in Newport Beach, CA, with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, supported by affiliated entities for implementation and portfolio services.