Brandon Shohdy is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Fidelity Investments. Outside of advising, he is active as a notary public and has pursuits as a TikTok affiliate and model. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple portfolio management options.

Bradey Jameson is a financial advisor with Raymond James & Associates in Irvine, CA, holding a Series 66 designation and 11 years of industry experience. His prior work includes positions at Merrill and Edward Jones. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dalia Nofal is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has held positions within Thrivent Financial and its investment management arm since 2024. Her prior work includes roles in technology assurance and hospitality. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based financial plans and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement called WealthPlan.

Derek Bergfeld is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and seven years of industry experience. Before joining LPL Financial in 2020, he worked at First Republic Investment Management and First Republic Securities from 2018 to 2020, and prior to that spent eleven years at Irvine BMW. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services that include discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ryan Mc Laughlin is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 12 years before joining LPL Financial in 2023. 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 provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Jon Leedom is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2015. Leedom has a 25% ownership interest in HLMT Group LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement and wealth-transfer planning, and integrates advisory services with various financial products and referral opportunities.

William Crowe is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, National Association. He serves as a member of the FINRA Series 7 Item Writing Committee, contributing to the development and review of exam questions. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services including financial planning, investment management, and estate planning.

Michael Burchieri is a Wealth Management Advisor with Merrill Lynch Wealth Management in Newport Beach. He has over 30 years of experience as a goals-based advisor, providing wealth advisory services with a focus on ethics, customer service, and integrity. As a trusted advisor, Michael develops customized strategies for high-net-worth clients and their families, including retirement plans, investment portfolios tailored to individual goals and risk tolerance, concentrated equity strategies, and banking and lending services through Bank of America, N.A. Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards. He earned a Bachelor of Science degree in Accounting and Economics from Brooklyn College, City University of New York. Committed to ongoing education, he seeks to understand global financial complexities to better serve his clients. Outside of his professional focus, Michael has a passion for the stock market and identifying noteworthy companies. He enjoys history, sports, travel, and fine wines. Michael lives in Laguna Niguel with his wife, Trudi.

Jolene Albrecht is a financial advisor with UBS Financial Services in Irvine, CA, holding a Series 63 license and 28 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Randy Pierce is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2006. Pierce owns an accounting practice, The Pierce Group, which focuses on tax return preparation, and he also provides tax services for certain clients. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Patrick Horn is a CFP® professional with 30 years of industry experience, currently affiliated with Cetera in Irvine, CA. His prior roles include positions at First Allied Advisory Services and First Allied Securities, where he worked for a combined 18 years. Outside of his advisory work, he serves as president of P&H Asset Management, Inc., a firm involved in insurance and asset management. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Matthew Owens is a financial advisor at Morgan Stanley in Laguna Niguel, CA, holding a Series 66 designation with 13 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank for nearly a decade before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment research.

Daisy Patton serves as a Financial Advisor at Merrill Lynch Wealth Management. In her role, she focuses on understanding clients' priorities to develop personalized strategies that pursue their financial goals. She provides guidance on a range of financial matters including investing, retirement planning, and savings, and offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. With the professional designation of Personal Investment Advisor (PIA), Daisy works directly with clients to create strategies aimed at helping them achieve their aspirations. She leverages the global investing resources of Merrill and the banking services of Bank of America to support her clients' financial needs. Daisy earned a Bachelor's degree from Xi'an University of Posts and Telecommunications and a Master's degree from Stevens Institute of Technology. She communicates with clients in both English and Mandarin.

Jeffrey Dorman is a CFP® with 12 years of industry experience. He is currently the sole advisor at Navigate Financial LLC and previously worked at Dorman Skorheim Wealth Management LLC for 11 years. Navigate Financial LLC is an independent firm serving clients with personalized wealth management strategies.

Timothy Wei is a financial advisor at JS Consulting with a Series 65 designation and two years of industry experience. He has worked previously at KEDP, Aloha Pacific Federal Credit Union, KMH LLP, and KPMG. In addition to his advisory role, Wei operates as an independent accountant. JS Family Consulting Inc. provides advisory services by selecting and referring clients to third-party investment advisers rather than directly managing portfolios. The firm serves individual and business clients, customizing recommendations based on income, tax situations, and risk tolerance, while portfolio management is handled by the recommended advisers.

Gary Grinsell is a financial advisor at Ifl Financial Advisors in Villa Park, CA, with 16 years of industry experience. He has been with Ifl Financial Advisors since 2010. Ifl Financial Advisors provides portfolio management and financial planning services primarily to individual investors and also advises pension and profit-sharing plans. The firm manages approximately $28.7 million across 22 clients, combining retirement plan services with individualized wealth management.

Vere Chappell is the sole advisor at Vere Chappell, holding a Series 65 credential with 17 years of industry experience. He manages Mobile Tax Service, a tax preparation business, and operates Erotic Media Experts, LLC, which specializes in personal property appraisal. Vere Chappell primarily provides investment management for pooled investment vehicles and institutional clients, occasionally serving individual, non‑high‑net‑worth clients. The firm employs discretionary management and offers hourly fee arrangements rather than standard asset-based fees.

Sashi Menon is a financial advisor at Menon/Brown Advisory Group with 39 years of industry experience. He has previously worked at FSC Securities Corporation and OSAIC. Menon holds Series 63 and Series 65 licenses. Menon/Brown Advisory Group serves individual clients, including high-net-worth households, as well as trusts, pension plans, foundations, government entities, and other institutional clients. The firm offers portfolio management and financial planning services, combining ongoing portfolio oversight with trust-related and pension consulting services.