Alexander Kosan is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior experience includes roles at Deloitte, CliftonLarsonAllen, Morgan Stanley, and a four-year period at the University of California - Santa Cruz. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

Nicholas Dzubnar is a Financial Advisor at Merrill Lynch Wealth Management. He leverages his education from California Polytechnic State University and his seven-year experience in the NFL to provide personalized financial advice and guidance. His professional designations include Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Nicholas specializes in college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and individual and corporate investment strategy, with a particular focus on clients in the sports and entertainment sectors. He utilizes strong communication, relationship-building, and problem-solving skills to assist diverse and high net worth individuals and families in achieving their financial goals. Residing in San Clemente, CA, Nicholas enjoys spending time with his three daughters and engaging in outdoor activities such as boating, camping, golfing, hunting, ice hockey, skiing, and football. He is also a member of the NFL and NFL Players Association (NFLPA).

Kevin Olsen is a financial advisor with Primerica Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. In addition to advisory services, he is involved in sales of loan products and home security and automation service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily through model-driven strategies managed by third parties, with oversight from BNY Mellon Advisors and Pershing, and has approximately $15.5 billion in assets under management across nearly 3,700 advisors.

Taryn Moll is a financial advisor at Raymond James & Associates with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. 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 wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Enoch Chung is a CFP® professional with 28 years of industry experience, currently serving at OSAIC since 2024. He spent 27 years at Woodbury Financial Services prior to joining OSAIC. Outside of advisory work, he operates a tax preparation sole proprietorship. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager selections.

Ryan Gallo is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Merrill, Cuso Financial Services, and the Credit Union of Southern California. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and utilizing research and technology tools.

Jonathan Huerta 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 J.P. Morgan Securities and JPMorgan Chase Bank since 2018. His prior experience includes roles at Lyft and Foresters Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers expanded derivatives and commodities capabilities.

David Loftus is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Services LLC for three years. Outside of his advisory role, he has been involved with Pushpin Financial as an assistant. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.

Jeramy Heath is a financial advisor with Morgan Stanley in Yorba Linda, California, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Heath is the sole proprietor of a photography business, McTIN2b Photography LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models and manages approximately $2.74 trillion in client assets.

Pedro Arellano Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Wescom Financial Services, CUSO Financial Services, JP Morgan Securities LLC, and Penske Automotive Group. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Hutchason is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 29 years of experience in financial services. He specializes in helping plan sponsors design effective retirement plans and establish sound financial strategies. Mark's expertise encompasses business retirement and employee benefits plans, personal retirement planning, divorce transition planning, managing new wealth, and employee financial health. He works closely with both plan stewards and participants to achieve objective-based outcomes and also manages personal wealth portfolios for business owners, individuals, retirees, and families. Mark holds a bachelor's degree in public accounting from Cal State San Bernardino and has a background as a Controller and Administrator of a 501(c)(3) non-profit organization. He has earned the Chartered Retirement Planning Counselor™, Chartered Retirement Plans Specialist™, and Certified Plan Fiduciary Advisor® designations, reflecting his commitment to continuous education in a dynamic regulatory and market environment. Residing in Apple Valley, California with his wife, Shelly, Mark enjoys golfing, hiking, cooking, music, reading, and spending time with his family. He and his wife volunteer as Wish Granters for Make-A-Wish and are active in community service, aligning with Merrill's tradition of community involvement. Mark aims to be a trusted advisor who helps clients achieve financial dignity, defined as the ability to live comfortably, share time with loved ones, and maintain financial confidence.

Nathan Fletcher is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Cowley Norberg Investments and Arete Capital prior to joining JPMorgan Chase Bank. His background also includes roles outside of finance such as at Hatfield Medical and Bellago Homes. 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 and fund searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence with both quantitative and qualitative research, incorporating ESG considerations and broader derivatives and commodities capabilities.

Panfang Fu is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS Financial Services since 1993. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client plans.

Michael Bates is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances.

Arthur Cordts is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at LPL Financial since 2009, and previously held roles at UBS Financial Services and Prudential Equity Group. He operates a DBA named Synergy Wealth Management in Anaheim Hills, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized investment strategies across multiple asset classes.

Jennifer Lee is a CFP® and Series 66-licensed financial advisor with Charles Schwab in Irvine, CA, with three years of industry experience. Her prior work history includes roles at Pro Unlimited and Ardent Academy, as well as an engagement with the University of California-Irvine. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm operates a primarily non-discretionary client relationship model supplemented by discretionary separately managed accounts, offering multi-asset portfolios and alternative investment options supported by centralized supervision and custody.

Maurice Clein is a financial advisor with OSAIC in Tustin, CA, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His career includes roles at Liberty Capital Strategists, Liberty Capital Management Inc., Financial Progressions Group, and Royal Alliance Associates. He is involved in business management activities at Liberty Capital Strategists, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering comprehensive financial planning and investment management. The firm utilizes model-based asset allocation and portfolio optimization strategies, delivering services via a complex affiliate network across brokerage and advisory platforms.

Steven Adelizi is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 63 designation and 45 years of industry experience. He has been with Wells Fargo Advisors since 2021, following five years at Wells Fargo Clearing and two years at Prudential Equity Group, LLC. He also owns and operates Adelizi Investment Group LLC, a separate investment-related business. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, utilizing proprietary research and tools, and integrates advisory services with other financial product offerings and referral channels.

Matthew Bates is a financial advisor at UBS Financial Services in Riverside, CA, with five years of industry experience. He has worked at UBS since 2019 and previously was employed at Stater Bros. Markets from 2015 to 2019. Bates holds the Series 66 designation. UBS Financial Services 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 advice to clients’ goals and risk tolerances.

Jose Laszlo is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 65 and Series 63 licenses and having nine years of industry experience. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank NA since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.