Brady Schrock is a financial advisor with J.P. Morgan Securities in Laguna Hills, CA, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He has been with J.P. Morgan Securities since 2013, with prior experience at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that includes quantitative and qualitative research.

Kyle Bergstrom is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016 and at Charles Schwab Bank, SSB since 2017, both based in Newport Beach, CA. 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 related managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operations to support its extensive wealth management platform.

Sammy Chau is a financial advisor with Charles Schwab in Mission Viejo, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Charles Schwab Bank and Charles Schwab & Co., Inc. in 2020, he worked at Capital Group Companies from 2014 to 2018. Outside of advisory work, Chau is a part owner of a separate real estate venture, Pilgramitas LLC. Charles Schwab & Co., Inc. serves a large client base of primarily 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervisory and custody arrangements.

Linda Dunbar is a financial advisor at OSAIC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Cooper McManus, UBS Financial Services, and EP Wealth Advisors. Dunbar also works as an insurance agent, selling variable annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services using model-based asset allocation, portfolio optimization, and discretionary strategies, supported by a broad multi-advisor platform and complex affiliate network.

Jonathan Wright is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for matters including general investing, retirement planning, and preparing for unexpected financial needs. Jonathan can also provide access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Jonathan's client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and has completed a Bachelor's Degree at The Master's College, as well as a Master of Business Administration (MBA) from the University of Southern California. Outside of his professional work, Jonathan enjoys biking, hiking, reading, running, and spending time with his family.

Ryan Tuverson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He partners with business owners, professional practitioners, executives, and families to provide a coordinated, tax-efficient financial system that helps maintain and optimize their financial plans over time. Ryan's approach focuses on delivering ongoing guidance akin to a coach's support to a professional athlete, ensuring clients' plans remain on track through market cycles, tax changes, and life events. He specializes in assisting physicians, attorneys, and business owners in building, preserving, and transferring wealth with confidence. His expertise encompasses tax-efficient planning, retirement readiness, business succession, investments, legacy planning, college education planning, divorce transition planning, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Ryan also brings a multigenerational perspective, helping clients ensure future generations receive consistent financial stewardship and guidance. Ryan holds a bachelor's degree from the University of Southern California and has completed the Wealth Management Theory & Practice Certificate Program at Yale School of Management. He carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Residing in Manhattan Beach with his wife, Julia, and their two daughters, Ryan is involved in the community through AYSO. He enjoys football, reading, spending time with his family, surfing, and tennis.

Mark Wagner is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior roles include positions at Royal Alliance Associates and Signator Investors. Outside of his advisory work, he serves as a freshman baseball coach at El Toro High School. Osaic Wealth serves a diverse client base including individual investors, retirement plan participants, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform and employs a model-based investment process focused on asset allocation and portfolio optimization.

Trang Vo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022, following four years at LPL Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by related investment-management affiliates.

Conner Pendley is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2023 to 2025, and as a High Net Worth Associate from 2022 to 2023. Before joining Fidelity Investments, he worked as a Financial Representative at Northwestern Mutual from 2019 to 2022. Conner's approach to financial advising is centered on a disciplined, client-focused process. He emphasizes understanding each client's comprehensive financial situation, priorities, and long-term goals. He sees his role as a collaborative partner, offering objective guidance, comprehensive planning, and consistent communication to help clients make informed decisions with confidence. He holds a California Insurance License. Outside of his professional work, Conner has personal interests that include baseball, beach activities, bowling, fitness, football, and snowboarding.

Terrie Rudolph is a financial advisor at Merrill with 37 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1997. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Scarcelli is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2021. Her previous roles include positions at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and various organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

April Solis is a financial advisor at Merrill with 27 years of industry experience. She has held her position at Merrill since 2001 and holds Series 63 and Series 66 licenses. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Darden is a financial advisor with LPL Financial in Aliso Viejo, CA, holding Series 63 and Series 65 credentials and with 12 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Trilogy Capital, Inc., National Planning Corporation, and Trilogy Financial Services, Inc. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of investment adviser representatives.

Juan Zhao is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America from 2019 to 2022. His background includes a range of roles prior to joining Merrill in 2022. 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 plans, corporations, and charitable organizations.

Jeffrey Householder is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PIMCO Investments LLC and Pacific Investment Management Company LLC from 2016 to 2021. He has been with Edward Jones since 2021, based in Newport Beach, California. 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 under management and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Tsaconas is a financial advisor with Raymond James & Associates who holds a Series 66 credential and has 16 years of industry experience. He previously worked at Morgan Stanley and its affiliated private banks for over a decade. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Tiffany Dawson is a financial advisor with Wells Fargo Clearing in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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.

Jo Ann Anderson is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Merrill since 2009 and has concurrently worked with Bank of America N.A. since 2008. Merrill, along 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 range of clients including individuals, high-net-worth investors, and charitable organizations.

Daniel Vigar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His work history includes positions at Wells Fargo Bank, BrandRep, and Fabric Wallcraft. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Daniel Flores is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. His career includes roles at Wells Fargo Clearing, JP Morgan Securities LLC, and Northwestern Mutual. He is based in Newport Beach, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.