Tahlia Cope is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her prior work includes five years at Merrill and service in the US Army. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Carolyn Hurley is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked for RBC Capital Markets from 2013 to 2020. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Russ Johnson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He joined Fidelity in 2022, progressing from Investment Consultant to Financial Consultant before assuming his current position. Prior to joining Fidelity, Russ worked at JPMorgan Chase from 2009 to 2022 in various roles including Private Client Advisor, Private Client Banker, and Personal Banker. Russ specializes in creating customized financial plans focused on investments that offer predictability and stability, particularly to help clients navigate retirement with confidence. He partners with individuals and families to develop tailored financial roadmaps suited to their unique journeys. Russ holds a California Insurance License. Outside of his professional career, Russ enjoys activities such as spending time at the beach, cooking and baking, hiking, and other outdoor adventures. He also values family activities and has an interest in food culture.

Maricella Solorzano is a Financial Advisor with Merrill Lynch Wealth Management, joining the Brennan, Dill team in 2025. She focuses on providing tailored wealth and business planning services, including investments, banking, and lending solutions through Bank of America. Maricella is committed to promoting financial literacy and aims to deliver financial well-being to her clients during critical moments in their lives and careers. Her professional background includes extensive experience in financial services and advisory roles, as well as senior executive positions in Finance, Human Resources, Corporate Development, and Mergers & Acquisitions. Maricella gained expertise working with hyper-growth technology firms, hedge funds, and professional services companies such as Google, Pershing Square Capital, Sanford Bernstein, and McKinsey & Company. She has a deep understanding of the financial needs of entrepreneurs and business owners and is skilled in navigating complex financial decisions and planning for multigenerational wealth transfer. Maricella holds a Bachelor's degree from the University of North Carolina at Chapel Hill and a Master's degree from the JFK School of Government. She is a Personal Investment Advisor (PIA) and speaks English and French. In addition to her professional commitments, Maricella is involved in community service through Habitat for Humanity.

Gregory Surat is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Fidelity Personal and Workplace Advisors, and E*Trade Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jason Brady is a Series 66 licensed financial advisor with Edward Jones in Mission Viejo, CA. He has five years of industry experience, including roles at Treana Winery and Phillips Farms Inc. before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shane Kollenborn is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing multiple portfolio management styles supported by internal research and affiliated sub-advisers.

Robert Engel is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial since 2006. He holds a Series 63 license and operates in Irvine, CA. Outside of his advisory role, he is involved in developing products for the golf industry through ProX Golf Products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Mohammad Rihan is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. His prior experience includes roles at MMZ Enterprises, LLC and Launch Point One, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Dang Co Vu is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors Financial Network since 2021, following five years at UBS Financial Services and one year at UBS Private Wealth Management. Outside of her advisory role, she owns DCVU Photography, a photography business she has operated since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to select how to implement recommendations through brokerage or advisory programs.

Nick Givogri is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 66 designation and has been with Merrill since 1997. Outside of his advisory role, he is a promissory note holder in a for-profit entity. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Victor Jimenez is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management functions, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Amber Jensen is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and AJMS Ventures, LLC. Outside of finance, she has experience working in the restaurant industry with Modo Mio Restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Joanne Paucar Tevenan is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Bank of America and involvement with GC Brothers Entertainment LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies, serving individuals, high-net-worth clients, and various institutional investors.

James Hitchcock is a financial advisor with Raymond James & Associates in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as a court-appointed trustee responsible for managing trust assets and participates as a musician in a local band. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Jeffrey Albert is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he held positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, as well as roles in the financial technology sector at Netspend Corporation and First Data Corporation. He is involved in a professional networking group in Tustin, CA, where he manages new memberships. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Matthew Johnson is a CFP® professional with 30 years of experience in the financial industry. He has been with LPL Financial since 2003. Outside of his advisory role, he operates M. Jay Johnson Wealth Management, which is an investment-related business aligned with his work at LPL. 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 offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

James Fullenkamp is a financial advisor with Edward Jones in Laguna Niguel, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Matthew Mc Bride is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Bank of America and Merrill since 2021 and is involved with the CenterCourt Tennis Academy. 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 institutional investors.

Monique Go is a financial advisor with LPL Enterprise holding a Series 66 designation and has one year of industry experience. Her prior work history includes roles at Simple Science and Kinross. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, and access to model portfolio programs through both advisory and brokerage channels.