Allie Oglevee is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2020, progressing through positions including Financial Representative and Investment Consultant. Prior to joining Fidelity, Allie gained experience through internships in private credit and wealth management at Tree Line Capital Partners and UBS Financial Services. Her professional focus involves collaborating with clients to develop comprehensive wealth plans. She aims to provide education, confidence, and support to help clients pursue their long-term financial goals. Allie holds a California Insurance License, supporting her work in financial consulting. Further details about Allie's education, credentials beyond her insurance license, and personal interests have not been provided.

Diane Coon is a Managing Director and Private Wealth Advisor within Merrill Private Wealth Management, focusing on serving executive and corporate clients by leveraging resources from Merrill and Bank of America. She works with entrepreneurs, corporate executives, and companies to align client goals and priorities with appropriate financial solutions based on risk tolerance, time horizon, cost considerations, liquidity needs, and investment objectives. Diane joined Merrill in 2002 after gaining experience with J.P. Morgan's Private Bank and Hambrecht & Quist's Investment Bank. She and her team provide services including pre and post-liquidity planning, corporate financial services, restricted and concentrated stock strategies, tax minimization, executive banking tailored to goals-based wealth management, trust and estate planning, philanthropic solutions, personal banking, and lending through Bank of America. Diane holds a Bachelor's Degree from University of Phoenix and the Personal Investment Advisor (PIA) designation. She holds leadership roles within Merrill and is active in the community, including involvement with OCTANE, the Los Angeles Venture Association, and as a founding member of 44 Women for Orangewood. Diane has been recognized on the Forbes "Best-in-State Wealth Management Teams" and the "Top Women Wealth Advisors Best-in-State" lists multiple times.

Nick Sachs is the Regional Director of Wealth Management at Fidelity Investments, where he leads, manages, and coaches a team of Planning Consultants and Senior Relationship Managers. He has held this role since 2024. Nick has been with Fidelity Investments since 2015, progressing through roles including Financial Representative in Covington, KY, Financial Representative in Naples, FL, and Senior Relationship Manager in Private Wealth Management. His experience encompasses various aspects of wealth management and client advisory services. He holds a California Insurance License. Outside of work, Nick has interests in art, beaches, food, hiking, museums, and traveling.

Lauren Memoly is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, she worked at LBA Realty LLC and had a role with the Grindavík Njaróvik Football Club. 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 recommendations.

Kennedy Shaw is a Series 66-registered financial advisor with Thrivent Investment Management, based in Chesterbrook, PA. Shaw has three years of industry experience and has worked at Thrivent Financial and related entities since 2022. Prior to entering the financial advisory field, Shaw held various roles including a position at Lorimar Winery from 2020 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses across a range of financial topics while keeping planning and managed-account services separate. The firm does not manage institutional portfolios, focusing instead on personalized planning relationships.

Brian Delatola is a CFP®-certified financial advisor with seven years of industry experience. He currently works at RBC Capital Markets, having previously served at Concord Investment Council and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, utilizing both in-house and third-party managers to tailor investment strategies to each client's risk profile.

Mark Doucet is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo entities since 2013. 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.

Ryan Henry is a financial advisor with Fidelity in Irvine, CA, holding a Series 66 designation and two years of industry experience. He has worked at Fidelity Investments since 2024 and previously at Equitable Advisors and American Financial Network. Outside of his advisory role, he coaches high school lacrosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Lara Pokutta is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation. She has been with UBS since 2026 and has a background that includes positions at Lincoln International, Alliance Bernstein, and multiple roles at Vanderbilt University. 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 provides fee-based financial planning, discretionary and non-discretionary portfolio management, and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Alejandro Vargas is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC and over two decades at Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services based on an investment policy statement-driven process. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it serves plan sponsors with tailored investment solutions.

Annette Jurkatis is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2014 and Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Peter Rivas is a CFP® with 13 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior roles include positions at FSC Securities Corp and Edward Jones. Outside of his advisory work, he serves as a board member for the nonprofit organization LINKS Players International and as a commissioner for the City of Huntington Beach. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Loni Ang is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 28 years of experience in the financial services industry and was recruited to Merrill Lynch in 2009 from Morgan Stanley Smith Barney. Loni advises families, business owners, and corporate executives, focusing on private wealth management. Her expertise includes tax-aware investment management, cash management strategies, liability management, retirement planning, estate planning services, philanthropic consulting, and insurance solutions for risk management and wealth transfer strategies. She holds a CERTIFIED FINANCIAL PLANNER (CFP) designation and maintains insurance and annuity licenses, as well as Series 7, 63, 65, and Futures Managed Funds FINRA registrations. Loni began her career as a Certified Public Accountant at Ernst & Young, LLP. She holds a Bachelor's degree in Accounting and a Master's degree in Finance, both from the University of Southern California. She serves on the board of the Ernst & Young, LLP Alumni Association and has been a Director for the California Society of CPAs. She was named to the 2024 Forbes "Top Women Wealth Advisors Best-in-State" list.

Kristi Jund is a financial advisor with Stifel, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Morgan Stanley Smith Barney. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Sayaka Collard is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2019 and previously held positions at Pacific Island Club Guam and Chapman University. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Judd Frank is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and its predecessor entities since 2010. Outside of his advisory role, he owns a business selling original music and performs as a musician. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Anguis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he works part-time as a customer service representative for an online retailer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Gabriele Bliss is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2009 and Bank of America, N.A. since 1999. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Smith is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. Outside of his advisory role, Smith serves as an assistant coach for Simply Pure Baseball Club & Academy, a nonprofit youth baseball organization. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Ronald Witter Jr. is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc and Morgan Stanley Private Bank, N.A. He is based in Newport Beach, CA. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.