Skylar Taylor is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Charles Schwab, Skylar worked at The Vanguard Group for four years. Outside of financial services, Skylar has experience in the food service industry, including a role at My Pita Wrap. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts.

Isabella Domeyko is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior work history includes roles in retail and administrative finance, as well as involvement with California Polytechnic State University San Luis Obispo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Dana Mcdonald is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2011, including prior tenure at City National Bank from 2018 to 2021. Outside of his advisory role, he manages a VRBO rental property business part-time. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple wrap fee advisory programs, utilizing a combination of in-house and third-party investment managers.

Paul Fiocca is a financial advisor with Cetera, holding a Series 63 designation and bringing 29 years of industry experience. He previously worked at The Boeing Company for 33 years before joining Cetera Wealth Services, LLC in 2013 and continuing with Cetera from 2023. Outside of his advisory role, he serves as a board member of Dana Point Sister Cities International and as treasurer for the Crystal Cove Home Owners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform, managing over $256 billion in assets.

Kristen Spang is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with three years of industry experience. Her prior roles include six years at LPL Financial and two years at Tuvalu. In addition to her advisory work, she is employed part-time in insurance and benefits human resources at Kapri Financial. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent financial professionals, providing both discretionary and non-discretionary strategies tailored to client objectives.

Genna Bolls is a financial advisor at Merrill based in Newport Beach, CA, holding a Series 66 designation. She has been with Merrill since 2013 and with Bank of America, N.A. since 2026. 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 and supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Dillon 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, he and his wife are partners in an LLC that owns a second home used as a rental property. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Ali Yavari is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America and Merrill since 2014. 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, pension plans, corporations, and charitable organizations.

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).

Daniel Steinberg is a CFA® charterholder and holds Series 63 and Series 66 licenses. He has six years of industry experience, currently working at Wells Fargo Clearing since 2023. His prior roles include positions at IEQ Capital, BNY, Umpqua Investments, Umpqua Bank, and IZO, Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lora Zippe is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 license and with seven years of experience at Morgan Stanley and five years in the industry overall. She previously worked at DecisionInsite and Pacific Rim Capital. Outside of finance, she is an owner and artist of Deux Brosses, a fine art and faux finishing company she co-founded in 1996, which she currently maintains on a limited basis for charitable and personal projects. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Adam Koyanagi is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at UBS Financial Services since 2014. He participates on the Finance and Investment Committee for the Cal State Fullerton Philanthropic Foundation, overseeing the management of its endowment. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Adrienne Schwartz is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers.

Douglas Frazier is a CFP® professional with 27 years of experience in the financial services industry. He has been associated with LPL Financial since 2007 and has operated Pence Wealth Management since 2008. Frazier also maintains a non-investment-related business entity, Woodleigh Wealth, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Donald Harrell is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association for 11 years. Outside of his advisory role, he is involved in a real estate business as a sole proprietor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research, and serves clients through a national network of investment adviser representatives.

Lucas Lounello is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Osaic Wealth and SABRE Financial Services. Outside of finance, he has experience operating a surf school. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, 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 financial planning.

Sean Smith is a financial advisor with Edward Jones in Dana Point, CA, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked in various roles at companies including Instacart, Uber, DoorDash, and Templeogue. He has also been involved with 50 All Stars and S2 Jerseys Basketball Training. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Maria Reid is a financial advisor with Morgan Stanley in Laguna Niguel, CA, holding a Series 66 designation and 10 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2016 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Anthony Ross is a CFP® professional with 37 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 65 licenses and is based in Newport Beach, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been advising clients for over 20 years and joined Merrill Lynch in 2010. In his role, Michael works with his team to develop customized wealth and financial strategies tailored to the individual needs and goals of each client. His areas of expertise include education planning, family wealth management strategies, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. Michael holds the designations of Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). He earned a High School Diploma from Totino Grace and attended the University of Minnesota System without completing a degree. Originally from Kentucky, Michael and his family reside in Laguna Niguel. Outside of his professional work, he enjoys boating, cooking, fishing, golfing, and reading.