Victor Davis is a Planning Consultant at the Newport Beach Investor Center, a role he has held since 2025. In this position, he works closely with clients to understand their financial goals, concerns, and pain points, assisting advisors in providing tailored guidance on topics including tax-efficient investing and protection strategies. Prior to his current role, Victor held several positions at Fidelity Investments, including Relationship Manager from 2022 to 2025, Financial Representative in 2022, and Investment Solutions Representative from 2021 to 2022. He also gained experience as a Credit Analyst at Goldman Sachs from 2020 to 2021, and completed summer analyst roles at Morgan Stanley in 2018 and Izar Capital in 2017. Victor holds a California Insurance License. Outside of his professional work, he has interests in comedy, hiking, military service, reading, running, and surfing.

Christine Telish is a CFA® charterholder with 25 years of industry experience. She is currently with Morgan Stanley in Newport Beach, CA, having been with the firm and its related entities since 2021. Prior to that, she worked at UBS Financial Services for nine years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its extensive network of financial advisors and specialized planning groups.

Donald Steepe is a financial advisor with Primerica Advisors in Mission Viejo, CA, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1983. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Raymond Crandal is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 50 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. He is based in Newport Beach, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jai Dawson is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. He has been with Stifel since 2022, with intermittent periods outside the industry. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment strategy that utilizes forward-looking capital market assumptions and probabilistic modeling.

Chase Metcalf is a financial advisor at Stifel with 10 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2015 and was self-employed from 2010 to 2018. Outside of his advisory role, he serves as Vice President and board member of the Marbella Racquet Club homeowners association. 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 proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, providing asset allocation and financial planning analyses for client decisions.

Neal Coleman is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a variety of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Karin Jackman is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 66 credential and has been with UBS since 2014. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

James Bui is a Planning Consultant at Fidelity Investments, where he partners with clients to develop financial plans aimed at growing, protecting, and transferring wealth for individuals and their families. He began his career as a Banker at Wells Fargo from 2022 to 2024, followed by roles as an Analyst at Goldman Sachs and Relationship Manager at Fidelity Investments before becoming a Planning Consultant in 2025. James holds a California Insurance License. Outside of his professional work, he has interests in cars and cooking/baking.

Corrine Lafollette is a financial advisor at OSAIC with 12 years of industry experience. She holds the Series 66 designation and has previously worked with Securities America Advisors and SECURITIES AMERICA, Inc. Lafollette serves as a board member of the San Clemente City Chamber of Commerce. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors, offering a range of brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple platforms.

Derek Atkinson is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Caleb Lodge is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2014. Charles Schwab & Co., Inc. serves a large client base, primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

David Treffry is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jake Sine is a financial advisor at Morgan Stanley in Newport Beach, CA, with six years of industry experience. He previously worked at The Vanguard Group for five years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Lloyd Wei is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I at Fidelity Investments from 2024 to 2025, and was Vice President at Sunstone Management from 2018 to 2024. He holds a California Insurance License. Lloyd focuses on building strong, lasting relationships with clients by understanding their individual goals and creating personalized financial strategies that adapt over time. He provides clear, actionable guidance and serves as a reliable partner throughout his clients' financial journeys. Outside of his professional work, Lloyd has interests in art, fitness, hiking, museums, parenthood, and soccer.

Francesca Silvestro is a financial advisor at OSAIC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with OSAIC since 2018. Outside of her advisory role, she is involved in a family insurance business that she plans to take over through succession. OSAIC serves a diverse client base including 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 third-party platforms to manage a wide range of investment portfolios.

Rita Kikawa is a financial advisor with Morgan Stanley in Laguna Niguel, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Crispina Renteria is a financial advisor at Morgan Stanley in Newport Beach, CA, with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 1992. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Alisha Randall is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates closely with Wealth Management Advisors and the team to coordinate and implement comprehensive financial planning strategies. She focuses on delivering personalized guidance and service to support clients and their families throughout life. Her professional experience includes roles at Fidelity Investments since 2021, progressing from Planning Consultant to Financial Consultant, and currently serving as a Wealth Management Planning Consultant since 2025. Prior to joining Fidelity, she worked as a Financial Advisor and Financial Advisor Trainee at Edward Jones from 2019 to 2021. Alisha holds a California Insurance License. Outside of her professional work, she enjoys biking, outdoor adventures, running, scuba diving, skiing, and yoga.

Timothy Skelly is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, Skelly is a partner in El.Skel Enterprises LLC, which focuses on music, art, and fashion, and serves as a guest lecturer on fiduciary education and investment management topics at the Investments & Wealth Institute. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial planning and estate strategies.