Ashlee Ashlock is a financial advisor with Stifel and holds the Series 66 designation. She has 10 years of industry experience, including roles at Bank of America and Merrill prior to joining Stifel in 2018. Ashlock serves on the board of the Orangewood Foundation, which supports foster youth and homeless children. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Andrews is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at LPL Financial, Mutual Service Corporation, and Morgan Stanley. In addition to his advisory work, he owns a tax preparation business and participates in paid speaking engagements. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through various platforms and proprietary model strategies.

Brian Witkowski is a financial advisor with J.P. Morgan Securities in Newport Beach, CA. He holds a Series 63 designation and has 16 years of industry experience, including 15 years with J.P. Morgan Chase Bank and J.P. Morgan Securities. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates quantitative and qualitative research, with an emphasis on eligible strategies and an ESG eligibility framework.

Jordan Timmreck is a financial advisor at Edward Jones in San Clemente, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Orion ICS, LLC and served six years in the United States Marine Corps. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Sheryl Fielder is a financial advisor with Primerica Advisors in Mission Viejo, CA, holding Series 63 and Series 65 credentials and with 21 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005. Fielder serves on the Board of Directors for Operation Community Cares, a nonprofit organization in Cucamonga, CA. Primerica Advisors is a large firm serving primarily individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers.

Robert Voorhees is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc where he has worked since 2016. He is based in Newport Beach, California. Outside of his advisory role, Voorhees is a board member of Cantara, a company specializing in audio-video and smart home technology. Stifel serves a wide range of clients, including individuals and institutional investors, offering both brokerage and investment advisory services. The firm employs a proprietary investment analysis methodology developed by its Investment Strategy Group, providing asset allocation and planning services that support client decision-making.

Nicholas McCutcheon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with high net worth individuals and institutions across the country who have complex wealth management needs and distinctive priorities. Nicholas advises clients across their financial landscape, including banking, strategic lending, and wealth management, providing guidance to entrepreneurs, business owners, executives, retirees, and foundations. Nicholas began his career in 2015 in the lending industry, gaining experience in residential and commercial lending. He served as Vice President and Private Client Advisor at Bank of America Private Bank starting in 2018 and joined Morgan Stanley as a Financial Advisor and Vice President in 2020. In 2022, he returned to Merrill Lynch, continuing his career in wealth management. Nicholas holds a Bachelor's degree from the Haas School of Business at the University of California, Berkeley, and is a Personal Investment Advisor (PIA). His involvement includes membership in the Cal Alumni Association and Friends of California Crew. Outside of his professional work, Nicholas supports the Orange County Food Bank. He values family time spent with his wife, Adriana, a Physician Assistant specializing in cardiology, and their three children, Madison, Daniel, and Thomas.

Taylor Payton is a financial advisor with Edward Jones in San Juan Capistrano, CA, holding Series 63 and Series 66 licenses and with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Cross Country Mortgage, Fidelity Brokerage Services LLC, Keller Williams, FedEx Corporation, and Summit Funding. Outside of his advisory work, he owns rental real estate managed by a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Tatum Campbell is a financial advisor at Fidelity with six years of industry experience. Prior to joining Fidelity, Campbell worked at The Vanguard Group and spent time in real estate with eXp Realty. Outside of finance, Campbell is an independent contractor managing brand promotion for a dog influencer. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods and advisory roles in multiple registered investment companies.

Roger Cregg is a financial advisor with Morgan Stanley in Laguna Niguel, CA, holding Series 63, 65, and 66 designations and having 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he operates a personal life coaching business and manages a fine art photography venture. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Robert Macnider is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with Mass Mutual Investors Services since 2021 and previously spent six years at Woodbury Financial Services, Inc. Macnider is also active as an insurance agent specializing in fixed life, fixed annuity, health, long-term care, and medical benefits insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved tools and collaborative annual planning relationships.

Kevin Curry is a financial advisor at Merrill with over 21 years at the firm and 10 years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is an owner of a family business unrelated to his investment work. 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 strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Sky Ellis is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. Prior to joining Merrill and Bank of America, Ellis held positions in the insurance sector and hospitality industry. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies developed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Mc Nulty is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he held roles at Allstate Insurance Company, Lyft, California State University, Fullerton, and DoorDash. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Marinos is a financial advisor with Charles Schwab in Mission Viejo, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

William Griffith is a financial advisor with LPL Financial in Laguna Beach, CA, holding a Series 66 designation and 9 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved with Sunbrella LLC, a business entity unrelated to investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment advisory services, including model portfolios and third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

Brock Mc Neff is a financial advisor with LPL Financial in Mission Viejo, CA, holding Series 63 and Series 66 licenses and having eight years of industry experience. His career includes roles at SchoolsFirst FCU since 2018, CUNA Brokerage Services, Inc. from 2018 to 2022, and Northwestern Mutual from 2017 to 2018. He also worked in the fitness and analytical services sectors prior to his advisory career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by its extensive network of investment adviser representatives.

Kelly Milligan is a Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. She is responsible for coaching, inspiring, and motivating her team to maximize their potential and deliver exceptional client experiences. Kelly has been with Fidelity Investments since 2017, progressing through various positions, including Branch Leader, Vice President Financial Consultant, Financial Consultant, Senior Relationship Manager, and Relationship Manager. Her professional experience spans from 2014, starting as a Private Client Associate at Bernstein Private Wealth Management, then moving to Wedbush Securities as a Registered Client Associate before joining Fidelity Investments. Kelly holds a California Insurance License. Outside of her professional career, Kelly enjoys biking, horseback riding, skiing, traveling, and is actively involved in parenthood.

Karen Lyn Manuharan is a financial advisor with Morgan Stanley in Newport Beach, CA, holding the Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and KCAL Insurance Agency/TBH Marketing & Consulting Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and proprietary tools to develop plans, with clients responsible for implementation and updates.

Lauren Cheung is a financial advisor at Stifel with 13 years of industry experience, including 11 years at Stifel. She holds Series 63 and Series 66 licenses and is based in Irvine, CA. Outside of her advisory role, she serves as Assistant Treasurer for the Northwood Choral Music Boosters, a volunteer organization supporting choral music at Northwood High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on proprietary analysis from the Investment Strategy Group, providing asset allocation and planning guidance intended to assist client decision-making.