Kerry Mangano is a financial advisor at Stifel with 44 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing analysis and guidance for asset allocation and financial planning.

Ni Liang is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Brea, California. He works alongside a team of professionals to provide clients with comprehensive financial guidance. Ni focuses on helping clients navigate their unique financial needs by discerning options that fit their individual circumstances, aiming to establish structures that support a more secure financial future. Before joining Merrill Lynch, Ni began his professional career in accounting, earning his CPA license. He later completed a Master of Business Administration degree from Loyola Marymount University and gained experience at BNY Mellon Wealth Management, where he advised ultra-high-net-worth families. His expertise includes investing, trust and estate planning services, residential lending, higher-education savings, and insurance. Ni advises a diverse client base, including families from the Chinese American community, as he is fluent in Mandarin. Outside of his professional role, Ni is involved in community organizations such as the Cal Poly Pomona Alumni Association and Junior Achievement. He also enjoys spending time with his family and participating in recreational activities.

Richard Umbarger is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Raymond James since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

David Kistner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice grounded in modern portfolio theory. The firm includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

Brian Moshenko is a financial advisor with Cetera who holds a Series 66 credential and has 23 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades and has owned Moshenko & Associates Inc. since 1999, where he provides accounting and tax preparation services. He also serves as a board member of the Laguna Niguel Rolling Hills Community Association and as treasurer of Desert Oasis Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and has over $256 billion in assets under management.

Charla Riley is a financial advisor with LPL Financial based in Aliso Viejo, CA, holding a Series 66 credential and bringing 26 years of industry experience. She has worked at LPL Financial since 2009, with previous positions at Merrill and UBS Financial Services. Outside of her advisory role, Riley teaches yoga meditation workshops and serves on the board of the Public Law Center, a 501(c)(3) organization. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

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.

Eric Chen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been overseeing assets for private clients and large institutions for 17 years, focusing on wealth building, corporate cash management, insurance, and family succession planning. Eric works primarily with senior corporate executives and business owners who have complex financial needs and limited time. His clients include business owners with operations in Hong Kong, China, Taiwan, and the Philippines. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is also a Personal Investment Advisor (PIA). Eric earned a bachelor's degree from the University of California, Davis, with dual majors in economics and financial management. He speaks Mandarin and holds Merrill Life Agency's California License Number 0522776. Outside of work, Eric advocates for the San Francisco Film Festival and enjoys spending time with his family, as well as participating in adventure sports and cooking.

Ali Yavari is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014, and previously at MSI Financial Services, Inc. from 2011 to 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 a range of individual and institutional clients.

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 with six years of industry experience. He is currently a financial advisor at Wells Fargo Clearing since 2023 and has prior experience at IEQ Capital, BNY, Umpqua Investments, Umpqua Bank, and IZO, Inc. Steinberg is based in Newport Beach, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, relying on research and analytics while providing both brokerage and advisory solutions.

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.