Michael Praegitzer is a financial advisor with LPL Enterprise holding a Series 66 credential. He joined the firm in 2026 and has prior experience at Microsoft Corporation, The International Finance Corporation, and Bancap Investment Group, among other roles. His background also includes academic appointments at Georgetown University and the University of Maryland. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven portfolio management and offers access to third-party asset managers, along with affiliated trust, insurance, and lending services.

Justin Equitz is a Certified Financial Planner® at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Travis Combe is a financial advisor with Ameriprise in Aliso Viejo, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported retirement advice while offering a broad range of advisory, brokerage, and insurance solutions.

Zeinab Taghizadeh is a financial advisor with Merrill in Laguna Beach, CA, holding Series 66 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, and Wells Fargo NA. Merrill, along 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 various institutional investors.

John Mckinnon is a CFP® professional with 36 years of industry experience, currently serving at Equitable Advisors since 2024. His prior roles include positions at Lincoln Financial Advisors Corporation, LPL Financial, and Wells Fargo Investments. He is also an independent insurance agent. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses various advisory models, often delivered via third-party managers and programs, and offers ERISA fiduciary services for qualified plans.

Bogdan Shostak is a financial advisor with Fidelity Investments, holding a Series 63 designation and two years of industry experience. His prior work includes roles at WestPac Wealth Partners, New York Life Insurance Company, and Coastal College, among others. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and services include discretionary portfolio management and fund advisory.

Matthew Petermann is a financial advisor with LPL Financial in Newport Beach, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at BMO Private Bank and Bank of the West. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Ethan Morgan is a CFP® professional with 30 years of industry experience, currently affiliated with J.P. Morgan Securities in Irvine, California. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2012. Morgan serves as a director and finance committee member of the Segerstrom Center for the Arts, a community performing arts organization. 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 incorporating an ESG eligibility framework in its recommendations.

Jorge Herrera is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process 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.

Jin Yao is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Jin works alongside a team of specialists to provide goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. Jin's approach involves collaborating closely with clients to develop personalized financial strategies designed to help pursue long-term objectives, whether that involves retirement planning, managing new wealth, or navigating liquidity events. Jin holds a Master of Business Administration (MBA) from Butler University and has earned professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Jin specializes in areas such as college education planning, retirement income, portfolio management, socially responsible and ESG investing, and individual and corporate investment strategy. Beyond professional work, Jin participates in community activities such as volunteering with Komen Orange County and engages in personal interests including biking, football, golfing, running, skiing, swimming, and traveling.

Catherine Conrad is a financial advisor at Merrill with eight years of industry experience. She has worked at Merrill since 2017 and previously held roles at Formosa Flexible Packaging America and the University of California Irvine. She holds a Series 66 designation. 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, and institutional investors.

Bettina Kallins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Cheryl Gee is a CFP® and holds a Series 66 license with 21 years of experience in the financial industry. She has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform that includes custody, underwriting, and capital markets functions.

Layson Savant is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and David A Vasquez CPA. Outside of his advisory role, he is an owner and partner of Golden Eagle Court LLC, a residential property investment. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Melissa Tabayoyong is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. 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.

Blake Foster is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jessi Yzaguirre is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2018, also working at Wells Fargo Bank NA since 2014. Outside of her advisory role, Jessi is a notary public and serves as a photographer for Insomniac Events. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and employs research-driven investment strategies alongside a broad range of financial products delivered through bank and insurance affiliates.

Maxim Gorlov is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Bank of America, GreenShields Capital, Cambridge Investment Research, and Questar Capital Corporation. He has been with Merrill and Bank of America since 2018. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Collin Stark is a financial advisor at Edward Jones in Irvine, CA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at RBC Capital Markets and Fidelity Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Tahlia Cope is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her prior work includes five years at Merrill and service in the US Army. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.