Kim Lim is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Andrew Hill is a financial advisor at Merrill with 29 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1997 and at Bank of America since 2009. Outside of his advisory role, he serves as an executor for family trusts. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katie Kelley is a Series 66 registered advisor with Morgan Stanley in Laguna Niguel, CA, having 12 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Yanai Macon is a financial advisor with Charles Schwab in Newport Beach, CA, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Schwab, Yanai worked at Great Maple, Jersey Mike's Subs, Fidelity Investments, and held various other roles including positions in education and camp management. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with integrated custody and brokerage services.

Sheila Carlson is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Sheila is a graduate of the University of Colorado at Boulder. Before joining Merrill, Sheila was the owner and controller of her own aerospace manufacturing firm and has an extensive background in accounting. Her financial advising approach involves a disciplined wealth management process, allowing her to understand and align with her clients' financial goals and aspirations. She works with clients to develop individualized financial roadmaps that are meaningful to them and their families. Sheila focuses on areas including family wealth management strategies, services for endowments, foundations and non-profits, retirement income planning, and small business strategies. Outside of her professional career, Sheila enjoys hiking, horseback riding, reading, skiing, spending time with her family, swimming, and practicing yoga.

Timothy Bockhold is a financial advisor with RBC Capital Markets in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with RBC Capital Markets since 2012 and also works with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with customized portfolio management and financial planning services. The firm utilizes a range of advisory programs and integrates in-house and third-party investment managers to tailor strategies aligned with clients’ risk profiles.

David Klein is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Based in Newport Beach, CA, he works within a large institutional firm. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by its Global Investment Committee’s analyses and offers a broad range of investment and advisory services.

Phuong Do is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 20 years of experience at Bank of America Merrill, Phuong has developed connections within the industry that support delivering comprehensive wealth management and service to clients. Phuong's expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. As a Merrill financial advisor, Phuong focuses on integrating all aspects of clients' financial lives to help prioritize and pursue their most important goals. Phuong holds a Bachelor's Degree from the University of California System and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of work, Phuong enjoys cooking, hiking, music, spending time with family, and traveling.

Sandra Szalankiewicz is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as a trustee for a family trust. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Meeken is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Cheryl King is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She previously worked at UBS Financial Services for 17 years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2024. Outside of her advisory role, she serves on the board of directors for S&C Bear Investments Inc., a company involved in residential real estate investments. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its programs on a non-discretionary basis.

Tony Young is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 66 and Series 63 designations and bringing 26 years of industry experience. He previously worked at Wells Fargo Securities LLC for eight years before joining UBS in 2022. Outside of his advisory role, Young is the proprietor of Clutch Capital Inc., involved in buying and selling sport cards, and serves as president of the Orange County Chinese American Chamber of Commerce. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to client goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Cara Paynter is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Currently based in Laguna Niguel, CA, she has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022. 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 investment models.

Nicole Roach is a CFP® with 24 years of industry experience. She currently works at Stifel, joining the firm in 2023 after prior roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide planning and allocation guidance.

Tyler Renaud is a financial advisor at LPL Financial with Series 66 credentials and three years of industry experience. Prior to joining LPL Financial in 2022, he held positions at various organizations including AD Lehl & Company, Wealth Planning Group OC, and G3PM Law. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Payton Gronnerud is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Lion Street Financial, Blue Ocean Companies LLC, J.P. Morgan Securities, First Republic Securities Company, LLC, and Ameriprise Financial. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and analysis, managing approximately $2.74 trillion in client assets.

Lilia Schweitzer is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various divisions within Raymond James since 2014. Outside of her advisory role, she is the owner of an online retail business, Abuelita Attic. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and operates with specialized programs in municipal and public finance advisory.

Amanda Akin is a financial advisor at Merrill with 20 years of industry experience and a Series 66 designation. She has been with Merrill since 2009. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anna Hauck is a financial advisor at Stifel with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2012 to 2020. Hauck also serves as a Notary Public in Orange County, California. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling to assist with asset allocation and financial planning.

Fatemeh Poustchi is a Series 66-licensed financial advisor with Merrill, based in Newport Beach, CA, and has eight years of industry experience. She previously worked at Wells Fargo Bank from 2000 to 2018. Outside of her advisory role, she is affiliated with a business named Fatemeh Shirin Poustchi. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.