Cherlyn Rugg is a financial advisor at Morgan Stanley in Newport Beach, CA, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at The Cheesecake Factory and Brandy Melville, as well as studies at the University of California - Irvine. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jonathan Jiang is a financial advisor at Ameriprise in Irvine, CA, with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Ameriprise. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data to create customized recommendations within a defined investment framework.

Brandon Minovitz is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wells Fargo Bank NA since 2006, both based in Irvine, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors, offering a range of brokerage and advisory solutions supported by in-house and third-party research.

Samuel Yengo is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Group. Outside of his advisory role, he is an insurance agent offering accident, health, disability, traditional life insurance, and annuities. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and operates a complex affiliate network with multiple custodial and product offerings.

Lisa Hartung is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc since 2016. Outside of her advisory role, she serves on the UC Santa Barbara Advisory Board to the Economics Department and volunteers with the UC Santa Barbara Advancement Council of Orange County, focusing on student mentorship and fundraising initiatives. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Connie Liberto Alvarez is a CFP® with 16 years of experience in the financial services industry. She currently works at J.P. Morgan Securities, where she has been employed since 2020, and has prior experience at firms including Polaris Greystone Financial Group, New York Life Insurance, LPL Financial, and Chase Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to develop customized asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Peter Tunney is a financial advisor with UBS Financial Services in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2008. Tunney served as a board member and treasurer for A Window Between Worlds, a nonprofit providing art therapy to victims of trauma, from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, delivering customized plans based on proprietary research and model-based asset allocations.

Keegan Terry is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Wells Fargo Clearing since 2026 and previously at Wells Fargo Advisors, LLC from 2021 to 2023. Keegan has also been employed by Wells Fargo Bank, NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Andrew Matus is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2022 and has held several roles, including Investment Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Representative from 2022 to 2024. Prior to his time at Fidelity, he worked as a Financial Planner at Northwestern Mutual in 2022. Andrew is licensed with a California Insurance License. His approach focuses on understanding the needs of his clients and their families to collaboratively develop financial road maps that align with their goals. Outside of his professional work, Andrew enjoys baseball, beach activities, family activities, fishing, fitness, and exploring culinary interests.

Roger Wei is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and the Royal Bank of Canada. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process incorporating quantitative and qualitative research and offers a broad range of derivatives and commodities capabilities.

Rem Sarris is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a range of topics including investing, retirement planning, and preparing for unexpected expenses. He also facilitates access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Rem holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Concordia University. His approach centers on uncovering what matters most to clients and their families in order to create tailored financial strategies.

Chase Skistimas is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Mass Mutual and Mutual of Omaha in various capacities since 2012. Outside of advisory work, he is a member of C & M Aesthetics, LLC, where he oversees management processes and consults on business decisions. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Brian Harrison is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Edward Jones. He is based in Irvine, CA. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to support tailored client recommendations.

Zachary Wesley is a financial advisor with Merrill, holding a Series 66 designation and starting his advisory career in 2025. He previously worked at Wilmington Trust / M&T Bank from 2023 to 2025 and at First Republic Bank from 2013 to 2023. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Juan Castells is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Wescom Financial Services, Wescom Credit Union, and Wells Fargo Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational purposes.

Eric Hon is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2015. Prior to this, he worked at Merrill and Bancwest Investment Services, among others. He also teaches at UC Berkeley and is an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Martin Vu is a Financial Advisor with Merrill Lynch Wealth Management. He has been working in the banking and financial industry since 2000, serving in multiple roles. Martin focuses on understanding his clients' priorities to help develop personalized strategies aligned with their short-, mid-, and long-term financial goals. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Martin provides clients with investment insights from Merrill and access to banking and lending solutions through Bank of America. He also offers ongoing advice and guidance as clients' needs evolve. Martin holds an Accredited Certificate from Irvine Valley College and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and Vietnamese. Outside of work, Martin has interests in basketball, bowling, camping, cooking, fishing, football, ice hockey, skiing, and traveling.

Diane Lara is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients' goals and risk tolerances.

Blake Lenk is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley/Smith Barney LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, CliftonLarsonAllen Wealth Advisors, and Clifton Larson Allen LLP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by centralized due diligence and includes capabilities in derivatives and commodities.

Michael Stanco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at several notable firms including Fidelity, AllianceBernstein, Morgan Stanley, Compak Asset Management, TD Ameritrade, and T. Rowe Price Advisory Services prior to his current role, which he has held since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.