Russell Goldstein is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Merrill since 2009 and has also worked with Bank of America N.A. since 2007. Outside of his advisory work, he serves as a committee member for Phoenix Fashion Week, where he chairs a charity event benefiting breast cancer, and is an advisory board member for the nonprofit Seed Spot, which supports social entrepreneurs. 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 individuals, high-net-worth clients, and institutional accounts.

Lewis Rosensitto is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, First Republic Bank, and Citigroup Global Markets. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Weber is a Financial Advisor at Merrill Lynch Wealth Management in Irvine, CA. He specializes in serving clients with complex financial situations, including academics, researchers, executives, and business owners who manage concentrated equity, deferred compensation, multiple income streams, and closely held business interests. His practice focuses on family wealth management strategies, managing new wealth, portfolio management services, individual and corporate investment strategy, and retirement income planning. With a quantitative background, Andrew applies disciplined data interpretation and structured execution to develop financial plans that remain effective even in unpredictable market conditions. He emphasizes continuous improvement and problem-solving, aiming to create measurable value for his clients. Andrew works closely with clients who seek a thoughtful partnership, providing thorough analysis and staying ahead of trends that influence long-term outcomes. Andrew holds a Bachelor's Degree and a Master of Business Administration (MBA) from Western Governors University. He also holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Andrew's personal interests include baseball, music, and reading.

Jason Sabaugh is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Sabaugh serves on the boards of the University of Southern California Marshall Alumni Association and The Patriots Initiative, a nonprofit supporting military veterans. He is also the executive director of the California Gamma Foundation, which provides scholarships and networking opportunities to members of the Sigma Alpha Epsilon fraternity at USC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and model-based asset allocation.

Kristin Landis is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney for 14 years before joining UBS in 2023. Outside of her advisory role, she is an independent sales consultant for Mary Kay, selling cosmetic and skin care products. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Ellen Pickler Harris is a financial advisor at Edward Jones with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1997. Outside of her advisory role, she is involved with two real estate apartment limited partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Sam Fatigato is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sunamerica and Sunamerica Capital Services, Inc. for nine years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning tools and a range of investment offerings including relationships with investment companies and private funds.

Robert Collier is a financial advisor with Fisher Investments who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Fisher Investments since 2001. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies alongside defensive tactics to manage risk.

Matthew Ames is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. In his role, he provides financial advisory services and guidance to clients within the Merrill line of business. Matthew holds a Bachelor's Degree from the California State University System. He brings his educational background and professional designation to support his advisory responsibilities at Merrill Lynch. No additional personal interests or community involvement details are provided.

Steve Kwong is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over twenty years of experience in investment and wealth management, advising clients on meeting their investment and financial objectives through a comprehensive approach that integrates life goals with investment planning. Prior to joining Merrill Lynch in 2008, he served high net worth clients at Credit Suisse and U.S. Trust Company, and helped establish the Newport Beach office for Neuberger Berman in 2000. He also has seven years of experience in commercial banking with Wells Fargo, offering insight into the needs of business owners and executives. His client focus includes family business owners, corporate executives, real estate developers, entrepreneurs, family offices, and foundations. He specializes in wealth transfer, exit strategies, diversification, portfolio management, and advisory services related to business sales and corporate retirement plans. Steve holds a Bachelor's degree in Finance and an MBA from the University of Southern California's Marshall School of Business and maintains affiliations with professional organizations such as the Association for Corporate Growth, Provisors, and the USC Marshall School of Business Alumni. Steve lives in Costa Mesa, California, with his wife, Jill, and their four adult children. He is active in his community and volunteers with the American Cancer Society.

Barbara Collette is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley, Merrill, D.A. Davidson & Co., and CUNA Brokerage Services. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kiavash Mastani is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Morgan Stanley and Harvey & Company LLC, as well as positions in academic settings at the University of California, Los Angeles, and Foothill College. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to diverse client types, including retail and institutional investors. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Thomas Tedesco is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for ten years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Melissa Buchholz is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has served since 2014 following her internships at Merrill during college summers. She oversees relationship management, internal business operations, and the implementation of new client strategies. Melissa collaborates with her team to provide clients with personalized financial planning and investment management services. Melissa's expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, retirement planning, philanthropic planning, portfolio management, tax minimization, retirement income, and serving the financial needs of women and high-net-worth clients. She and her team leverage over 50 years of combined financial services experience to assist clients in developing flexible and meaningful financial strategies. A native of Orange County, Melissa earned her Bachelor's Degree in Sociology from the University of California, Santa Cruz. She holds the Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. Melissa lives in Huntington Beach and has been involved in her community, including co-chairing the Emerging Leaders program through Orange County United Way.

Janet Farfan Alvarado is a financial advisor at Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 66 licenses with six years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Bank and has been involved with California State University Fullerton and Santa Ana College in recent years. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that combine both advisory and brokerage capabilities.

Gibran Le is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for nine years. In addition to his advisory role, he serves as president of his own financial services LLC, which he uses for tax and business management purposes. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of advisory and brokerage services utilizing a model-based investment process focused on asset allocation and portfolio optimization.

Sean Davitt is a financial advisor with Morgan Stanley Wealth Management based in Newport Beach, CA. He holds a Series 66 designation and has four years of industry experience. His prior work history includes roles at New York Life Insurance Company and various positions related to fitness and real estate. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a range of investment and planning resources available.

Jesse Nelson is the Vice President and Financial Consultant at Fidelity Investments, a position held since 2024. Jesse has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Jesse holds a Masters of Science in Personal Financial Planning and is a Certified Financial Planner™. He works with individuals and families to develop personalized financial plans that align with their unique goals, values, and needs. Jesse is also licensed for insurance in California. Outside of his professional work, Jesse has interests in cars, fitness, food, outdoor adventures, traveling, and volunteering.

Lindsey Caputa is a financial advisor with RBC Capital Markets in Irvine, CA, holding a Series 66 designation and five years of industry experience. She has been with RBC Capital Markets LLC since 2018 and previously worked at Mi Casa for 14 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of internal and third-party managers, supported by RBC’s capital-markets and affiliated asset management capabilities.

Mikola Efimenko is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 66 designations and 18 years of industry experience. His work history includes roles at Bank of America, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory work, he is involved in a graphic design company, Dream Design AI, LLC, which is managed by his minor son. 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 individuals, high-net-worth clients, and institutions.