Isabel Irvine is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2015. She employs a hands-on, goals-based approach to wealth management, focusing on understanding her clients' assets, liabilities, portfolios, and personal goals. Isabel also assists companies in managing their 401(k) plans to address the needs of both the company and its employees. She holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Isabel earned her bachelor's degree in Public Administration from California State University Fullerton and her MBA in Business Administration from Chapman University in Orange, California. She is a member of the Certified Financial Planning Association and the National Association of Plan Advisors. Outside of her professional work, Isabel enjoys spending time with her family and friends, as well as engaging in activities such as baseball, basketball, cooking, football, music, reading, tennis, and yoga. She resides in Orange, California.

Yohan Chung is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Crown Wealth Management and Biola University. Outside of his advisory roles, he has been involved with the Orange County Children's Therapeutic Arts Center for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment approaches, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Eric Chu is a financial advisor at Morgan Stanley in Torrance, CA, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and Calico Inc, alongside his ongoing engagement with Graceland Investment since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of services that include estate planning and corporate financial planning agreements.

Andrew Rivera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JP Morgan Chase Bank, N.A. since 2013. Rivera is also involved with Rivera & Associates, a non-public entity focused on investment and rental property management. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Henry Tallardy III is a financial advisor with LPL Financial in El Segundo, CA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. Since 2019, he has also taught retirement workshops at El Camino College and Loyola Marymount University. 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 offers comprehensive financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by extensive research and a range of portfolio management options.

Scott Schultheis is a financial advisor at Edward Jones in Torrance, CA, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Grant Thornton and entrepreneurial experience with The Pool Doctor, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of advisors and branch offices nationwide.

Max Nunley is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. He has previously worked at One Pacific F.S. and Securities and has military service experience with the U.S. Army and Army National Guard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it acts as an adviser to multiple funds and model portfolios.

Douglas Peterson is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of financial advising, Peterson serves on the Board of Directors for the Hyatt Residence Club Kaanapali Beach and provides strategic guidance as an advisor to iBlades.ai, a company focused on secure AI-driven communications and cybersecurity. Ameriprise serves clients primarily through retirement-income planning services tailored for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations, with a focus on assets managed within Ameriprise.

Robert Lebo is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 22 years of industry experience. Prior to joining RBC in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2026. Outside of his advisory work, he serves as power of attorney for his mother. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Jamar Burton is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he advises multi-generational families through the co-creation of personalized wealth plans designed to grow, preserve, and transfer their wealth. Jamar has extensive experience in wealth management, having held several positions at Fidelity Investments since 2009, including Vice President Wealth Management Advisor, Vice President Wealth Planner, Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch and Royal Alliance & Associates, as well as a Retirement Product Specialist at Edward Jones. He holds a California Insurance License.

Evan Hunter is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets starting in 1993. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning using structured processes and firm-approved tools.

Brian Richmond is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank and RBC Capital Markets. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and providing a broad range of investment vehicles including insurance-related products and bank deposit sweep options.

Jacob Servin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase since 2013. J.P. Morgan Securities provides institutional consulting services to clients such as 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Gomez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform recommendations.

Nicholas Grecco is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Fidelity Investments, and The Vanguard Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these services as either one-time or ongoing engagements and integrates planning with managed accounts through its WealthPlan program.

Denny Bilikas is a financial advisor with Osaic Wealth, Inc. in El Segundo, California, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years and Merrill Lynch for nine years. Outside of advisory services, he is involved in life insurance sales and wealth planning through his role with ELEVATE360 WEALTH. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients with integrated brokerage and advisory services, utilizing proprietary asset allocation tools and offering access to third-party managers. The firm supports various investment strategies and platforms, catering to individual investors, corporations, pension plans, and charitable organizations.

Logan Yamamoto is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions in education and hospitality. He is also currently affiliated with the University of Southern California. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ryan Aikens is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2013. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and various institutional investors.

Ahmed Razi is a financial advisor with Wells Fargo Clearing in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he co-owns an online business selling leather wallets and sheets. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm follows an IPS-driven process based on modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Mackenzie Sullivan is a financial advisor at Morgan Stanley in Newport Beach, CA, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley, she worked at RBC Capital Markets for five years. She has been with Morgan Stanley and its affiliated Private Bank since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its advisory approach.