Kenneth Franklin is a CFP® with 24 years of industry experience. He is currently with LPL Financial and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Franklin is based in Aliso Viejo, CA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Philip Pluta is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its advisory programs on a non-discretionary basis.

Stanley Bruno is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance since 2012. Outside of his advisory role, he owns a sole proprietorship that sells fixed annuities and fixed life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Ethan Donahoe is a financial advisor at Merrill with three years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he has been involved with several small businesses, including marketing consulting and hospitality ventures. 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 investors.

Bryan Uwaechia is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., TD Ameritrade, Bangor Savings Bank, and the University of Maine prior to his current role. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Christa Varda is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Securities America Advisors, Valley Wealth Strategies, and National Planning Corporation. Outside of her advisory role, she serves as trustee of a family trust and is an officer of a corporation established for tax purposes. OSAIC serves retail and institutional clients through a broad network of affiliated advisers, offering integrated brokerage and investment advisory services supported by firm-provided portfolio construction tools and access to third-party money managers.

Julie Donohue is a financial advisor with Merrill in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as a consultant for essential oil distributors Doterra and Young Living for personal use. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Sanford is a financial advisor at Merrill with 23 years of industry experience. He holds a Series 66 credential and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002 and at Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Clemmer is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Newport Beach. He has been with Merrill Lynch since 2006, bringing extensive experience in wealth management and financial planning. Greg works with select families, closely held business owners, and executives, providing tailored financial frameworks that address complex financial affairs and individual lifestyle goals. His areas of expertise include college education planning, family wealth management strategies, retirement income planning, liquidity management, and services for endowments, foundations, non-profits, and defined benefit plans. Greg’s approach integrates customized asset and liability management, goals-based retirement planning, and comprehensive business guidance, including pre- and post-liquidity strategies and exit planning. Greg holds a Bachelor's Degree from the University of Oregon and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Originally from Northern California, he now lives in Newport Beach with his wife Rachel and their children. Outside of work, Greg enjoys golf, outdoor activities, and spending time with his family, and he is a dedicated University of Oregon Ducks fan.

Byron Sheffield is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2015. Based in Newport Beach, CA, his career includes extensive experience within the financial sector. UBS Financial Services 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, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Connor Antonson is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kenneth Annaloro Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as CEO of the T-Street Zoo Music Foundation, a nonprofit supporting local young musicians through recording, production, and distribution. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Robert Chamberlin is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and affiliated entities since 2013, including prior roles at UnionBanc Investment Services and MUFG Union Bank. 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 non-discretionary advisory model. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering integrated investment and brokerage services.

Genovieva Gog is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for seven years before joining Wells Fargo in 2021. Outside of her advisory role, she operates a sole proprietorship bakery called Whisked Away. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

William Magette is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes an explicit offering of insurance-related vehicles and bank deposit sweep options alongside traditional investment products.

Michael Poole is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 designation and 10 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith since 2016. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathleen Howard is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation and 26 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney from 2009 to 2025. Howard is also involved in a trust-related business activity outside regular business hours. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Thomas Sim is a financial advisor at LPL Financial with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Securities Corporation for 16 years. In addition to his advisory role, Sim is involved in insurance sales through TMC Wealth, focusing on products such as universal life, whole life, disability, long-term care, and group health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tammi Boyd is a Series 66-licensed financial advisor with 26 years of industry experience. She is currently with Raymond James & Associates, where she has worked since 2023. Prior to that, she held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by affiliated research and model managers.

Patrick Enriquez is a financial advisor with Equitable Advisors in Newport Beach, CA, holding a Series 66 designation and 26 years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Outside of his advisory role, Enriquez owns and operates Enriquez Capital, an investment-related business, and is involved in a wholesale car dealer business. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through LPL-sponsored programs and endorsed TAMPs to provide advisory and brokerage solutions.