Gage Gomez is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2024. Prior to joining UBS, he was affiliated with Hotlix and attended the University of California, Santa Barbara. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Jana Feathers is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank NA since 2010. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

James Fonville Jr. is a CFP® professional with eight years of industry experience, currently advising at Cetera. His prior roles include positions at Schwab Wealth Advisory, Charles Schwab bank, and Charles Schwab & Co., Inc. based in Newport Beach, CA. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options including discretionary and non-discretionary strategies, model portfolios, and access to third-party money managers.

Jay Mitchell is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 2006. He focuses on helping clients identify and prioritize their financial goals, including estate planning, wealth transfer, tax minimization strategies, and retirement income. Jay develops customized strategies tailored to each client's unique circumstances and preferences. His expertise extends to managing both qualified and non-qualified employee benefit plans, cash management, customized investment management, and financing services through Bank of America, N.A. He also provides consulting and servicing for institutional clients such as non-profits, foundations, and endowments, with attention to corporate balance sheets to create efficiencies and improve existing practices. Jay graduated cum laude from National University in 2014 with a bachelor's degree in Finance. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to his finance career, he graduated from Musicians Institute in 2004 with an emphasis on composition and production. Outside of his professional role, Jay is active in his synagogue community, having served as Co-President of the congregation Brotherhood. He enjoys playing golf and spending time with his wife, Stephanie, and their two daughters.

Felix Yan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank NA since 2020, following a decade at City National Bank. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research to develop model asset allocations, with a focus on non‑discretionary, customized investment advice.

Stephanie Burkett is a financial advisor at Merrill with 28 years of industry experience. She has held roles at Merrill since 2009 and has been with Bank of America, N.A. since 1993. She holds Series 63 and Series 66 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rene Martinez Silva is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior positions at LPL Financial and BMO Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Shiloh Gaskin is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Shiloh focuses on understanding clients' individual financial goals and creating tailored financial plans. Shiloh holds a CA Insurance License, which supports their professional capabilities in investment consulting. Outside of their professional work, Shiloh has personal interests that include fitness, football, snowboarding, soccer, and surfing.

Eyan Baul is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Equitable Financial and Equitable Advisors from 2024 to 2026. Outside of his advisory role, Baul works as a golf instructor with Bai Yang Golf Academy, teaching youth and adults. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework, with implementation support from affiliated investment-management entities.

David Parker is a financial advisor with Thrivent Investment Management in Irvine, CA, holding Series 65 and Series 63 licenses and having seven years of industry experience. He previously worked at Pine Point Advisors LLC for three years before joining Thrivent in 2019. Outside of advising, he manages a second home rental through Airbnb and VRBO. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines its planning services with a managed-account program under a consolidated billing option called WealthPlan.

Dawson Janeski is a financial advisor with Charles Schwab who holds a Series 66 designation and has one year of industry experience. Prior to joining Schwab, he worked at CVS Health and held various roles in education and sports clubs. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

William Brownlow is a Series 66-registered financial advisor at Merrill with three years of industry experience. Prior to joining Merrill in 2021, he worked at EDiamond Tools and Electra Cruises and was a full-time student from 2016 to 2018. 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.

Isaiah Morse is a financial advisor at LPL Financial in Mission Viejo, CA, holding Series 65 and Series 63 licenses. He has recently entered the industry after completing full-time education and has experience working at Casa Italia Inc. and in the food service sector. Outside of advisory services, he has been involved with Casa Italia Inc. over multiple years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,900 advisors and extensive financial and operational resources.

Robert Rotstan Jr. is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he is vice president of the Roy J Shlemon Foundation and owns Bob's Creative Ideas, a business focused on creating and patenting product ideas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and other niche areas, utilizing Wells Fargo’s research and planning tools for tailored client recommendations.

Paul Nolta is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2005. 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 and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

Peter Philipp is a CFP® and CFA® with 26 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2005 and has a background that includes self-employment and roles at affiliated entities dating back to 1999. Outside of his advisory work, Philipp is an independent insurance agent and has taught college-credit investment courses at UC Berkeley. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Nila Villasenor is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds a Series 66 designation and has been with UBS since 2012. Based in Newport Beach, CA, her career has been focused within a single firm. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Jijun Zhang is a Series 66-licensed advisor at J.P. Morgan Securities with six years of industry experience. Prior to joining J.P. Morgan, Zhang held roles at Ctbc Bank USA and JPMorgan Chase Bank, N.A. Outside of finance, Zhang has a background in language and cultural communication, having been involved with AUVI Language Culture Communication and Learn Modern Chinese.com. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research, including the use of an ESG eligibility framework.

Jonathan Wang is a CFP® with 13 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at Charles Schwab Bank, Fidelity Brokerage Services, TD Ameritrade, Equitable Advisors, and J P Turner & Company Capital Management. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Brigido Trujillo Martin is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He previously worked at Wells Fargo Bank and Tomblin Asset Management Group, LLC. In addition to his advisory role, he coaches high school lacrosse for Newport Mesa District. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.