Sharon Decampo is a financial advisor at Stifel with 40 years of industry experience. She has held her current position at Stifel Nicolaus & Co. Inc. since 2011 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Camille Deol is an Investment Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Camille gained experience within the same company as a Planning Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Camille holds a California Insurance License, supporting her professional capacity in financial and investment consulting. She is dedicated to understanding clients' financial goals and crafting tailored financial plans to provide peace of mind regarding their financial future. Outside of her professional work, Camille enjoys cooking and baking, fitness, exploring food as a foodie, skiing, traveling, and volunteering.

Alan Meyer Jr. is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 and offers both brokerage and advisory solutions.

Neil Corse is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He previously worked at Morgan Stanley, Wells Fargo, and Natixis Distribution before joining his current firm. He holds a Series 66 designation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

John Hollands is a financial advisor with J.P. Morgan Securities in San Clemente, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joshua Huezo is a financial advisor with Thrivent Investment Management in Irvine, CA, holding a Series 66 designation and three years of industry experience. He has been with Thrivent and its affiliates since 2022 and previously worked at Custom Building Products from 2016 to 2023. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

Lauren Alexander Vasquez is a financial advisor with Charles Schwab in Mission Viejo, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2020, and previously held positions at Equitable Advisors, AXA Advisors, Select Quote Insurance Services, and Harden Communications Partners LLC. Charles Schwab & Co., Inc. serves primarily 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 relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment program within an integrated operational structure.

Bradley Petty is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He is a CERTIFIED FINANCIAL PLANNER™ practitioner who collaborates with clients and their families to develop financial plans aimed at achieving their goals. Bradley emphasizes creating and executing strategies while regularly monitoring progress to provide clients with confidence in their financial decisions. He brings a wealth of experience from his previous roles, including Senior Financial Consultant at TD Ameritrade from 2014 to 2018, Financial Representative at Fidelity Investments from 2012 to 2014, and Financial Representative at Northwestern Mutual from 2011 to 2012. Bradley holds a California Insurance License. Outside of his professional work, Bradley has interests in cars, fitness, football, golf, music, and outdoor adventures.

Ivan Flores is a Series 66-registered financial advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and previously spent 11 years at Bank of America/Merrill Lynch. 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. The firm offers advisory services on a non-discretionary basis through a select group of Wealth Advisors.

Ali Saghafi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Thinh Nguyen is a financial advisor with Fidelity, holding a Series 66 designation and 21 years of industry experience. Prior to joining Fidelity in 2021, he worked at Wells Fargo Funds Management and Wells Fargo Funds Distributor from 2005 to 2017, and at Integrity Funds Distributor, LLC from 2019 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Birol Sarigul is a financial advisor with Charles Schwab holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab Bank, SSB since 2023 and at Charles Schwab & Co., Inc. since 2022, following six years at TD Ameritrade, Inc. Charles Schwab & Co., Inc. serves primarily 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’s model combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by Schwab’s research and alternative investment due diligence.

Jennifer Hocking is a Series 66–licensed financial advisor at Raymond James & Associates with 10 years of industry experience. She worked at UBS Financial Services for nine years before joining Raymond James in 2024. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Adam Macdonald is a financial advisor with RBC Capital Markets in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at City National Bank, First Republic Investment Management, and Wells Fargo Advisors. Outside of his advisory work, he serves on the board of Compass Bible Institute, participating in efforts to raise capital and increase student participation, and supports a financial literacy program for teens at the University of California, Irvine. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs and leveraging both in-house and third-party investment managers.

Quy Nguyen is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked with Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. 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 advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

John Whittingham is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Matthew Bell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2011 and at Wells Fargo Clearing since 2021. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Steven Tran is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2015. Outside of his advisory role, Tran is a licensed notary public and owns a financial practice in Irvine, CA. 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 financial planning services and investment solutions, using proprietary research and planning tools to develop tailored recommendations for clients.

Neil Ratwani is a financial advisor at Merrill in Irvine, CA, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Merrill Lynch since 2011. Outside of his advisory role, Ratwani is the General Partner and Managing Member of Tivola SY LLC, an entity established to manage a family-owned rental property. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Shirly Zhou is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Capital One Services and BlackRock, Inc. Outside of her advisory role, she is a passive investor and avid golfer involved with Studio Golf Newport LLC, a golf training studio opening in Newport Beach. J.P. Morgan Securities specializes in investment consulting and advisory services primarily for institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and integrates an ESG eligibility framework when recommending strategies.