Hormoz Aslani is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at CitiGroup, Wells Fargo Clearing, FIFTH THIRD SECURITIES, U.S. Bancorp Investments, and UBS Financial Services. He is also involved with Nuvision Retirement & Investment Services, a related business entity for his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing a broad platform that includes proprietary and third-party strategies supported by advanced operational and research tools.

Quincy Johnson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In his role, he partners with clients to develop personalized financial plans and strategies aimed at helping them achieve their financial goals and increasing their confidence in their financial future. Prior to his current role, Quincy held several positions within Fidelity Investments, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), and Central Relationship Manager (2023-2024). He holds a California Insurance License. Outside of his professional work, Quincy has interests in cars, fitness, football, music, outdoor adventures, and snowboarding.

Tracy Riddle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 35 years of industry experience. She worked at Prudential Equity Group, LLC from 2001 to 2003 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she serves as a trustee for a family trust and is a manager for a family LLC involved in investment-related activities. 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, leveraging research from Wells Fargo Investment Institute and third-party sources to support portfolio diversification and risk management.

Joon Young Lee is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Hibu, AT&T, Hometown Equity Mortgage, Charter Communications, and Verizon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Reimer is a financial advisor with Stifel, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously served at Morgan Stanley Private Bank, National Association from 2015 to 2020. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jason Underwood is a financial advisor with Charles Schwab in Mission Viejo, CA, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2014 and 2016, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm operates a large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

Gayle Bullock is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as MORGAN STANLEY SMITH BARNEY llc since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and an Estate Planning Strategies Group.

Jason Tong is a Wealth Management Advisor with Merrill Lynch Wealth Management in Irvine, CA. He specializes in developing personalized financial strategies designed to help clients achieve their long-term goals. Jason works closely with clients to create customized wealth management plans that address a range of financial needs, including saving for the future, home purchasing, business transitions, and retirement preparation. His client focus areas include Divorce Transition Planning, Executive Compensation, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Legacy Planning, and Individual and Corporate Investment Strategy. Jason holds the Chartered Retirement Planning Counselor™ (CRPC™), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. He earned a Bachelor’s Degree from the University of California system and is a member of the UC Irvine Alumni Association. In addition to his professional responsibilities, Jason participates in community volunteering inspired by Merrill’s tradition of community involvement. Outside of work, he enjoys basketball, billiards, bowling, football, spending time with his family, and watching movies.

Ali Bavarian is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 20 years of industry experience. He previously worked at Edward Jones and Ameriprise before joining Raymond James in 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses risk profiling and analytical tools to offer tailored, non-discretionary planning and consulting, supporting implementation through its advisory programs or other providers.

Jeffrey Holsinger is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America, N.A., among other roles. Outside of financial services, he has been involved in used book sales through eBay and Amazon. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Bolwell is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 designation and has worked at Stifel Niclaus & Co Inc since 2020, previously serving at Morgan Stanley Private Bank from 2015 to 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Ryan Moore is a Private Wealth Manager at Merrill Private Wealth Management. He applies analytical and strategic skills to assist ultra-high net worth clients in defining and pursuing their long-term financial objectives. His role involves developing wealth strategies that begin with clarifying the purpose of a client’s wealth and extend through sophisticated investment management and multigenerational planning. Ryan has been in financial services since 2006. He began his career at Merrill as a Financial Advisor before working in Fixed Income Trading at The Capital Group. He returned to Merrill in 2014. Ryan holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned an M.B.A. from UCLA's Anderson School of Management, specializing in Corporate Finance & Strategy and Global Management, and a B.S. in Managerial Economics from the University of California, Davis. Based in Costa Mesa, Ryan lives with his wife and two daughters. He enjoys outdoor activities such as fly-fishing, backpacking, and skiing, as well as traveling, cooking, and exploring new restaurants.

Daniel Hansen is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2021. Outside of his advisory role, Hansen is involved in coaching high school baseball as a varsity assistant coach. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analysis and allocation guidance intended to support client decision-making.

Zachary Zwilling is a CFP®-certified financial advisor with 19 years of industry experience, currently with Morgan Stanley in Laguna Niguel, CA. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services, and U.S. Bancorp Advisors. Outside of his advisory work, he owns and manages rental properties. 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 and financial planning services that utilize structured discovery processes and advanced modeling techniques.

Samuel Davidson is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as a group leader for the Orange County Maryland Alumni Association, organizing social and fundraising events. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm leverages proprietary research and capital market assumptions to tailor strategies aligned with clients’ goals and risk tolerances, combining institutional trading capabilities with wealth management.

Joann Gorbatov is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she works closely with individuals, families, and business owners to develop personalized financial strategies that align with their goals and values. She specializes in personal retirement planning, small business strategies, and women and wealth. Joann holds a Bachelor's Degree and a Master of Business Administration (MBA) from the University of Phoenix. She has earned the Personal Investment Advisor (PIA) designation. Her approach involves understanding what is important to her clients and helping them create strategies to pursue their short-, mid-, and long-term financial goals. She provides guidance on general investing, retirement planning, and saving for unexpected circumstances, and can connect clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of her professional work, Joann enjoys drawing, sketching, music, traveling, and spending time with her family.

Andrew Low is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Wells Fargo in 2026, he worked at UBS Financial Services from 2019 to 2026 and BNY Mellon Wealth Management from 2008 to 2019. 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 and analytics from Wells Fargo Investment Institute.

John Wrenn is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2006. Outside of his advisory work, he is a minority owner of Red Truck Publishing LLC, which published the original story Lucky the Golden Goose. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a variety of capital markets services.

Adel Wahba is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including First Allied Securities, Inc. and First Allied Advisory Services before joining Cetera. He is also the sole proprietor of AW Wealth Advisory. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Dean Romo is a financial advisor with Raymond James Financial in San Juan Capistrano, CA, holding a Series 63 designation and 33 years of industry experience. He has been affiliated with Raymond James Financial since 2009 and is also the president of OMO Capital Management, a support company he owns. Romo has experience managing his own advisory business, Romo Capital Management, which he has operated since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary consulting and supports a broad range of client types, including high-net-worth individuals, pension plans, corporations, and charitable organizations.