Nancy Loskill is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo-related firms since 2009. Based in Newport Beach, CA, her career includes roles at both Wells Fargo Clearing and 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 employs over 14,000 financial advisors, offering a combination of brokerage and advisory solutions supported by extensive research and analytics.

Gabriel Pate is a Senior Financial Advisor at Merrill Lynch Wealth Management and a founding partner of the PL Wealth Management Group. Since beginning his career with Merrill in 1998, he has specialized in serving affluent individuals and families, corporate executives, and entrepreneurs. Gabe's expertise encompasses portfolio management, retirement planning, estate planning services, and family legacy planning. He emphasizes proactive service and leads a dedicated team focused on clients’ unique needs, values, and goals to deliver integrated wealth planning and strategies. Gabe holds a bachelor's degree from Brigham Young University and a Juris Doctor degree from the University of San Diego School of Law. He is a member of the State Bar of California and maintains FINRA Series 7, Series 66, and Series 63 registrations, along with life and health insurance licenses. He holds the Personal Investment Advisor (PIA) designation. In addition to his professional work, Gabe is involved with community organizations including Childhelp and the Church of Jesus Christ of Latter-day Saints. He enjoys playing golf and tennis in his spare time.

Catherine Rusk is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and capital markets services through a network of financial advisors.

Samantha Garcia is a financial advisor at Charles Schwab with Series 66 registration and two years of industry experience. Prior to joining Schwab, she worked at BJ’s Restaurants and World Elite Gymnastics. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment options.

William Wheatley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on building wealth for clients through a portfolio management strategy with an emphasis on securities of companies that are steadily growing their earnings. His portfolios are broadly diversified among both companies and industry groups. Wheatley specializes in retirement income planning for retirees and pre-retirees, wealth building strategies for goal-oriented families and individuals, and company retirement plans such as 401(k), profit sharing, and defined benefit plans. His techniques include goals-based planning, tax-minimization strategies, portfolio risk management, and disciplined portfolio asset allocation and security selection. He emphasizes communication, goal tracking, portfolio management, and advice in his client service model, supported by a dedicated service team committed to delivering a personalized experience. He holds a Bachelor's Degree from California State Polytechnic University and a Master's Degree from California State University. Wheatley has earned professional designations as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). He is bilingual in Spanish and English. In his personal time, he enjoys playing tennis, singing in the church choir, and spending time with his family in Corona del Mar.

Michael Long is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017, except for a brief period in 2016 when he worked at Headway. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of advisors and branch offices.

Dillon Paningsoro is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His work history includes roles at Wells Fargo Advisors and involvement with M Culinary Concepts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Sheree Lavelle is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Athene Securities and Lincoln Financial Distributors. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm operates on a large scale and uses research from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Jonathan Schiff is a financial advisor with Raymond James Financial in Irvine, CA, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Raymond James Financial since 2010 and owns Ocelot Spectrum Financial, LLC, which he uses for his advisory practice's legal and tax structure. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to assess potential outcomes, and supports municipal and public-finance work through an affiliated municipal advisor.

Sam Sabaugh Jr is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS Financial Services since 2013. 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 combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Robert Crowell is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

James Summers is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 25 years of industry experience, including ten years at Sagepoint Financial, Inc. Prior to his current role, he worked at Sagepoint Financial for a decade. Outside of his advisory work, he is involved with J & S Insurance, an insurance agency he has operated since 2008. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting supported by model portfolios, research, and technology-driven investment strategies.

Alexandra Nichols is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. She has worked at Wells Fargo Clearing since 2021 and previously spent five years at UBS Financial Services Inc. 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.

Derek Johnson is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Cory Mitchell is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Fisher Investments and Branch Banking and Trust. Outside of finance, he has worked as a delivery driver for DoorDash and Instacart. 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 and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Sridhar Akkapeddi is a financial advisor with Wells Fargo Clearing in Newport Beach, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His career includes multiple roles within Wells Fargo entities and Hilltop Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment selection. The firm uses an IPS-driven approach based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Julianne Butler is an Investment Management Consultant II at Fidelity Investments. She has been with Fidelity since 2020, serving as an Investment Consultant before her current role. Prior to joining Fidelity, she worked at TD Ameritrade in various positions including Senior Financial Consultant, Financial Consultant, and Business Development Specialist from 2018 to 2020. Earlier in her career, she was a Teller at JPMorgan Chase from 2015 to 2018. Julianne holds a California Insurance License. In her role as a Planning Consultant, she focuses on understanding the priorities of her clients and their families. She aims to educate and assist them in achieving their financial goals by collaborating to develop personalized financial plans.

William Yuen is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 25 years of industry experience. He previously worked at Oppenheimer for nine years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a diverse range of portfolio management styles and affiliated research.

Scott Cop is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining Edward Jones in 2025, he worked at Mortgage Moneyline, Fidelity Investments, and Invesco. He is also the owner of Thankless Living Corp, a sales and marketing consulting business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Gary Edkins is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Edkins is also involved with VISION! Executive Insurance & Financial Services, an affiliated business focused on insurance and financial services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services. The firm combines advisory programs with sales of financial products and insurance through affiliated entities, using research, model portfolios, and third-party strategists to support investment advice.