Eithne Mclaren is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley and its predecessor firms since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Connor Hartwell is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked at MBSC Securities Corporation and BNY Mellon before joining OSAIC in 2019. Hartwell is an owner of Hartwell Financial Services, a family partnership, and serves as a board member for the Switzer Learning Center, a nonprofit supporting children with learning and behavioral challenges. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment vehicles.

John Dauphin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1995 and brings 25 years of experience in working with individuals and businesses to develop financial strategies aimed at achieving their goals. John holds professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John earned a Bachelor's degree in Business Administration from San Jose State University and a Master’s degree in Business Administration from the University of Massachusetts Lowell. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, and tax minimization. Outside of his professional work, John is a sports enthusiast who enjoys baseball, football, golf, and soccer. He is a soccer dad to his four children and spends time with his wife, Gina. John and his family reside in Yorba Linda.

Scott Macbeth is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Brea, California office. He has been with Merrill Lynch since 1998, serving clients across various financial planning and investment management needs. Scott holds the professional designation of Personal Investment Advisor (PIA) and earned his Bachelor's Degree from California State Fullerton University. Scott works with families and businesses to help them navigate financial market challenges and achieve their goals within comfortable risk levels. He specializes in assisting corporate executives with complex stock options and deferred compensation strategies, including expertise in Rule 144 filings and 10b-5 plans. His approach is goal-based, focusing on understanding clients' priorities and the liability aspects of both personal and business balance sheets. Scott places emphasis on asking insightful questions and thoroughly understanding clients' current financial situations and desired outcomes without exposing them to unnecessary risk. Scott resides in Newport Beach, where he enjoys surfing and riding his bike along the boardwalk during his free time.

Ivy Van is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has worked at both Bank of America, N.A. and Merrill since 2014. Outside of her advisory role, she manages a personal investment business focused on rental properties. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela Choo is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with a brief gap in employment between 2022 and 2023. Before joining Edward Jones, she worked at Finance of America Mortgage from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Nanette Salley is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Merrill since 2009 and has a concurrent association with Bank of America, N.A. since 2003. Based in Los Angeles, CA, she serves clients through these institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies developed by internal and third-party managers, serving individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Sandberg is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, Sandberg serves as a non-public arbitrator for FINRA, occasionally participating on arbitration panels. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Natasha Pirozko is a financial advisor with LPL Financial who holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, SchoolsFirst Federal Credit Union, Chase Investment Services Corp., and Wamu Investments. She also serves as a retirement plan advisor for SchoolsFirst Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party investment strategies.

Jivan Shirvanian is a financial advisor with Cetera in Los Angeles, CA, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes positions at East West Bank, Fidelity Investments, and Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable accounts, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Todd Davidson is a financial advisor with OSAIC in Torrance, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 1995. Outside of advisory work, he serves as a part-time instructor in the Personal Financial Planning program at UCLA Extension’s Department of Business and Management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs a variety of asset-allocation tools and investment platforms, supporting both discretionary and non-discretionary account management.

Jeffrey Sapigao is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bed Bath and Beyond and JPMorgan Chase Bank, N.A. 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.

Attila Vari is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he supports affluent families and business owners by addressing various financial needs, with a particular focus on investment management and wealth planning services. He has been employed at Merrill Lynch since 1997 and collaborates with a CFP® professional partner who prepares wealth plans, while he concentrates on investment aspects. Attila brings over 25 years of experience in financial services. His approach involves strategically aligning clients' balance sheets to position them for sustainable growth, employing a defined process to help clients build long-term liquidity and achieve their financial goals. He offers advice tailored to clients' specific situations, establishes objectives, develops appropriate financial strategies, and regularly reviews progress with clients. Attila holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from Wayne Hills High School. He is a first-generation Hungarian whose parents immigrated to the United States after escaping communism, and he attributes his commitment to hard work and determination to their example.

Ryan LeVine is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial strategies tailored to their unique goals and circumstances. His approach emphasizes building meaningful relationships to support clients' financial planning needs. Ryan's professional experience includes several roles within Fidelity Investments, progressing from Financial Services Representative in 2023, to Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, he worked as an Associate at Transamerica Life Insurance Company from 2018 to 2021. He holds a CA Insurance License. Outside of his professional work, Ryan enjoys a range of personal interests including comedy, food, golf, music, reading, and traveling. He values spending time with his family and looks forward to engaging with new clients.

Robert Choi is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 2004. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning services that incorporate firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and delivers advice through Financial Advisors and specialized planning groups.

Alejandro Loza is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. He worked at Bank of America from 2008 to 2024 before joining Merrill. Merrill 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. The firm integrates internal and third-party management teams and supports various account administration and custody functions.

Archimedes Gomez is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including BMO Bank NA, Wells Fargo, and JP Morgan Chase. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors.

Fanny Iraheta is a Series 66 credentialed financial advisor with seven years of industry experience. She is affiliated with Merrill and has been working there since 2006, concurrently with Bank of America N.A. Outside of her advisory role, she is involved in managing a small investment business. 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.

Stephen Moore is a Series 66-licensed financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab in 2025, he was employed at Merrill and Bank of America from 2019 to 2025. Charles Schwab & Co., Inc. serves a large client base, 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 centralized operational infrastructure.

Gabriel Choo is a financial advisor at Edward Jones in Orange, CA, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with Alpha Academy starting in 2015. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.