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.

Monica Marti is a financial advisor at Stifel with 28 years of industry experience. She holds the Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Samantha Hodges is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has been with UBS since 2018. Prior to her current role, she spent four years at Wagner College. Outside of financial advising, she is involved as a product ambassador for several consumer brands, promoting products through her personal social media channels. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering tailored financial plans based on proprietary research and market analysis.

Loren Van Tilburg II is a financial advisor at Merrill with Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he has worked at Bank of America, FedEx, Primerica Advisors, and held various positions outside finance including at the University of La Verne and 24 Hour Fitness. 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.

Brandon Fiely is a Series 66-licensed financial advisor at LPL Financial with 21 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he is involved with Starcare Associates, Inc., a prepaid legal plans business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Ali Saghafi is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. His work background also includes a role at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria, with implementation supported by affiliated investment management entities.

Mai Nguyen is a Series 66-registered financial advisor with Morgan Stanley, based in Newport Beach, CA, and has 18 years of industry experience. Prior to joining Morgan Stanley in 2018, Mai worked at UBS Financial Services Inc. for five years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and models to assist clients and manages approximately $2.74 trillion in client assets.

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 bringing 19 years of industry experience. He has worked previously at firms including First Republic Investment Management and Wells Fargo Clearing. Outside of his advisory role, Macdonald serves on the board of Compass Bible Institute and contributes to a financial literacy program for first-generation college-bound teens at the UCI Center for Investment and Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management and financial planning tailored to each client’s risk profile, utilizing both internal and third-party investment managers.

Kalvin Cruz is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to meet their individual needs. Kalvin provides ongoing advice and adjusts strategies as clients' situations evolve. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kalvin earned a Bachelor's Degree from New Mexico State University. His expertise encompasses a range of financial priorities, such as funding education, preparing for retirement and healthcare costs, and managing competing financial demands within families. Kalvin's approach is guided by a client-first philosophy reminiscent of Merrill Lynch's founder, Charlie Merrill. He emphasizes transparency and simplicity in wealth planning to support clients in achieving their long-term goals.

David Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Incorporated. Outside of his advisory role, he is a 50% owner of BIG BOY, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eugene Okoreeh is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. Outside of advisory activities, he also engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates implementation to BNY Mellon Advisors.

Samuel June is a Senior Financial Advisor and Senior Vice President with June, Mitchell & Associates at Merrill Lynch Wealth Management. Since joining Merrill Lynch Wealth Management in 2011, he has focused on developing enduring relationships with individuals, families, and entrepreneurs to help them pursue a secure and cohesive financial future. His approach emphasizes relieving clients of financial worries so they can concentrate on their personal priorities. With over 25 years of experience in the financial services industry, Sam’s expertise spans corporate executive services, education planning, family wealth management, retirement income strategies, and portfolio management. He also holds specialized knowledge in real estate, home financing, cash-flow analysis, budgeting, and financial strategies for special-needs children. Sam works closely with clients from diverse backgrounds and life stages, including business owners, executives, retirees, and inheritors, to provide practical and creative financial solutions. Sam holds the Certified Plan Fiduciary Advisor® designation and is a specially qualified Portfolio Manager within Merrill Lynch. He is also a Retirement Accredited Financial Advisor, having completed certification through the Longevity Training Program at the University of Southern California Davis School of Gerontology. He attended the University of Bridgeport and Sacred Heart University and earned a high school diploma from Notre Dame Catholic High School. Sam lives in Laguna Niguel with his wife; they have three children and three grandchildren. In his spare time, he enjoys golfing, singing, and visiting his grandchildren in Oregon.

Frank Amelio is a financial advisor with LPL Financial in Mission Viejo, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior work includes positions at Focus Investment Advisors and 1st Global Advisors Inc. Amelio also manages the Amelio Family Trust, a real estate rental entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support client strategies.

Marie Steinman is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 21 years of industry experience. She has been with Stifel since 2020 and previously worked at Bank of America from 2013 to 2020. Outside of her advisory role, she is a co-owner of a rental property in Cannes, France. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Burns is a CFP® with 39 years of industry experience and has been with Stifel Nicolaus & Co. Inc. since 2008. He serves as a board member for the Rotary Club of San Clemente and works as an actor and theater coach. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

June Bahr is a financial advisor at UBS Financial Services with 52 years of industry experience. She has been with UBS since 1988. Bahr holds a Series 63 designation and is based in Newport Beach, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals.

Kevin Rutten is a financial advisor at Stifel with 19 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent five years at Wells Fargo Clearing. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

Timothy Mosley is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2005, including a role at Charles Schwab Bank beginning in 2010. Based in Newport Beach, CA, his career has been focused within the Schwab organization. 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 investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.