Ryan Flynn is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Prudential Insurance Company of America, Pruco Securities, Edward Jones, J.P. Morgan Securities, and other firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Gage Gomez is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2024. Prior to joining UBS, he was affiliated with Hotlix and attended the University of California, Santa Barbara. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Jana Feathers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016, with a total of 16 years at Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus and acts as an ERISA fiduciary when providing investment advice.

James Fonville Jr. is a CFP® professional with eight years of industry experience, currently advising at Cetera. His prior roles include positions at Schwab Wealth Advisory, Charles Schwab bank, and Charles Schwab & Co., Inc. based in Newport Beach, CA. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options including discretionary and non-discretionary strategies, model portfolios, and access to third-party money managers.

Jay Mitchell is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 2006. He focuses on helping clients identify and prioritize their financial goals, including estate planning, wealth transfer, tax minimization strategies, and retirement income. Jay develops customized strategies tailored to each client's unique circumstances and preferences. His expertise extends to managing both qualified and non-qualified employee benefit plans, cash management, customized investment management, and financing services through Bank of America, N.A. He also provides consulting and servicing for institutional clients such as non-profits, foundations, and endowments, with attention to corporate balance sheets to create efficiencies and improve existing practices. Jay graduated cum laude from National University in 2014 with a bachelor's degree in Finance. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to his finance career, he graduated from Musicians Institute in 2004 with an emphasis on composition and production. Outside of his professional role, Jay is active in his synagogue community, having served as Co-President of the congregation Brotherhood. He enjoys playing golf and spending time with his wife, Stephanie, and their two daughters.

Felix Yan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2020, following a decade at City National Bank. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Stephanie Burkett is a financial advisor at Merrill with 28 years of industry experience. She has held roles at Merrill since 2009 and has been with Bank of America, N.A. since 1993. She holds Series 63 and Series 66 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, 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.

Rene Martinez Silva is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including LPL Financial and BMO Bank. Rene is based in Irvine, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence to support customized investment recommendations.

Shiloh Gaskin is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Shiloh focuses on understanding clients' individual financial goals and creating tailored financial plans. Shiloh holds a CA Insurance License, which supports their professional capabilities in investment consulting. Outside of their professional work, Shiloh has personal interests that include fitness, football, snowboarding, soccer, and surfing.

Eyan Baul is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Equitable Financial and Equitable Advisors. Outside of his advisory role, he is a golf instructor with the Bai Yang Golf Academy, teaching youth and adults. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence to inform recommendations.

David Parker is a financial advisor with Thrivent Investment Management in Irvine, CA, holding the Series 63 and Series 65 credentials and possessing seven years of industry experience. Prior to joining Thrivent, he worked at Pine Point Advisors LLC and spent a year at Bryant University. Outside of his advisory role, he manages a second home rental via Airbnb and VRBO in New Hampshire. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, taxes, estate, and special needs planning. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Dawson Janeski is a financial advisor with Charles Schwab who holds a Series 66 designation and has one year of industry experience. Prior to joining Schwab, he worked at CVS Health and held various roles in education and sports clubs. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

William Brownlow is a Series 66-registered financial advisor at Merrill with three years of industry experience. Prior to joining Merrill in 2021, he worked at EDiamond Tools and Electra Cruises and was a full-time student from 2016 to 2018. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Isaiah Morse is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials. He has been with LPL Financial since 2026 and has no prior industry experience. Outside of advisory work, he has been involved with organizations including Casa Italia Inc. and Pledge Star. 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 model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Robert Rotstan Jr. is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he is vice president of the Roy J Shlemon Foundation and owns Bob's Creative Ideas, a business focused on creating and patenting product ideas. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and other niche areas, utilizing Wells Fargo’s research and planning tools for tailored client recommendations.

Paul Nolta is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at JPMorgan Chase Bank and JPMorgan Securities since 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its approach combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Mary Guhin is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 1990. Outside of her advisory role, she serves as an executor for an organization based in Irvine, California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Peter Philipp is a CFP® and CFA® with 26 years of industry experience, currently working at Cambridge Investment Research Advisors since 2005. His prior experience includes self-employment and roles with Cambridge Investment Research, Inc. Outside of advisory work, he has served as an instructor teaching college-credit investment courses at UC Berkeley and is involved in publishing through The Essential Library. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services delivered through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Nila Villasenor is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds a Series 66 designation and has been with UBS since 2012. Based in Newport Beach, CA, her career has been focused within a single firm. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Jonathan Wang is a CFP® with 13 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at Charles Schwab Bank, Fidelity Brokerage Services, TD Ameritrade, Equitable Advisors, and J P Turner & Company Capital Management. 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 and manages approximately $671 billion in assets through a large network of financial advisors.