Ali Yavari is a financial advisor with Merrill in Newport Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014, and previously at MSI Financial Services, Inc. from 2011 to 2014. 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 a range of individual and institutional clients.

Carrie Katzaroff Hennessey is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has been with UBS since 2016. Her prior work includes roles at Machine Control Technologies, Inc. and Tapley Corporation / Tapley Commercial Real Estate. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad range of capital markets services.

Nicholas Dzubnar is a Financial Advisor at Merrill Lynch Wealth Management. He leverages his education from California Polytechnic State University and his seven-year experience in the NFL to provide personalized financial advice and guidance. His professional designations include Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Nicholas specializes in college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and individual and corporate investment strategy, with a particular focus on clients in the sports and entertainment sectors. He utilizes strong communication, relationship-building, and problem-solving skills to assist diverse and high net worth individuals and families in achieving their financial goals. Residing in San Clemente, CA, Nicholas enjoys spending time with his three daughters and engaging in outdoor activities such as boating, camping, golfing, hunting, ice hockey, skiing, and football. He is also a member of the NFL and NFL Players Association (NFLPA).

Daniel Steinberg is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Wells Fargo Clearing since 2023 and has prior experience at IEQ Capital, BNY, Umpqua Investments, Umpqua Bank, and IZO, Inc. Steinberg is based in Newport Beach, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, relying on research and analytics while providing both brokerage and advisory solutions.

Lora Zippe is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 license and with seven years of experience at Morgan Stanley and five years in the industry overall. She previously worked at DecisionInsite and Pacific Rim Capital. Outside of finance, she is an owner and artist of Deux Brosses, a fine art and faux finishing company she co-founded in 1996, which she currently maintains on a limited basis for charitable and personal projects. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Adam Koyanagi is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at UBS Financial Services since 2014. He participates on the Finance and Investment Committee for the Cal State Fullerton Philanthropic Foundation, overseeing the management of its endowment. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Taryn Moll is a financial advisor at Raymond James & Associates with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Alan Mariconda is a Wealth Management Advisor with Merrill Lynch Wealth Management, offering clients access to Merrill's investment resources alongside the banking services of Bank of America. He serves as an Investment Advisory Program Portfolio Manager, managing personalized and defined investment strategies on a discretionary basis. His focus includes areas such as divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Mr. Mariconda has been in the financial services industry since 1981 and joined Merrill Lynch Wealth Management in 1986. He is part of an investment team dedicated to guiding multi-generational families toward their financial goals by applying knowledge drawn from extensive experience and ongoing education. His professional designations include Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned both a bachelor's degree in Public Administration and a master's degree in Business Administration from Drake University. Outside of his professional work, Alan Mariconda participates in community activities through the Best Friends Animal Society. He pursues personal interests such as adventure sports, biking, hiking, running—including half and full marathons—skiing, traveling, and spending time with his family. His experience as an Ironman triathlete reflects his commitment to pushing boundaries both physically and mentally.

Adrienne Schwartz is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers.

Douglas Frazier is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience with prior roles at Pence Wealth Management, Morgan Stanley, and Citicorp Investment Services. Frazier has maintained a long-term relationship with LPL Financial since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational tools and a broad network of more than 22,800 advisors.

Donald Harrell is a CFP® with 33 years of experience in the financial industry. He joined LPL Financial in 2026 and previously worked at Morgan Stanley Private Bank and Morgan Stanley for 11 years, as well as Merrill, Banc of America Investment Services, and Citigroup Global Markets. He is also involved in a real estate business as a sole proprietor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a wide range of investment strategies supported by technology and operational tools.

Lucas Lounello is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Osaic Wealth and SABRE Financial Services. Outside of finance, he has experience operating a surf school. 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, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Sean Smith is a financial advisor with Edward Jones in Dana Point, CA, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked in various roles at companies including Instacart, Uber, DoorDash, and Templeogue. He has also been involved with 50 All Stars and S2 Jerseys Basketball Training. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Maria Reid is a financial advisor with Morgan Stanley in Laguna Niguel, CA, holding a Series 66 designation and 10 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2016 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Anthony Ross is a CFP® professional with 38 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Piper Sandler & Co. from 2001 to 2006. 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 from Wells Fargo Investment Institute and third-party sources.

Michael Jones is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several notable firms, including Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Jones is based in Newport Beach, CA. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victor Davis is a Planning Consultant at the Newport Beach Investor Center, a role he has held since 2025. In this position, he works closely with clients to understand their financial goals, concerns, and pain points, assisting advisors in providing tailored guidance on topics including tax-efficient investing and protection strategies. Prior to his current role, Victor held several positions at Fidelity Investments, including Relationship Manager from 2022 to 2025, Financial Representative in 2022, and Investment Solutions Representative from 2021 to 2022. He also gained experience as a Credit Analyst at Goldman Sachs from 2020 to 2021, and completed summer analyst roles at Morgan Stanley in 2018 and Izar Capital in 2017. Victor holds a California Insurance License. Outside of his professional work, he has interests in comedy, hiking, military service, reading, running, and surfing.

Christine Telish is a CFA® charterholder with 25 years of industry experience. She is currently with Morgan Stanley in Newport Beach, CA, having been with the firm and its related entities since 2021. Prior to that, she worked at UBS Financial Services for nine years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its extensive network of financial advisors and specialized planning groups.

Donald Steepe is a financial advisor with Primerica Advisors in Mission Viejo, CA, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1983. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Raymond Crandal is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 50 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. He is based in Newport Beach, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.