Cameron Price is a financial advisor at UBS Financial Services with seven years of industry experience. He has worked at UBS since 2018 and previously held roles at Abercrombie & Fitch and Millennium Systems. He holds a Series 66 designation and is based in Irvine, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Laura Holland is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She previously worked at UBS Financial Services for five years and Merrill for twelve years. Outside of her advisory role, she serves on the advisory board of MK Products, a manufacturer and seller of welding supplies. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk, wealth-transfer, and niche services such as business-owner transition and special-needs planning.

Jeff Jen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with high-net-worth individuals, families, and business leaders to simplify complex financial decisions and develop strategies that align with their goals. His focus areas include retirement and estate planning, liquidity and pre-liquidity event planning, concentrated stock strategies, and real estate exit strategies. With over 26 years of industry experience, Jeff has held roles at Merrill Lynch, Charles Schwab, Morgan Stanley, and MassMutual. This background allows him to offer comprehensive guidance across wealth management disciplines such as tax-optimized portfolio construction, wealth transfer strategies, and alternative investment evaluation. Jeff earned his Bachelor of Science in Business Administration from California Polytechnic State University, San Luis Obispo. He is fluent in English and Mandarin. Outside of work, he enjoys biking, cooking, golfing, skiing, and spending time with his family.

Xun Liu is a financial advisor with Charles Schwab holding a Series 66 credential and three years of industry experience. Prior to joining Charles Schwab, Liu worked at Wells Fargo and has background experience in the hospitality industry. 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 and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Matthew Carlson is a Financial Consultant currently working at Fidelity Investments. He has held several roles within the financial services industry, including Planning Consultant at Fidelity Investments from 2021 to 2023, Financial Solutions Advisor at Merrill Edge from 2020 to 2021, and Workplace Planning Consultant at Fidelity Investments from 2018 to 2020. He holds insurance licenses in Arkansas and California. Matthew's approach focuses on understanding individual clients' goals, needs, and wants to collaboratively create comprehensive financial plans. Outside of his professional work, Matthew has interests in art, cars, cooking and baking, fitness, movies, and outdoor adventures.

Allison Parada is a financial advisor at Merrill with 20 years at the firm and 11 years of industry experience. She holds a Series 66 designation and 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ernest Martinez is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has been a financial advisor since 1991 and holds the designation of Personal Investment Advisor (PIA). In his role, Ernest serves clients by integrating retirement planning, wealth transfer, insurance, and lending services to build a customized approach to overall wealth management. He is also a qualified Portfolio Manager, managing discretionary personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Ernest graduated from the University of Southern California in 1991. He focuses on areas including managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. As an advisor, he aims to connect all aspects of a client’s financial life to help prioritize and pursue their important goals. Outside of his professional work, Ernest resides in San Clemente with his wife and two daughters. His personal interests include golfing, skiing, surfing, and yoga. He is also involved with the Surfrider Foundation. Lending services are provided through Bank of America, N.A.

Jennifer Kristanto is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Her prior work includes roles at KBS Capital Markets Group LLC, US Bank, WestPac Wealth Partners, Eureka!, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm provides a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Rita Yeh is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at MassMutual Life Insurance Company and Metlife Securities Inc. She is also an independent insurance agent licensed to sell life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Neilson Licos is a financial advisor with Charles Schwab in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., UBS, and the University of Arizona. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 management, leveraging multi-asset model portfolios and a centralized operational structure.

Brandon Anderson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to his current role, he gained experience at Mercedes Benz of Foothill Ranch, Independent Financial Group, Edward Jones, and Texas Christian University. Outside of his advisory work, he is a partner in PMBL Investments, LP, an investment-related venture focused on real estate. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market modeling techniques.

Vincent King is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and previously worked at Transamerica Financial Advisors and World Financial Group. Outside of his advisory role, he is involved in life insurance sales with several companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive goal-based planning without discretionary trading authority. The firm emphasizes holistic analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Kenneth South is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes roles at Oppenheimer for 15 years and Citigroup Global Markets for 9 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Liling Lee is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is involved with the Lee Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Paul Vann is a financial advisor at OSAIC with 53 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 24 years. Vann is also a board member and treasurer of the World Affairs Council Orange County, a nonprofit organization focused on educating the community on global issues. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports discretionary and non-discretionary portfolio management across diverse investment products.

Joseph Stephens is a Series 66-credentialed financial advisor with 10 years of experience at UBS Financial Services in Newport Beach, CA. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

James Loynes is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2023 before joining Morgan Stanley's Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Tyler Weaver is a Series 66-licensed financial advisor at Stifel with 12 years of industry experience. He has worked at Stifel since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities. The firm offers brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Devon Massi is a financial advisor at Wells Fargo Clearing with four years of industry experience and a Series 66 designation. His prior roles include positions at RBC Capital Markets, Comerica Bank, and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Andre Yousefian is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he held roles at Uber and Northrop Grumman and has been involved with several golf clubs and a hospitality business, The Cocktail Concierge. He also has ongoing involvement with City Cruises. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities, using primarily model-driven investment approaches and offering access to third-party asset managers and various financial products.