Colin Babb is a Wealth Management Advisor with Merrill Lynch Wealth Management. He rejoined Merrill Lynch in 2016 and has been providing financial and wealth management advice and services since 2007. Colin is part of The Crow Babb Hulley Group, a team with over 100 years of combined experience, which employs a comprehensive, goals-based approach to wealth management. Colin's areas of expertise include portfolio construction, wealth planning, retirement planning, special needs planning, liability management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of Southern California. Outside of his professional work, Colin is involved in various alumni and charitable organizations. He lives in Huntington Beach with his wife, Kira, and their two daughters. His personal interests include golfing, music, spending time with his family, and traveling.

William Blum is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Ameriprise Financial, and spent four years at San Diego State University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christian Li is a Certified Financial Planner® (CFP®) with 38 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at TAG Financial Inc. and FSC Securities Corporation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management supported by proprietary and third-party research.

Kaitlyn Chuong is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 10 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Stuart Hoshide is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked with Cetera and its predecessor firms since 2008 and maintains a private registered investment advisory business, Orange Capital Management. Outside of advising, he volunteers as a coach for an inline hockey program and provides coaching on financial planning software for a software company. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors. The firm serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services across various program structures and custodial relationships.

Kim Chu is a financial advisor with Merrill in Tustin, CA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. She has been with Merrill and Bank of America since 2015. Outside of her advisory role, she is a co-owner of two family rental properties in Hawaii and California. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional entities.

Mckenzie King is a financial advisor at Morgan Stanley with 5 years of industry experience. He holds the Series 66 designation and has worked at multiple Morgan Stanley entities since 2018. Prior to his advisory career, he worked at Chick-Fil-A and was involved with California State University, Long Beach, as well as the Mission Oaks Recreation and Park District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Jay Nguyen is a financial advisor with Merrill in Garden Grove, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and has a background that includes roles at UC Irvine and Coastlink Furniture. Outside of finance, he is a co-founder of Saigon Pho, a family restaurant in Houston, Texas. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brett Bell is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation. His prior work experience includes roles at Bell and Lowell, Beach Social LLC, and AutoNation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ individual risk profiles.

Karen Codman is a financial advisor with Osaic Wealth, Inc. based in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at FSC Securities Corporation for 17 years before joining Osaic in 2023. Outside of her advisory role, Codman serves on the Long Beach City College Foundation Board of Governors and is involved with the Long Beach Chamber of Commerce, where she participates in government affairs. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs advanced portfolio construction tools and provides a range of managed account solutions.

Victor Correa is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities and Ameriprise Financial Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and serves as a commodity pool operator and adviser to multiple registered investment companies.

Isabel Irvine is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2015, she has taken a hands-on, goals-based approach to wealth management, focusing on helping clients address their needs and achieve their financial objectives. Isabel's process involves understanding her clients' assets, liabilities, portfolio structures, and personal goals, as well as any obstacles they anticipate on their path toward those goals. She also assists companies in servicing their 401(k) plans to meet the needs of both employers and employees. Isabel holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree in Public Administration from California State University Fullerton and her MBA in Business Administration from Chapman University in Orange, California. Isabel is a member of the Certified Financial Planning Association and the National Association of Plan Advisors. Outside of her professional role, Isabel enjoys spending time with her family and friends, as well as engaging in activities such as baseball, basketball, cooking, football, music, reading, tennis, and yoga. She resides in Orange, California.

Brian Corado is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2017, also maintaining a role at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Yohan Chung is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Crown Wealth Management and Biola University. Outside of his advisory roles, he has been involved with the Orange County Children's Therapeutic Arts Center for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment approaches, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Brendan Mcgillick is a financial advisor with Edelman Financial Engines in Costa Mesa, CA, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with Edelman Financial Engines and its predecessor firms since 2011. Mcgillick serves as a board member of the Sailhouse Community Homeowners Association. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Andrew Rivera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JP Morgan Chase Bank, N.A. since 2013. Rivera is also involved with Rivera & Associates, a non-public entity focused on investment and rental property management. J.P. Morgan Securities 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Paul Byrd is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns Argos Products Inc, a company that designs diving booties and gloves, and is a band member with Neon Nation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning engagements typically structured as discrete projects.

Edwin Young Jr. is a financial advisor at Cetera with 29 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at Cetera and Cetera Wealth Services since 2019 and previously spent seven years at VOYA Financial Advisors. In addition, he owns Young's Tax & Financial Services, a business providing tax preparation, accounting, audit representation, and fixed insurance product sales. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with more than 10,000 advisors and over $256 billion in assets under management.

Hormoz Aslani is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has held prior roles at CitiGroup, Wells Fargo Clearing, Wells Fargo Advisors, and CUSO Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning, advisory programs, and consulting services supported by model portfolios and research from LPL Research and third-party subadvisors.

Max Nunley is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. He has previously worked at One Pacific F.S. and Securities and has military service experience with the U.S. Army and Army National Guard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it acts as an adviser to multiple funds and model portfolios.