Chase Jenson is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. He holds Series 65 and Series 63 licenses. Outside of his advisory work, he is involved with Rainmaker Marketing LLC, a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research, third-party subadvisors, and technology-driven solutions.

William Klein is a financial advisor with RBC Capital Markets in Newport Beach, CA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at New York Life and RBC Wealth Management. He has also been involved with the Dallas County Republican Party. 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 and tailors investment strategies to client risk profiles using a combination of in-house and third-party managers.

Deeanne Olson is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1996. 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Markham is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Cetera and its affiliates since 2022, following 14 years at First Allied Securities and ongoing involvement with Markham Financial Services, Inc. Markham volunteers with nonprofit organizations, including serving as a board member for Caring Cetera and participating in charity bike rides for multiple sclerosis. He is also a writer for A Travel Mobius. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Carl Hattermann is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services from 1995 to 2023. Outside of his advisory role, he serves as Vice President of the Board of the San Marino Homeowners Association and is a member of the Board of Directors for JDRF, a research charity. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering tailored strategies through a variety of advisory programs with discretionary and non-discretionary portfolio management. The firm integrates in-house and third-party investment resources and provides access to alternative investments and capital-markets capabilities.

Garrett Schaeffer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses, and has 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked with Wamu Investments and Washington Mutual. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which emphasizes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. The firm serves clients on a non-discretionary basis, combining access to a broad range of asset types through its unique regulatory registrations.

Christopher Pitzak is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. He worked previously at Sanford C. Bernstein & Co., LLC for 13 years before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets expertise.

Alan Epperson is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He worked at Wells Fargo Bank for 29 years before joining Merrill in 2018. Outside of his advisory role, he serves as a co-trustee of the A. and R. E. Family Trust. 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, and institutional investors.

Robert Breen is a financial advisor with Ameriprise in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing non-discretionary, written recommendations that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, with an emphasis on assets managed within Ameriprise accounts.

Gregory Hogan is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop personalized strategies to pursue those objectives. His approach includes comprehensive wealth management services, incorporating investment insights, retirement planning, and access to banking and lending solutions through Bank of America. Gregory specializes in areas such as college education planning, family wealth management, legacy planning, liquidity management, personal retirement planning, tax minimization, and managing new wealth. He serves as a resource for clients seeking guidance on investing, retirement income, and financial planning, collaborating with Bank of America specialists as needed. He holds a Bachelor's Degree from Loyola Marymount University and an MBA from Pepperdine University. Gregory has earned the Personal Investment Advisor (PIA) designation and is registered with NMLS#1490569. Outside of his professional work, he enjoys activities including baseball, basketball, football, golfing, ice hockey, music, spending time with his family, tennis, and writing.

Wesley Sutton is a Series 66-credentialed financial advisor with over 21 years of industry experience, currently with UBS Financial Services since 2015. He is co-owner of a residential construction company and serves on the board of directors at El Niguel Country Club in Laguna Niguel, CA. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Owen Dybel is a financial advisor with Stifel, holding a Series 66 designation and based in Newport Beach, CA. He joined Stifel in 2024 and has prior experience working in various service and hospitality roles. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Isaac Morales is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has previously worked at Morgan Stanley and Golf Galaxy and studied at California State University, Fullerton. Merrill, along 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, and institutional accounts.

Kirsten Tangeman Herve is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2021, she worked at Ameriprise Financial Services from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Gina Berry is a financial advisor at Stifel with 28 years of industry experience. She holds the Series 63 designation and has worked at Stifel since 2019. Her prior experience includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mark Sederquist is a financial advisor with Raymond James & Associates holding Series 65 and Series 66 licenses and 25 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2022. 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a focus on non-discretionary investment consulting.

Kathy Jimeno is a financial advisor at Stifel with 36 years of industry experience. She holds the Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. She has been with Stifel Nicolaus & Co Inc since 2021. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Mark Morgan is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Morgan Stanley in 2025, he spent 12 years at UBS Financial Services. He serves as a trustee for his father’s estate, dedicating a few hours monthly to administrative duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Jill Bartholomew is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to develop strategies without offering individual security recommendations as part of standalone planning.

Victor Andre Morales is a Series 66-licensed financial advisor with UBS Financial Services in Newport Beach, CA, having seven years of industry experience. He has worked at UBS since 2018 and previously spent a year with Northwestern Mutual Financial Network. He also attended the University of Texas at Austin from 2015 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 advice to clients’ goals and risk tolerances.