James Froelich is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and with several years of professional experience including multiple periods at Morgan Stanley since 2023. His prior work includes roles outside the financial industry at DeLaveaga Golf Course and UC Santa Cruz. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by structured tools and analytical models.

Jarod Garza is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at BJ's Restaurants, Inc. and FedEx. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety 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 market analysis.

Ivy Sampson is a financial advisor with Edward Jones in Long Beach, CA, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2016 and previously worked at California State University, Fullerton. Outside of her advisory role, Ivy is an independent ballroom dance instructor and a caregiver assisting the elderly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Robert Sarkissian is a CFP®-certified financial advisor with 25 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Co, where he has been since 2013. Outside of advisory roles, he is engaged in individual and group life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning using firm-approved software tools.

David Allen is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Morgan Stanley, Wells Fargo Advisors, and Merrill. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Cameron Tuck is a financial advisor at Fidelity Investments with one year of industry experience. He holds a Series 66 designation and has prior work experience with firms including HIREEZ and SV Academy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

John Hamm III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. His prior experience includes six years at Prudential Equity Group, LLC. He also serves as a trustee for multiple family trusts in California and Oklahoma. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Justin Smith is a Series 66-licensed financial advisor at Osaic with one year of experience. He previously worked at Securities America, Inc. and National Planning Corp. In addition to his advisory work, Smith prepares tax returns and provides tax consulting through Ritas Smith and Associates. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and provides various programs including financial planning, managed portfolios, and retirement plan consulting.

Jonathan Pineda is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation, Merrill, and Morgan Stanley. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Simon Tuman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at multiple firms within the Cetera network as well as Miracle Mile Advisors, LLC, and MEA Wealth Advisors. Outside of his advisory role, he serves as president of the Hazel St Townhomes Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, overseeing more than $256 billion in assets with over 10,000 advisors nationwide.

David Martinez is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various branches of Morgan Stanley since 2007, including Morgan Stanley & Co., Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Bradford Dickson is a CFP® professional with 15 years of experience in the financial industry. He has been with Edward Jones since 2012, working from the Long Beach, CA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

William Towne III is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at Goldman Sachs and has a background that includes service in the United States Marine Corps and the Marine Corps Reserve. He also held roles at Harvard Business School and several technology and defense companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches, with clients retaining final decision-making authority.

Michael Cunningham is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes 15 years at Citigroup Global Markets and 3 years at Morgan Stanley prior to joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute and other sources.

James Griffin is a CFP® professional with 29 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked for 10 years. His prior experience includes roles at Wells Fargo Investments, Citigroup Global Markets, and Merrill. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Adriana Cox is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with Cetera and its affiliates since 2015 and serves as Director of Operations at Seiko Instruments USA. Additionally, she owns Forever and a Day Health, a health and wellness coaching business in Torrance, CA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services and operates as a multi-manager platform with discretionary and non-discretionary program options.

Madelynn Merrill is a financial advisor with Morgan Stanley, holding a Series 66 license and five years of industry experience. She previously worked at Guggenheim Partners before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Courtney Hobbs is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. Her career includes roles at Trinity Strategic Partners LLC, where she is a managing partner, and prior positions with Sagicor Life Insurance Company and Equitable Advisors. Hobbs is also involved in consulting and insurance services through her own business entities. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

Tarius Hagood is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes positions at Thrivent Financial, Huntington Bank, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and may include ESG considerations, with implementation supported by affiliated investment management entities.

Benjamin Sklar is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 credential and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2024. He is also an investor in Anvara, a company founded by a friend, but does not have a management role there. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating a forward-looking capital market approach and an ESG eligibility framework.