Jeffrey Lavin is a financial advisor with LPL Financial, holding a Series 63 designation and possessing 36 years of industry experience. His prior roles include positions at Ameriprise Financial Services, The Sudol Group Wealth Management Specialists, and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Christopher Liggins is a Series 66-licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He previously worked at Merrill and Bank of America, among other firms, and has a background that includes a brief role with BurgerIM LLC. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Blake Rivera is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding the Series 66 designation and six years of industry experience. He has been with Wells Fargo Advisors since 2019 and previously worked at Robert Half and TS Restaurants. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations for clients who meet net-worth thresholds.

Robert Miera is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He previously worked at Lincoln Financial Advisors for six years, TBG West for two years, and held a position with the City of El Segundo for three years. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment approaches.

Jose Leon is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Bank of America. Prior to his career in finance, he was employed at Verizon Wireless. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a team of Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Hilda Novoa is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on developing personalized financial strategies tailored to individual client goals, leveraging investment insights from Merrill as well as banking and lending solutions from Bank of America. She emphasizes the importance of understanding a client's full financial picture and adapting strategies to align with changing market conditions. Hilda holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Birmingham-Southern College. She is committed to community involvement, actively volunteering with local organizations as part of Merrill's tradition of engagement in the communities they serve.

Neda Riyazati is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 licenses and having six years of industry experience. She has worked at Wells Fargo Clearing and related entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Emilio Gancayco Jr. Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the board of the Rotary Club of Historic Filipinotown in Los Angeles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Dylan Kim is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as an Investment Consultant from 2022 to 2023 and as a Financial Representative from 2021 to 2022, all within Fidelity Investments. He holds a California Insurance License. In his role, Dylan collaborates with individuals and families to develop personalized financial plans aimed at addressing their unique needs and goals. He focuses on building long-term relationships based on trust, guiding clients to make informed decisions towards achieving a secure financial future. Outside of his professional endeavors, Dylan has interests in cooking and baking, golf, outdoor adventures, photography, and snowboarding.

Kyle Dillon is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools along with proprietary investment models as part of its financial planning process.

Gary Velek is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning and investment solutions.

Jared Tretter is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he held various roles in the hospitality industry. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and broad investment services.

Erik Svensson is a financial advisor with Cetera in El Segundo, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Morgan Stanley for one year and has a background that includes both educational and retail roles. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with significant scale and a broad network of over 10,000 advisors.

Leonardo Edo is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Uber and the University of Chicago. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research to tailor investment plans to clients’ goals and risk tolerances.

Brenton Grandstaff is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience working in various roles in the hospitality and education sectors. Grandstaff is also involved with Pacific Catch, a restaurant business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Harry Kitter is a financial advisor with LPL Financial in Torrance, CA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including prior roles at Cetera Advisor Networks and his own LLC entities. In addition to his advisory work, he is involved in non-variable insurance and tax preparation activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research resources.

Nicholas Alejo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Modern Woodmen of America and various educational and entrepreneurial positions. He has been involved with several business ventures, including Sushi Freak and Yanagi Kitchen. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Marco Scalco is a CFP® professional with 17 years of industry experience, currently advising at Cetera. His prior experience includes roles at Avantax and 1st Global Advisors. In addition to his advisory work, he owns Scalco Financial and is involved in a business partnership that manages office space shared with two CPAs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary management strategies.

Michael Simon is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. He has worked at Fidelity Investments since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and is noted for its use of systematic methodologies, AI-driven research, and oversight in managing registered investment companies and fund-of-funds.

Natalie Laufenberg is a financial advisor at Thrivent Investment Management with two years at the firm and one year of industry experience. She holds Series 65 and Series 63 registrations. Prior to joining Thrivent, she worked for NCA Financial Services for 33 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.