Reece Anderson is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at TSG Wealth Management and has diverse work experience including roles at Fitness 19 and Trader Joe's. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients through a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and long-term asset allocation benchmarks.

Jacob Lowry is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked with various Cetera entities since 2019 and had prior experience at Fisher Investments from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and managerial options, managing over $256 billion in assets across more than 10,000 advisors.

Daniela Erman is a financial advisor at Edelman Financial Engines with a Series 65 designation and two years of industry experience. She previously worked at Financial Engines Advisors L.L.C. and operated Erman Retirement Advisory. Outside of her advisory role, she serves as an appointed board member for Jewish Long Beach, a nonprofit focused on preserving Jewish life and strengthening community advocacy. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online platforms, and offers employer-facing retirement plan consulting and education.

Patrick Severo is a financial advisor with RBC Capital Markets in Manhattan Beach, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent eight years with City National Bank. He was formerly the owner of a liquor cap dispenser business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies through a mix of internal and external managers and offers a variety of account structures and alternative investments.

Philip Kavesh is a financial advisor with LPL Financial in Torrance, CA, holding CFP®, ChFC®, and Series 66 credentials and having 39 years of industry experience. He previously worked at Pence Wealth Management for 12 years and has been with LPL Financial in two separate periods since 2001. Outside of his advisory work, Kavesh is the sole owner of a law firm specializing in tax and estate planning and is involved in providing training and practice materials to estate planning professionals through Ultimate Estate Planner, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives.

Kenneth Stewart is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include work at Children's HopeChest and Biola University. Edward Jones is a full-service wealth management firm catering to over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Saeideh Mahinfar is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Wells Fargo representatives since 1999, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support diversified portfolio construction.

Barbara Fleming is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2009. Fleming currently works out of Long Beach, CA. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling to assist clients, offering both direct individual plans and corporate financial planning agreements.

John Henry is a financial advisor with UBS Financial Services in Seal Beach, CA, holding a Series 66 designation and five years of industry experience. Prior to joining UBS, he has worked in roles including at Fitness 19 and American National Pacific Property and Casualty. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Adam Gonzalez is a financial advisor with Primerica Advisors in Santa Fe Springs, CA, holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at Primerica Financial Services and PFS Investments Inc. He has also worked outside the financial sector in various roles, including positions at Clearview Protective Services, IncC. and California State University of Long Beach. Primerica Advisors is a firm that sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and billions in assets under management, delivering advisory services through model-driven recommendations supported by third-party asset managers.

Yutaka Anegawa is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with LPL Financial since 2021. In addition to his advisory role, he is involved with AHTKY Insurance Agency, LLC, where he has worked since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Conrad Badillo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG considerations where applicable.

Ivan Arzate is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked exclusively within J.P. Morgan entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates a framework that may include ESG eligibility.

Michael Barnhill is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and 23 years of industry experience. His career includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. He is based in Long Beach, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory program. The firm’s process integrates quantitative and qualitative research and includes an ESG eligibility framework.

Eric Schwartz is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kinecta Financial & Insurance Services LLC and LPL Financial for 15 years. Schwartz is also employed at Kinecta Wealth Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides tailored, research-driven recommendations that incorporate tax-efficient strategies and asset management through a centralized consulting team.

Wayne Barnes is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2017. His prior roles include positions at Bank of America, Merrill Lynch Pierce Fenner and Smith, Wells Fargo, and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm integrates quantitative and qualitative research in its advisory process and offers access to derivatives and commodities capabilities not commonly found in similar institutional advisory programs.

Rhonda Cano is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked with Avantax firms for a decade and operates Cano Income Tax, a tax-related business she has maintained since 1989. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to third-party managers and customized investment solutions.

Charles Scheel is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Marist College and Mohonk Mountain House. He also has experience in education and community settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base with discretionary and non-discretionary advisory services, fund management, and model portfolio delivery.

Steven Azer is a financial advisor with LPL Financial based in Torrance, CA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His career includes time at JPMorgan Securities LLC, Wells Fargo Bank, and BMO Harris Bank. Azer is also a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, combining advisory platforms with extensive non-advisory financial activities.

Jordan Fuller is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he held roles in property management and various other fields. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.