Christopher Malone is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. His prior roles include positions at Shay Capital and BBL Commodities. 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 offers a structured planning process using firm-approved tools and market projections.

Sofian Haikal is a financial advisor with Edward Jones in Long Beach, CA, holding the CFA® charter and Series 66 registration with 13 years of industry experience. He has been with Edward Jones since 2013. Haikal is a member of the Pipeline BNI Redondo Beach membership committee, where he helps other members improve their networking skills. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jose Perez Jr. is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC from 2019 to 2025, and at LPL Financial from 2010 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Kathryn Mogg is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 66 designation and has been with UBS Financial Services Inc. since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based investment strategies tailored to client goals and risk tolerances.

Rena Pitchess is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of advising, she is involved in tax preparation and accounting through her business, Pitchess & Pitchess. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party managers.

Sandro Winkworth is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliated firms since 2005. Outside of his advisory role, he is president of two support companies, Winkworth Wealth Strategies and Muskoils and Meemers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dean Seligman is a financial advisor with LPL Financial in El Segundo, CA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Edward Jones for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on using various strategies and technology to support advisor decision-making.

Thomas Salvatierra is a CFP® and holds a Series 65 license, with 14 years of industry experience. He is currently with Fisher Investments and previously worked at Empower Advisory Group and Personal Capital Advisors Corporation. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individual investors, providing discretionary portfolio management through a centralized investment process that utilizes quantitative and qualitative research. The firm offers sub-advisory and retirement plan services while managing a broad range of equity, fixed-income, and blended mandates.

Max Lagao is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, including a role with Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was employed at Citigroup Global Markets from 2001 to 2009. Outside of finance, he is involved as a consultant for a baby products business called The Baby Whisperer, overseeing the production and distribution of related materials. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery processes and modeling tools, while generally acting in an advisory capacity without providing individual security recommendations in standalone plans.

Thomas Immer Jr. is a CFP®-designated financial advisor at Edward Jones in Torrance, CA, with eight years of industry experience. His prior work includes roles at New CAPS LLC, Baby Monarchs, Inc., Kentucky All Access, LLC, and 3 Leaf Realty Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jose De Jesus Alanis Garcia is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, N.A., and in sales roles. His background also includes work at California State University Northridge and involvement with Antonios Parking Inc. 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 individual and institutional clients.

Darlene Sasaki Ito is a financial advisor with Wells Fargo Clearing in El Segundo, California, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked with Wells Fargo since 2004, including 10 years in her current role at Wells Fargo Clearing. 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 a broad range of brokerage and advisory solutions supported by research and analytics.

Ivan Flores is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for eleven years before joining his current firm. 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 searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative due diligence, and they offer services that include ESG considerations and specialized regulatory registrations for broader derivatives and commodities capabilities.

Anita Rafie is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 1996 and at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Arthur Yang is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 the Wells Fargo Investment Institute.

Steven Franco is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with JP Morgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through customized asset allocation advice, investment manager searches, and performance reporting. The program supports decision-making with centralized due diligence and incorporates ESG eligibility in its recommendations.

Daniel Obrand is a Financial Consultant currently working with Fidelity Investments since 2022. In this role, he partners with clients to determine their financial priorities and goals, building and implementing strategies to help them pursue those objectives. He has extensive experience in the financial services industry, having previously held financial consultant and advisor positions at E*Trade Financial Services from 2010 to 2022, Smith Barney from 2006 to 2009, and Morgan Stanley from 2005 to 2006. Daniel holds a California Insurance License.

William Pratt is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party providers.

Petra Gisinger is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 65 and Series 63 designations and has worked in various roles within Primerica and PFS Investments Inc. since 2008. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm delivers advisory services using model-driven strategies managed by third-party asset managers and supports clients with custodial and trade execution services through Pershing.

Braden Duesler is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023, and before that, he was a Financial Planner at Lincoln Financial Advisors from 2020 to 2022. His professional experience includes retirement planning, investment strategies, and tax-efficient investing. Braden holds a California Insurance License. Outside of his professional work, he is interested in family activities, fitness, golf, parenthood, pets, and traveling.