Nina Mccoy is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. 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 structured planning processes and a wide range of investment offerings.

Sonya Oliver is a CFA® charterholder with 29 years of experience in the financial industry. She currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously held positions at First Republic Investment Management, First Republic Securities Company, Credit Suisse Securities, and Lehman Brothers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates an ESG eligibility framework.

Christopher Date is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity Investments in 2020 and progressed through several positions including Investment Consultant and Financial Consultant before assuming his current vice presidential role. Prior to joining Fidelity, Christopher worked as a Citigold Financial Advisor at Citibank and held advisory roles at Capstone Partners Financial and J.P. Morgan Chase. Christopher holds a California Insurance License. His professional experience spans various aspects of financial consulting and investment advising, focusing on creating customized financial plans tailored to clients' unique needs and goals. He partners with clients to evaluate their current financial situation, develop comprehensive strategies, and work toward achieving long-term financial stability and success. Outside of his professional work, Christopher has interests in baseball, cars, football, golf, soccer, and traveling.

Richmond Tran is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Richmond is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jerilyn Blue is a CFP®-designated financial advisor with 28 years of industry experience. She has been with LPL Financial since 2010 and previously worked at Merrill, Banc of America Investment Services, Inc., and Prudential Equity Group, LLC. Outside of her advisory role, she is the owner and president of an aviation leasing business. 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 portfolio programs, third-party asset management, and institutional platforms.

Randy Mc Andrew is a financial advisor with Ameriprise in Lakewood, CA, holding a Series 66 designation and 26 years of industry experience. He worked at American Express Financial Advisors for 21 years before joining Ameriprise in 2020. Outside of advising, he owns a construction company and operates an online business selling military surplus and other items. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with personalized recommendations delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ralph Seifer is a financial advisor with Edward Jones in Torrance, CA, holding the CFP® designation and Series 63 and 66 licenses. He has 27 years of industry experience, all with Edward Jones since 1998. Outside of his advisory role, he is involved with Weal Fund 1.0, LLC, an Arizona-based company investing in and loaning money for real estate projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a large nationwide network of advisors and branch offices.

Paul Salas is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, currently also with Morgan Stanley Private Bank, N.A. from 2023. Prior to his financial services career, he held positions at T-Mobile US, Inc, Living Spaces, and HIT Mobile. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support its financial planning services.

Lawrence Walker is a financial advisor at Primerica Advisors with 44 years of industry experience. He holds Series 63 and Series 66 designations and has been with Primerica since 1982. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and provides trade execution and custody support through BNY Mellon Advisors and Pershing.

Thomas Shadden is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. He previously worked at Nomura Asset Management and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015 and 2016, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and employer-sponsored financial planning agreements.

Wai Man Lee Deetjen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. Prior to joining Wells Fargo in 2016, Lee Deetjen worked at Merrill from 2009 to 2014 and Banc of America Investment Services, Inc. from 2004 to 2009. 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 combines brokerage and advisory solutions supported by research from its Investment Institute and third-party sources.

Kathryn Simmons is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved with OCC Installations Inc., a construction and engineering business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs structured planning tools and models outcomes using resources like the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Megan Rodriguez is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she serves as treasurer for the Marine View Middle School Parent Teacher Student Association in Huntington Beach, CA, and is a notary public in Orange County, CA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of clients including individuals, corporations, and institutions. The firm offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Robert Kailes is a CFP® with 41 years of experience in the financial industry. He has worked at Cetera since 2013, including its affiliate Cetera Wealth Services, and previously spent 28 years at Financial Network Advisory Corp. Outside of his advisory role, he serves as a member of a homeowners association, participating in community decision-making. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple advisory platforms, including model portfolios and customized strategies, supported by a nationwide network of over 10,000 advisors.

Rodryan Marayag is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Kestra Financial Services, Wealthspire Retirement Advisory, and Financial Telesis Inc. Outside of his advisory work, he is involved with Marayag Enterprises, Inc., an insurance agency specializing in life insurance, long-term care, and fixed annuities. 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 with a broad platform that includes financial planning, model portfolio programs, third-party asset management, and institutional solutions.

Daniel Fillinger is a CFP® professional with 21 years of industry experience, currently serving with Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearing, Chase Investment Services Corp., Wamu Investments, and Edward Jones. He also owns and operates Fillinger Wealth Management LLC, an independent investment-related business based in El Segundo, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.

Anita Dougherty is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she serves as a trustee for her parents' trust in Long Beach, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dave Adams is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He previously worked at Vanguard Group for nine years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. Adams holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Devin Marshall is a Series 66-credentialed financial advisor with six years at Wells Fargo Advisors and a total of five years of industry experience. He has prior experience at Ameriprise and Express. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

William Knebel is a financial advisor with Wells Fargo Clearing holding a Series 66 credential and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Morgan Stanley for two years. He also has experience working at South End Racquet & Health Club and Palos Verdes Peninsula High School. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.