David Latham is a CFP®-credentialed financial advisor with LPL Financial in Long Beach, CA, bringing 33 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Shari Knox is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Janet Kim is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and simulations to support its advisory services.

Roxanna Basetvat is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at BNY Mellon and Cetera Investment Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services through a broad menu that includes cash-flow, retirement, education, and niche planning areas. The firm integrates advisory services with other financial products, offering tailored recommendations supported by Wells Fargo research and planning tools.

Colleen Orourke is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 28 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2009 and has been with Wells Fargo Clearing since 2016. Her previous roles include a position at Wells Fargo Advisors LLC from 2011 to 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 a range of brokerage and advisory solutions.

Justin Briscoe is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked previously at Wolters Kluwer, Bank of America, and American Funds/Capital Group. Based in Long Beach, CA, he has been with Edward Jones since 2020. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kyla Martinez is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 1997, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. 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 process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joanna Lampkins is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Northrop Grumman Corporation for 12 years. She serves as assistant treasurer for Grace Orthodox Presbyterian Church in Carson, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a variety of segments. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

F Schlappatha is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Evalyn LLC, a business involved in rental property management. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through various platforms, emphasizing an advisory role without individual security recommendations in standalone financial planning.

Sharon Phelan is a Series 66-licensed financial advisor with Wells Fargo Clearing, where she has worked since 2016. She has a total of 10 years of industry experience, including nine years at Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as Membership Chair for the Beach Cities Democrats, providing education and endorsements to members. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Phuong Tan is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she provides personalized wealth management strategies tailored to clients' unique financial goals. She leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients' financial lives. With over 15 years of experience in the financial services industry, Phuong focuses on a comprehensive approach to managing wealth that begins with understanding each client's needs. Her areas of expertise include liquidity management, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the California State University System. Phuong is committed to community involvement, following Merrill's tradition by volunteering with local organizations. Outside of her professional work, she enjoys music, traveling, and spending time with her family.

Natalia Isambi is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through in-house and third-party managers, along with a range of financial planning, brokerage, and portfolio management services.

Michael Hatch is a CFP® with 24 years of experience in financial services, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Hatch is also involved in several nonprofit organizations, including serving as a board member for the LA Sports Council and its foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Angela Dax is a financial advisor at Ameriprise with 24 years of industry experience. She holds the CFP® and Series 66 designations and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-supported advice primarily for clients with Ameriprise-managed accounts.

Joseph Bachop is a CFP® professional with 41 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rohit Kumar is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. Prior to his advisory roles at Cetera since 2023, he has worked at Genpact India PVT LTD since 2017. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

Elise Harada is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Brandon Vertullo is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2019. Prior to his advisory role, he worked at Vincitore Italian Restaurant and attended Chapman University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through detailed recommendation reports and tax-aware withdrawal strategies.

Daniel Grampp II is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Grampp holds Series 63 and Series 66 licenses and is based in El Segundo, 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 solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bridge Nathanson is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation. He has recently begun his career in the financial industry, with prior roles including experience at Raymond James and involvement in various community and educational organizations such as the South OC Flag Football League and Capistrano Unified School District. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that includes firm-approved tools and scenario modeling.