Min Choi is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he has worked in various capacities including positions at JPMC Bank NA and Amazon Prime, as well as experience in the retail and restaurant sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Essie Bonney is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Sanford C. Bernstein & Co., LLC and Capital Group – American Funds Distributors, Inc. Outside of her advisory role, Bonney is involved in social media content creation and talent representation through a model and talent agency. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support financial planning, while acting primarily in an advisory capacity.

Rahamin Suares is a financial advisor with LPL Financial in Long Beach, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Suares is also involved with Pacific Coast Capital Management, a related business entity connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing both proprietary and third-party model portfolios and custom strategies across various asset classes.

Thomas Mountain is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Merrill. He is involved in Mountain Bishop and Associates, an entity related to his advisory business. 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.

Logan Galli is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. He has worked with several Cetera entities since 2023 and previously spent 16 years at LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of over 10,000 advisors, managing more than $256 billion in assets.

Patrick Gallagher is a financial advisor at Morgan Stanley in Long Beach, CA. He holds a Series 66 designation and has been with Morgan Stanley since 2025. Outside of his advisory role, he is involved with District 4 Pizza, a restaurant/bar in Long Beach. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides its services through a combination of direct client relationships and corporate financial planning agreements.

Oscar Ramos is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Ramos also worked at California State University Long Beach from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial advisory services.

Alexander Saak is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and has previously worked at Marlin Equity Partners and Indiana University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. 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.

Travis Lutz is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He previously worked at firms including Northbeam, Inc. and Allstate Insurance, and is the owner of Travis Edward Lutz LLC. 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, and institutional platforms, supported by research and technology tools.

Asiyat Khuranova is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2006 and joined Merrill Lynch in 2012. Asiyat holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is also a Personal Investment Advisor (PIA). Asiyat’s approach centers on understanding clients' goals, priorities, and overall financial situations. She leverages the investment insights of Merrill Lynch and the banking capabilities of Bank of America to provide comprehensive wealth planning. Her client focus areas include personal retirement planning, women and wealth, and retirement income. She holds a Master's Degree from Pyatigorsk State Linguistic University and an MBA from the University of Phoenix. In addition to English, Asiyat speaks Russian. Her personal interests include cooking, hiking, music, and reading.

Mark Krogulski is a CFP® professional with 24 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2016. His work is based in Seal Beach, California. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Michael Shafer is a Series 66 licensed financial advisor with Edward Jones in Los Alamitos, CA. He has 13 years of industry experience, all of which has been at Edward Jones since 2013. 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, operating under a fiduciary standard.

Ricardo Ramirez is a financial advisor with Merrill based in Lakewood, California. He holds a Series 66 designation and has 19 years of industry experience, including 14 years with Bank of America and Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.

Fernando Nolasco is a financial advisor with Primerica Advisors in La Mirada, CA. He holds Series 63 and Series 65 designations and has two years of industry experience. His work history includes roles at Primerica Financial Services since 2013 and Primerica Advisors since 2024. Primerica Advisors sponsors 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 uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Daniel Pagilagan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His career includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and MSI Financial Services, Inc. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Daniel Osorio is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab in various roles since 2018, as well as at Fidelity Brokerage Services and Wells Fargo. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Carmen Davison is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo Clearing in 2025, she worked at Bank of America and Merrill. Outside of finance, she is involved with House of Carmen, LLC, where she works as a designer, wholesale manufacturer, and consultant. 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 combines research from its own investment institute and third-party sources and offers a range of brokerage and advisory solutions.

Marc Myers is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Outside of financial advising, Myers works as a ski instructor at Mountain High Ski Resort, where he designs and implements individualized learning programs. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm’s integrated structure supports a large client base with centralized supervision, custody, and a distinctive approach combining strategic asset allocation and alternative investment due diligence.

James Vogel is a financial advisor at J.P. Morgan Securities based in Torrance, CA, with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A., and Parcion Private Wealth. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Bryan Casserly is a financial advisor with Cetera, holding a Series 66 credential and 22 years of industry experience. He has been with various entities under the Cetera umbrella since 2012, including Cetera Wealth Services, LLC, and Cetera ADVISORS LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, integrating affiliated and third-party managers across various program structures and custodians.