Simon Tuman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at multiple firms within the Cetera network as well as Miracle Mile Advisors, LLC, and MEA Wealth Advisors. Outside of his advisory role, he serves as president of the Hazel St Townhomes Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, overseeing more than $256 billion in assets with over 10,000 advisors nationwide.

August Deangelo Jr. is a Series 66 licensed financial advisor with Wells Fargo Advisors in Long Beach, CA, where he has worked since 2019. He has five years of industry experience, including prior roles at Murphy, Murphy, and Murphy Inc and a brief period working in the travel industry. Outside of finance, he also spent time associated with Duck Foot Brewing Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to high-net-worth individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations, with clients deciding how to implement them through various brokerage or advisory options.

David Martinez is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various branches of Morgan Stanley since 2007, including Morgan Stanley & Co., Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. 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 employs a structured financial planning process using firm-approved tools and modeling techniques.

Bradford Dickson is a CFP® professional with 15 years of experience in the financial industry. He has been with Edward Jones since 2012, working from the Long Beach, CA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jorge Torres is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. Outside of his advisory role, he is a property owner involved in managing several real estate investments. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Towne III is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Goldman Sachs & Co., Inc. Outside of his financial career, he serves as a member of the United States Marine Corps Reserve. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to support customized investment solutions.

Nasar Aboubakare is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Edward Jones for seven years and Paradigm Global Investments LTD for eleven years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven management options.

Michael Cunningham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Efa Ferrer is a Wealth Management Planning Consultant at Fidelity Investments, where she supports clients in establishing comprehensive financial plans tailored to their unique goals and priorities. Since joining Fidelity in 2023, she has worked as a Planning Consultant and currently holds the Wealth Management Planning Consultant role. Prior to Fidelity, Efa gained experience as a Senior Registered Client Service Associate at Morgan Stanley from 2019 to 2023 and served as Director of Case Management at Margaret May Insurance & Financial Services from 2017 to 2019. She holds a California Insurance License. Outside of her professional work, Efa enjoys camping, hiking, outdoor adventures, painting, reading, and yoga.

James Griffin is a CFP® with 29 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, employing research and analytics grounded in diversification principles and modern portfolio theory.

Alexa Barragan is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has six years of industry experience, including roles at JPMorgan Chase Bank and Abercrombie & Fitch. Barragan is based in Whittier, CA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Adriana Cox is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with Cetera and its affiliates since 2015 and serves as Director of Operations at Seiko Instruments USA. Additionally, she owns Forever and a Day Health, a health and wellness coaching business in Torrance, CA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services and operates as a multi-manager platform with discretionary and non-discretionary program options.

Madelynn Merrill is a financial advisor with Morgan Stanley, holding a Series 66 license and five years of industry experience. She previously worked at Guggenheim Partners before joining Morgan Stanley in 2020. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Courtney Hobbs is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has five years of industry experience and serves as managing partner at Trinity Strategic Partners LLC. Hobbs also operates consulting and insurance businesses under her own name. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts, offering financial planning and investment management through a network of independent professionals and a variety of portfolio management solutions.

Brittany Romero is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in La Mirada, CA. She has 10 years of industry experience, including three years at Merrill before joining J.P. Morgan Securities in 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment advisor functions, delivering recommendations on a non-discretionary basis.

Benjamin Sklar is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, Marhilus Ventures, and Matthews Real Estate Investment Services. Outside of his advisory role, he is an investor and partner in Anvara, a company founded by a personal acquaintance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

John Schober is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Terao is a financial advisor with Wells Fargo Advisors in Redondo Beach, CA, holding the CFP® and CFA® designations and the Series 66 license. He has 21 years of industry experience, including nine years at Triad Advisors LLC and a year at SII Investments, Inc., before joining Wells Fargo Advisors in 2015. Outside of his advisory work, he has a 50% ownership stake in Premier Strategic Capital Inc., operating as Riviera Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, utilizing its own research and planning tools to develop tailored recommendations for clients.

Benjamin Goldberg is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves on the board of the Long Beach Century Club supporting athletics, participates on the Broadmoor Homeowners Association Board of Directors, and is a committee member for the City of Huntington Beach evaluating local infrastructure. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related investment options alongside traditional vehicles.

Charles Cline is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He worked at JP Morgan Securities LLC for 13 years before joining Wells Fargo. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.