James Schneiderman is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he owns a recreation-related business in Los Angeles. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

Michael Ford is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding Series 65 and Series 66 credentials and seven years of industry experience. His career includes roles at Integrity Financial Corporation and Family Heritage Life before joining MassMutual Life Insurance Co. and MML Investors Services. Outside of his advisory work, he is involved in selling various insurance products and owns a residential investment property. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning using advanced software tools and event-driven planning services, including a recent Divorce Planning offering.

Kyle Rayder is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation and six years of industry experience. His prior work includes positions at Equitable Advisors, AXA Advisors, and running the Rayder Law Firm. He also serves as a relationship manager in life and health insurance sales through Lenox Advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning services such as estate settlement and divorce planning.

Marc Roggenkamp is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Lehman Brothers Inc. He is based in Beverly Hills, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery processes and utilizes proprietary planning tools as part of its advisory services.

Letitia Sison is a financial advisor at J.P. Morgan Securities with 16 years of industry experience and a Series 66 designation. She has been with J.P. Morgan Securities since 1999 and also worked at JPMorgan Chase Bank, N.A. from 2010 to 2025. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Andrew Yoon is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Fidelity Brokerage Services, JP Morgan Chase Bank, and Bank of America. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Thomas Sutter is a financial advisor at Raymond James & Associates with 20 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 23 years, as well as UBS Financial Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning and consulting services through a variety of portfolio management styles and affiliated research resources.

Wei Chen is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2014, including over 11 years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he owns and manages rental properties in Encinitas, California. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools without offering individual security recommendations in standalone plans.

Kent Honey is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and proprietary tools to support client planning needs.

Michael Rodriguez is a financial advisor at Fidelity with Series 66 and Series 63 registrations and four years of industry experience. He previously worked at Wells Fargo for two years and Chase Bank for thirteen years before joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies and oversight controls.

George Buza is a CFP®-designated advisor with 30 years of industry experience, currently serving at J.P. Morgan Securities since 2023. Prior to this, he spent 18 years at First Republic Securities Company and First Republic Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations aligned with client objectives.

Vicky Rangsuebsin is a financial advisor with Ameriprise in Arcadia, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is a co-owner of Pumpkin Spice Latte, LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and provides a broad range of brokerage and insurance solutions through its affiliated companies.

William Petro is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 designation and has worked previously at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, J.P. Morgan Securities, and Chase Investment Services Corp. He is also associated with Foothill Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies through a large network of advisors and offers various financial planning and institutional platforms.

Robert Lovitt is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously spent 25 years at UBS Financial Services before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence with forward-looking capital market assumptions, offering a program that includes broader derivatives and commodities capabilities.

Maria Lourdes B Chua Reyes is a financial advisor with Cetera, holding Series 66 and Series 65 credentials and five years of industry experience. Her work history includes roles at Cetera Investment Services LLC, East West Bank, CTBC Bank, and San Pasqual Fiduciary Trust Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program platforms and third-party money managers.

Luis Martinez is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been practicing since 2012. With over 13 years of experience in the financial services industry, Luis specializes in managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, and retirement income. He focuses on aligning clients' current and future financial needs with their goals, offering guidance on education planning, retirement planning, and estate planning strategies. He collaborates closely with clients' estate planning attorneys to provide comprehensive advice. Luis earned a Bachelor of Arts degree in Economics from California State University, Long Beach. He holds the Professional Investment Advisor (PIA) designation and communicates fluently in both English and Spanish. In addition to his professional work, Luis has contributed time and effort to fundraising initiatives for the Children’s Hospital of Los Angeles. He has been married for over ten years and is a father of three children. Luis's personal interests include basketball, dancing, music, painting, and spending time with his family.

Theodore Fisher is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at several major firms including Ameriprise, UBS Financial Services, and Morgan Stanley. Since 2016, he has been employed with both JPMorgan Securities and JPMorgan Bank, offering access to a broad range of banking products and services in addition to investment advisory. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Nance is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Lee Gonzalez is a financial advisor with LPL Financial in Los Angeles, CA. He holds the Series 66 designation and has nine years of industry experience, including ten years with LPL Financial since 2016. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Paul Berman is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.