Jonathan Glant is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Perry is a financial advisor with LPL Financial in Seal Beach, CA, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2008. In addition to her advisory role, she provides tax preparation services for a fee and offers notary services as part of client support. 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 and access to third-party asset management, with advice primarily delivered by investment adviser representatives using a variety of investment strategies and operational support tools.

Ashley Model is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services that utilize structured discovery processes and firm-approved planning tools.

Mark Maloney is a CFP® with 38 years of industry experience, currently with LPL Financial since 2026. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a large network of investment adviser representatives.

Hadley Nielson is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently affiliated with OSAIC and Legacy Financial Group, and previously worked at Sagepoint Financial, Inc. Outside of financial advising, he has experience in catering through The Shady Kitchen and other entrepreneurial ventures. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services across multiple platforms. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management, with access to third-party money managers and various investment options.

Joseph Latino is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Cetera entities since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform.

Shane Schwarz is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2024. His prior experience includes roles at the Municipal Employees' Retirement System of Michigan and Palm Tree Capital. 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.

Darren Chia is a CFP® with 17 years of experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He is also a silent investor and owner/partner in a restaurant called Our Nest. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG considerations in its recommended investment strategies.

Daniel Bergmann is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has worked at J.P. Morgan Chase Bank and Wells Fargo Clearing Services and spent seven years at BCBG Max Azria LLC before joining J.P. Morgan. J.P. Morgan Securities 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, investment adviser, and commodity-related registrations, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

Alan Wozniak is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo since 2016, following a 12-year tenure at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jessica Sands is a financial advisor with Merrill in Redondo Beach, CA, holding a Series 66 designation and six years of industry experience. Her career includes roles at Bank of America and Ankura Consulting Group, as well as positions in academic resource centers at California Polytechnic University, Pomona and El Camino College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sheryl O'Donnell is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 1997. O'Donnell is based in Torrance, CA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including Corporate Financial Planning agreements with employers.

Kevin Yamamoto is a financial advisor with LPL Financial in Hermosa Beach, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Peak Capital Management LLC, JFM Planning Services Inc, and Waddell & Reed, Inc. 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, wrap and model portfolio programs, and access to third-party asset management.

Holly Hancock is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera and its related entities since 2014. In addition to her advisory role, she is a licensed agent involved in fixed life and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Christopher Fisher is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Christina Quezada is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA, as well as seven years at Lowe's Home Centers. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and model portfolio platforms.

Justin Smith is a Series 66-licensed financial advisor with nine years of industry experience, currently with Morgan Stanley in El Segundo, CA. His career includes roles at Morgan Stanley Private Bank and Global Financial Advisors, as well as an early position at Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 models to assist clients in their financial decision-making.

Daniel Lee is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2014, serving in both Wells Fargo Bank, N.A., and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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, using research and analytics grounded in diversification principles and modern portfolio theory.

Brent Rite is a Financial Consultant currently working at Fidelity Investments since 2022. He has over a decade of experience in the financial services industry, having held positions such as Financial Consultant at E*Trade from Morgan Stanley between 2018 and 2022, Senior Financial Consultant at TD Ameritrade from 2017 to 2018, Associate Financial Consultant at Charles Schwab & Co. from 2014 to 2017, and High Net Worth Specialist in Active Trader Services at Charles Schwab & Co. from 2011 to 2014. Brent is licensed with the California Insurance License and focuses on understanding his clients' life priorities and financial goals. He emphasizes building financial plans tailored to what his clients value most, aiming to put their interests first.

Brian Marshall is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advisory work, he is involved in property management as a co-owner and sole proprietor of several real estate holdings in Goleta, California. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing firm-approved tools and investment models and provides a wide range of advisory programs and services.