Matthew Oconnor is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He has worked at Fidelity Investments since 2025 and has prior experience in a variety of roles, including positions at CFG Wealth Management and La Jolla Kayak. Fidelity's affiliate, 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees both discretionary and non-discretionary advisory services.

Juan Garcia is a Financial Consultant at Fidelity Investments. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and collaborates with clients to identify their financial needs and to introduce them to Fidelity's resources and strategies aimed at achieving their desired goals. Juan has been with Fidelity Investments since 2016, holding various roles including Customer Experience Associate, Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant since 2022. He is licensed with a California Insurance License. Outside of his professional work, Juan enjoys baseball, golf, soccer, outdoor adventures, family activities, and social events with friends.

Anthony Corce is a financial advisor with Cetera Financial Specialists, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. Prior to joining Cetera in 2024, he worked at LPL Financial for nine years. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and a multi-manager platform with both affiliated and third-party investment options.

Helen Kim is a financial advisor with Mass Mutual Investors Services in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with MML Investors Services, LLC since 2017 and MassMutual Life Insurance Co since 2015. Outside of her advisory role, Kim teaches at the Southern California Korean School. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning approach involves collaborative, annual engagements using software tools to analyze client goals and deliver written recommendations.

Suzy Zeng is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping professionals, business owners, and retirees build financial confidence through personalized and holistic strategies. She leverages the full range of Merrill and Bank of America resources, including Personal Wealth Analysis planning tools, the Chief Investment Office, and access to specialized teams in loans, banking, and alternative investments, to provide disciplined and insight-driven financial guidance. Suzy holds FINRA Series 6, 7, 63, and 65 registrations, as well as life and health insurance licenses, enabling her to advise on wealth management strategies, retirement planning, business investments, and family protection. Before transitioning into financial services in 2018, Suzy worked in global corporate roles with PepsiCo, Kraft Foods, and Danone/WhiteWave, where she led business and product innovation initiatives and managed joint venture due diligence. This experience has shaped her multidimensional perspective on wealth planning, business growth, and tax-efficient decision making. She holds a Master's degree from the University of Minnesota Twin Cities and a Bachelor's degree from Beijing Normal University. Suzy is a co-founder of Z Choice International LLC, through which she applies her expertise in food and nutrition to provide practical wellness guidance. In addition to her professional pursuits, Suzy enjoys spending time with her family and engaging in activities such as badminton, cooking, pickleball, table tennis, and yoga. She is involved with the University of Colorado Boulder, Leeds School of Business, and the University of Denver, Daniels College of Business.

Krista Johnson is a Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their family needs and goals, helping to develop and adjust financial strategies accordingly. She has been with Fidelity since 2019, initially serving as a Financial Consultant before assuming her current role in 2025. Her professional experience spans multiple roles in the financial services industry, including positions as an Investment Consultant at Transamerica Financial Advisors and Pacific Advisors from 2016 to 2019, Sales Development Group Manager at The Private Bank, MUFG Union Bank from 2012 to 2015, Nonprofit Business Development Manager at The American Funds Group from 1999 to 2009, and Client Relationship Manager at Capital Research and Management Company from 1992 to 1999. She holds a California Insurance License. Outside of her professional work, Krista enjoys attending concerts, playing golf, spending time with pets, reading, singing, and skiing.

Timothy Denton is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with MML Investors Services Inc. since 2009 and associated with Mass Mutual since 2008. In addition to his advisory role, he is an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning relationships without discretionary authority.

Jonathan Ford is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 options, supported by a large nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Nora Semerjian is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co., Inc. since 2020, following roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Dane Braunecker is a financial advisor with LPL Financial in El Segundo, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Edward Jones, Extensiv LLC, and Murad LLC. 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 various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Jordan Opre is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, he worked at Bandcamp LLC for two years. Charles Schwab & Co., Inc. serves primarily 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational processes.

Jamie White is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and affiliated banking and lending programs.

Robin Morishita is a financial advisor with Ameriprise in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory work, she is involved in independent insurance brokering with United Healthcare Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to create and tailor retirement income plans, while offering a broad range of advisory, brokerage, and insurance solutions.

Alison Sabran is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2018 and previously at CLG LLC and EP Wealth Advisors. Outside of her advisory role, Sabran is also a licensed CPA involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Jason Maetani is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2012, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gabriella Burke is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016, with a brief gap in 2017. Outside of her advisory role, Burke works as a fitness coach at Orange Theory Fitness and operates a personal training business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Kirk Sheby is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at National Planning Corporation before joining LPL Financial in 2017. In addition to his advisory role, he provides tax preparation services through Sheby Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kay Yamada is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 designations and over 39 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and was previously with Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured discovery conversations and firm-approved planning tools to support clients, managing approximately $2.74 trillion in assets.

Derek Kokubun is a financial advisor with Raymond James Financial in Long Beach, CA, holding a Series 66 designation and bringing 18 years of industry experience. He previously worked at UBS and Concurrent Advisors before joining Raymond James in 2019. Outside of his advisory role, he is president of Wolfley Wealth Management, a support company based in Long Beach. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, and municipal entities. The firm offers non-discretionary, customized advisory services and is notable for its integration with municipal and public finance activities through its institutional and referral networks.

Michelle Moldenhauer Smart is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has prior experience with Wachovia Securities and Wells Fargo Advisors dating back to 1998. 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 approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering investment options that include insurance-related vehicles and bank deposit sweep programs.