David Bate is a financial advisor with LPL Financial in Manhattan Beach, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he is also involved in real estate as a Coldwell Banker real estate agent. LPL Financial serves a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by a variety of investment management approaches and research resources.

Ryan Gordon is a financial advisor with LPL Financial and holds the CFP® designation and Series 66 license. He has 24 years of industry experience, including prior roles at Raymond James Financial Services and Wells Fargo Advisors. Outside of financial advising, he is involved with PrimeSC, a commercial HVAC business based in Manhattan Beach, CA. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Teresa Ortega is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2017, following three years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs combining discretionary and non-discretionary portfolio management, tailored to client risk profiles and implemented through a blend of in-house and third-party investment managers.

J Mattingly is a financial advisor at Edward Jones with one year of industry experience. He holds Series 66 and Series 63 registrations. His prior work experience includes roles at Chocolatte Enterprises, American Art Construction, NYLife Securities LLC, New York Life, and Saint Marc USA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a comprehensive advisory program. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies alongside affiliated mutual funds and tax-efficient services.

Asanka De Alwis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMC Bank NA since 2018, with prior experience at Wells Fargo Clearing Services LLC and Wells Fargo Bank. 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. The firm offers customized performance reporting and focuses on funds and strategies approved through its internal review processes.

Jean Paul Afif is a financial advisor with Morgan Stanley, holding a Series 66 license and 12 years of industry experience. His prior positions include roles at Bank of America, Merrill, Wells Fargo Private Bank, and Morning Star Wealth Management. Outside of finance, he has been involved with the Screen Actors Guild as an executive producer and actor in commercials, films, and television for more than two decades, and he is the creator of a technology app called Star of the Sea NIL. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive asset management.

David Kakuda is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Juan Martin is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Bank of America, and Merrill. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and a centralized due-diligence framework.

Veronika Alekyan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in offering personalized wealth management and investment guidance to professionals, entrepreneurs, and families. She aims to help clients simplify complex financial decisions and develop strategies that balance everyday demands with long-term financial and personal goals. Veronika joined Merrill in 2025 after working as a Private Client Banker at J.P. Morgan Chase and prior experience with a MassMutual affiliate. Before transitioning to her advisory career, she held roles in commercial real estate investment underwriting with real estate development and private equity firms, as well as a global real estate advisory firm. Her responsibilities included managing analytical support for sales and acquisition transactions with total annual valuations exceeding $1 billion. She holds a Master's degree in International Economics and Finance from Brandeis University and a Bachelor's degree from Yerevan State Institute of Economics. Veronika is a Chartered Financial Analyst (CFA) charterholder and an active member of the CFA Society of Los Angeles. Outside of work, she enjoys painting, playing chess, and spending time with family and friends.

Yuko Matsuo serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, Yuko works with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Her approach reflects a commitment to understanding each client’s unique financial situation and priorities. Yuko’s expertise includes family wealth management, international wealth management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. She emphasizes working collaboratively with clients to tailor strategies that align with their objectives. Outside of her professional responsibilities, Yuko enjoys fishing, hiking, music, reading, singing, and spending time with her family. She also values community involvement, continuing the Merrill tradition of active participation in the communities served.

Sean Hegardt is a financial advisor at Morgan Stanley in Torrance, CA, holding a Series 66 designation with three years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2022, along with prior experience at the University of Arizona and Teksystems. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, providing advisory services that do not include individual security recommendations as part of standalone planning.

Jordan Horner is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 licenses. He has five years of industry experience, including prior roles at E*TRADE Securities and Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering various advisory programs with a focus on tailored financial planning supported by firm-approved tools and structured discovery processes.

Lucy Hardy is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley since 2017 and previously was affiliated with Financial Partners Credit Union and LPL Financial. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Eddie Rivera Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017. Prior to that, he was employed at PFS Investments Inc. and Primerica Financial Services. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis with an in-house due-diligence framework.

Allison Fujimoto is a financial advisor at Morgan Stanley with 10 years of industry experience. She has held positions at Morgan Stanley Smith Barney LLC since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning services supported by firm-approved tools and modeling techniques.

Lucas Hyman is an advisor at LPL Enterprise with a Series 66 credential and is based in Long Beach, CA. He has prior experience as a business owner with A Lucas Hyman Production, Inc. since 2024 and held roles at Exit 39, Inc. and Love Productions USA. Outside of his advisory work, he is involved in entrepreneurial activities through his production company and has outside employment with Unbothered, Inc. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and brokerage and insurance products, delivering investment advice primarily via its investment adviser representatives supported by LPL’s research and portfolio resources.

John Razon is a financial advisor with Fidelity Investments, holding a Series 66 designation and seven years of industry experience. Before joining Fidelity, he worked at Wells Fargo Advisors and Barnes & Noble, Inc. In addition to his advisory role, he provides luxury rideshare services as an independent contractor for Lyft and Uber. Fidelity's Strategic Advisers LLC, where John is associated, offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across various platforms.

Eddie Wada is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Samuel Westermann is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. Prior to his current role, he worked at LendingClub Corporation for five years. He is also an independent insurance agent representing various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of model-based and discretionary strategies.

John Botica is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been associated with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of home-related products and services, including mortgage loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.