Donna Phelan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group from 2001 to 2003. Outside of her advisory role, she is a self-employed author and teaches a course on women, money, and prosperity at the Redondo Beach Center for Spiritual Living. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sean Gauss is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, following eight years at Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christopher Anderson is a CFP® professional with 10 years of experience in financial advising. He is currently with Cetera and has also worked at MEA Wealth Advisors and Cetera Advisors LLC. Outside of his advisory roles, he is involved in managing administrative services for MEA Wealth Advisors and owns a produce orchard business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a wide range of investment programs and access to third-party managers, supporting advisors in constructing customized portfolio strategies.

Elaine Sarnoff is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Neuberger Berman BD LLC. Elaine also spent time with the In-Home Supportive Services Program from 2016 to 2018. 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 delivers non-discretionary advice through select Wealth Advisors, supporting clients in final decision-making.

Christopher Arnaldo is a financial advisor with Edward Jones in Long Beach, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Enterprise Holdings Inc. for 18 years. Outside of his advisory role, he is involved in a technology and software business, DealersGear, assisting with client relationships. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated capabilities, supported by a large network of financial advisors and branch offices nationwide.

Tyler Horgan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has also been affiliated with the University of Southern California since 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sean Payne is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has been with Edward Jones since 2002. Payne serves as a board member emeritus for the Los Alamitos Education Foundation and is an active board member of Precious Life Shelter in Los Alamitos, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Austin Arata is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Kinecta Financial & Insurance Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that partners with advisors like Austin to deliver tailored retirement-income recommendations.

Christopher Olson is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at VectorUSA, Relocity, Inc., Data Analysis Inc., and Kforce Inc. Olson operates JW Financial Strategies as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cory Mak is a financial advisor with Merrill based in Manhattan Beach, CA. He holds a Series 66 designation and has experience working with Bank of America, N.A. from 2017 through 2026. Prior to his current role, he also worked briefly in the retail and hospitality sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mai Park is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Morgan Stanley. 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 supported by various investment platforms and tools.

Amanda Hiatt is a financial advisor with J.P. Morgan Securities in El Segundo, CA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Hiatt serves as Treasurer and Board Member of the Neptunian Woman's Club, a nonprofit focused on volunteerism and fundraising for charitable, educational, cultural, and civic services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Roobina Yahya is a financial advisor at Morgan Stanley with 28 years of industry experience. She previously worked at RBC Capital Markets for 14 years before joining Morgan Stanley Smith Barney LLC. Yahya holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that include scenario modeling without individual security recommendations.

Victoria Vargas is a financial advisor with Edward Jones in Long Beach, CA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked at Yelp for six years and Lindamood-Bell Learning Processes for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Klimke is a CFA® charterholder with 21 years of industry experience. He is associated with Cetera and has held roles at various Cetera entities since 2013, as well as positions at Tower Square Investment Management LLC and Avantax Investment Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers and various program structures.

Alexander Reuben is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, JP Morgan Chase Bank, JP Morgan Securities, Raymond James Financial, and a CPA accountancy corporation. Outside of his advisory work, he is involved in a non-investment-related role at Jonathon P Reuben, CPA AAC. 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technological tools and a wide network of over 22,800 advisors.

Ryan Gill is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Waldorf Estoria and attended Arizona State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carol Wilshire is a CFP® with 30 years of industry experience, currently serving at RBC Capital Markets and City National Bank since 2020. She previously worked at UBS Financial Services Inc for 11 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers, complemented by RBC’s extensive capital markets capabilities.

Lyle Murakami is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 credentials and having 44 years of industry experience. He previously worked at Citigroup Global Markets from 2000 to 2009 before joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. Outside of his advisory role, he is involved in managing rental property as a sole proprietor. Morgan Stanley Wealth Management provides advisory services and brokerage through tailored financial planning programs for individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of investment and financial products, serving clients directly and through employer-based agreements.

Matthew Chan is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Cetera, having joined in 2026, and previously worked at Ameriprise from 2021 to 2025. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, employing a multi-manager platform that includes both affiliated and third-party managers.