Samaneh Yousefzadeh is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2018 and has previous experience outside finance, including a role at Delphi Greek Restaurant. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader range of financial products than typical large institutional advisers.

David Miller is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Waddell & Reed, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Paul Fea is a financial advisor with RBC Capital Markets based in El Segundo, CA, holding a Series 66 designation and 22 years of industry experience. His prior work includes 16 years at UBS Financial Services and four years at City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored investment strategies through multiple advisory programs, combining discretionary and non-discretionary portfolio management with custody and brokerage services.

Christoph Chavez is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2021. He works with clients to progress toward their goals through a holistic financial planning process with an emphasis on retirement planning. Christoph prioritizes building relationships based on communication and transparency throughout this process. Prior to his current role, Christoph was Vice President and Financial Advisor at Merrill Lynch from 2016 to 2021. He began his financial planning career as a Financial Planner at Metlife Securities, holding that position from 2011 to 2016. He holds a California Insurance License. Outside of his professional work, Christoph has interests in baseball, cars, hiking, outdoor adventures, and traveling.

Kristena Petty is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. 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 supported by advanced analytical tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to clients and through Corporate Financial Planning agreements.

Jeffrey Sheefel is a financial advisor with Ameriprise in Huntington Beach, CA, holding a Series 63 designation and 35 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers services through a centralized consulting team in partnership with client advisors.

Kristina Charles is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Rockefeller Financial LLC, Bank of America, Merrill, and UCLA. Outside of her advisory work, she is involved in property management. Morgan Stanley Wealth Management serves individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion. The firm combines tailored advisory programs with a wide range of investment and planning services.

Elizabeth Han is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Elizabeth helps individuals and families navigate the complexities of building, preserving, and transferring wealth through a planning-first approach that emphasizes understanding clients' personal perspectives and priorities. With seven years of experience at JPMorgan Chase prior to transitioning into wealth management, Elizabeth specializes in family wealth management strategies, philanthropic planning, small business strategies, women and wealth, and tax minimization. Her expertise includes goals-based planning, investment management aligned with risk tolerance and objectives, retirement income strategies, and tax and estate planning coordination alongside attorneys and tax professionals. Elizabeth earned her bachelor's degree from Queens College. In addition to her professional pursuits, she enjoys camping, hiking, rock climbing, yoga, and spending time with her family. She is involved in community activities such as UpENDing Parkinson's and serves as a Belayer.

Timothy Tanner is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Western International Securities, Inc. since 2015. Outside of advisory work, he is involved as an agent in accident, health, life, and variable insurance and maintains a passive partnership in ATM Merchant Services, LLC, a company specializing in ATM transaction processing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management options.

Scott Gilbert is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Woodbury Financial Services Inc. for nine years. Gilbert is also president of Scott Gilbert Productions Inc., a photo and film production company. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment platforms and tools, supporting both discretionary and non-discretionary portfolio management.

Angela Liu is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and previously worked at The Safavi Group, LLC, Lusha Liu, Equitable Advisors, and Axa Advisors, LLC. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michelle Fenske is a Series 66 licensed financial advisor with 19 years of industry experience. She has worked at UBS Financial Services since 2022 and previously spent seven years with Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary capital market assumptions and global research to tailor client plans.

Chikako Kashino is a CFP®-designated financial advisor with Cetera who has 30 years of industry experience. She has been affiliated with Cetera and its related entities since 2015. In addition to her advisory role, she operates a financial services business under the name Advanced Planning Solutions, Inc., and holds a life, health, disability, annuities, and long-term care insurance license. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers with various program structures.

Thomas Gray is a financial advisor with Wells Fargo Advisors in Redondo Beach, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2015 and concurrently maintains a role with Pension Technology Insurance Services, Inc. since 1984. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad array of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Beth Roach is a financial advisor with J.P. Morgan Securities in Torrance, CA, holding a Series 63 designation and 32 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Outside of her advisory role, she is a partner in DBR Holdings LLC, a real estate investment venture she operates with her husband. 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. The firm operates with both broker-dealer and investment adviser registrations and delivers advisory services alongside affiliated brokerage and investment management capabilities.

Johanna Mc Gee is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in offering personalized wealth management strategies tailored to the changing market conditions, leveraging resources from Merrill Lynch and banking solutions from Bank of America to help clients pursue their financial goals. Her practice includes guiding professionals, business owners, and families through key financial decisions across investment, retirement planning, cash flow management, alternative investments, and lending access. With over 15 years of experience in the financial industry, Johanna holds designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and she completed an Accredited Certificate Program from American Junior College. She focuses on areas such as college education planning, divorce transition planning, family wealth management strategies, retirement income, tax minimization, socially responsible investing, and women and wealth. Residing in the South Bay since 2000, Johanna is active in her community, volunteering with organizations such as Baby2baby and Feed My Starving Children. Outside of her professional activities, she enjoys spending time with family and friends, traveling, outdoor activities, live music, dancing, hiking, music, painting, soccer, table tennis, watching movies, and practicing yoga.

Miguel Lazarte is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors, Grayson Enterprise, and JPMorgan Chase Bank prior to his current role. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Matthew De Montagnac is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Prior to his advisory role, he worked at Starbucks Coffee Company and Enterprise Holdings, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Suzanne Widor is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She previously worked at Morgan Stanley for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. She holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework when making recommendations.

Audrey Stansbury is a CFP® with 22 years of industry experience and has been with Edward Jones since 2004. She holds Series 63 and Series 66 licenses and is based in Manhattan Beach, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a comprehensive range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.