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.

Christopher Nguyen is a financial advisor with J.P. Morgan Securities in Huntington Beach, CA, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has nine years of industry experience, including prior roles at Bank of America, Merrill Lynch, UBS Financial Services, and MUFG Union Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.

Khanh Nguyen is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMC BANK NA, Nguyen held roles at Bank of America and has experience working in the food service industry. J.P. Morgan Securities LLC 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 to support its recommendations.

Jennifer Kim is a financial advisor with Equitable Advisors in La Palma, CA, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at Cetera, Avantax, and Ksga LLP. She is also a partner at Prospera Accountancy Group, where she provides CPA services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through multiple third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

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.

Aaron Volen is a financial advisor with Merrill based in Seal Beach, CA, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Merrill and Bank of America since 2002. Outside of his advisory role, he serves as an officer of Pageant Coaching & Designs Inc., a company focused on pageant coaching and consulting. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

Norbert Chen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved in private tutoring and financial education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives, offering a broad range of advisory programs, retirement plan consulting, and brokerage services.

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.

Gregory Prough is a financial advisor with Edward Jones in Long Beach, CA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kristiane Sweeney is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to performance reporting and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

Daniel Gracy is a financial advisor with Ameriprise in La Mirada, CA, holding CFP®, ChFC®, and Series 63 designations and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 1995. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise provides a retirement-income planning service primarily for clients with significant investable assets, delivering written recommendations on income strategies, Social Security options, and tax-efficient withdrawals. The firm combines research, modeling, and automated tools overseen by a dedicated committee to tailor retirement planning advice.

Desiree Tuck is a Financial Consultant at Fidelity Investments, where she has been working since 2024. Prior to this role, she held positions as an Investment Consultant from 2022 to 2024, a Relationship Manager in 2022, and a Financial Representative from 2021 to 2022, all within Fidelity Investments. In her role, Desiree focuses on collaborating with individuals and families to develop financial plans and investment strategies tailored to their goals. She aims to provide clients with confidence and peace of mind through personalized financial guidance. Desiree holds a California Insurance License.

Nathan Pilataxi is an advisor at Fidelity with Series 63 and Series 66 designations. He has held positions at Fidelity Investments since 2024 and previously worked at US Bank and MUFG Union Bank. His background also includes experience in education at Long Beach City College and Millikan High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.