Daniel Lasker 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 Morgan Stanley Private Bank, National Association since 2011 and 2015, respectively. He is based in Long Beach, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning, utilizing firm-approved tools and scenarios developed by its Global Investment Committee.

Akhil Pruthi is a financial advisor at Edward Jones in Orange, CA, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase for seven years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds.

Esperanza Padilla Gomez is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Outside of her advisory work, she is the owner of The Creperee LA, a business in the food industry that also offers dog boarding services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals with a range of portfolio management options and access to both proprietary and third-party investment strategies.

Zhuang Tantiwasadakran is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Linsco/Private Ledger Corp. since 2007. He is also involved in an independent fixed insurance business specializing in life, health, disability, fixed annuity, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Ralph Pan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 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 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.

Kevin Marumoto is a financial advisor with Ameriprise in Irvine, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he sublets office space to other advisors under a master lease arrangement. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Pierre Biscaichipy is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the advisory board and finance committee of the Devil Pups Foundation, a nonprofit focused on children and youth, where he is involved in fundraising, marketing, and administrative duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and research.

Vera Daikovich is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning and retirement plan consulting, with both discretionary and non-discretionary management options supported by research and model portfolios.

Antonios Lee is a Series 66-licensed financial advisor with 38 years of industry experience. He has worked at Cetera since 2025 and previously was with Avantax Investment Services and Avantax Insurance Agency for a combined 33 years. Outside of his advisory role, he is involved in managing rental real estate through several partnerships. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and unaffiliated third-party managers.

Peggy Tong is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 65 and Series 63 designations and previously worked at Bank of America and Merrill from 2014 to 2023. Outside of her advisory role, she is an owner of a non-agent real estate investment property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and maintains a centralized operational structure supporting a large client base.

Brian Chan is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2024, he spent nine years at Woodbury Financial Services INC. In addition to his advisory role, Chan operates a tax preparation sole proprietorship. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include various types of securities and alternative investments.

Mary Caporale is a financial advisor at Edward Jones with 42 years of industry experience. She has held her position at Edward Jones since 2003 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Jennifer Wolfslau is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked in various roles at Morgan Stanley entities since 2016. Her background includes a year at the Segerstrom Center for the Arts and four years at Chapman University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling techniques in its planning process, providing advisory services without individual security recommendations as part of standalone plans.

Edward Cho is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He focuses on collaborating with clients to align their investment portfolios with their specific goals, regularly reviewing plans to address asset preservation, income generation, and tax-efficient investing. Edward's professional experience includes roles as an Investment Consultant at Fidelity Investments from 2017 to 2018, Financial Advisor at Morgan Stanley from 2015 to 2016, and Financial Advisor at American Express Financial Advisors from 2002 to 2003. He holds a California Insurance License.

Gabriel Ayala is a financial advisor with LPL Financial in Fullerton, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Hui Kim is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, Kim spent seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Cuong Le is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various divisions within J.P. Morgan since 2009, including JPMC Bank NA and J.P. Morgan Securities LLC. His earlier career includes positions at Mr. Cooper and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.

Khaled Younes is a financial advisor with Morgan Stanley in Long Beach, CA. He holds a Series 66 credential and has been in the industry since 2025. His prior work experience includes roles at the City of La Habra and Kay Jewelers. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services ranging from retail and institutional offerings to private funds and principal trading activities.

Jeffrey Miyahara is a financial advisor with LPL Financial and holds a Series 66 designation. He has seven years of industry experience, having previously worked at Edward Jones. Miyahara has also been involved in educational roles at multiple colleges and institutes. Outside of advising, he is associated with JM Properties for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities. The firm offers a broad range of advisory programs and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Josiah Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His work history includes roles at JPMorgan Chase Bank, Morgan Stanley, and Primerica. Outside of finance, he has experience working in the food service industry and education. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.