Edwin Yi is a financial advisor at Ameriprise in Torrance, CA, holding a Series 66 credential with two years of industry experience. He previously worked at Kinecta Federal Credit Union and LPL Financial. Yi is also employed at Kinecta Wealth Management, where he is involved in investment management. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Aubrey Robertson is a financial advisor with Thrivent Investment Management based in Torrance, CA, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Thrivent Financial and Wells Fargo Advisors prior to his current role, and is also an author of Christian books and content. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations on a broad range of topics without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Kevin Coyle is a CFP® with 14 years of experience in the financial industry, currently serving at Morgan Stanley since 2017. Prior to this, he worked at Merrill from 2011 to 2017. He holds the Series 66 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process emphasizes structured discovery and firm-approved tools, while clients retain responsibility for plan implementation and updates.

Gary Tsou is a financial advisor with Merrill based in Cerritos, CA. He holds Series 63 and Series 66 licenses and has five years of industry experience. His work history includes roles at Bank of America, Nylife Securities LLC, New York Life Insurance Company, and teaching positions at California State College Fullerton and Mountain San Antonio College. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Njambi Hooks currently serves as a Branch Leader at Fidelity Investments, a role she has held since 2023. In this capacity, she leads, manages, and coaches a team of professionals focused on understanding client needs and assisting them throughout their financial planning journeys. Prior to this position, she gained extensive experience across various roles at Fidelity Investments, including Wealth Management Planning Consultant from 2017 to 2023, Senior Relationship Manager from 2014 to 2017, and Private Client Specialist from 2012 to 2013. Her professional background also includes a Vice President, Director of Operations role at Beacon Pointe Wealth Advisors from 2013 to 2014, and earlier experience at HSBC Private Bank as an Assistant Vice President and Relationship Officer from 2007 to 2012. She began her career in banking with Wells Fargo Bank, serving as a Client Service Consultant and Assistant Branch Manager between 1999 and 2007. Njambi holds a California Insurance License. Outside of her professional responsibilities, Njambi has personal interests that include cooking and baking, exploring culinary experiences as a foodie, running, traveling, and practicing yoga.

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.

Kristopher Raney is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Wells Fargo Advisors in El Segundo, CA, having been affiliated with Wells Fargo firms since 2010. Raney also owns and manages Raney Wealth Management LLC in Manhattan Beach, CA. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad planning menu and tailored investment recommendations. The firm combines advisory services with other financial products and offers discrete planning engagements supported by Wells Fargo research and planning tools.

Monica Dickson is a CFP®-credentialed financial advisor with Edward Jones, based in Long Beach, CA. She has 10 years of industry experience and has been with Edward Jones since 2015. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

John Koyama is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Cetera and Foresters Financial Service. Outside of finance, he is a business owner of Float Spa Clinic in Torrance, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs supported by research, model portfolios, and various portfolio management services.

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.

John Chou is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their unique ambitions and develop personalized financial strategies to address their short-, mid-, and long-term goals. His services encompass a wide range of areas including family wealth management, institutional investment consulting, philanthropic planning, retirement income, and small business strategies. John also provides access to specialists in banking, credit, home financing, and small business solutions through Bank of America. John holds a Bachelor's Degree from the California State University System and a Master of Business Administration (MBA) from the University of Southern California. He is a Personal Investment Advisor (PIA) and is registered under NMLS#2466564. In addition to his professional work, John serves as a City Council Member for the City of San Marino. Outside of his professional and community roles, John enjoys golfing, hiking, and spending time with his family.

Mellessia Gent is a financial advisor with Cetera holding Series 63 and Series 65 licenses and has 34 years of industry experience. She has been with Cetera and Cetera Wealth Services, LLC since 2013. Outside of her advisory work, she serves as a notary public and provides in-home care services through the Department of Public Social Services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm offers portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, and institutional accounts.

Henry Nielsen is a financial advisor with Primerica Advisors based in Torrance, CA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work history includes positions at PFS Investments Inc. and the United States Postal Service. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-based strategies created by unaffiliated asset managers.

John Arensdorf is a CFP® professional with 37 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the owner of Arensdorf and Associates, LLC, an investment-related business based in El Segundo, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, delivering tailored recommendations that clients may implement through various brokerage and advisory programs.

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.

Kiley Schmit is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. She has worked at Charles Schwab since 2007, including 15 years at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, 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 offers a blend of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

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.

Paul Pitchess is a financial advisor with Cetera in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Avantax Investment Services, INC. for 12 years and has been involved with his own tax preparation and accounting business, Pitchess & Pitchess, LLP, since 2005. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors.

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.

Dylan Bright is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He previously held roles at SCRE Financing Corp and Fidelity Bancorp Funding. In addition to his advisory work, he is a licensed insurance producer and a loan originator, activities related to providing financial planning and loan services. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports various account management options and legacy platform transitions.