Donald Moulton is a financial advisor with UBS Financial Services in El Segundo, CA, holding a Series 63 designation and 47 years of industry experience. He has been with UBS Financial Services since 1990. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides customized financial planning and portfolio management using proprietary research and model-based asset allocations.

Lacey Somwaru is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she worked at TTFB CA LLC and has experience in education and fitness sectors, including roles at the University of California, Los Angeles, and LifeTime Fitness. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services using firm-approved tools and a structured discovery process.

Xenia Sedano is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 63 and Series 65 designations. Sedano has worked with Wells Fargo Bank and Wells Fargo Clearing Services since 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Benjamin Koehlinger is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as Vice President of the Majors Division for the Lakewood Village Little League, organizing games and coordinating league activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning focused on a broad range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option.

Cody Hale is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, his work history includes roles in automotive sales and detailing as well as experience at the University of California, Irvine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial recommendations across various planning areas without implementation. The firm offers a holistic, goal-based approach and separates its planning and managed-account services while maintaining periodic reviews of client plans.

Nailah Khan is a financial advisor at Edward Jones with 19 years of industry experience, including 12 years at Edward Jones. She holds the Series 66 designation. Outside of her advisory role, Khan serves as Vice President of a local referral networking group and is a board member of The LGBTQ Center in Long Beach, participating in strategy meetings and donor engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jesus Mendez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. He also served in the United States Marine Corps Reserve for six years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions across a large network of advisors.

David Adishian is a Wealth Management Advisor and Managing Director leading the Adishian Group at Merrill Lynch Wealth Management. For over two decades, he and his team have provided financial guidance to individuals, executives, entrepreneurs, and their families. Their expertise includes wealth preservation and growth strategies, particularly following significant financial transactions or life events. The group also supports businesses in key industries such as transportation, real estate, apparel, manufacturing, entertainment, technology, and sports with services including lending and cash management. David holds a Bachelor’s degree in Business Economics from the University of California at Santa Barbara, where he graduated with Omicron Delta Epsilon honors, and a Juris Doctor from Pepperdine University School of Law, where he was a Margaret Brock Scholar. He maintains professional designations including Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor®, and is a member of the State Bar of California. David actively participates in the community through roles with organizations such as the Los Angeles World Affairs Council & Town Hall, the University of California, Santa Barbara Foundation, the Petersen Museum’s CF200 Executive Committee, and the Manhattan Beach Education Foundation. His approach centers around understanding clients’ life priorities to create personalized financial plans tailored to their goals and aspirations. David has been recognized by Forbes as one of the “Best-in-State Wealth Advisors” for eight consecutive years, reflecting his commitment to delivering consistent, disciplined wealth management services. Outside of his professional work, David enjoys biking, hiking, and spending time with his family.

Micaiah Harounian is a financial advisor at Cetera with a Series 65 credential and one year of industry experience. His prior work includes a four-year period at Bel Air Bay Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with over $256 billion in assets under management.

Jonathan Kiester is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Emmee Sarmiento Ferguson is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS since 1999. Outside of her advisory role, she serves on the finance committee of the Providence TrinityCare Hospice Foundation, providing oversight of the organization’s financial operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client goals and risk tolerances.

Joseph Palompo is a financial advisor at Fidelity with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and for using systematic methodologies and advanced technologies, including AI, in its investment process.

Syed Ali is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes positions at Wells Fargo Clearing and Standard Chartered Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and corporate fiduciaries. The firm’s integration within Bank of America’s corporate platform allows access to a wide array of investment products and services.

Darrell Hallenbrook is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Savanna Saul is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. Her prior roles include four years at Morgan Stanley Private Bank and Morgan Stanley. She also has experience outside finance, having worked at Giuseppe's Fine Dining for a year. 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jung Han is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alfredo Gomez is a financial advisor with Edward Jones, holding Series 63, 65, and 66 credentials and bringing 18 years of industry experience. His background includes roles at U.S. Bank, HighMark Capital Management, Advisor Group, SagePoint Financial, and Jackson National Life. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Alexis Muro is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has previously worked with Avantax Advisory Services and Hazard Financial. Outside of his advisory role, he serves as an authorized check signer for Narbonne Plaza Partners, LLC, managing accounting duties for a commercial rental property. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Jim Kottoor is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 credentials. His career has been with UBS Financial Services since 2015 across various entity registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Camden Wopperer is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. He has held roles at OSAIC and Securities America, Inc., and has prior work experience in academia and the hospitality industry. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.