John Andraos is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, serving clients who meet certain net-worth criteria.

Vanessa Schafer is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Mark Tigchelaar is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he was a partner at Solid Coffee Roasters for five years and worked with Keana Development for two years. He serves as a board member of the City of Bellflower Public Safety Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wesley Sullivan is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Courtney Marshall is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 license and has worked at Merrill and Bank of America since 2014. Outside of her advisory role, she owns and operates a Christian childcare business and a YouTube channel focusing on fitness, family, faith, and relationships. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Grant Hartwell is a financial advisor with Osaic Wealth, Inc. based in Torrance, California. He holds the Series 66 designation and has 13 years of industry experience. Hartwell is also co-owner of Hartwell Financial Services, a financial advisory firm affiliated with Osaic. Outside of his advisory work, he serves on the Board of Directors for Free Arts for Abused Children, a nonprofit that provides art programs to transitional housing facilities and low-income areas. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct client portfolios.

Elena Peterson serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works directly with clients to understand their current financial needs and presents solutions available through Merrill and Bank of America. Elena holds the professional designation of Personal Investment Advisor (PIA) and earned a Master's Degree from Saint Petersburg State University. Her approach involves assisting clients in identifying what matters most to them and their families to develop strategies aimed at pursuing their financial goals.

James Mc Elroy is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Grove Point Advisors, Diversified Securities, and Merrill. Outside of advisory work, he is involved in horse training and racing. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies to serve a broad client base.

Raymond Fong is a financial advisor with Edward Jones in Long Beach, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Nicalis Inc. for six years and was self-employed at Renown Auto Style Inc. for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Jared Arteaga is a financial advisor with LPL Financial, holding a Series 65 designation and bringing two years of industry experience. His career includes seven years at Canterbury Consulting, Inc. before joining LPL Financial and Arise Private Wealth in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Roy Grimes is a financial advisor with LPL Financial based in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Zions Direct, Inc., Zions Capital Advisors, Inc., and Zions Bank, where he has worked since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Carole Ann Nero is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of her advisory role, she is a sole proprietor of an investment-related rental property in Long Beach, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm employs a structured planning process that uses firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Gregory Kaiser is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Prudential Equity Group. He also serves as a trustee for a family trust. 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 a broad range of brokerage and advisory solutions.

Aaron Cistrelli is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently associated with LPL Financial and has previously worked at CUSO Financial Services, Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities Inc. He is also commissioned as a notary in Torrance, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of over 22,800 investment adviser representatives. The firm offers a range of financial planning and investment management services, including third-party asset management and institutional platforms, and utilizes various advisor-facing technological tools to support portfolio management.

Mark Toumajian is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2016 to 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party managers.

Stephen Brand is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing Services, Wells Fargo Bank, and Bank of America prior to joining J.P. Morgan in 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

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, holding a Series 66 designation and 12 years of industry experience. His career includes positions at Morgan Stanley and Waddell & Reed, Inc. He is based in Torrance, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Matthew Montegani is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Rizzo Financial Group and Costco Wholesale. 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 delivers advisory work using proprietary capital market assumptions and research to tailor plans aligned with clients’ goals and risk tolerances.

Brandon Bennett is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and involvement in educational and recreational settings such as California State University Long Beach and Virginia Country Club. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, utilizing diverse strategies and technology tools to support client accounts.