Andrew Quillope is a financial advisor with Ameriprise in Cerritos, CA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he assists with trade requests and annual report reviews for a colleague’s practice. Ameriprise is a large institutional firm offering a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

John Wisenbaker is a Series 66-registered financial advisor with eight years of industry experience. He is currently with OSAIC and previously worked at Royal Alliance Associates, Inc., Sii, and Capital Resources & Insurance, Inc. He served in the U.S. Army Reserves for ten years. At Capital Resources & Insurance, Inc., he holds a role assisting a managing executive with client and clerical support. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm integrates brokerage and investment advisory services with tools such as asset-allocation models, risk assessments, and automated rebalancing, offering both discretionary and non-discretionary portfolio management.

Alberto Suarez is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he owns and operates a personal security services business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin Vanhaaster is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edward Kawahara is a CFP® with 33 years of industry experience, currently affiliated with Wells Fargo Clearing. He previously worked at Morgan Stanley in various capacities from 2009 to 2025. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

George Mendoza is a financial advisor with OSAIC, holding a Series 63 designation and over 30 years of industry experience. He has worked with Regal Advisory Services, Inc. for the past decade while maintaining a long-term association with OSAIC. Outside of his advisory roles, Mendoza owns and operates a tax preparation service and is involved in selling fixed annuities and life insurance for estate planning purposes through his own financial corporation. OSAIC serves a diverse client base including retail and institutional investors, offering a range of integrated brokerage and advisory services supported by advanced asset-allocation tools and multiple third-party platforms. The firm’s complex organizational structure includes numerous mergers and private-equity involvement, providing access to a wide array of investment and managed-account solutions.

Laura Arrevillaga is a financial advisor with Wells Fargo Clearing in Whittier, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Kevin Petersen is a Series 66-licensed financial advisor with Morgan Stanley in Torrance, CA, and has six years of industry experience. He previously worked at Edward Jones and has held various roles outside the financial sector, including positions in the hospitality industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Gabriel Jimenez is a Series 66-licensed financial advisor with 17 years of industry experience, currently with J.P. Morgan Securities. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously held roles at Bank of America and Merrill in 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its network of Wealth Advisors. The firm combines institutional advisory services with affiliated brokerage and investment management capabilities.

Andrew Bailey is a financial advisor with RBC Capital Markets holding a Series 66 designation and 11 years of industry experience. He has worked at RBC Capital Markets since 2016 and at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Claudine Rajah is a financial advisor with Ameriprise in Hermosa Beach, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Tyler Chernack is a financial advisor at Wells Fargo Advisors with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at True Farma Holding, Inc. and Workday, Inc. He is also a Certified Divorce Financial Analyst and provides financial guidance through Smart Divorce LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Maria Richards is a financial advisor at Primerica Advisors with two years of industry experience. She holds the Series 65 and Series 63 licenses and has worked previously at PFS Investments Inc. and Primerica Financial Services. Outside of her advisory roles, her background includes work at the San Diego Gamma Knife Center and periods as a homemaker. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, employing model-driven investment strategies supported by third-party asset managers and custodians.

Claudia Ramirez is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 18 years of industry experience. She previously worked at Rockefeller Financial LLC and Wells Fargo Clearing. 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 a range of financial planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocations.

Jeanelle Medina is a CFP® and holds a Series 66 license. She has been with Charles Schwab since 2022 and has three years of industry experience. Prior to joining Schwab, she worked at Portfolio Insider and Instacart. Outside of her advisory role, she runs training camps for youth through the Los Angeles Dodgers Training Academy. Charles Schwab primarily serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering integrated brokerage, custody, and advisory services with a combination of non-discretionary and discretionary investment options.

Travis Wasson is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with OSAIC and has held positions at Capital Resources & Insurance, Inc. and Signator Investors, Inc. Wasson is also the owner and president of Capital Resources & Insurance, Inc., managing various aspects of the corporation. Additionally, he serves as director of field maintenance for Huntington Beach Girls Softball, a local nonprofit organization. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party investment managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Shawn Louis is a financial advisor with OSAIC based in Los Alamitos, CA, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. He worked at National Planning Corporation for 14 years before joining OSAIC in 2017. Outside of his advisory role, he operates a sole proprietorship involved in fixed life insurance sales. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering services such as financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include various asset types, managing accounts on both a discretionary and non-discretionary basis.

Laura Martin is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley and its predecessor Morgan Stanley Smith Barney LLC since 2010, with a two-year tenure at RBC Capital Markets from 2017 to 2019. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct financial planning services and plans through Corporate Financial Planning agreements.

Nathan Heath is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith. Outside of his financial career, Heath owns In-Home Aromas, Inc., a candle business he operates as a weekend hobby. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Canales II is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked exclusively within various divisions of J.P. Morgan since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining institutional advisory capabilities with affiliated brokerage and investment management services.