Paul Fea is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 23 years of industry experience. His prior work includes 16 years at UBS Financial Services and four years at City National Bank. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a blend of in-house and third-party investment managers.

Christoph Chavez is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2021. He works with clients to progress toward their goals through a holistic financial planning process with an emphasis on retirement planning. Christoph prioritizes building relationships based on communication and transparency throughout this process. Prior to his current role, Christoph was Vice President and Financial Advisor at Merrill Lynch from 2016 to 2021. He began his financial planning career as a Financial Planner at Metlife Securities, holding that position from 2011 to 2016. He holds a California Insurance License. Outside of his professional work, Christoph has interests in baseball, cars, hiking, outdoor adventures, and traveling.

Kristena Petty is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current role at Morgan Stanley Smith Barney LLC since 2009. Petty holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Jeffrey Sheefel is a financial advisor with Ameriprise in Huntington Beach, CA, holding a Series 63 designation and 35 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers services through a centralized consulting team in partnership with client advisors.

Kristina Charles is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Rockefeller Financial LLC, Bank of America, Merrill, and UCLA. Outside of her advisory work, she is involved in property management. Morgan Stanley Wealth Management serves individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion. The firm combines tailored advisory programs with a wide range of investment and planning services.

Elizabeth Han is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Elizabeth helps individuals and families navigate the complexities of building, preserving, and transferring wealth through a planning-first approach that emphasizes understanding clients' personal perspectives and priorities. With seven years of experience at JPMorgan Chase prior to transitioning into wealth management, Elizabeth specializes in family wealth management strategies, philanthropic planning, small business strategies, women and wealth, and tax minimization. Her expertise includes goals-based planning, investment management aligned with risk tolerance and objectives, retirement income strategies, and tax and estate planning coordination alongside attorneys and tax professionals. Elizabeth earned her bachelor's degree from Queens College. In addition to her professional pursuits, she enjoys camping, hiking, rock climbing, yoga, and spending time with her family. She is involved in community activities such as UpENDing Parkinson's and serves as a Belayer.

Timothy Tanner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Western International Securities, Inc. for 10 years and has been involved with ATM Merchant Services, LLC, a transaction processing business, since 2006. 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 and access to third-party asset management, supported by a large network of investment adviser representatives and extensive operational resources.

Scott Gilbert is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Woodbury Financial Services Inc. for nine years. Gilbert is also president of Scott Gilbert Productions Inc., a photo and film production company. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment platforms and tools, supporting both discretionary and non-discretionary portfolio management.

Angela Liu is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has previously worked at The Safavi Group, Lusha Liu, Equitable Advisors, and Axa Advisors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Dwight Beasley Jr. is a financial advisor with Edward Jones in Huntington Beach, CA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His background includes roles at Bank of America and Merrill prior to joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Michelle Fenske is a Series 66 licensed financial advisor with 19 years of industry experience. She has worked at UBS Financial Services since 2022 and previously spent seven years with Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary capital market assumptions and global research to tailor client plans.

Chikako Kashino is a CFP®-designated financial advisor with Cetera who has 30 years of industry experience. She has been affiliated with Cetera and its related entities since 2015. In addition to her advisory role, she operates a financial services business under the name Advanced Planning Solutions, Inc., and holds a life, health, disability, annuities, and long-term care insurance license. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers with various program structures.

Thomas Gray is a financial advisor with Wells Fargo Advisors in Redondo Beach, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2015 and concurrently maintains a role with Pension Technology Insurance Services, Inc. since 1984. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad array of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Jesse Mellema is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions in various healthcare and physical therapy organizations as well as experience in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven and quantitative investment process that includes model portfolio construction and oversight of affiliated sub-advisers.

Beth Roach is a financial advisor with J.P. Morgan Securities in Torrance, CA, holding a Series 63 designation and 32 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Outside of her advisory role, she is a partner in DBR Holdings LLC, a real estate investment venture she operates with her husband. 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 operates with both broker-dealer and investment adviser registrations and delivers advisory services alongside affiliated brokerage and investment management capabilities.

Johanna Mc Gee is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies designed to align with each client's long-term goals. Johanna works with a range of clients including professionals, business owners actively building their wealth, and individuals approaching or in retirement. Her areas of focus include investments, long-term strategy, pre-retirement analysis and planning, savings and cash flow management, lending access, and specific client needs such as college education planning, divorce transition planning, family wealth management, philanthropic planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Johanna holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned an Accredited Certificate Program from American Junior College. Fluent in English and Spanish, Johanna and her team strive to build close and enduring client relationships by offering guidance based on thorough understanding and thoughtful decision-making. Residing in South Bay since 2000, Johanna is actively involved in her community, volunteering with organizations such as Baby2baby and Feed My Starving Children. Outside of her professional work, she enjoys a variety of activities including dancing, hiking, music, painting, soccer, table tennis, traveling, watching movies, yoga, and spending time with her family.

Miguel Lazarte is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Grayson Enterprise. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to guide its non-discretionary advisory services.

Matthew De Montagnac is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Prior to his advisory role, he worked at Starbucks Coffee Company and Enterprise Holdings, Inc. 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 and operates through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Suzanne Widor is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She previously worked at Morgan Stanley for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. She holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework when making recommendations.

Marco Tolento is a financial advisor with Edward Jones in Los Alamitos, CA, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Jtrf Inc, Teherani & Velez LLP, and Matika Inc. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.