Michael Rudkin is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held his current role since 2009 at Morgan Stanley Smith Barney and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by data-driven modeling tools, managing approximately $2.74 trillion in client assets.

Conrad Sundqvistolmos is a financial advisor at Wells Fargo Clearing with a Series 66 credential and three years of industry experience. Prior to joining Wells Fargo, he worked as a freelance production coordinator and lead man. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Magdalena Keech is a financial advisor with Edward Jones in Manhattan Beach, CA, holding Series 66 and Series 63 credentials. She has one year of industry experience and previously worked at The Vanguard Group, Inc. and Jackson Coffee Co, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Mary Huang is a financial advisor at LPL Enterprise with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, and third-party asset management, combining adviser programs with sales of financial products such as insurance.

Sobhna Magana is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with LPL Financial and its predecessor, Linsco/Private Ledger, since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Shannon Ryan is a CFP® professional with 33 years of industry experience, currently with RBC Capital Markets. Prior to joining RBC in 2026, Ryan worked for Wells Fargo Clearing and Wells Fargo Advisors. Outside of financial advising, Ryan is the owner of a children’s book company focused on financial literacy for young readers and serves as a professor at The American College of Financial Services. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Donna Mcneely is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior experience includes roles at Kinecta Federal Credit Union and LPL Financial. She serves on the boards of the Kinecta Community Foundation, Apollo Insurance Services, Inc., and Cancer Support Community South Bay, where she is vice president elect. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Leonard Teplitsky is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Eastward Capital Partners, and GuidedChoice. In addition to his advisory work, he is involved in selling and servicing fixed insurance products. OSAIC Wealth, Inc. serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated advisory and brokerage services, using asset-allocation tools and third-party money managers to construct diversified portfolios across multiple asset classes.

Frank Arens is a Series 66 licensed financial advisor with LPL Financial, based in Long Beach, CA. He has five years of industry experience, including four years at Edward Jones prior to joining LPL Financial. His background includes roles outside finance, such as involvement with a septic and sewer company and educational consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Hokon Yun is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining LPL Financial. Based in Torrance, CA, Yun serves a broad range of clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Justin Holcher is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 29 years of experience serving high-net-worth families. He leads a wealth management team dedicated to assisting affluent families and institutions by developing customized strategies that focus on growing, preserving, and building a legacy of wealth. Justin's approach involves listening carefully to each client's unique needs and objectives, starting with a thorough analysis of their current financial situation to create a personalized financial strategy that addresses short-term needs and long-term goals. Justin holds a Bachelor's Degree from the University of Southern California and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers areas such as corporate executive services, divorce transition planning, education planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. He has been married for 25 years, has three children, and is a long-time resident of Palos Verdes, California. Outside of his professional work, Justin enjoys activities such as basketball, camping, hiking, skiing, soccer, spending time with his family, and traveling.

Jeanne Suttie is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with LPL Financial and its predecessor entities since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Robert Smith Jr. is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and over 41 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Financial Group since 2011 and has operated R.J. Smith Insurance & Financial Services since 2006. Outside of his advisory role, he is also an insurance agent involved in life, health, and disability insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements without discretionary authority on investments.

Behnam Beheshti is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017, following a year at Morgan Stanley. Outside of his advisory role, he serves as an authorized signer for his spouse’s eyecare practice, assisting with account transactions. 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 plans, charitable organizations, and corporate fiduciaries.

Steven Vant is a financial advisor with Ameriprise in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and utilizes algorithmic automation alongside human review to tailor retirement income recommendations.

Daniel Chory is a CFP®-certified financial advisor with four years of industry experience. He is currently with LPL Financial and previously worked at Northwestern Mutual Wealth Management Company and Cycad Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Q Fenn Anstruther is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include collaboration with investment companies, private funds, and commodity pool operations.

Kendra Kearney is a Series 66 licensed financial advisor with 13 years of industry experience. She currently works at Fidelity Investments and has previously been employed by Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and UnionBanc Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm serves a variety of clients such as registered investment companies and an IRS-qualified Charitable Gift Fund.

Steven Yokomizo is a CFP® professional with 34 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2017. His prior experience includes a one-year tenure at National Planning Corporation. Outside of his advisory role, he is a registered tax preparer and has operated as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of platform arrangements and both proprietary and third-party model strategies.

Connor Hartwell is a financial advisor with OSAIC holding a Series 66 designation and 11 years of industry experience. He previously worked at MBSC Securities Corporation and BNY Mellon before joining OSAIC in 2019. Hartwell is an owner of Hartwell Financial Services, a family partnership, and serves as a board member for the Switzer Learning Center, a nonprofit focused on supporting children with learning and behavioral challenges. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisers and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management, along with access to third-party money managers and alternative investments.