Alexander Dickson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional services.

Brian Britt is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Torrance, CA since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Brian manages financial reporting and accounting for apartment buildings. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement, combining research and modeling with tax-efficient strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Winnie Leong is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 28 years of industry experience. She has worked at LPL Financial since 2017 and previously worked at Securities America Advisors, Inc. and Securities America, Inc. In addition to her advisory role, she is involved in artistic pursuits as an artist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad clientele including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management solutions.

Jessie M Vargas Gutierrez is a financial advisor with Merrill, holding a Series 66 credential and currently beginning their career in the industry. Their prior experience includes roles at Bank of America, TSG Wealth Management, and other diverse positions outside finance, such as at Phresh Waters and California State University Long Beach. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Erica Pitrone is a financial advisor with Merrill in Brea, CA, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Merrill since 2015. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm integrates investment strategies developed by its Chief Investment Office with those managed by affiliated third parties, supported by Bank of America’s broader corporate platform.

James Townes II is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with OSAIC and has held prior roles at Lincoln Financial Securities, Pacific Advisors, Leisure Wenden & Tsary Agency, Mutual of Omaha, and Aflac. Outside of his advisory work, he owns Townes Financial Consulting, providing business consulting for small business owners and financial education to community colleges and clergy members. 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 investment advisory services with access to multiple platforms, third-party money managers, and employs a variety of tools for portfolio construction and management.

J Mattingly is a financial advisor at Edward Jones with one year of industry experience. He holds Series 66 and Series 63 registrations. His prior work experience includes roles at Chocolatte Enterprises, American Art Construction, NYLife Securities LLC, New York Life, and Saint Marc USA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a comprehensive advisory program. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies alongside affiliated mutual funds and tax-efficient services.

Mark Chew is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

William Farraj is a financial advisor with OSAIC in Costa Mesa, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with OSAIC since 2023 and previously spent 14 years at Sagepoint Financial, Inc. Farraj is also involved with Independent Capital Management, offering active money management and insurance asset protection services, as well as originating loans to assist clients with debt consolidation and refinancing. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, providing integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools and multiple advisory platforms to create diversified portfolios with stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jean Paul Afif is a financial advisor with Morgan Stanley, holding a Series 66 license and 12 years of industry experience. His prior positions include roles at Bank of America, Merrill, Wells Fargo Private Bank, and Morning Star Wealth Management. Outside of finance, he has been involved with the Screen Actors Guild as an executive producer and actor in commercials, films, and television for more than two decades, and he is the creator of a technology app called Star of the Sea NIL. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive asset management.

Juan Martin is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Bank of America, and Merrill. J.P. Morgan Securities 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and a centralized due-diligence framework.

Boyuan Zhou is a Series 66-licensed financial advisor with Merrill, based in Hacienda Heights, CA, with six years of industry experience. He has also worked at Bank of America, N.A. since 2016. 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, and other fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to various financial products and services.

Yuko Matsuo serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, Yuko works with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Her approach reflects a commitment to understanding each client’s unique financial situation and priorities. Yuko’s expertise includes family wealth management, international wealth management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. She emphasizes working collaboratively with clients to tailor strategies that align with their objectives. Outside of her professional responsibilities, Yuko enjoys fishing, hiking, music, reading, singing, and spending time with her family. She also values community involvement, continuing the Merrill tradition of active participation in the communities served.

Kevin Phillip is a financial advisor with UBS Financial Services in San Pedro, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Painewebber Inc and UBS Financial Services since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing services such as principal trading, market-making, and proprietary research to support client investment strategies.

Joseph Halder is a ChFC® with over 31 years of experience in the financial services industry. He has been with MassMutual and its affiliated firm, MML Investors Services, since 1987 and 1994 respectively. Beyond his advisory role, Halder serves on the board of directors for St. Lucy’s Priory High School, an all-girls Catholic high school. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning engagements supported by advanced analytical tools and also provides educational seminars and specialized event-driven planning services.

Eddie Rivera Jr. 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 at J.P. Morgan Securities since 2017. Prior to that, he was employed at PFS Investments Inc. and Primerica Financial Services. 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis with an in-house due-diligence framework.

Allison Fujimoto is a financial advisor at Morgan Stanley with 10 years of industry experience. She has held positions at Morgan Stanley Smith Barney LLC since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning services supported by firm-approved tools and modeling techniques.

Lucas Hyman is an advisor at LPL Enterprise with a Series 66 credential and is based in Long Beach, CA. He has prior experience as a business owner with A Lucas Hyman Production, Inc. since 2024 and held roles at Exit 39, Inc. and Love Productions USA. Outside of his advisory work, he is involved in entrepreneurial activities through his production company and has outside employment with Unbothered, Inc. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and brokerage and insurance products, delivering investment advice primarily via its investment adviser representatives supported by LPL’s research and portfolio resources.

Tess Buenaventura is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wayne Sellar is a financial advisor with LPL Financial in Whittier, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has worked at several institutions including Credit Union of Southern California and Santander Securities, LLC. Outside of his advisory role, he is involved with Real Estate Ebroker Inc, a mortgage and real estate services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.