Allison Fujimoto is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a one-year tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Joseph Ramirez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at TD Ameritrade, Fidelity Brokerage Services, and J.P. Morgan Chase. He also worked at California State University Los Angeles for six years before entering the financial services sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment services with multi-asset model portfolios and centralized operational support.

Lucas Hyman is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he was involved with several production and entertainment companies, including A Lucas Hyman Production, Inc. and Exit 39, Inc. He also has outside employment with Unbothered, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

William Bensing is a financial advisor at UBS Financial Services with a Series 66 credential and less than one year of industry experience. Prior to joining UBS, he served in the United States Marine Corps for four years and worked at High Impact Partners for two years. 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 services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Wayne Sellar is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Merrill, Santander Securities, and several credit unions in Southern California. He is involved in mortgage and real estate services through Real Estate Ebroker Inc. 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 various advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform with discretionary and non-discretionary investment strategies.

Natalie Beaini is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. She has been with J.P. Morgan Securities since 2021 and also has experience at JPMorgan Chase Bank, N.A. and LPL Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities through various regulatory registrations.

Lee Dunayer is a financial advisor with Morgan Stanley in Los Angeles, CA, holding the Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Kevin Hanley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1983 after graduating from the University of California at San Diego. With over three decades of experience, he specializes in managing assets for high net-worth individuals and families. Kevin holds several professional designations including Certified Investment Management Analyst (CIMA), Chartered Market Technician (CMT), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He is also a qualified Portfolio Manager capable of developing and managing personalized investment strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies, and may manage these on a discretionary basis through the firm's Investment Advisory Program. Kevin has completed executive programs at esteemed institutions including the Stanford University Graduate School of Business, the Wharton School of Business, the Yale School of Management, Dartmouth's Tuck School of Business, Harvard University, the Haas School of Business at University of California Berkeley, and the USC School of Gerontology. He formerly served on the Executive Committee Board for the Los Angeles World Affairs Council & Town Hall. Kevin also participates in community activities and is associated with Malibu State Park.

Olabisi Oduguwa is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Prior to joining LPL Financial in 2015, Olabisi worked at firms including Valic Financial Advisors, CUNA Brokerage Services, and Morgan Stanley. She is involved with Brillia Enterprises and Benchmark Wealth Management, entities associated with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions using both proprietary and third-party strategies and supports its advisors with technology and operational tools.

Yvette Sanchez is a Financial Advisor with Merrill Lynch Wealth Management, where she serves as a Financial Solutions Advisor. Her role involves working closely with clients to understand their financial priorities and help develop short-, mid-, and long-term goals. Her expertise covers a range of areas including retirement planning, education planning, family wealth management strategies, small business strategies, and women and wealth. Yvette provides support for general investing, retirement income, and unexpected financial needs. She also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Yvette holds a Bachelor's Degree from the University of Southern California and is accredited as a Personal Investment Advisor (PIA). She is fluent in English and Spanish. Outside of her professional work, she enjoys dancing, hiking, music, singing, spending time with her family, traveling, and watching movies.

Uriel Orozco serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies designed to help clients pursue their long-term financial goals. Uriel focuses on client areas such as legacy planning, personal retirement planning, portfolio management services, and tax minimization, developing financial strategies that respond to evolving market conditions. Uriel’s approach involves a comprehensive understanding of each client’s full financial picture and access to the investment insights of Merrill alongside the banking and lending solutions of Bank of America. He follows the Merrill tradition of active community participation, volunteering with organizations in the local community. Outside of his professional responsibilities, Uriel enjoys camping, cooking, gardening, and spending time with his family. His personal philosophy centers on working closely with clients one-on-one to create tailored strategies that align with their individual goals.

Joseph Pena is a CFP®-credentialed financial advisor with 42 years of industry experience, currently serving clients at LPL Financial since 2017. Prior to joining LPL, he worked at National Planning Corporation and has operated his own tax preparation and accounting practice for over five decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment strategies and utilizes technology tools for operational support, managing over $819 billion in discretionary assets through a large network of advisors.

Nicolas Bamont is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has worked within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Since 2022, he has been involved in marketing activities at Red Bull North America. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers planning services through Financial Advisors and its Estate Planning Strategies Group.

Shuru Han is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and Cathay Bank. Outside of her advisory role, she owns two charcuterie businesses, Woof and Whisk and Shuruterie, which focus on creating curated food arrangements. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting.

Erick Gabler is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Gabler also serves as a trustee and co-trustee for a trust based in Fullerton, California. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its services.

Kathleen Dickerson is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she is involved in several nonprofit and entrepreneurial activities, including serving on the boards of LifeWise Academy and Shine in Darkness, and running organizations focused on women's support, aging well, and spiritual community projects. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Moustafa Saad is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Bank of America, Merrill, and JP Morgan Chase Bank. Outside of advising, he has maintained a role as a Notary Public since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Tekeisha Wilcox is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and bringing 18 years of industry experience. She has been with Wells Fargo bank since 2008 and Wells Fargo Clearing since 2016. Outside of her advisory role, Wilcox serves as treasurer for the La Canada PTA Council and the La Canada School PTSA and is a commissioned notary public in California. 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 roughly $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions.

Ryan Wong is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with Cetera in Rosemead, CA. He has worked at Avantax Advisory Services and co-manages a CPA practice, Thong, Yu, Wong & Lee, LLP. Wong serves as president of Friends of the Chinatown Library, a nonprofit organization supporting the Chinatown Los Angeles library and providing scholarships to high school students. Cetera Investment Advisers LLC is a large SEC-registered advisory firm offering a multi-manager platform with discretionary and non-discretionary portfolio management, serving a broad client base including individuals, retirement plans, corporations, and charities. The firm provides access to model portfolios, third-party managers, and various program structures with ongoing supervision and client reviews.

Kenneth Whittenbury is a CFP® and Series 66 designated advisor with Edward Jones in La Palma, CA, with 17 years of industry experience, all at Edward Jones since 2009. Outside of his advisory role, he owns an income property in Bullhead City, AZ. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices.