Joshua Haupt Jimenez is a financial advisor at Morgan Stanley in El Segundo, CA, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at PlanMember Securities Corporation and Bevmo, along with earlier experience in various other sectors. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that integrate broad retail and institutional investment capabilities.

Johnny Cheng Yu Liu is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014. Outside of his advisory role, he serves as a board member of the Southern California Monte Jade Science and Technology Association, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Laura Vasquez is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Charles Schwab and its affiliated bank since 2015, with a brief tenure at H&R Block in 2018. Outside of her advisory role, she is an Airbnb property owner. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management. The firm combines extensive scale with integrated brokerage, custody, and advisory services, utilizing multi-asset model portfolios and a formal alternative-investment platform.

Attila Vari is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he supports affluent families and business owners by addressing various financial needs, with a particular focus on investment management and wealth planning services. He has been employed at Merrill Lynch since 1997 and collaborates with a CFP® professional partner who prepares wealth plans, while he concentrates on investment aspects. Attila brings over 25 years of experience in financial services. His approach involves strategically aligning clients' balance sheets to position them for sustainable growth, employing a defined process to help clients build long-term liquidity and achieve their financial goals. He offers advice tailored to clients' specific situations, establishes objectives, develops appropriate financial strategies, and regularly reviews progress with clients. Attila holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from Wayne Hills High School. He is a first-generation Hungarian whose parents immigrated to the United States after escaping communism, and he attributes his commitment to hard work and determination to their example.

Ryan LeVine is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial strategies tailored to their unique goals and circumstances. His approach emphasizes building meaningful relationships to support clients' financial planning needs. Ryan's professional experience includes several roles within Fidelity Investments, progressing from Financial Services Representative in 2023, to Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, he worked as an Associate at Transamerica Life Insurance Company from 2018 to 2021. He holds a CA Insurance License. Outside of his professional work, Ryan enjoys a range of personal interests including comedy, food, golf, music, reading, and traveling. He values spending time with his family and looks forward to engaging with new clients.

Michael Banco is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Bank and Bank of America, as well as Merrill, spanning roles from 2016 to the present. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jennifer Embler is a Series 66-licensed financial advisor with 24 years of industry experience. She has worked at Ameriprise since 2018, and previously spent a decade at Signature Estate & Investment Advisors and Signator Investors. She is also the owner of Absolute Wealth Advisory, Inc., a business related to managing her Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice through a written Recommendation Report and ongoing support.

Alejandro Loza is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, he worked at Bank of America from 2008 to 2024. 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. The firm offers model-based and discretionary strategies designed by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Archimedes Gomez is a financial advisor with LPL Financial in Lakewood, CA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His career includes roles at BMO Bank NA, Wells Fargo Clearing, JP Morgan Chase Bank, and other financial institutions. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios, research, and a variety of investment strategies.

Randall Miller is a CFP®-certified financial advisor with 24 years of industry experience, currently with Cetera. He has been associated with Cetera and Cetera Wealth Services, LLC since 2015. Outside of his advisory work, he serves on the alumni advisory board for the Jefferson Scholars Foundation and volunteers with the CFP Board Center for Financial Planning to support diversity and youth involvement in the profession. He also serves as a hearing panelist for the Certified Financial Planner Board of Standards. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers.

Xin Li is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Xin has worked at Cetera and Cetera Investment Services LLC since 2024 and has additional experience at Cathay Bank since 2021. Prior to his advisory career, he was affiliated with New York University and Michigan State University. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with multiple program structures and custodial relationships.

Stephen Moore is a Series 66-licensed financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab in 2025, he was employed at Merrill and Bank of America from 2019 to 2025. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Donald Moulton is a financial advisor with UBS Financial Services in El Segundo, CA, holding a Series 63 designation and 47 years of industry experience. He has been with UBS Financial Services since 1990. 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 customized financial planning and portfolio management using proprietary research and model-based asset allocations.

Lacey Somwaru is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she worked at TTFB CA LLC and has experience in education and fitness sectors, including roles at the University of California, Los Angeles, and LifeTime Fitness. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services using firm-approved tools and a structured discovery process.

Xenia Sedano is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 63 and Series 65 designations. Sedano has worked with Wells Fargo Bank and Wells Fargo Clearing Services since 2016. 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 offers both brokerage and advisory solutions.

Benjamin Koehlinger is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as Vice President of the Majors Division for the Lakewood Village Little League, organizing games and coordinating league activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning focused on a broad range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option.

Steve Nigoghossian is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He previously worked at TD Ameritrade for 11 years before joining Charles Schwab Bank and Charles Schwab and Co., Inc. He serves as CFO of an S-Corporation established to manage maintenance for a residential rental property he owns. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management using multi-asset model portfolios and maintains an integrated operational structure serving a large client base through thousands of representatives.

Cody Hale is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, his work history includes roles in automotive sales and detailing as well as experience at the University of California, Irvine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial recommendations across various planning areas without implementation. The firm offers a holistic, goal-based approach and separates its planning and managed-account services while maintaining periodic reviews of client plans.

Nailah Khan is a financial advisor at Edward Jones with 19 years of industry experience, including 12 years at Edward Jones. She holds the Series 66 designation. Outside of her advisory role, Khan serves as Vice President of a local referral networking group and is a board member of The LGBTQ Center in Long Beach, participating in strategy meetings and donor engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jesus Mendez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. He also served in the United States Marine Corps Reserve for six years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions across a large network of advisors.