Robert Baker is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior experience includes eight years at Edward Jones and two years at Grove Point Advisors LLC and Grove Point Investments LLC. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Mena Shehata is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

Modesty Briggs is a financial advisor with Primerica Advisors in Los Angeles, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Primerica Advisors since 2019 and has been involved with Mirrau Events, an event planning and décor business, since 2010. Prior to her current role, she was affiliated with the Crenshaw Church of Christ for three years. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for model implementation, with a distinctive tiered wrap fee structure and ongoing oversight of manager selection.

Kinan Aljamal is a financial advisor at Edward Jones in Redondo Beach, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2022, he worked at Ameriprise Financial Services and Pacific Global Investment Management Co. He has also been involved as a caregiver with In-Home Supportive Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad array of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with over 23,000 advisors and manages approximately $1.01 trillion in assets under management.

Eileen Son is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2011, with a brief hiatus in 2018. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Mark Mcdonough is a Financial Consultant who works with clients to establish and maintain their financial plans up to and throughout retirement. He begins by getting to know clients both personally and financially, then provides analysis and recommendations to support their goals. He and his team schedule reviews to ensure that clients' plans remain aligned with their objectives. Mark has held several positions in the financial services industry, including Planning Consultant at Fidelity Investments from 2021 to 2023, Regional Bank Private Banker at Wells Fargo Bank from 2011 to 2021, Investment Advisor Representative at Woodbury Financial in 2010, Financial Advisor at J.P. Morgan Chase from 2009 to 2010, Financial Advisor at Wells Fargo Advisors from 2008 to 2009, and Financial Advisor at Wachovia Securities from 2005 to 2008. He holds a California Insurance License.

Jason Weber is a financial advisor with OSAIC based in Manhattan Beach, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2003. In addition to his advisory role, he owns and operates Weber Financial Strategies, providing client consulting, account reviews, and money manager oversight, as well as consulting on qualified retirement plans. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment platforms and third-party manager access. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, managed on discretionary or non-discretionary bases.

Deborah Hines is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a director of the Leads Networking Group in Redondo Beach. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through non-discretionary advisory relationships and supports municipal and institutional clients with specialized public finance and investment banking capabilities.

Matthew Thoman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019. Prior to that, he was with Bank of America and Merrill from 2011 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Dennis Ortiz Luis is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Crux Insurance Agency, Raymond James Financial, Raymond James Financial Services, and Waddell & Reed. 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 range of financial planning and advisory programs, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Raymond Abracosa is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC, and has had two separate tenures with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Mark Jongewaard is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates a DBA under Playa Financial, Inc. LPL Financial is a 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 range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sue Sun is a financial advisor with Morgan Stanley, holding a Series 66 designation and 14 years of industry experience. She has worked at Morgan Stanley in multiple periods since 2013 and had a brief tenure at UBS Financial Services in 2022. Outside of financial advising, she previously owned a consulting firm focused on business management and corporate training, though it has not been active for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses firm-approved tools and analytic models to guide clients.

Brian McTear is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He collaborates with clients to co-create and implement financial strategies aimed at managing wealth and pursuing investment planning goals. His approach focuses on building trust and understanding to develop wholistic, goals-based strategies that provide consistency, confidence, and clarity in investment and retirement planning. Brian's experience in the financial services industry includes positions as Relationship Manager and Financial Representative at Fidelity Investments, as well as Registered Representative at Guardian Life-Park Avenue Securities. He holds a California Insurance License, supporting his work in financial planning and investment management. Outside of his professional activities, Brian has interests in beach activities, fitness, music, parenthood, and volunteering.

Isaac Diaz is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank since 2017. Prior to his finance career, he worked for three years at In-N-Out Burger. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Joshua Goeppner is a financial advisor with Ameriprise in Torrance, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Eugene Cheng is a financial advisor at LPL Financial with 51 years of industry experience and holds a Series 63 designation. He previously worked with Grove Point Advisors, Grove Point Investments, LLC, and Triad Global Asset Management, and has operated his own practice since 2006. Outside of advisory services, he is involved in non-variable insurance investment relations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network, offering a range of advisory programs, financial planning, and retirement consulting services.

Matthew Kriege is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Business Incentive Solutions and Philz Coffee. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Christopher Barra is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Barra serves as an adjunct professor of military science at UCLA. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Calvin Jacobs is a Series 66-licensed financial advisor with Morgan Stanley, based in Long Beach, CA, with 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques, managing approximately $2.74 trillion in client assets.