Jose Quintanilla is a financial advisor with Ameriprise in Long Beach, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Quintanilla serves on the boards of several local organizations, including the Rose Park Neighborhood Association and the Rotary Club of Signal Hill, where he has held leadership positions. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sara Qazi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves on the advisory board of Prosperous.AI and is involved in developing an urban agriculture startup. 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, supporting both discretionary and non-discretionary advisory relationships, with additional capabilities in public finance and institutional consulting.

Scarlette Zar is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 credential and previously worked at Merrill for seven years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Paul Grande is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has seven years of industry experience and has worked with MML Investors Services, LLC since 2019. In addition to his advisory role, he is the owner and president of a company that operates an apartment building in Los Angeles. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that use firm-approved analytical tools.

Rita Sethy is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the RVS Group. In her role, she provides strategic financial guidance to high-net-worth clients, working closely with them to develop personalized wealth management strategies aligned with their real-world objectives. She emphasizes building deep, multi-generational relationships to address both financial and interpersonal dynamics tied to substantial wealth. With extensive expertise in areas such as family wealth management, legacy planning, tax minimization, and services for defined benefit and contribution plans, Rita combines sophisticated strategies to manage intricate financial matters. She holds numerous professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Rita earned a Bachelor's degree from The Open University and is fluent in English and Hindi. Outside of her professional pursuits, she enjoys playing tennis, music, reading, spending time with family, and traveling. She is also actively involved in her community through fostering dogs.

Emon Stevenson is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Stevenson worked at Equitable Advisors and has held various roles including academic positions at California State University-Long Beach and Fullerton College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory process.

Manhsoort Lysanh is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Securities LLC and Coastal REI Group, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Amanda Anderson is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to clients such as 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 multiple market-facing registrations and functions.

Jack Donell is a financial advisor at J.P. Morgan Securities with a Series 66 credential. He has been with the firm since 2026 and has previous experience at Kingsbridge Wealth Management and the USC Viterbi School of Engineering. Outside of finance, he has been involved in managing a local food and beverage business, Big Island Eats and Shave Ice. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and utilizes an ESG framework when recommending strategies.

Michael Law is a Series 66 licensed financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously held roles at Scottrade Investment Management and Scottrade Inc. Outside of his advisory work, he co-owns and manages a duplex in Torrance, California, which he partially occupies. 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.

Caroline Guerra is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 and Series 63 designations and has previously worked at firms including Bank of America, U.S. Bancorp Investments, U.S. Bank, and JP Morgan. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robert Mustafa is a CFP® with nine years of industry experience and is affiliated with LPL Financial in Torrance, CA. He has worked at Pence Wealth Management Corporation and LPL Financial since 2016. Outside of his advisory role, he serves in the United States Army Reserves. 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 representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Andre Logan is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he is a partner at Atrium Partners 2, where he manages a financial planning practice, and co-owns Atrium Partners 3, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized team and proprietary tools to deliver tailored retirement planning recommendations.

Mariah Simmons is a financial advisor with Primerica Advisors in Carson, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior work includes roles at the Department of Defense and Horseshoe Casino Baltimore. She is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Edward Chiang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, HSBC Securities, and JP Morgan Securities. Outside of finance, he is an owner and managing partner of several coffee shops 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 offers both brokerage and advisory solutions supported by research and analytics, with assets under management totaling approximately $671 billion.

Steven Lanza is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Outside of finance, Lanza is involved in opiate treatment and recovery programs, serving as a director and partner in several related organizations. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Dylan Dennis is a financial advisor at Charles Schwab in Torrance, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at Thrivent Financial and Thrivent Investment Management Inc. He spent several years in full-time education before beginning his financial services career. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Douglas Hanna is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo NA and AIG Retirement Services prior to joining J.P. Morgan. Hanna is based in Long Beach, CA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Daniel Mobley IV is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A., and Wells Fargo Clearing Services, Inc. among others. 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Katherine Daniels is a financial advisor at UBS Financial Services with 8 years of industry experience. She holds a Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.