Michelle Medina is a financial advisor with Ameriprise in Seal Beach, CA, holding a Series 63 designation and 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized team in partnership with client advisors.

Sujeire Perez is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. She has been associated with Wells Fargo in various capacities since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Steven Carlsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 39 years of industry experience. He has worked at Merrill, Wells Fargo Advisors LLC, and Wells Fargo Clearing before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Michael Santoro is a financial advisor with LPL Financial in Long Beach, CA, holding a Series 66 designation and 12 years of industry experience. He has worked with LPL Financial since 2014 and operates Michael A. Santoro Law, Inc. as an attorney, alongside providing tax preparation and accounting services through Certified Tax and Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Juan Alfaro Campos is a financial advisor at Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. He has worked with Capstone Partners and MassMutual Life Insurance Company since 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver written financial recommendations, with optional implementation through separate brokerage or insurance arrangements.

Oliver Cervantes is a CFP® professional with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. He holds a Series 66 license and is based in Seal Beach, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs. The firm combines research and analytics with a broad range of brokerage and advisory solutions, supporting more than 14,000 financial advisors and managing approximately $671 billion in assets.

Miguel Sotelo Jaime is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 credential and previously worked at Bank of America/Merrill Lynch for 13 years. He is currently based in Cypress, CA. 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 investment strategies.

Laura Weil is a Financial Consultant at Fidelity Investments. In her role, she partners with clients to understand the needs and goals of their families and identify investment strategies to support their financial plans. Laura has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and now Investment Consultant. She holds a California Insurance License. Outside of her professional responsibilities, Laura's personal interests include cooking and baking, enjoying food as a foodie, listening to music, parenthood, caring for pets, and traveling.

John Le Berthon is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at the University of California Irvine and College of the Canyons. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines common large-firm offerings with less typical activities such as private fund relationships and principal trading.

Kristine Keegan is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. She previously worked at The Planners Network, Inc. and National Planning Corp. Keegan is also licensed as a health insurance and non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory and brokerage platform.

John Andraos is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Advisors and its affiliated entities since 2009, including Wells Fargo Clearing, and is currently based in Rolling Hills Estates, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special needs analysis, using proprietary research and tools to develop tailored client recommendations.

Vanessa Schafer is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs and tailored financial 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 modeling techniques.

Mark Tigchelaar is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he was a partner at Solid Coffee Roasters for five years and worked with Keana Development for two years. He serves as a board member of the City of Bellflower Public Safety Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wesley Sullivan is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Courtney Marshall is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 license and has worked at Merrill and Bank of America since 2014. Outside of her advisory role, she owns and operates a Christian childcare business and a YouTube channel focusing on fitness, family, faith, and relationships. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Grant Hartwell is a financial advisor with Osaic Wealth, Inc. based in Torrance, California. He holds the Series 66 designation and has 13 years of industry experience. Hartwell is also co-owner of Hartwell Financial Services, a financial advisory firm affiliated with Osaic. Outside of his advisory work, he serves on the Board of Directors for Free Arts for Abused Children, a nonprofit that provides art programs to transitional housing facilities and low-income areas. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct client portfolios.

Elena Peterson serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works directly with clients to understand their current financial needs and presents solutions available through Merrill and Bank of America. Elena holds the professional designation of Personal Investment Advisor (PIA) and earned a Master's Degree from Saint Petersburg State University. Her approach involves assisting clients in identifying what matters most to them and their families to develop strategies aimed at pursuing their financial goals.

James Mc Elroy is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Grove Point Advisors, Diversified Securities, and Merrill. Outside of advisory work, he is involved in horse training and racing. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies to serve a broad client base.

Raymond Fong is a financial advisor with Edward Jones in Long Beach, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Nicalis Inc. for six years and was self-employed at Renown Auto Style Inc. for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Jared Arteaga is a financial advisor with LPL Financial, holding a Series 65 designation and bringing two years of industry experience. His career includes seven years at Canterbury Consulting, Inc. before joining LPL Financial and Arise Private Wealth in 2026. 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 a broad range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.