Dora Valles is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Charles Schwab and TD Ameritrade. Outside of her advisory roles, she operated 5 Stars Delivery Service for ten years. 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 through a select group of Wealth Advisors.

Jennifer Kim is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. She previously worked at Cetera and Avantax and serves as a partner at Prospera Accountancy Group, where she provides CPA services. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Son Van is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. His prior work includes roles at Bank of America, N.A., KEM BY MMM Gelato, Bamboo Couriers, and several educational institutions. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Maetani is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2012, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Rafael Robles is a financial advisor at Merrill with a Series 66 designation and over 20 years of experience, including roles at Bank of America from 2002 to 2025 before joining Merrill in 2025. He is based in Whittier, CA. 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 investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriella Burke is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016, with a brief gap in 2017. Outside of her advisory role, Burke works as a fitness coach at Orange Theory Fitness and operates a personal training business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Kirk Sheby is a Series 66-credentialed financial advisor with 16 years of industry experience, currently with LPL Financial since 2017. He previously worked at National Planning Corporation from 2009 to 2017. Outside of his advisory role, he is involved in tax preparation through Sheby Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolios and third-party asset managers, supported by operational tools and a broad spectrum of financial products.

Kay Yamada is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 designations and over 39 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and was previously with Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured discovery conversations and firm-approved planning tools to support clients, managing approximately $2.74 trillion in assets.

Aaron Volen is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been affiliated with Bank of America and Merrill since 2002. Outside of his advisory role, he serves as an officer at Pageant Coaching & Designs Inc., a company specializing in pageant coaching and consulting. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Derek Kokubun is a financial advisor with Raymond James Financial in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS and Concurrent Advisors before joining Raymond James in 2019. Outside of his advisory role, he serves as president of Wolfley Wealth Management, a support company based in Long Beach. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Norbert Chen is a financial advisor at LPL Financial with 25 years of industry experience. He has been with LPL Financial since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he provides private tutoring and financial education 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of advisors.

Michelle Moldenhauer Smart is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has 14 years of industry experience, including roles at Wells Fargo Clearing since 2016 and Wachovia Securities, LLC since 1998. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gregory Prough is a financial advisor with Edward Jones in Long Beach, CA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kristiane Sweeney is a financial advisor with Wells Fargo Clearing in El Segundo, CA. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Kristiane has been with Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment approach.

Daniel Gracy is a financial advisor with Ameriprise in La Mirada, CA, holding CFP®, ChFC®, and Series 63 designations and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 1995. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise provides a retirement-income planning service primarily for clients with significant investable assets, delivering written recommendations on income strategies, Social Security options, and tax-efficient withdrawals. The firm combines research, modeling, and automated tools overseen by a dedicated committee to tailor retirement planning advice.

Desiree Tuck is a Financial Consultant at Fidelity Investments, where she has been working since 2024. Prior to this role, she held positions as an Investment Consultant from 2022 to 2024, a Relationship Manager in 2022, and a Financial Representative from 2021 to 2022, all within Fidelity Investments. In her role, Desiree focuses on collaborating with individuals and families to develop financial plans and investment strategies tailored to their goals. She aims to provide clients with confidence and peace of mind through personalized financial guidance. Desiree holds a California Insurance License.

Nathan Pilataxi is an advisor at Fidelity with Series 63 and Series 66 designations. He has held positions at Fidelity Investments since 2024 and previously worked at US Bank and MUFG Union Bank. His background also includes experience in education at Long Beach City College and Millikan High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Simran Singh is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following prior roles at Principal Financial Group, Principal Securities, Inc., and Edward Jones. 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 applying an ESG eligibility framework in its recommendations.

Alden Landis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Target and studied at California State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and offers model portfolios and advisory services to registered investment companies.

Brian Rossney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 2001 to 2003. Outside of his advisory role, he serves as co-trustee of his mother's trust. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment strategies and offers both brokerage and advisory solutions.