Nicolas Bamont is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has worked within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Since 2022, he has been involved in marketing activities at Red Bull North America. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers planning services through Financial Advisors and its Estate Planning Strategies Group.

Erick Gabler is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Gabler also serves as a trustee and co-trustee for a trust based in Fullerton, California. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its services.

Kathleen Dickerson is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she is involved in several nonprofit and entrepreneurial activities, including serving on the boards of LifeWise Academy and Shine in Darkness, and running organizations focused on women's support, aging well, and spiritual community projects. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Moustafa Saad is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Bank of America, Merrill, and JP Morgan Chase Bank. Outside of advising, he has maintained a role as a Notary Public since 2015. 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, and institutions.

Micah Willis is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL in 2018, he worked at Merrill Lynch for one year and was involved with the Port Theater and Mihaylo College of Business and Economics at Cal State Fullerton. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Tekeisha Wilcox is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Los Angeles, CA, and has 18 years of industry experience. She has worked within various Wells Fargo entities since 2008. Outside of her advisory role, Wilcox serves as treasurer for the La Canada PTA Council and La Canada School PTSA and is a notary public 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 manages approximately $671 billion in assets and integrates research and analytics from Wells Fargo Investment Institute along with third-party data to evaluate investment options using diversification principles and modern portfolio theory.

Ryan Wong is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with Cetera in Rosemead, CA. He has worked at Avantax Advisory Services and co-manages a CPA practice, Thong, Yu, Wong & Lee, LLP. Wong serves as president of Friends of the Chinatown Library, a nonprofit organization supporting the Chinatown Los Angeles library and providing scholarships to high school students. Cetera Investment Advisers LLC is a large SEC-registered advisory firm offering a multi-manager platform with discretionary and non-discretionary portfolio management, serving a broad client base including individuals, retirement plans, corporations, and charities. The firm provides access to model portfolios, third-party managers, and various program structures with ongoing supervision and client reviews.

Kenneth Whittenbury is a CFP® and Series 66 designated advisor with Edward Jones in La Palma, CA, with 17 years of industry experience, all at Edward Jones since 2009. Outside of his advisory role, he owns an income property in Bullhead City, AZ. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices.

Robert Yeh is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has worked at Wells Fargo bank since 2008 and has been with Wells Fargo Clearing since 2016. He holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Roy Seto is a financial advisor with Cetera who holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Clinomics and involvement with Friends of Santa Ana Zoo. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Christian Flores is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He previously worked as a Relationship Manager at Fidelity Investments from 2022 to 2024. Prior to that, he served as an Investment Support Representative at both CUNA Brokerage and SchoolsFirst Federal Credit Union from 2021 to 2022. Christian focuses on understanding his clients and their families by partnering with them to co-create personalized plans aimed at meeting their specific needs and goals. He holds a California Insurance License. Outside of his professional work, Christian's personal interests include beach activities, family activities, parenthood, soccer, swimming, and traveling.

Thomas Aguna is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2020 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Ahmad Husami is a CFP®-designated financial advisor with 33 years of industry experience, currently serving clients at Cetera. He previously worked at Avantax Investment Services, Inc. and 1 St Global Advisors, Inc., among other firms. Husami is also trustee and beneficiary of the Sun Shine Trust and has longstanding involvement with his own financial planning practice, Husami & Associates. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with model portfolios, third-party managers, and customizable strategies.

Yesenia Partida is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2013, including a prior role at City National Bank. Outside of her advisory role, she is involved in a luxury car service business, handling appointment scheduling and occasional administrative tasks. Merrill, along 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.

David Neiman is a financial advisor with LPL Financial in West Covina, CA, holding Series 63 and Series 66 designations and 31 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Daniel McDermott is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Securities Corporation for 17 years. Outside of advising, he owns and operates a retail business focused on weightlifting equipment and coaching. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored investment solutions across various asset classes.

Vishal Chandra is a Planning Consultant at Fidelity Investments, where he works with clients to develop financial and retirement plans aimed at creating financial peace of mind. He brings experience from previous roles at Fidelity Investments, including Relationship Manager and Financial Representative, as well as a position as Sales Representative at Osaic Institutions. He holds a California Insurance License, which supports his work in financial planning and advising. Vishal's professional background spans several years within the financial services industry, focusing on client relationship management and personalized financial strategies. Outside of his professional duties, Vishal enjoys a variety of personal interests including bowling, family activities, fitness, hiking, movies, and painting.

Alvaro Valverde is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Bio Terra Corporation. He is associated with a power of attorney entity based in La Puente, California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

James Politis is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Wealth Management Company and The Chefs Warehouse. Outside of advising, he serves as secretary for a homeowners association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved software and collaborative planning methods to deliver tailored recommendations without investment discretion.

Nguyen Tran is a financial advisor at OSAIC with 22 years of industry experience. He has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. In addition to his advisory role, he is involved with Win Wealth Solutions, where he provides services related to health, life, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes various asset-allocation and portfolio management tools and supports multiple advisory platforms and legacy program transitions.