Tony Attallah Jr. is a financial advisor at Morgan Stanley in El Segundo, CA, holding a Series 66 designation. He has worked in financial services since 2021, including roles at JPMorgan Chase & Co. and Morgan Stanley. Prior to his financial career, he held positions at California State Polytechnic University, Pomona, Pasadena City College, and Footlocker. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering comprehensive financial planning and investment solutions supported by firm-approved planning tools and broad market resources.

Kazue Fukuda is a financial advisor with Primerica Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of investment-related products and participates in the referral of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Oscar Vargas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and has concurrent roles at Uber and Wells Fargo Bank NA. 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 follows an IPS-driven advisory process grounded in modern portfolio theory and includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Gianni Santana is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop customized investment strategies aimed at achieving their financial goals and providing clarity throughout their financial journey. He has been with Fidelity Investments since 2021, progressing through roles including High Net Worth Associate, Financial Representative, Relationship Manager, and Planning Consultant before his current position. Santana holds a California Insurance License and brings a comprehensive understanding of investment and financial planning services. Outside of his professional career, he engages in fitness activities, football, hiking, outdoor adventures, running, and spending time with his pets.

Darwin Juarez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has been with JPMorgan Securities LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Anderson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since January 1994. He works closely with an exclusive number of clients throughout the Pacific Northwest to provide customized wealth management services. Eric's expertise includes college education planning, divorce transition planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and investment consulting for both individuals and corporate clients. Eric holds a Bachelor of Science in Building Construction from the University of Washington and earned a Master of Business Administration from Seattle University in 1988. He has earned the Certified Investment Management Analyst (CIMA), Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He is a qualified Portfolio Manager within the Merrill Investment Advisory Program and has completed several financial certificate programs offered by The Wharton School. Having personally experienced life transitions such as raising children as a single parent and caring for aging parents, Eric provides empathetic support to clients navigating similar challenges. He collaborates with legal and tax professionals to assist clients in preserving wealth across generations through strategies involving insurance and trusts. Eric and his wife Erin have a blended family of seven children and share interests in traveling and sports. He is active in his community and volunteers with local organizations.

Daven Zahn is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He has been with Cetera since 2000 and also operates Zahn & Zahn, Inc., providing accounting, tax consulting, and investment services. Outside of advising, he is involved in sales of group medical insurance to small businesses. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across multiple program structures.

Cole Heydorff is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018. Prior to his advisory role, he was employed by California State Parks for six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice centered on dependable income sources and tax-aware withdrawal strategies.

Jennifer Giacalone is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. She is also involved with Hazard Financial, where she manages accounting services, tax preparation, and human resource functions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Tyler Nishikawa is a financial advisor with Charles Schwab and Co., Inc. in Torrance, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments and entrepreneurial ventures such as Angel Cove LLC and Gym Rat Fuel LLC, as well as freelance videography, photography, and marketing activities. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and cash-sweep services.

Dylan King is a financial advisor with J.P. Morgan Securities based in Manhattan Beach, CA, holding Series 66 and Series 63 credentials and three years of industry experience. His work history includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. outside the financial sector, he has experience at FirstMed Ambulance Services Inc and In-n-Out. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jessica La Villa is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and two years of industry experience. She has previously worked at UBS Financial Services, Inc., Lincolnwood Capital, and several other firms. Outside of her advisory role, she occasionally sells artwork that she creates. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, with clients responsible for plan implementation and updates.

Trent Turner is a financial advisor with LPL Financial in El Segundo, CA, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and Audi Pacific for four years. Trent is also the author of a book used for marketing purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers diverse advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research from LPL and third-party providers.

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.