Ashley Warne is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James since 2011. Outside of her advisory role, Warne is the sole owner of two support companies, Advisor Ashley, Inc. and Financial Formwork. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes advisory and implementation-support services rather than discretionary management.

Andrew Coomes is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2026. His career in financial advisory includes positions at Edward Jones and Duncan Newman Associates, and he worked as a Financial Solutions Advisor at Merrill from 2018 to 2022. Additionally, he has experience as a Senior Relationship Banker at MUFG from 2016 to 2018. Andrew is licensed with a California Insurance License. He emphasizes personalized financial planning, focusing on understanding clients' goals, priorities, and concerns to co-create tailored strategies. His approach includes providing ongoing guidance to help clients navigate financial decisions as their goals evolve. Outside of his professional work, Andrew has interests in cooking and baking, golf, tennis, and yoga.

Justin Smith is a financial advisor at Edward Jones in Marina Del Rey, CA, holding Series 63 and Series 66 credentials with seven years of industry experience. His prior roles include positions at Wells Fargo Bank, J.P. Morgan Securities, and Union Bank. Outside of his advisory work, he owns and operates Apex Fitness & Health LLC, providing personal fitness training services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network and offers various managed account strategies along with affiliated mutual funds and tax-efficient services.

Michael Shelley is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill Lynch and The Forefront Group LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Alan Solursh is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley since 2017, following prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he serves as an instructor at UCLA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning through its Financial Advisors and Estate Planning Strategies Group.

Tyler Johnson is a financial advisor at Morgan Stanley in Woodland Hills, CA, holding a Series 66 credential. He has one year of industry experience and previously worked as a freelancer for 12 years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, without providing individual security recommendations as part of standalone plans.

Marjan Hossein Tehrani is a financial advisor with Wells Fargo Clearing in Tarzana, CA, holding a Series 63 designation and three years of industry experience. Prior to joining Wells Fargo, Tehrani held positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Bank of America. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Naghmeh Mossayi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. She has worked with J.P. Morgan since 2018 and previously held roles at DFPG Investments, American Financial Network, and Edward Jones Investments. Outside of her advisory work, she is involved in software consulting. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Trennon Waters is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Monument Associates and Monument Wealth Advisors since 2015. Waters serves as Treasurer and Co-Secretary on the board of the Hidden Lake Homeowners Association, a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm provides financial planning and non-discretionary investment consulting supported by a range of advisory and institutional services.

Cynthia Hernandez is a financial advisor with Fidelity and holds Series 65 and Series 63 credentials. She has been in the industry since 2023 with prior experience at Fisher Investments and other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its role in managing model portfolios and its formal advisory relationships with multiple registered investment companies.

Rodolfo Ruiz Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Western International Securities, Independent Capital Management, and SagePoint Financial. Outside of advising, he works as an administrative assistant for Sancho Vida Inc. in Westlake Village, CA. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Vincent Friera is a financial advisor with Fidelity in Winnetka, California, holding a Series 66 designation and eight years of industry experience. His background includes roles at AXA Advisors, Equitable Advisors, and work as an independent contractor before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees day-to-day management through affiliated or unaffiliated sub-advisers.

Renae Metoyer is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes investment policy statement development, performance reporting, participant education, and a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Charles Hutchinson is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 credential and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, he has a background as an actor, though this activity is no longer active. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Frederick Stoutland is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2019. His prior experience includes roles at Ernst & Young and Pepperdine University. He serves on the investment committee of the BMW Car Club of America. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Casimir Nocon is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses. He began his advisory career in 2026 and has prior work experience in the food service industry, including roles at Kizame Sushi and Honshu Sushi. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, third-party asset management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Stanley Janowiak is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated private banks from 2009 to 2023 before joining Wells Fargo Clearing. 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’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Squellati is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Wells Fargo in 2026. He holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm operates on a large scale with over $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Perris Kaufman is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Stifel Independent Advisors, Wells Fargo Advisors, JPMorgan Chase Bank, and Banc of California. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and state and municipal government entities. The firm offers specialized programs for small businesses and integrates risk-based reviews and institutional consulting solutions into its tailored advisory services.

Janet Hernandez Ramos is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.