Johanna Mc Gee is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management. In her role, she partners with clients to simplify complex financial decisions and develop personalized strategies aligned with their individual goals, values, and priorities. She leverages the resources of Merrill Lynch Wealth Management alongside the banking capabilities of Bank of America to coordinate a cohesive and integrated approach to wealth management. With over 20 years of experience, Johanna has guided clients through significant financial milestones including wealth building, retirement planning, career transitions, education funding, family support, and legacy creation. Her expertise spans investment management, retirement planning, cash flow and wealth accumulation strategies, lending solutions, alternative investments, and wealth transfer planning. She focuses on serving successful professionals, business owners, and families, helping them make confident financial decisions for both present enjoyment and future security. Johanna holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), along with an accredited certificate from American Junior College. Fluent in English and Spanish, she is also involved in her community through organizations such as Baby2 baby and Feed My Starving Children. Outside of work, Johanna enjoys spending time with her family, traveling, outdoor activities, and live music.

Miguel Lazarte is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and JPMorgan Chase Bank, N.A. He also worked at Grayson Enterprise from 2020 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Matthew De Montagnac is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Prior to his advisory role, he worked at Starbucks Coffee Company and Enterprise Holdings, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Suzanne Widor is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She previously worked at Morgan Stanley for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. She holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework when making recommendations.

Arthur Feld is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 46 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Marco Tolento is a financial advisor with Edward Jones in Los Alamitos, CA, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Jtrf Inc, Teherani & Velez LLP, and Matika Inc. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Audrey Stansbury is a CFP® with 22 years of industry experience and has been with Edward Jones since 2004. She holds Series 63 and Series 66 licenses and is based in Manhattan Beach, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a comprehensive range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Gregory Sander is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Sentinel Wealth Advisory Group Ameriprise Financial Services and Liberty One Investment Management. J.P. Morgan Securities 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.

Kevin Ou is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He is a co-founder of The Peninsula Group, where he provides leadership, strategy, and tailored advice to a select group of clients. In his role, Kevin focuses on wealth planning with a tax-sensitive approach to retirement, investment, estate, and insurance strategies. He has extensive experience assisting clients with concentrated and restricted stock by developing thoughtful approaches to diversification and risk mitigation. Prior to joining Merrill Lynch in 2024, Kevin spent 17 years at UBS and Morgan Stanley, serving as an Executive Director and Senior Portfolio Management Director. He earned a Bachelor of Science degree in Neuroscience from the University of California, Los Angeles, and an MBA in Finance from Pepperdine University's Graziadio School of Business and Management. He is also a graduate of Columbia University's School of Industrial Engineering and Operations Research, where he earned the Certified Portfolio Manager (CPM®) designation. Additionally, he holds California life and health insurance and annuity licenses. Outside of his professional career, Kevin serves on the Board of the South Coast Botanic Garden. He is also involved with his local church, plays violin in the Holloway String Quartet, and enjoys playing tennis at the Palos Verdes Tennis Club. Kevin is fluent in English and Taiwanese.

Andrew Cereghino is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation. His prior work experience includes roles at Envision Entertainment Consulting, Alpha FMC, Ernst & Young, and BlackRock. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Craig Mc Knight is a financial advisor with Merrill, holding a Series 66 designation and over 32 years of industry experience. He has been with Merrill since 1995. Outside of his advisory role, he is a musician who plays the trombone as the owner of a sole proprietorship based in Long Beach, California. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Christopher Mc Bee is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. He previously worked at Merrill and has also been employed by JPMorgan Chase Bank, N.A., where he offers a range of banking products alongside his advisory role. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework in its recommendations.

Ford Howell is a financial advisor at UBS Financial Services in Long Beach, CA, holding a Series 66 designation with 26 years in the industry. He has been with UBS since 2005. Outside of his advisory role, Howell serves as a successor trustee for a family retirement account. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform of financial products.

Luis Gutierrez is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds Series 65 and Series 63 credentials. His prior experience includes roles at UBS Financial Services, MAP Strategic Wealth Advisors, and Capital Group. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, tailored to each client’s risk profile and investment preferences.

Varun Sabhlok is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at Merrill, AllianceBernstein L.P., and Wells Fargo Advisors, LLC. Outside of his advisory work, he is co-owner of rental properties in Marina del Rey and Redondo Beach, California. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jagruti Makwana is a financial advisor with LPL Financial in Long Beach, CA, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at JPMC Bank NA, J.P. Morgan Securities, Citi Wealth Management, Avantax Advisory Services, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services supported by diverse investment strategies and technology tools.

Edwin Yi is a financial advisor at Ameriprise in Torrance, CA, holding a Series 66 credential with two years of industry experience. He previously worked at Kinecta Federal Credit Union and LPL Financial. Yi is also employed at Kinecta Wealth Management, where he is involved in investment management. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Aubrey Robertson is a financial advisor with Thrivent Investment Management based in Torrance, CA, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Thrivent Financial and Wells Fargo Advisors prior to his current role, and is also an author of Christian books and content. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations on a broad range of topics without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Kevin Coyle is a CFP® with 14 years of experience in the financial industry, currently serving at Morgan Stanley since 2017. Prior to this, he worked at Merrill from 2011 to 2017. He holds the Series 66 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process emphasizes structured discovery and firm-approved tools, while clients retain responsibility for plan implementation and updates.

Gary Tsou is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Bank of America, Merrill, Nylife Securities LLC, and New York Life Insurance Company. He has also held positions at California State College Fullerton and Mountain San Antonio College. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.