Matthew Miles is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Tidemark Financial Partners and Playfair Planning Services. Outside of finance, he has experience working in the hospitality and retail sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative screening, qualitative research, and an ESG eligibility framework to support client decision making.

Robert Chow is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Royal Alliance Associates, Inc. for 32 years. Outside of his advisory role, he owns a sole proprietorship involved in insurance sales. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with options for discretionary management and third-party strategies.

Anthony Khasho is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 credential and has previously worked at Holland Parker and the University of California. His background includes roles in education and cultural arts. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages advisory activities with oversight controls and conflict-of-interest evaluations.

Serria Rego is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. Her prior roles include positions at Estately, where she assists clients in creating trusts and wills, as well as experience with United American Insurance Company, Zein Insurance Services, and Transamerica Financial Advisors. She also participated in a dance team managed by Pat Lacey for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Donna Herme is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and market outcome simulations.

Paul San is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2022. He previously worked for J.P. Morgan Securities LLC for nine years. Outside of his advisory role, he co-owns a rental property with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes an expanded investment menu featuring insurance-related products and bank deposit sweep options.

Austin Hwang is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2008 and Bank of America, N.A. since 2011. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Lawrence Solomon is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney LLC since 2012. Prior to that, he spent ten years at RBC Capital Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Brian Schlichter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes roles at Merrill and Wells Fargo Clearing. Outside of his advisory role, he serves as an attorney in fact for a family member. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by proprietary research and tools, serving clients who meet certain net-worth criteria with specialized planning in areas such as retirement, education, and business transition.

Grant Seybold is a CFP® professional with 10 years of industry experience, currently advising at LPL Financial. He has previously worked at OSAIC, FSC Securities Corp, and Marangola Financial Group, where he also provides tax preparation services and insurance sales. Seybold serves as president of the Financial Planning Association of Ventura County, organizing networking events for financial planners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

Hasina Saleh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at INVEST Financial Corporation, U.S. Bancorp Investments, and Bancwest Investment Services. Saleh is also involved with Logix Federal Credit Union, where she has contributed for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ronald Roesler is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following a prior role at Prudential Equity Group, LLC from 2000 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and offers solutions supported by research and analytics, with a broad range of financial products accessible through bank and insurance affiliates.

Griselda Hernandez is a Series 66 licensed financial advisor with Morgan Stanley in Westlake Village, CA, where she has worked since 2014. She has 11 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Neil Okeeffe is a financial advisor with Charles Schwab in Woodland Hills, CA, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2019, as well as prior experience at Bank of the West and BancWest Investment Services from 2016 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Matthew Wagner is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation. He has one year of industry experience and previously held roles outside finance, including positions in education and the restaurant industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and resources.

Ernestine Martinez is a financial advisor with Ameriprise in Thousand Oaks, CA, holding a Series 66 designation and one year of industry experience. She previously worked at Ameriprise Financial from 2007 to 2017 and returned to the firm in 2022 after several years in other roles. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm provides tailored, algorithm-supported recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Cory Colgan is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Julie Opheim is a financial advisor at Raymond James & Associates with 43 years of industry experience. She has been with Raymond James & Associates since 2008. She holds the Series 63 and Series 65 designations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Christopher Russo is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as Chief Financial Officer for the Grace Foundation and has ownership in a power washing business. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research and analytics, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

William Lyman is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining J.P. Morgan Securities, he worked at DeGroote Financial Group and has held positions across various industries including education and corporate sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating ESG criteria and broader derivatives capabilities.