Vanessa Schafer is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Mark Tigchelaar is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he was a partner at Solid Coffee Roasters for five years and worked with Keana Development for two years. He serves as a board member of the City of Bellflower Public Safety Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wesley Sullivan is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Courtney Marshall is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 license and has worked at Merrill and Bank of America since 2014. Outside of her advisory role, she owns and operates a Christian childcare business and a YouTube channel focusing on fitness, family, faith, and relationships. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Grant Hartwell is a financial advisor with Osaic Wealth, Inc. based in Torrance, California. He holds the Series 66 designation and has 13 years of industry experience. Hartwell is also co-owner of Hartwell Financial Services, a financial advisory firm affiliated with Osaic. Outside of his advisory work, he serves on the Board of Directors for Free Arts for Abused Children, a nonprofit that provides art programs to transitional housing facilities and low-income areas. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct client portfolios.

Elena Peterson is a financial advisor at Merrill with a Series 66 license and three years of industry experience. She has worked at Bank of America and Merrill since 2015 and previously held roles in the hospitality sector. Outside of her advisory work, she serves as an officer for a homeowners association of her primary residence and is a managing member of a limited liability company owning a rental property. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Raymond Fong is a financial advisor with Edward Jones in Long Beach, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Nicalis Inc. for six years and was self-employed at Renown Auto Style Inc. for eight years. 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 and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Jared Arteaga is a financial advisor with LPL Financial, holding a Series 65 designation and two years of industry experience. His prior roles include seven years at Canterbury Consulting, Inc., two years at Tetra Tech, and five years at Premier Aquatic Services, LLC. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Roy Grimes is a financial advisor with LPL Financial in Torrance, CA, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at Zions Direct, Inc., Zions Capital Advisors, Inc., and Zions Bank, where he has worked since 1999. In addition to his advisory work, he is involved in wealth and fiduciary services as a relationship manager. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, supported by model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Carole Ann Nero is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her prior work includes roles at Merrill and Bank of America. Outside of her advisory work, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and structured processes.

Gregory Kaiser is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Aaron Cistrelli is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at CUSO Financial Services, Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. Outside of his advisory work, he is also a commissioned notary. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Mark Toumajian is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2016 to 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party managers.

Stephen Brand is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing Services, Wells Fargo Bank, and Bank of America prior to joining J.P. Morgan in 2024. 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 incorporating an ESG eligibility framework in its recommendations.

Samaneh Yousefzadeh is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2018 and has previous experience outside finance, including a role at Delphi Greek Restaurant. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader range of financial products than typical large institutional advisers.

David Miller is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Waddell & Reed, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tsehay Asfaw is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Their career includes roles at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2016, alongside a decade of involvement with AK Engraving. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs a quantitative asset-allocation process combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Paul Fea is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 23 years of industry experience. His prior work includes 16 years at UBS Financial Services and four years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a blend of in-house and third-party investment managers.

Christoph Chavez is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2021. He works with clients to progress toward their goals through a holistic financial planning process with an emphasis on retirement planning. Christoph prioritizes building relationships based on communication and transparency throughout this process. Prior to his current role, Christoph was Vice President and Financial Advisor at Merrill Lynch from 2016 to 2021. He began his financial planning career as a Financial Planner at Metlife Securities, holding that position from 2011 to 2016. He holds a California Insurance License. Outside of his professional work, Christoph has interests in baseball, cars, hiking, outdoor adventures, and traveling.

Kristena Petty is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current role at Morgan Stanley Smith Barney LLC since 2009. Petty holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.