George Ly is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 licenses and over 23 years of industry experience. His prior roles include positions at NuVision Federal Credit Union, East West Bank, and Cetera. He is also involved as a business owner in several investment-related ventures, including LYCAN Capital and Alpha Venture Capital LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting with both discretionary and non-discretionary management options.

Michael Phung is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with TIAA-CREF. Outside of his advisory role, he is an owner and partner in an e-commerce business selling artwork with his daughter. 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 delivers these services alongside affiliated brokerage and investment management capabilities on a non-discretionary basis.

Jeanne Suttie is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with LPL Financial and its predecessor entities since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Robert Smith Jr. is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and over 41 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Financial Group since 2011 and has operated R.J. Smith Insurance & Financial Services since 2006. Outside of his advisory role, he is also an insurance agent involved in life, health, and disability insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements without discretionary authority on investments.

Behnam Beheshti is a financial advisor with Merrill, holding a Series 66 credential and 12 years of industry experience. He has worked with Bank of America and Merrill since 2017 and previously spent one year with Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved as an account signer for his wife's eyecare practice. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Vant is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Chory is a CFP®-certified financial advisor with four years of industry experience. He is currently with LPL Financial and previously worked at Northwestern Mutual Wealth Management Company and Cycad Management. 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 and financial planning services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Q Fenn Anstruther is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include collaboration with investment companies, private funds, and commodity pool operations.

Blake Anthony is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position he has held since 2017. He works alongside Senior Financial Advisor Nicholas Anthony as part of a team that provides personalized strategies supported by the firm's resources. Blake focuses on helping clients define and pursue their financial goals through thoughtful planning and guidance. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. Blake holds the CERTIFIED FINANCIAL PLANNER® certification along with designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's Degree from the University of Oregon. Blake follows a disciplined process that begins with understanding each client’s unique financial situation and priorities to develop a personalized financial approach. Outside of his professional work, Blake enjoys playing tennis, football, hiking, music, traveling, watching movies, and spending time with his family. He previously competed as a Division 1 tennis athlete at Indiana University and the University of Oregon, and he brings the same focus to his advisory role.

Rachael O'Leary is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to that, she worked at Pacific Life from 2015 to 2019. Earlier in her career, she had roles as a marketing intern at Frieda's Inc. and as a mentor for incoming college freshmen at Northern Arizona University. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Aubrey D'haenens is a financial advisor at Morgan Stanley in Santa Monica, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Aubrey worked at Merrill for six years and has additional experience with the Antelope Valley Board of Trade, Anschutz Entertainment Group, and Starbucks Coffee Company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning arrangements.

Kendra Kearney is a Series 66 licensed financial advisor with 13 years of industry experience. She currently works at Fidelity Investments and has previously been employed by Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and UnionBanc Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm serves a variety of clients such as registered investment companies and an IRS-qualified Charitable Gift Fund.

Steven Yokomizo is a CFP® professional with 34 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2017. His prior experience includes a one-year tenure at National Planning Corporation. Outside of his advisory role, he is a registered tax preparer and has operated as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of platform arrangements and both proprietary and third-party model strategies.

Connor Hartwell is a financial advisor with OSAIC holding a Series 66 designation and 11 years of industry experience. He previously worked at MBSC Securities Corporation and BNY Mellon before joining OSAIC in 2019. Hartwell is an owner of Hartwell Financial Services, a family partnership, and serves as a board member for the Switzer Learning Center, a nonprofit focused on supporting children with learning and behavioral challenges. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisers and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management, along with access to third-party money managers and alternative investments.

Todd Davidson is a financial advisor with OSAIC in Torrance, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 1995. Outside of advisory work, he serves as a part-time instructor in the Personal Financial Planning program at UCLA Extension’s Department of Business and Management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs a variety of asset-allocation tools and investment platforms, supporting both discretionary and non-discretionary account management.

Jeffrey Sapigao is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and its affiliates since 2019. Prior to his advisory roles, he held positions at Bed Bath and Beyond and JPMorgan Chase Bank, N.A., where he has been employed since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework to support non-discretionary client decision-making.

Joshua Haupt Jimenez is a financial advisor at Morgan Stanley in El Segundo, CA, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at PlanMember Securities Corporation and Bevmo, along with earlier experience in various other sectors. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that integrate broad retail and institutional investment capabilities.

Johnny Cheng Yu Liu is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014. Outside of his advisory role, he serves as a board member of the Southern California Monte Jade Science and Technology Association, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Laura Vasquez is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Charles Schwab and its affiliated bank since 2015, with a brief tenure at H&R Block in 2018. Outside of her advisory role, she is an Airbnb property owner. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management. The firm combines extensive scale with integrated brokerage, custody, and advisory services, utilizing multi-asset model portfolios and a formal alternative-investment platform.

Michael Banco is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Bank and Bank of America, as well as Merrill, spanning roles from 2016 to the present. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.