Douglas Peterson is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of financial advising, Peterson serves on the Board of Directors for the Hyatt Residence Club Kaanapali Beach and provides strategic guidance as an advisor to iBlades.ai, a company focused on secure AI-driven communications and cybersecurity. Ameriprise serves clients primarily through retirement-income planning services tailored for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations, with a focus on assets managed within Ameriprise.

Robert Lebo is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also acts as a power of attorney for his mother. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies incorporating both in-house and third-party managers.

Evan Hunter is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets starting in 1993. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning using structured processes and firm-approved tools.

Jacob Servin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase since 2013. J.P. Morgan Securities provides institutional consulting services to clients such as 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, distribution, and investment management capabilities.

Michael Gomez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC, Wells Fargo Bank NA, and Protection Point Advisors. 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 an ESG eligibility framework. The firm’s services are offered on a non-discretionary basis, with clients maintaining final decision authority.

Nicholas Grecco is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Fidelity Investments, and The Vanguard Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these services as either one-time or ongoing engagements and integrates planning with managed accounts through its WealthPlan program.

Denny Bilikas is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to his advisory role, he is involved in life insurance sales and wealth planning through his work with Elevate360 Wealth and as an insurance agent offering fixed and equity-indexed annuities. OSAIC serves a diverse client base, including individual and high-net-worth investors, institutional plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Logan Yamamoto is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions in education and hospitality. He is also currently affiliated with the University of Southern California. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ryan Aikens is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ahmed Razi is a financial advisor with Wells Fargo Clearing in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he co-owns an online business selling leather wallets and sheets. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm follows an IPS-driven process based on modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Mackenzie Sullivan is a financial advisor at Morgan Stanley in Newport Beach, CA, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley, she worked at RBC Capital Markets for five years. She has been with Morgan Stanley and its affiliated Private Bank since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its advisory approach.

Benjamin Yodowitz is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in 2011, he has focused on developing customized financial strategies for high-net worth families and businesses. He leverages the resources of the Lee & Yodowitz Group to facilitate dynamic approaches to modern investing techniques and emphasizes wealth planning, cash management strategies, portfolio performance analysis, and relationship management. Ben holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He is a double graduate of the University of Southern California, earning a Bachelor of Science in 2010 and a Master of Business Administration (MBA) in 2017. In his personal time, Benjamin enjoys golfing, traveling, and cooking. He resides in the Lunada Bay area of Palos Verdes Estates with his wife and two daughters.

Kaylee Elsom is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has work experience that includes roles at Raymond James, Bend Parks and Recreation, POWDR Corp, Mt Bachelor Zipline, and Gerald Agency Inc. In addition to her advisory work, she assists occasionally with an insurance agency owned by her family. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including high-net-worth individuals, institutional clients, and municipal entities, delivering non-discretionary advice supported by extensive research and an integrated affiliate network.

Paul Lee is a financial advisor at J.P. Morgan Securities in Torrance, CA, holding Series 66 and Series 63 licenses with three years of industry experience. His work history includes roles at several financial institutions such as Bank of America Corporation, Wells Fargo NA, Union Bank, and JPMorgan Chase Bank, N.A., as well as his own business, Jswizzle LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Nicolas Wondolowski is a financial advisor with OSAIC in Hermosa Beach, CA, holding Series 63, 65, and 66 licenses and nine years of industry experience. His prior work includes roles at UBS, Fidelity Brokerage Services LLC, TD Ameritrade, and Securities America Advisors. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Glynis Colosimo is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Richard Tran is a financial advisor with Merrill in Long Beach, CA, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2017 and previously was involved with Dossier Liquids and Vaporholic. Merrill offers managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth individuals, pension plans, and charitable organizations. The firm provides model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Matthew Jenkins is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch/Bank of America, American United Life/OneAmerica Securities, Wells Fargo Clearing, Thrivent Investment Management, and other firms prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

David Cross is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Daniella Vincent is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Love & Salt and Britt & Associates Ameriprise Financial. She has also been involved with The FoolProof Foundation and held various positions at Loyola Marymount University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using a range of mutual funds, ETFs, and ETPs.