Mike Gleason is a financial advisor with Wells Fargo Clearing in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he co-owns ELITE AURORA LLC, a business involved in managing rental property. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kristen Keckeisen is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. She has worked at Cetera since 2025 and is also involved with Barca & Barca Financial Network, providing administrative support. Outside of financial services, she works as a procurement consultant for Toyota Motor North America. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, discretionary and non-discretionary services, and access to third-party money managers.

Giovani Trinidad 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 previously at Wells Fargo Bank, N.A. from 2014 to 2019. J.P. Morgan Securities 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 making investment recommendations.

Robert Wirthwein is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior work includes roles at Northwestern Mutual, Wells Fargo, HSBC, AXA Advisors, and Fifth Third Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process to recommend funds and strategies within an ESG eligibility framework.

Aren Kortoshian is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2015 to 2022. 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, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Gerad Herkey is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques.

Andrew Lavoie is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 license and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he operated Andrew Lavoie Consulting and worked at HCL America and Appetize Technologies. He is also an instructor at Coast Community College District, teaching basic finance, business, banking, and accounting courses. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings than is typical for large institutional advisors.

Robyn Lawhon is an Associate Resident Director and Wealth Management Advisor with Merrill. She works with clients to develop personalized financial strategies that reflect their long-term goals and changing market conditions. Robyn provides access to Merrill's investment insights and Bank of America's banking and lending solutions to help clients manage their wealth. Her areas of focus include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Robyn and her team use a Personal Wealth Analysis to understand clients' goals and craft tailored strategies that aim to provide clarity and confidence about financial matters. Robyn holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). She earned her high school diploma from Vinita High School. Outside of work, she enjoys painting, traveling, genealogy, golfing, reading, spending time with her family, and volunteering in her community.

Adam Fallert is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual, and Prudential. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, with multiple investment platforms and both proprietary and third-party strategies.

Gloria Chang is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities and affiliated entities since 2018. Prior to her current role, she worked at Richemont North America (Cartier) from 2014 to 2018. She serves as a board member of Asian Americans Advancing Justice SoCal and advises beauty founders at BrainTrust Founders Studio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates on a non-discretionary basis, with clients retaining final decision-making authority.

Justin Tabit is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025, he worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is the sole proprietor of an investment-related real estate business in Venice, CA. Morgan Stanley Wealth Management is a large SEC-registered 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 analyses. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mikko Sperber is a financial advisor at Edward Jones in Burbank, CA, holding a Series 66 designation with one year of industry experience. His prior roles include work at Pluto Partners and the Santa Monica Education Foundation. Sperber is also the founder and of counsel for Fundamental Strategy, a nonprofit management advisory where he mentors nonprofit executives and consultants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Caroline Agamata Mccormick is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. She also serves as a trustee for her parents. 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’s process is IPS-driven and includes a broader range of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Caroline Rose Werlin is a financial advisor with Wells Fargo Clearing in Los Angeles, CA. She holds a Series 66 designation and has six years of industry experience. Her prior work includes one year at Ronda Spinak before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Tal Feldman is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. Feldman is based in Los Angeles, CA. J.P. Morgan Securities 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 recommendations on a non-discretionary basis.

Ashley Nobel is a CFP® with six years of industry experience, currently serving at Charles Schwab since 2019. Prior to that, she worked at Bank of America and California State University Northridge. Nobel holds Series 63 certification and is based in Los Angeles, CA. Charles Schwab & Co., Inc. serves a large client base, primarily 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 provides both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and formal alternative-investment processes.

Neal Larsen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has previously worked with firms including Scorpion Internet Marketing and 1st Global Advisors. Larsen serves as a board member for the Samaritan Center, a nonprofit organization providing resources to the homeless population in Simi Valley. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial analyses and planning across a wide range of topics. The firm’s approach separates planning services from managed accounts and does not include discretionary trading authority for its planning engagements.

Ashley Warne is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James since 2011. Outside of her advisory role, Warne is the sole owner of two support companies, Advisor Ashley, Inc. and Financial Formwork. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes advisory and implementation-support services rather than discretionary management.

Ramya Sreepathi is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and First Republic Investment Management. J.P. Morgan Securities 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 delivers these services alongside affiliated brokerage and investment management capabilities.

James Schneiderman is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he owns a recreation-related business in Los Angeles. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.