Lizzette Bennett is a financial advisor with Wells Fargo Clearing in Simi Valley, CA, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lisa Morrow is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services that use firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

James Hartje is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Katayoon Bahadorani is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 2003, she has worked in banking, investing, and wealth strategy, providing financial guidance and wealth management services to high-net-worth and ultra-high-net-worth individuals and families. Katayoon’s approach emphasizes detailed wealth-management strategies that align with clients' goals, values, and aspirations, helping them navigate complex financial decisions and plan for their legacies. Prior to her current role, Katayoon spent eighteen years with Wells Fargo as a Vice President in Private Banking. She holds a Bachelor’s degree from the University of Bou Ali Sina, a Master’s degree from the University of Tehran, and an MBA with a concentration in finance from California Lutheran University. Katayoon is a CERTIFIED FINANCIAL PLANNER™ certificant, a Chartered Retirement Planning Counselor™, and a Personal Investment Advisor. Fluent in English, Persian, and French, she also has experience as a professor of French language and literature. Katayoon is a member of Rotary Club Rancho Park and dedicates time to community involvement. Outside of work, she enjoys biking, hiking, music, reading, traveling, and yoga, activities through which she finds balance and shares a sense of serenity with others.

Edwin Gonzalez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Clearing since 2023 and has been employed with Wells Fargo Bank, NA since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and uses modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Alan Krone is a CFP® with nine years of industry experience, currently affiliated with J.P. Morgan Securities. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, following earlier roles at AXA Advisors, LLC and LPL Financial. Outside of his advisory work, he is an independent contractor who umpires softball games in the Southern California area. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Donald Kennedy Jr. is a financial advisor with OSAIC based in Thousand Oaks, CA. He holds Series 63 and Series 66 credentials and has 26 years of industry experience, including 25 years with OSAIC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm provides both brokerage and advisory services through various programs, utilizing a model-based investment process that incorporates asset allocation, portfolio optimization, and risk management tools.

Ryan Mcnicholas is a financial advisor with Ameriprise in Agoura Hills, CA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he is involved with CrimsonCardinal LLC as a financial planning specialist and analyst. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets managed within Ameriprise accounts.

John Ullen is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a Successor Trustee in West Hills, California. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, combining tailored financial planning with a variety of investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Hua Jien Ting is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2022, he worked at Edward Jones, UBS Financial Services, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Minson Vuong is a Series 66-licensed financial advisor with Charles Schwab in Woodland Hills, CA, with one year of industry experience. His prior work includes roles at JPMorgan Chase & Co. and various Charles Schwab entities. Outside of finance, he previously worked at In N Out Burger. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory guidance with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by Schwab’s research and due diligence.

Whitney O'Quinn is a financial advisor with Ameriprise in Camarillo, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Ameriprise in 2024, Whitney worked at Kinecta FCU and LPL Financial from 2020 to 2024, and at Wescom Financial Services from 2000 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and algorithmic tools to generate personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Elaine Webster is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent time at Morgan Stanley. Outside of her advisory role, she is a notary public in Los Angeles County. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with third-party data and offers a range of brokerage and advisory solutions supported by its large advisor network.

Rubi Rodriguez Lopez is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and TD Ameritrade. Prior to her financial services career, she was employed at Frasco Investigative Services and Daniel Cheren and Associates. 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 and provides integrated brokerage, custody, and advisory services.

Mary Strong is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jacob Furlow is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and Morgan Stanley. Furlow serves on the Board of Directors for a local chapter of the Make A Wish Foundation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized due diligence team and may incorporate an ESG eligibility framework.

Stephen Hagy is a financial advisor with UBS Financial Services in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, where he worked for nearly a decade. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and fiduciary solutions.

Derek Marquis is a CFP® with 36 years of experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James and its affiliates since 2009. Marquis is the founder and treasurer of The Jewel Levine Foundation and owns Legal Docs For You, a legal document assistance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and institutional consulting.

Stephen Meli is a financial advisor with Wells Fargo Advisors in Newbury Park, CA, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as Vice President of the Newbury Park High School Baseball Booster Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and tools to develop tailored recommendations.

Adam Johnson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, following roles at City National Securities, City National Bank, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by affiliates offering portfolio implementation and related services.