Han Kyul Kim is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working in the gaming industry with EZ Gaming. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Daniel Bradshaw is a CFP® professional affiliated with J.P. Morgan Securities in El Segundo, California, with 16 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 13 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. Their approach integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

William Fortner is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1980 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform of capital markets and lending solutions.

Ruben Rodriguez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various firms, including Wells Fargo Clearing and Wells Fargo Advisors, before joining J.P. Morgan in 2018. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Peters is a Series 66-registered financial advisor with 25 years of industry experience. He is currently with Osaic and was previously associated with LPL Financial. Outside of his advisory role, Peters owns and operates a fly fishing guide service and teaches hunter education and safety for the California Department of Fish and Wildlife. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable clients. The firm offers a wide range of advisory and brokerage services utilizing firm-provided investment tools and multiple advisory platforms.

Jose Quintanilla is a financial advisor with Ameriprise in Long Beach, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Quintanilla serves on the boards of several local organizations, including the Rose Park Neighborhood Association and the Rotary Club of Signal Hill, where he has held leadership positions. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sara Qazi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of her advisory work, she serves on the advisory board of Prosperous.AI and is involved in developing a startup urban agriculture business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing multiple portfolio management styles and extensive affiliated research.

Scarlette Zar is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 credential and previously worked at Merrill for seven years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial and estate 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 models.

Paul Grande is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has seven years of industry experience and has worked with MML Investors Services, LLC since 2019. In addition to his advisory role, he is the owner and president of a company that operates an apartment building in Los Angeles. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that use firm-approved analytical tools.

Rita Sethy is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the RVS Group. In her role, she provides strategic financial guidance to high-net-worth clients, working closely with them to develop personalized wealth management strategies aligned with their real-world objectives. She emphasizes building deep, multi-generational relationships to address both financial and interpersonal dynamics tied to substantial wealth. With extensive expertise in areas such as family wealth management, legacy planning, tax minimization, and services for defined benefit and contribution plans, Rita combines sophisticated strategies to manage intricate financial matters. She holds numerous professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Rita earned a Bachelor's degree from The Open University and is fluent in English and Hindi. Outside of her professional pursuits, she enjoys playing tennis, music, reading, spending time with family, and traveling. She is also actively involved in her community through fostering dogs.

Emon Stevenson is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Stevenson worked at Equitable Advisors and has held various roles including academic positions at California State University-Long Beach and Fullerton College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory process.

Clay Morris is a Series 66 licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial since 2015. Based in Seal Beach, CA, he also serves as a notary public for clients. 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 financial planning and advisory services, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Manhsoort Lysanh is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Securities LLC and Coastal REI Group, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Amanda Anderson is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2014. 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 multiple market-facing registrations and functions.

Joe Haywood Jr. is a financial advisor with Equitable Advisors in El Segundo, CA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior firms include LPL Financial, Sorrento Pacific Financial, The Retirement Group, and FSC Securities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers various advisory programs through a network of representatives, utilizing third-party asset managers and LPL-sponsored platforms.

Jack Donell is a financial advisor at J.P. Morgan Securities with a Series 66 credential. He has been with the firm since 2026 and has previous experience at Kingsbridge Wealth Management and the USC Viterbi School of Engineering. Outside of finance, he has been involved in managing a local food and beverage business, Big Island Eats and Shave Ice. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and utilizes an ESG framework when recommending strategies.

Michael Law is a Series 66 licensed financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously held roles at Scottrade Investment Management and Scottrade Inc. Outside of his advisory work, he co-owns and manages a duplex in Torrance, California, which he partially occupies. 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.

Caroline Guerra is a financial advisor at Merrill with six years of industry experience. She holds Series 66 and Series 63 registrations and has worked at firms including Bank of America, U.S. Bancorp Investments, JP Morgan Chase Bank, and Northwestern Mutual. Guerra is based in Manhattan Beach, CA. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Robert Mustafa is a CFP® with nine years of industry experience and is affiliated with LPL Financial in Torrance, CA. He has worked at Pence Wealth Management Corporation and LPL Financial since 2016. Outside of his advisory role, he serves in the United States Army Reserves. 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 representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Andre Logan is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he is a partner at Atrium Partners 2, where he manages a financial planning practice, and co-owns Atrium Partners 3, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized team and proprietary tools to deliver tailored retirement planning recommendations.