Tyler Johnson is a financial advisor at Morgan Stanley in Woodland Hills, CA, holding a Series 66 credential. He has one year of industry experience and previously worked as a freelancer for 12 years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, without providing individual security recommendations as part of standalone plans.

Marjan Hossein Tehrani is a financial advisor with Wells Fargo Clearing in Tarzana, CA, holding a Series 63 designation and three years of industry experience. Prior to joining Wells Fargo, Tehrani held positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Bank of America. Wells Fargo Advisors is a national securities firm that provides 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Marc Roggenkamp is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through Corporate Financial Planning agreements with employers.

Letitia Sison is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She has worked at J.P. Morgan Securities since 1999 and was also employed by JPMorgan Chase Bank, N.A. from 2010 to 2025. 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 combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Naghmeh Mossayi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. She has worked with J.P. Morgan since 2018 and previously held roles at DFPG Investments, American Financial Network, and Edward Jones Investments. Outside of her advisory work, she is involved in software consulting. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Trennon Waters is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Monument Associates and Monument Wealth Advisors since 2015. Waters serves as Treasurer and Co-Secretary on the board of the Hidden Lake Homeowners Association, a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm provides financial planning and non-discretionary investment consulting supported by a range of advisory and institutional services.

Thomas Sutter is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in property management and real estate investment through several ownership and partnership roles. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with a range of advisory programs including institutional consulting and municipal finance services.

Kent Honey is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. 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 and financial planning services, utilizing structured discovery processes and proprietary tools to support client planning needs.

George Buza is a Certified Financial Planner (CFP®) with over 30 years of industry experience. He currently works at J.P. Morgan Securities and has previously held roles at First Republic Securities Company and First Republic Bank, where he spent 18 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Benn Konner is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2021 and previously spent 20 years at J.P. Morgan Securities Inc. along with five years at J.P. Morgan Chase Bank. Outside of his advisory role, he serves as a trustee for family trusts. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning that includes tailored strategies supported by firm‑approved tools and models.

Vincent Friera is a financial advisor with Fidelity in Winnetka, California, holding a Series 66 designation and eight years of industry experience. His background includes roles at AXA Advisors, Equitable Advisors, and work as an independent contractor before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees day-to-day management through affiliated or unaffiliated sub-advisers.

Renae Metoyer is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes investment policy statement development, performance reporting, participant education, and a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Charles Hutchinson is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 credential and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, he has a background as an actor, though this activity is no longer active. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Matthew Nance is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Peter Yanni is a Series 66-registered financial advisor with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2026, and previously held roles at Bank of America, Merrill, and Citigroup/Citibank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Paul Berman is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal services.

Casimir Nocon is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses. He began his advisory career in 2026 and has prior work experience in the food service industry, including roles at Kizame Sushi and Honshu Sushi. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, third-party asset management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Ryan Wood is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, Lincoln Financial Advisors Corporation, and Donald E. Garcia. He is based in Los Angeles, CA. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Michael Squellati is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Wells Fargo in 2026. He holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm operates on a large scale with over $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Brian Jacobs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in personal real estate investing through a family-owned LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools such as Monte Carlo simulations to model financial outcomes.