Blake Hilts is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers financial planning based on structured discovery and firm-approved tools.

Evan Ocepek is a CFP® certificant with 15 years of industry experience and is currently affiliated with OSAIC. He previously worked at Woodbury Financial Services and Western International Securities, Inc. Evan is also a partner in Murphy Financial Services and acts as an insurance agent, recommending and assisting clients with insurance products. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services supported by asset-allocation tools and access to third-party money managers across multiple platforms.

Jeremy Celentano is a financial advisor with Primerica Advisors in Huntington Beach, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Financial Services since 1999 and PFS Investments Inc. since 2001. Outside of investment advisory, he is involved in the sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors using model-driven strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Robert Dominik is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for 10 years before joining his current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.

Cindy Mo is a financial advisor at Cetera with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including Cetera, LPL Financial, Cathay Bank, and Merrill. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting a range of program structures and investment strategies.

Anthony Harnett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in providing personalized investment guidance. Anthony earned a Bachelor's Degree from Bryant University. His role at Merrill Lynch involves working closely with clients to develop and manage tailored financial strategies.

Carl Cheng is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Bank of America and Merrill, each for six years, as well as positions at Charter Communications and PT Mulia Ahdi Paramita. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Chinh Vuong is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Merrill and Bank of America, N.A. since 2006. Outside of his advisory role, Vuong owns a sole proprietorship unrelated to investment activities. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Brian Dao is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with various J.P. Morgan entities since 2016. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Marianela Silva is a CFP® professional with 19 years of experience in the financial services industry. She is currently with LPL Financial, where she has worked since 2022, following prior roles at Wells Fargo Clearing and Merrill. In addition to her advisory work, Silva owns Marigold Tax & Bookkeeping Solutions, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary research tools and access to third-party asset managers.

Mason Preston is a Series 66-credentialed advisor with Morgan Stanley in Long Beach, CA. He has been with Morgan Stanley since 2025 and has work experience in various service and hospitality roles. Outside of his advisory work, he is involved with Panama Joes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jonathan Glant is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Perry is a financial advisor with LPL Financial in Seal Beach, CA, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2008. In addition to her advisory role, she provides tax preparation services for a fee and offers notary services as part of client support. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with advice primarily delivered by investment adviser representatives using a variety of investment strategies and operational support tools.

Cassia Stefanini is a financial advisor with Primerica Advisors in Chino, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for ten years and has been with Primerica since 2019. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading and overlay responsibilities to BNY Mellon Advisors.

Ashley Model is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services that utilize structured discovery processes and firm-approved planning tools.

Lincoln Lai is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Foresters Advisory Services LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Darci Kelley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. She has previously worked with Waddell & Reed, Inc. and various insurance carriers, and operated her own business, Darci Kelley Inc. Outside of her advisory role, she has managed a family insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by extensive operational and research tools.

Brent Dennard is a Series 66-licensed financial advisor with three years of industry experience, currently with Osaic Wealth, Inc. He previously worked at Commonwealth Financial Network, Diversified Investment Services, TriNet, and Capital Group - American Funds. In addition to advising, he supports senior and associate advisors as a paraplanner, assisting with client financial planning and investment research. Osaic Wealth, Inc. serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and third-party managed-account solutions.

Camille Gaffney is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Carlos Bernabe is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial LLC and Orange County’s Credit Union. Outside of his advisory role, he has worked as a caregiver providing support to family members. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad spectrum of clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and provides advisory services to registered investment companies and fund-of-funds.