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.

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.

Kevin Mccarthy is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he engages in a TV consulting hobby related to advertising for soccer and hockey. 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 that includes public finance and municipal services.

Michael Stern is a financial advisor with Cetera, holding CFP® and PFS™ designations and 12 years of industry experience. His prior work history includes roles at MML Investor Services, Massachusetts Mutual Life Insurance Company, and The Prudential Insurance Company of America. He is also an insurance agent involved in the sales of life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Adalina Gonzalez is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with no prior industry experience. Before joining Morgan Stanley, she worked in retail and internet-related roles and operated a dog-sitting service on a casual basis. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a range of investment strategies, emphasizing an advisory role without offering individual security recommendations in standalone planning.

Huiying Jiang is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Her work history includes roles at East West Bank, Cathay Bank, and Cetera Investment Services LLC. Outside of advising, she also works as a DoorDash driver. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

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.

Xiao Chun Yu is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and bringing 25 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances.

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.

Kyle Rayder is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation and six years of industry experience. His work history includes roles at MML Investors Services, LLC, Mass Mutual Life Insurance Company, and Lenox Advisors, as well as prior experience at Equitable Advisors, AXA Advisors, and the Rayder Law Firm. Outside of advisory work, he serves as a relationship manager for life and health insurance at Lenox Advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved tools and offers specialized services such as divorce planning and event-driven planning programs.

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.

Andrew Yoon is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Fidelity Brokerage Services, JP Morgan Chase Bank, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

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.

Wei Chen is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2014, including over 11 years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he owns and manages rental properties in Encinitas, California. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools without offering individual security recommendations in standalone plans.

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.

Michael Rodriguez is a financial advisor with Fidelity in Los Angeles, CA, holding Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Wells Fargo and Chase Bank. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Vicky Rangsuebsin is a financial advisor with Ameriprise in Arcadia, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is a co-owner of Pumpkin Spice Latte, LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and provides a broad range of brokerage and insurance solutions through its affiliated companies.

William Petro is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and J.P. Morgan Securities. 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 programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Robert Lovitt is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He previously spent 25 years at UBS Financial Services before joining J.P. Morgan in 2024. Lovitt holds Series 63 and Series 65 licenses and is based in Los Angeles, CA. 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. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.