Diederich Rivas is a Financial Advisor at Merrill Lynch Wealth Management, where he leads a team dedicated to assisting families, individuals, and successful business owners in developing comprehensive, long-term financial strategies. His approach connects all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most. Diederich and his team guide clients through a detailed discovery process to articulate and prioritize short- and long-term financial objectives, providing personalized attention supported by the global resources of one of the world's largest financial services firms. He offers expertise in various financial areas, including personal retirement planning, portfolio management services, and tax minimization. Diederich and his team help clients prepare for retirement lifestyles, education funding for children and grandchildren, wealth transfer, legacy establishment through family foundations and philanthropy, diversifying business interests, lending through Bank of America, and investment strategies. He emphasizes understanding clients' life priorities to create personalized plans aligned with their goals and aspirations. Diederich holds several professional designations, including Accredited Portfolio Management Advisor (APMA), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's Degree from the California State University System. Outside of his professional role, Diederich enjoys cooking, golfing, and traveling, and communicates fluently in English and Spanish.

Peter Alliegro is a CFA® charterholder with 16 years of industry experience, currently affiliated with Mass Mutual Investors Services in El Segundo, CA. His prior roles include positions at Steel Peak Wealth, Morgan Stanley, and U.S. Trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to analyze client goals and deliver written recommendations.

Larry Takahashi is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Grove Point Advisors, LLC, and Grove Point Investments, LLC. Outside of his advisory work, he teaches at a local school or university. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Kevin Mc Gough is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles at Wells Fargo Advisors and involvement with Onyx Indoor Golf & Cafe, as well as teaching positions at Westwood Public Schools and UC Irvine. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Roger Conde is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, having worked previously at firms including Founders Financial Securities, JLife Wealth Management, Ira Wealth Management, First Allied Securities, and Pacific Retirement Advisors. In addition to his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing a range of portfolio management and model-based solutions.

Tom Kim is a financial advisor with Wells Fargo Clearing in Whittier, CA, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Tom holds a real estate license in California, which he uses for personal real estate transactions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is guided by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Nikesh Kadakia is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 26 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to develop financial plans.

Gary Seybold is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2008. His professional activities include involvement in life and health insurance services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Leif Quinlan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, 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 investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Fleishman is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 credential and 14 years of industry experience. He previously worked at Raymond James & Associates before joining Morgan Stanley and Morgan Stanley Private Bank, N.A. in 2018. Outside of his advisory role, Fleishman is active in music as a keyboard player and band member, and he serves on the board of the charity Team 100 / Food For Kids. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment programs alongside estate planning strategies.

Toan Nguyen is a financial advisor with Primerica Advisors in La Mirada, CA, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. His career includes roles at Primerica Financial Services and involvement with Judy Bui CPA Inc and TJ Solutions. Outside of advisory services, he engages in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services via model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Nadezhda Loggins is a financial advisor with Wells Fargo Clearing in Long Beach, CA, holding Series 63 and Series 66 licenses and has seven years of industry experience. Her career includes roles at various Wells Fargo entities dating back to 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Joseph Dallape is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He focuses on creating personalized financial strategies tailored to each client's unique goals and financial situation, leveraging the investment insights of Merrill and the banking and lending services of Bank of America. Joseph holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Southern California. Committed to community involvement, Joseph participates in volunteer activities within the communities he serves.

Harshal Doshi is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services from 2003 to 2020 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analyses.

Richard Van Horn is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to support client goals.

William Shinen is a financial advisor at LPL Financial with 43 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 25 years. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from various sources.

Richard Moon III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Advisory Services and RMA Wealth Advisors. He is also a partner and manager of Richard Moon & Associates Accountancy Corp, an accounting services firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Stacy Thatcher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of experience at the firm. She is based in El Segundo, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Brianna Mackie is a financial advisor with Charles Schwab, holding a Series 66 credential and beginning her industry career in 2024. Her prior experience includes roles at Gabelli Funds and educational positions at Chapman University. She has also worked with the Borough of Avon by the Sea and the Spring Lake Bath & Tennis Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment advisory services supported by multi-asset model portfolios and centralized operational infrastructure.

Sergio Garcia is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2008. Outside of finance, he is the owner of Quality Furniture Inc., a furniture manufacturing and sales business. 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 combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.