Mckenzie King is a financial advisor at Morgan Stanley with 5 years of industry experience. He holds the Series 66 designation and has worked at multiple Morgan Stanley entities since 2018. Prior to his advisory career, he worked at Chick-Fil-A and was involved with California State University, Long Beach, as well as the Mission Oaks Recreation and Park District. 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 including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Flavio Atoche is a financial advisor at Wells Fargo Clearing with six years of industry experience and holds a Series 66 designation. Prior to joining Wells Fargo in 2019, he worked at Robert Half and has also been involved with Slurpin' Ramen Bar and academic roles at the University of Southern California and Fullerton College. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, integrating research from the Wells Fargo Investment Institute and utilizing diversification principles in its investment approach.

Keegan Cohen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Paymentus Corporation, Oracle, and GVB Medical. Cohen also attended the Kellogg School of Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its selection process.

Karen Codman is a financial advisor with Osaic Wealth, Inc. based in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at FSC Securities Corporation for 17 years before joining Osaic in 2023. Outside of her advisory role, Codman serves on the Long Beach City College Foundation Board of Governors and is involved with the Long Beach Chamber of Commerce, where she participates in government affairs. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs advanced portfolio construction tools and provides a range of managed account solutions.

Victor Correa is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities and Ameriprise Financial Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and serves as a commodity pool operator and adviser to multiple registered investment companies.

Gary Fournier is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan since 2014. Outside of his advisory role, Fournier is involved in entrepreneurial ventures including PuppyWash Inc., a pet services company where he serves as co-founder and board member, and ValueGOV, a software company focused on park management, where he acts as CEO and board member. 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 through a select group of Wealth Advisors. The firm operates on a non-discretionary basis, combining large institutional advisory services with broker-dealer and investment adviser registrations.

Richard Yorke is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2023, following prior roles at Pfs Tax CPAs LLP and LPL Financial. In addition to his advisory work, Yorke is involved in tax preparation through his ownership of Yorke & Associates CPAs, Inc. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team and a combination of modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, emphasizing assets held in Ameriprise-managed accounts.

Courtney Shan is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. Her career includes roles at Cathay Bank, East West Bank, Bank of America, Merrill, and multiple positions within the University of California system. 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 large network of independent advisors and employs a multi-manager platform that includes both affiliated and third-party investment options.

Zachary Dewhirst is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His prior work includes roles at Northwestern Mutual and Azusa Pacific University. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe.

Riki Vear is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and bringing 16 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, emphasizing tailored financial planning and a structured planning process supported by firm-approved tools and research.

Thomas Weber is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining J.P. Morgan Securities, he worked at BOFA Securities, Bank of America, Cadaret Grant & Co., Inc., and BlackRock Investments. 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 manager due diligence and applying an ESG eligibility framework.

Eric Chu is a financial advisor at Morgan Stanley in Torrance, CA, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and Calico Inc, alongside his ongoing engagement with Graceland Investment since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of services that include estate planning and corporate financial planning agreements.

Andrew Rivera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JP Morgan Chase Bank, N.A. since 2013. Rivera is also involved with Rivera & Associates, a non-public entity focused on investment and rental property 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Henry Tallardy III is a financial advisor with LPL Financial in El Segundo, CA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. Since 2019, he has also taught retirement workshops at El Camino College and Loyola Marymount University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers comprehensive financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by extensive research and a range of portfolio management options.

Scott Schultheis is a financial advisor at Edward Jones in Torrance, CA, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Grant Thornton and entrepreneurial experience with The Pool Doctor, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of advisors and branch offices nationwide.

Douglas Peterson is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of financial advising, Peterson serves on the Board of Directors for the Hyatt Residence Club Kaanapali Beach and provides strategic guidance as an advisor to iBlades.ai, a company focused on secure AI-driven communications and cybersecurity. Ameriprise serves clients primarily through retirement-income planning services tailored for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations, with a focus on assets managed within Ameriprise.

Robert Lebo is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also acts as a power of attorney for his mother. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies incorporating both in-house and third-party managers.

Evan Hunter is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets starting in 1993. He holds Series 63 and Series 65 licenses. 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 including tailored financial planning using structured processes and firm-approved tools.

Jacob Servin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase since 2013. 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 brokerage, distribution, and investment management capabilities.

Michael Gomez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC, Wells Fargo Bank NA, and Protection Point Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are offered on a non-discretionary basis, with clients maintaining final decision authority.