Ryan Haws is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity, he held roles at BMO Bank and Apex Energy Group, among other positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and utilizes algorithmic methods in its investment process.

Miguel Sotelo Jaime is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 credential and previously worked at Bank of America/Merrill Lynch for 13 years. He is currently based in Cypress, CA. J.P. Morgan Securities 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 investment strategies.

Laura Weil is a Financial Consultant at Fidelity Investments. In her role, she partners with clients to understand the needs and goals of their families and identify investment strategies to support their financial plans. Laura has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and now Investment Consultant. She holds a California Insurance License. Outside of her professional responsibilities, Laura's personal interests include cooking and baking, enjoying food as a foodie, listening to music, parenthood, caring for pets, and traveling.

John Le Berthon is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at the University of California Irvine and College of the Canyons. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines common large-firm offerings with less typical activities such as private fund relationships and principal trading.

Kristine Keegan is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. She previously worked at The Planners Network, Inc. and National Planning Corp. Keegan is also licensed as a health insurance and non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory and brokerage platform.

John Andraos is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Advisors and its affiliated entities since 2009, including Wells Fargo Clearing, and is currently based in Rolling Hills Estates, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special needs analysis, using proprietary research and tools to develop tailored client recommendations.

Vanessa Schafer is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Mark Tigchelaar is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he was a partner at Solid Coffee Roasters for five years and worked with Keana Development for two years. He serves as a board member of the City of Bellflower Public Safety Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wesley Sullivan is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Courtney Marshall is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 license and has worked at Merrill and Bank of America since 2014. Outside of her advisory role, she owns and operates a Christian childcare business and a YouTube channel focusing on fitness, family, faith, and relationships. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Grant Hartwell is a financial advisor with Osaic Wealth, Inc. based in Torrance, California. He holds the Series 66 designation and has 13 years of industry experience. Hartwell is also co-owner of Hartwell Financial Services, a financial advisory firm affiliated with Osaic. Outside of his advisory work, he serves on the Board of Directors for Free Arts for Abused Children, a nonprofit that provides art programs to transitional housing facilities and low-income areas. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct client portfolios.

Elena Peterson serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works directly with clients to understand their current financial needs and presents solutions available through Merrill and Bank of America. Elena holds the professional designation of Personal Investment Advisor (PIA) and earned a Master's Degree from Saint Petersburg State University. Her approach involves assisting clients in identifying what matters most to them and their families to develop strategies aimed at pursuing their financial goals.

James Mc Elroy is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Grove Point Advisors, Diversified Securities, and Merrill. Outside of advisory work, he is involved in horse training and racing. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies to serve a broad client base.

Raymond Fong is a financial advisor with Edward Jones in Long Beach, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Nicalis Inc. for six years and was self-employed at Renown Auto Style Inc. for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Jared Arteaga is a financial advisor with LPL Financial, holding a Series 65 designation and bringing two years of industry experience. His career includes seven years at Canterbury Consulting, Inc. before joining LPL Financial and Arise Private Wealth in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Dylan Lara is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMC Bank NA, he held roles at Stinkin Crawfish and OHL Na. J.P. Morgan Securities 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.

Roy Grimes is a financial advisor with LPL Financial based in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Zions Direct, Inc., Zions Capital Advisors, Inc., and Zions Bank, where he has worked since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Carole Ann Nero is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of her advisory role, she is a sole proprietor of an investment-related rental property in Long Beach, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm employs a structured planning process that uses firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Gregory Kaiser is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Greg Cancino is a CFP® professional with 12 years of industry experience, currently serving at Raymond James Financial in Costa Mesa, CA. He previously worked at Edward Jones from 2014 to 2018 and has been engaged with J. Edward Norton & Associates Insurance Services since 2018. Cancino also acts as a successor co-trustee of his father's trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and has specialized municipal and public-finance advisory capabilities.