Ramon Morris is a Financial Advisor with Merrill Lynch Wealth Management based in the South Bay. He focuses on helping executives, business owners, and affluent families develop personalized financial strategies by understanding their short- and long-term financial goals. His approach centers on coordination, a long-term perspective, and disciplined decision-making to bring clarity and structure to complex financial decisions. Ramon's expertise includes college education planning, corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, and sports and entertainment. He supports clients by building models, analyzing different scenarios, and facilitating thoughtful planning conversations to help them evaluate options and move forward with confidence. He holds a Bachelor's degree from Chadron State College and has the Professional Investment Advisor (PIA) designation. Outside of his professional work, Ramon is involved in the community as a high school varsity football coach.

Jingles Madick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 14 years of industry experience. Their work history includes roles at Merrill and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Alan Cusick is a financial advisor with Wells Fargo Advisors in Manhattan Beach, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked within the Wells Fargo organization since 2009 across several related entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning, offering a broad range of planning services including specialized areas such as business-owner transition and sports & entertainment planning. The firm combines advisory services with other financial products and referrals, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Jason Cole is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he owns and manages a private wealth investment management firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, delivering tailored recommendations through financial advisors.

Stephen Shanklin is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Arthur Blakey IV is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory work, he is involved with the Coastal Crossover Basketball Club, a community-based youth basketball organization in the Long Beach and Los Angeles area. 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 non-discretionary program. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of investment and brokerage services.

Arturo Unzueta is a financial advisor with Mass Mutual Investors Services in El Segundo, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with MML Investors Services, LLC and MassMutual Life Insurance Co since 2012. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements supported by firm-approved analytical tools and offers specialized services such as divorce planning and estate-settlement programs.

Kathryn Sunico is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Bank of America, and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm uses proprietary research and planning tools to develop customized recommendations, with services spanning cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Regina Tucker is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Errol Cavanaugh is a Financial Consultant currently working with Fidelity Investments since 2022. He has experience in providing financial consulting services and has held roles including Investment Consultant at Fidelity Investments in 2022, Associate at Lenox Advisors in 2021, Financial Consultant at Equitable Advisors from 2019 to 2021, and Financial Advisor at Evershore Financial Group from 2017 to 2019. Errol holds a California Insurance License, supporting his work in financial planning and advisory services. He is committed to collaborating with individuals and families to develop personalized financial plans aimed at achieving their specific goals. Outside of his professional role, Errol enjoys family activities, football, hiking, movies, and traveling.

Jonathan Sheffield is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 2004, he has served entrepreneurs, business owners, wealthy families, and foundations, focusing on a customized approach to wealth management grounded in each client's unique goals and priorities. Jonathan integrates strategies across a spectrum of needs including family office services, investment management, alternative investments, trust and estate planning, custom credit and lending, as well as philanthropic services. Jonathan holds a Bachelor of Science degree from the University of Southern California and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He has been recognized on Forbes lists, including the "America's Top Next-Generation Wealth Advisors" in 2018 and 2020, and the "Best-in-State Wealth Advisors" list in 2021. Outside of his professional career, Jonathan enjoys spending time with his family, coaching his three sons in baseball, soccer, and basketball. His hobbies include golfing, swimming, surfing, and other outdoor activities. He resides in Palos Verdes with his wife and their children.

Samee Dokovic is a financial advisor at Morgan Stanley in Long Beach, CA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, Samee worked in various roles including at California State University, Fullerton, Target Co., Orange Coast College, and Costa Mesa High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Thomas Mann is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles outside the financial sector, such as positions at In-N-Out Burger and Regional Finance. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and investment programs, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services but generally does not provide individual security recommendations as part of standalone financial plans.

Nina Mccoy 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 Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a wide range of investment offerings.

Sonya Oliver is a CFA® charterholder with 29 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has worked for three years. Prior to this, she spent eight years at First Republic Investment Management, Inc. and First Republic Securities Company LLC. J.P. Morgan Securities LLC 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 recommendations.

Christopher Date is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity Investments in 2020 and progressed through several positions including Investment Consultant and Financial Consultant before assuming his current vice presidential role. Prior to joining Fidelity, Christopher worked as a Citigold Financial Advisor at Citibank and held advisory roles at Capstone Partners Financial and J.P. Morgan Chase. Christopher holds a California Insurance License. His professional experience spans various aspects of financial consulting and investment advising, focusing on creating customized financial plans tailored to clients' unique needs and goals. He partners with clients to evaluate their current financial situation, develop comprehensive strategies, and work toward achieving long-term financial stability and success. Outside of his professional work, Christopher has interests in baseball, cars, football, golf, soccer, and traveling.

Richmond Tran is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously with Wells Fargo entities from 2010 to 2021 before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for multiple registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight and allocation with attention to conflicts of interest.

Jerilyn Blue is a Certified Financial Planner® with 27 years of industry experience, currently serving clients at LPL Financial since 2010. She is based in El Segundo, CA. Outside of her advisory role, she is the owner and president of an aviation lease business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining proprietary and third-party research with both discretionary and non-discretionary management.

Randy Mc Andrew is a financial advisor with Ameriprise in Lakewood, CA, holding a Series 66 designation and 26 years of industry experience. He worked at American Express Financial Advisors for 21 years before joining Ameriprise in 2020. Outside of advising, he owns a construction company and operates an online business selling military surplus and other items. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with personalized recommendations delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ralph Seifer is a financial advisor with Edward Jones in Torrance, CA, holding the CFP® designation and Series 63 and 66 licenses. He has 27 years of industry experience, all with Edward Jones since 1998. Outside of his advisory role, he is involved with Weal Fund 1.0, LLC, an Arizona-based company investing in and loaning money for real estate projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a large nationwide network of advisors and branch offices.