David Perry is a financial advisor with LPL Financial, holding a Series 63 designation and over 41 years of industry experience. He has been with LPL Financial or its predecessor firm since 1984. Outside of his advisory work, he manages tax preparation services for existing clients through his wealth management group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Matthew Jenkins is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch/Bank of America, American United Life/OneAmerica Securities, Wells Fargo Clearing, Thrivent Investment Management, and other firms prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

David Cross is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Nicholas Bero is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Bank of America, Merrill, California State University San Bernardino, and Ventura College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products through a network of more than 4,000 advisors.

Daniella Vincent is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Love & Salt and Britt & Associates Ameriprise Financial. She has also been involved with The FoolProof Foundation and held various positions at Loyola Marymount University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using a range of mutual funds, ETFs, and ETPs.

Justin Cryan is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services, LLC since 2016. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in advising registered investment companies, its use of AI and systematic methodologies, and its delivery of model portfolios to intermediary platforms.

Scott Bishop is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Scott Gevertz is a financial advisor with LPL Financial in Los Alamitos, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial and Southland Credit Union since 2020 and was previously with Wescom Financial Services from 2015 to 2020. 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 with both discretionary and non-discretionary management, utilizing model portfolios, research from various sources, and advanced technologies.

Cengiz Volkan is a financial advisor with RBC Capital Markets in Rolling Hills, CA, holding Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at City National Bank, Bank of America, and Merrill Lynch. Volkan is also a donor directing funds for the PVG Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Iliana Rosales is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She collaborates with local Financial Consultants to deliver a comprehensive planning experience for clients. Prior to this, she served as a Relationship Manager and Financial Representative at Fidelity Investments, gaining experience in client relationship management and financial representation. Before joining Fidelity Investments, Iliana worked at Vanguard as an Onboarding Specialist from 2019 to 2021 and as an Operations Specialist from 2017 to 2019. She holds a California Insurance License, supporting her professional expertise in the financial services industry. Outside of her professional work, Iliana enjoys interests such as food, outdoor adventures, reading, and skiing.

Christopher Malone is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. His prior roles include positions at Shay Capital and BBL Commodities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process using firm-approved tools and market projections.

Sofian Haikal is a financial advisor with Edward Jones in Long Beach, CA, holding the CFA® charter and Series 66 registration with 13 years of industry experience. He has been with Edward Jones since 2013. Haikal is a member of the Pipeline BNI Redondo Beach membership committee, where he helps other members improve their networking skills. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jose Perez Jr. is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial and previously worked at Kestra Advisory and Kestra Investment Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting.

Kathryn Mogg is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 66 designation and has been with UBS Financial Services Inc. since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based investment strategies tailored to client goals and risk tolerances.

Brandon Lopez is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo, Solar Optimum, Raising Cane’s, and World Financial Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Rena Pitchess is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of advising, she is involved in tax preparation and accounting through her business, Pitchess & Pitchess. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party managers.

Sandro Winkworth is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliated firms since 2005. Outside of his advisory role, he is president of two support companies, Winkworth Wealth Strategies and Muskoils and Meemers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Marta Escobar Rhodes is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with Merrill since 2011. Based in Rolling Hills Estates, CA, she holds a notary public license, which she uses occasionally to notarize documents for clients. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies overseen by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of asset allocation and tax-aware investment options.

Max Lagao is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, he is involved as a consultant for a baby products business called The Baby Whisperer. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and investment estimates to model outcomes.

Patrick Jakowchik is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he partners with clients to develop agile wealth road maps that address life's uncertainties and changing market conditions. His approach includes investment strategies focusing on risk assessment, tax-efficient investing, and cash flow analysis, collaborating with various internal and external partners to support clients' comprehensive financial health. Patrick has extensive experience in the financial services industry, having held roles such as Investment Representative at Fidelity Investments from 2011 to 2012, Associate Portfolio Consultant and Senior Registered Representative at Charles Schwab between 2008 and 2011, Financial Advisor at INTERSECURITIES, INC. from 2004 to 2008, Registered Representative at SIGNATOR INVESTORS, INC. from 2000 to 2004, and Insurance Agent at Robert J. Insurance & Financial Services from 1998 to 2000. He holds a California Insurance License. Outside of his professional work, Patrick enjoys biking, cooking and baking, family activities, hiking, and spending time with pets.