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.

Paul Salas is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, currently also with Morgan Stanley Private Bank, N.A. from 2023. Prior to his financial services career, he held positions at T-Mobile US, Inc, Living Spaces, and HIT Mobile. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support its financial planning services.

Lawrence Walker is a financial advisor at Primerica Advisors with 44 years of industry experience. He holds Series 63 and Series 66 designations and has been with Primerica since 1982. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and provides trade execution and custody support through BNY Mellon Advisors and Pershing.

Thomas Shadden is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. He previously worked at Nomura Asset Management and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015 and 2016, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and employer-sponsored financial planning agreements.

Wai Man Lee Deetjen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She 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 and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kathryn Simmons is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved with OCC Installations Inc., a construction and engineering business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs structured planning tools and models outcomes using resources like the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Robert Kailes is a CFP® with 41 years of experience in the financial industry. He has worked at Cetera since 2013, including its affiliate Cetera Wealth Services, and previously spent 28 years at Financial Network Advisory Corp. Outside of his advisory role, he serves as a member of a homeowners association, participating in community decision-making. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple advisory platforms, including model portfolios and customized strategies, supported by a nationwide network of over 10,000 advisors.

Daniel Fillinger is a CFP® professional currently with Wells Fargo Advisors, bringing 21 years of industry experience. His career includes over a decade at Wells Fargo, with roles at Wells Fargo Advisors and Wells Fargo Clearing. He also owns and operates Fillinger Wealth Management LLC, an independent financial practice based in El Segundo, CA. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services, including specialized niche planning areas. The firm uses proprietary research and tools to develop tailored recommendations, offering clients a broad menu of planning options aligned with their net worth.