Quentin Fenn Anstruther is a Series 63-licensed financial advisor with Morgan Stanley in Long Beach, CA, and has 39 years of industry experience. He has worked at Morgan Stanley Smith Barney 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. The firm employs a structured financial planning process supported by various models and tools, serving a broad client base with both retail and institutional offerings.

Zeeshan Hasan is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2017, following prior roles at Scottrade Investment Management and Scottrade, Inc. 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 applying an ESG eligibility framework in its recommendations.

Frank Teng is a CFP® professional with 27 years of industry experience. He is currently with LPL Financial and has previously held roles at Goldman Sachs Wealth Services, First Allied Advisory Services, and Cetera Advisors LLC. Teng also has a licensed life insurance activity outside of his advisory role. 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 wide range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad non-advisory financial services platform.

Norman Cauntay is a CFP® and holds a Series 66 license with 14 years of industry experience, all with Edward Jones since 2012. He is based in Long Beach, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through its nationwide network of financial advisors and offers a range of advisory programs along with affiliated mutual funds and trust services.

Christian Corado is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a long tenure with Wells Fargo Bank dating back to 2000. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Talon Love is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC, Talon held various roles including positions at American Campus Community and the University of California, Irvine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using approved tools and offers diverse services including estate planning and access to proprietary investment research.

Sabine De Weijer is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has been with JPMorgan 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, distribution, and investment management capabilities.

Kathy Andazola is a CFP® professional with 25 years of industry experience. She is currently with Cetera and has held roles at Avantax Insurance Agency and Avantax Investment Services. Outside of financial advising, she is involved in tax preparation and accounting through Andazola Financial Services, Inc. and R.C. Andazola, EA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to implement various investment strategies across multiple program structures and custodial relationships.

James Gill is a Planning Consultant at Fidelity Investments, where he focuses on helping individuals and families develop personalized financial strategies. He aims to simplify complex financial concepts to enable clients to make informed decisions about their financial futures. James has extensive experience in the financial services industry, having held positions such as Senior Registered Client Associate at Wells Fargo Advisors from 2019 to 2025, Senior Financial Consultant at TD Ameritrade from 2018 to 2019, Financial Advisor at First Command Financial Services from 2013 to 2018, Equities Trader at ECHOtrade LLC from 1997 to 2012, and Specialist at Pacific Stock Exchange from 1991 to 1997. He holds a California Insurance License. Outside of his professional work, James has interests that include the beach, horseback riding, military service, motorcycles, photography, and traveling.

Alejandro Martinez is a financial advisor at Charles Schwab in Torrance, CA, holding a Series 66 designation. He began his career at Charles Schwab Bank and Charles Schwab & Co., Inc. in 2026. Prior to entering the financial industry, Martinez spent several years in education and various roles including positions at the University of Southern California and Kelly Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a distinctive integrated structure.

Tadanobu Yasuoka is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Cetera since 2025 and previously held positions at Concourse Financial Group Securities Inc and Foresters Equity Services, Inc. Outside of his advisory role, he serves as president of Daiwa Insurance Marketing, an insurance brokerage he has operated since 1997. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and affiliated and third-party managers.

Alejandro Trejo is a CFP® with 37 years of industry experience, currently serving with Wells Fargo Advisors since 2025. Prior to this, he spent 28 years at LPL Financial. He also operates Marquis Financial as a DBA, dedicating a portion of his time to this activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, offering tailored recommendations supported by Wells Fargo research and planning tools.

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 at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill, Wells Fargo Advisors LLC, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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 Series 63 and Series 65 credentials and has worked within various Wells Fargo affiliates since 2001. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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 at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and JPMorgan Chase Bank. Outside of his advisory role, he is involved with a community-based youth basketball club in the Long Beach and Los Angeles area. 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 applying an ESG eligibility framework in its recommendations.

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.