Michele Hanna is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of advisory work, she is involved in several personal real estate LLCs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Farhang Azizi is a financial advisor with Ameriprise Financial Services in Manhattan Beach, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, Kinecta Financial and Insurance Services, Amazon, and J.P. Morgan Securities. He serves on the Board of Directors for the South Bay Persian Heritage Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

Karl Gerstenacker is a financial advisor based in Torrance, CA, affiliated with LPL Financial. He holds the Series 66 designation and has 10 years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP and Wescom Financial Services, LLC, where he has been active since 2017, as well as at Edward Jones. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a broad range of advisory programs and financial services, including discretionary and non-discretionary management, and utilizes research and model portfolios from internal and third-party sources.

Travis Jon Barr is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, Barr owns an automotive blog called Cars & Characters and is involved in volleyball coaching, including serving as an assistant coach for the Saddleback Volleyball Club. 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 advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Drew Sapede is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also employed by JPMorgan Bank, where he offers certain deposit and credit products. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with brokerage, distribution, and investment management capabilities.

James Froelich is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and with several years of professional experience including multiple periods at Morgan Stanley since 2023. His prior work includes roles outside the financial industry at DeLaveaga Golf Course and UC Santa Cruz. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by structured tools and analytical models.

Jarod Garza is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at BJ's Restaurants, Inc. and FedEx. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Ivy Sampson is a financial advisor with Edward Jones in Long Beach, CA, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2016 and previously worked at California State University, Fullerton. Outside of her advisory role, Ivy is an independent ballroom dance instructor and a caregiver assisting the elderly. 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, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Robert Sarkissian is a financial advisor with MassMutual Investors Services, holding CFP® and Series 63 designations and bringing 25 years of industry experience. He has worked at MassMutual since 2013 and was previously with Guardian Life from 2014 to 2016. Outside of advising, he is involved in individual life and health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning and asset management services, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Serina Foster is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing in multiple tenures since 2012, with a brief period at UBS Financial Services. Outside of her advisory role, she is a wellness advocate selling essential oils through DoTERRA Essentials. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet a net-worth threshold. The firm integrates advisory services with various financial product sales and referral channels, delivering recommendations based on proprietary research and planning tools.

David Allen is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Vivaldi Capital Management, Cornerstone Wealth Management, NOVA Financial & Insurance Services, and Kestra Investment Services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and government entities. The firm offers wealth advisory planning and investment consulting primarily on a non-discretionary basis, with capabilities in municipal and public finance that distinguish its integrated approach to advice and implementation.

Cameron Tuck is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, Cameron held positions at HireEZ, SV Academy, St. Joseph Center, and Five Acres. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in research as well as its advisory role to multiple registered investment companies.

John Hamm III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and co-trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Johnna Iantorno is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Morgan Stanley, and Commonwealth Financial Network. Outside of her advisory role, she is the sole member of Beth Bandit Books LLC, a publishing company that produces books unrelated to financial services. 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 solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Justin Smith is a financial advisor at OSAIC with a Series 66 designation and over nine years of industry experience. His prior roles include positions at Securities America, Inc., National Planning Corp, and Ritas Smith and Associates, where he also worked as a tax preparer and consultant. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services across multiple platforms. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary account management.

Jonathan Pineda is a financial advisor with OSAIC in El Segundo, CA, holding a Series 66 designation and 14 years of industry experience. His prior roles include eight years at Lincoln Financial Advisors Corporation and four years at Merrill. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of investment types, and supports both discretionary and non-discretionary account management.

Simon Tuman is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Miracle Mile Advisors, Summit Brokerage Services, and MEA Wealth Advisors. Outside of his advisory work, he serves as president of the Hazel St Townhomes Homeowners Association. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and customized strategies.

August Deangelo Jr. is a Series 66 licensed financial advisor with Wells Fargo Advisors in Long Beach, CA, where he has worked since 2019. He has five years of industry experience, including prior roles at Murphy, Murphy, and Murphy Inc and a brief period working in the travel industry. Outside of finance, he also spent time associated with Duck Foot Brewing Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to high-net-worth individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations, with clients deciding how to implement them through various brokerage or advisory options.

David Martinez is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various branches of Morgan Stanley since 2007, including Morgan Stanley & Co., Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. 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 employs a structured financial planning process using firm-approved tools and modeling techniques.

Bradford Dickson is a CFP® professional with 14 years of experience at Edward Jones, where he has been since 2012. He holds Series 63 and Series 66 licenses and is based in Long Beach, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.