Aaron Shen is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 credential with two years of industry experience. His prior work includes roles outside of finance, such as at Irvine Chinese School and Regal Theaters. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and a structured planning process.

Lorena Gonzalez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014. She also has a concurrent role at JPMorgan Chase Bank, N.A., where she has worked since 2010. 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. The firm delivers non-discretionary services through a select group of Wealth Advisors, including asset-allocation advice, investment manager searches, and customized performance reporting.

John Schlatter is a CFP®-credentialed financial advisor with 38 years of industry experience. He has been with LPL Financial since 2025, following 27 years at Lincoln Financial Advisors Corporation and 28 years at Osaic FA, Inc. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a broad range of strategic and tactical investment options.

Josh Brackett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LPL Enterprise, and Prudential Insurance. Prior to his advisory career, he spent six years at CBS Corporation/Viacom CBS. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Hae Sun Pak is a financial advisor with J.P. Morgan Securities in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Their career includes roles at Morgan Stanley and Wells Fargo Investments before joining J.P. Morgan Securities in 2008 and JPMorgan Chase Bank in 2010. Pak also works as an employee of JPMorgan Bank, offering bank deposit and credit products in addition to securities services. 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 an ESG eligibility framework to support non-discretionary, customized investment decisions.

Aurash Banitaba is a Series 65 licensed advisor at Fisher Investments with 10 years of industry experience. He has been with Fisher Investments since 2015. Outside of his advisory role, he owns Bullish BT Ventures, through which he engages in property and angel investing as a private and limited partner. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across diversified mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, and it offers sub-advisory and retirement plan services alongside managing separate accounts and pooled funds.

Sarah Ahlheim is a financial advisor with LPL Financial in Gardena, CA, holding a Series 66 designation and three years of industry experience. She previously worked at Ameriprise Financial for three years before joining LPL Financial in 2019. Outside of her advisory role, she serves as a notary public and participates in delivery driving through services like DoorDash and Uber. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, supported by technology tools and a broad non-advisory financial platform.

Cassandra Alvarez is a Series 66-licensed financial advisor with Edward Jones in Long Beach, CA, where she has worked since 2018. She has seven years of industry experience, including three years at Advantage Solutions 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 financial advisors.

Sarah Slay is a financial advisor with Edward Jones in Hermosa Beach, CA, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2018, with prior work experience at Lexington Treatment Associates and Jennifer Schoonmaker-Dasch. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Timothy Yong is a Series 66-licensed financial advisor with LPL Financial, based in Los Angeles, CA, and has four years of industry experience. He has worked at LPL Financial since 2020 and holds outside employment with Advanced Micro Communications and Costco Wholesale. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a network of over 22,800 advisors.

John Hegardt is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held positions at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Courtney Rowley currently serves as Vice President and Branch Leader at Charles Schwab. In this role, she focuses on creating an environment that empowers and inspires, emphasizing inclusivity and a culture of trust. Her goal is to deepen client relationships through regular follow-ups, transparent communication, and by providing value-added experiences that exceed client expectations. Courtney has been with Charles Schwab since 2019, progressing from Vice President Assistant Branch Manager to her current leadership position. She holds a California Insurance License, supporting her professional expertise in financial services.

Cierra Savin is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has prior work experience with Costco and Stefanos. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Jonathan Davis is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked at In-N-Out Burger and McDonald's. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Robert Perez is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMC Bank NA since 2024. Prior to his financial services career, he held various positions in the restaurant and retail sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Paul Weiner is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2009 and previously at Associated Securities Corp. and Associated Planners Investment Advisory Inc. He is involved with JSMI Consulting Services, a tax and investment-related business entity. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies supported by research and technology tools.

Delisa Abady is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeled investment outcome scenarios.

Huyen Jaime is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Jaime worked at Bank of America/Merrill Lynch for nine years. 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 an ESG eligibility framework. The firm’s services are non-discretionary and focus on recommending funds and strategies approved through internal review processes.

Adan Santos is a financial advisor with Primerica Advisors in Bellflower, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. In addition to advisory work, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Lillian Buckley is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked at UBS Private Wealth Management and has held teaching roles at Cerritos College, UCLA, and VAPA Legacy High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, serving clients in an advisory capacity across a broad range of investment and wealth management offerings.