Brandon Panfil is a financial advisor at Morgan Stanley in El Segundo, CA, holding a Series 66 credential with seven years of industry experience. His career includes roles at Morgan Stanley Private Bank and Signia Capital. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

John Newitt is a financial advisor with LPL Enterprise, holding 50 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for over two decades. Outside of his advisory role, he serves as president of Institutional Services Corporation, a firm providing administrative services to qualified retirement plans. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Reva Shakkottai is a financial advisor with RBC Capital Markets in Manhattan Beach, CA, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at RBC Capital Markets since 2009 and at City National Bank since 2016. She serves on the UCLA Anderson School of Management Alumni Board of Directors as a representative of the MBA graduating class of 2002. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on each client’s risk profile and integrates in-house and third-party investment managers.

Michael De Metre Jr. is a financial advisor with Merrill in El Segundo, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments, JPM Chase Bank, and the Santa Barbara Trust for Historic Preservation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Malinda Difley is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to her current role starting in 2016, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she serves as an investment committee member for St. Cross Episcopal Church in Hermosa Beach, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Michelle Blackmer is a financial advisor at J.P. Morgan Securities with two years of industry experience. She previously worked at Merrill for 26 years before joining J.P. Morgan in 2024. Michelle holds a Series 66 designation. 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 delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Randall Takaki is a CFP® with 21 years of industry experience, currently serving at LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and founder of Takwealth. He is also the founder of FARENH, LLC, a retail sales business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio services, third-party asset management, and access to various brokerage and insurance products.

Christopher Litty is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2016, following seven years at Merrill. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Trevor Kimbro is a financial advisor with Edward Jones in Torrance, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Deric Wild is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing six years of industry experience. His prior roles include positions at JPMorgan Chase and Wells Fargo. Outside of his advisory work, he operates an online business selling artistic and collectible goods. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by extensive research, a range of portfolio management styles, and specialized municipal advisory services.

Amy Foster is a CFP®-certified financial advisor with 34 years of industry experience. She is currently with Osaic Wealth, Inc., joining the firm in 2023 after 31 years at Royal Alliance Associates, Inc. Foster serves as trustee for multiple family trusts and operates a separate business selling life, health, and long-term care insurance. Osaic Wealth, Inc. provides integrated brokerage and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm utilizes a variety of investment tools and third-party platforms to offer customized portfolio management across multiple asset classes.

Paul Dowling is a financial advisor at Morgan Stanley in Torrance, CA, with 35 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and scenario modeling.

Steven Siepak is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with Cetera and its affiliated entities since 2018. Prior to that, he worked at National Planning Corporation from 2008 to 2017. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers through a multi-manager platform.

Andrew Dilsaver is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 designation and possessing 15 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves as treasurer for the Carson Chamber of Commerce, a nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, with a broad suite of retail and institutional services.

Natalie Broderick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she manages rental properties and serves as a trustee for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maxwell Gecowets is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. His work history includes positions at Morgan Stanley Smith Barney LLC, Chapman, and various roles outside finance such as at SVS Parking Company and Tillys. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Rony Soto is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo entities since 1996, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Jacqueline Ginsburg is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and four years of industry experience. Prior to her current role, she worked with Richard F. Ginsburg, Attorney at Law, and has experience in the retail and automotive event sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering customized financial planning and a broad range of advisory programs supported by firm-approved planning tools and extensive resources.

Thomas Bette Jr. is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior work includes positions at SCOTTRADE, Merrill, Bank of America, and LBS Financial Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, using both discretionary and non-discretionary management supported by in-house and third-party research.

Yik Sing Chan is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at East West Bank, Charles Schwab, Bank of America, Merrill, HSBC, and served in the US Army. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary investment approaches.