Belinda Dawson is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and planning tools to develop tailored recommendations for clients.

Bridgette Nicholson is a financial advisor at Merrill with Series 63 and Series 66 designations and 28 years of industry experience. She has been with Merrill since 2007. 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 investment strategies for a range of individuals and institutions.

Jeff Hewitt is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He works closely with clients to develop tailored financial plans to support their financial goals. Prior to this role, Jeff served as a Planning Consultant at Fidelity Investments from 2023 to 2026, a Relationship Manager from 2022 to 2023, and a Financial Representative from 2021 to 2022. Jeff holds a California Insurance License, which complements his role in financial planning and investment consulting. Outside of his professional work, he engages in personal interests including baseball, family activities, fitness, reading, surfing, and swimming.

Reece Anderson is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at TSG Wealth Management and has diverse work experience including roles at Fitness 19 and Trader Joe's. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients through a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and long-term asset allocation benchmarks.

Jacob Lowry is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with various Cetera entities since 2019 and previously worked at Fisher Investments from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Daniela Erman is a financial advisor at Edelman Financial Engines with a Series 65 designation and two years of industry experience. She previously worked at Financial Engines Advisors L.L.C. and operated Erman Retirement Advisory. Outside of her advisory role, she serves as an appointed board member for Jewish Long Beach, a nonprofit focused on preserving Jewish life and strengthening community advocacy. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online platforms, and offers employer-facing retirement plan consulting and education.

Patrick Severo is a financial advisor with RBC Capital Markets in Manhattan Beach, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent eight years with City National Bank. He was formerly the owner of a liquor cap dispenser business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies through a mix of internal and external managers and offers a variety of account structures and alternative investments.

Philip Kavesh is a financial advisor at LPL Financial with 39 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Kavesh is also the sole owner of the Law Firm of Kavesh, Minor & Otis, Inc., which specializes in tax and estate planning, and is involved with Ultimate Estate Planner, Inc., a company providing training and materials to estate planning professionals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, supported by model portfolios, third-party subadvisors, and various investment strategies.

Kenneth Stewart is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include work at Children's HopeChest and Biola University. Edward Jones is a full-service wealth management firm catering to over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Saeideh Mahinfar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 1999. 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 modern portfolio theory, with options for both non-discretionary and discretionary management, including unique offerings like insurance-related vehicles and bank deposit sweep programs.

Barbara Fleming is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2009. Fleming currently works out of Long Beach, CA. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling to assist clients, offering both direct individual plans and corporate financial planning agreements.

John Henry is a financial advisor with UBS Financial Services in Seal Beach, CA, holding a Series 66 designation and five years of industry experience. Prior to joining UBS, he has worked in roles including at Fitness 19 and American National Pacific Property and Casualty. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Blair Maley is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Maley worked in various roles across the hospitality and education sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Yutaka Anegawa is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he has operated AHTKY Insurance Agency, LLC since 2002, focusing on non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research support.

Conrad Badillo is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ivan Arzate is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan entities since 2011. 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 and investment management capabilities.

Michael Barnhill is a financial advisor with J.P. Morgan Securities in Long Beach, CA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at JP MORGAN CHASE Bank, N.A. since 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Eric Schwartz is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kinecta Financial & Insurance Services LLC and LPL Financial for 15 years. Schwartz is also employed at Kinecta Wealth Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides tailored, research-driven recommendations that incorporate tax-efficient strategies and asset management through a centralized consulting team.

Wayne Barnes is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, and Merrill Lynch Pierce Fenner and Smith. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Charles Scheel is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Marist College and held various roles including positions at Mohonk Mountain House and Lowes. He has a background in education and customer service spanning several years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and maintains distinctive roles including advisory services to registered investment companies and development of model portfolios using systematic methodologies.