Victoria Ben is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with less than one year of industry experience. Her prior work includes roles in education at Cal State Long Beach and Long Beach City College, as well as positions at various organizations such as Nike and the Long Beach Convention Center & Visitor's Bureau. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Glenn Wiessner is a financial advisor with Morgan Stanley in Brea, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, including 12 years at UBS Financial Services before joining Morgan Stanley in 2016. Outside of his advisory role, he is a limited partner in an agricultural partnership inherited from a family member but does not have management involvement. 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 wide range of advisory programs supported by structured planning tools and firm-approved methodologies.

Gordon Chow is a CFP® with 28 years of industry experience, currently affiliated with Cetera. He has held previous roles at Avantax Advisory Services and Avantax Investment Services, and he serves as Co-Trustee of the Gilbert Younger Trust. Outside of his advisory work, he acts as Treasurer and Comptroller for First Chinese Baptist Church and operates his own CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients with a range of portfolio management and financial planning services. The firm offers a multi-manager platform that allows advisors to implement various model portfolios, third-party managers, or bespoke strategies, supporting both discretionary and non-discretionary accounts.

Nicholas Falk is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Panorama Coordinated Services and SF&B. Outside of finance, he has experience working in educational roles at multiple schools and has been involved in entrepreneurial ventures such as a tiki bar and a hay distribution business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Michelle Medina is a financial advisor with Ameriprise in Seal Beach, CA, holding a Series 63 designation and 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized team in partnership with client advisors.

Sujeire Perez is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds the Series 66 designation and has worked in various capacities within Wells Fargo entities since 2005. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by Wells Fargo research and planning tools.

Michael Santoro is a financial advisor with LPL Financial in Long Beach, CA, holding a Series 66 designation and 12 years of industry experience. He has worked with LPL Financial since 2014 and operates Michael A. Santoro Law, Inc. as an attorney, alongside providing tax preparation and accounting services through Certified Tax and Financial Services. 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, model portfolio programs, third-party asset management, and institutional platforms.

Oliver Cervantes is a CFP® professional with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 12 years at UBS Financial Services. 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.

Kai Yuan Hu is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2022, following prior roles at Prudential Insurance Company of America, Ameriprise Financial Services, and Cetera Investment Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Miguel Sotelo Jaime is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America/Merrill Lynch for 13 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Laura Weil is a Financial Consultant at Fidelity Investments. In her role, she partners with clients to understand the needs and goals of their families and identify investment strategies to support their financial plans. Laura has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and now Investment Consultant. She holds a California Insurance License. Outside of her professional responsibilities, Laura's personal interests include cooking and baking, enjoying food as a foodie, listening to music, parenthood, caring for pets, and traveling.

John Le Berthon is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at the University of California Irvine and College of the Canyons. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines common large-firm offerings with less typical activities such as private fund relationships and principal trading.

Amy Kamps is a financial advisor at LPL Financial with 25 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2000 and Financial Advisors Network since 2014. In addition to her advisory role, she is involved in medical and life insurance sales through Kamps Asset Management Planning Services, 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 a range of financial planning and asset management programs, supported by technology tools and a broad platform that includes affiliated insurance services and banking partnerships.

Gregory Tobey is a financial advisor with LPL Financial in Orange, California, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in an online business that generates nonhazardous products. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives using both proprietary and third-party strategies.

Mark Tigchelaar is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he was a partner at Solid Coffee Roasters for five years and worked with Keana Development for two years. He serves as a board member of the City of Bellflower Public Safety Commission. 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 and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wesley Sullivan is a financial advisor with J.P. Morgan Securities in San Pedro, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and its affiliated entities since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Sandeep Madhavan is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2003 to 2020. Madhavan serves on the Board of Directors for the Santiago Canyon College Foundation and is the Sponsorship Chair for the Tustin Western Little League. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Courtney Marshall is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 license and has worked at Merrill and Bank of America since 2014. Outside of her advisory role, she owns and operates a Christian childcare business and a YouTube channel focusing on fitness, family, faith, and relationships. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Grant Hartwell is a Series 66-registered financial advisor with 13 years of experience, currently affiliated with Osaic Wealth. He also co-owns Hartwell Financial Services, a firm providing comprehensive financial planning and investment advisory services. Hartwell serves on the Board of Directors for Free Arts for Abused Children, a nonprofit supporting art programs in transitional housing and low-income areas. Osaic Wealth serves a diverse client base including retail investors, institutional clients, and retirement plan sponsors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

John Mishima is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research in its advisory process and offers capabilities in derivatives and commodities through its broader regulatory registrations and affiliations.