Don Wyse is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2020. Outside of his advisory role, he serves as co-trustee of his mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven process and modern portfolio theory. The firm’s investment menus include a broader set of financial products than typical large institutional advisers, incorporating insurance-related vehicles and bank deposit sweep options.

Joshua Maldonado is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Merrill, Bank of America, US Bank, and CitiBank. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Michael Bill is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Stifel Nicolaus & Co., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He serves as a director of the Southern California Youth Athletic Educational Association, which provides athletic education and training for youth. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Conner Stone is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Truist Advisory Services, Sun Trust Investment Services, and JPMorgan Chase Bank, N.A. Outside of finance, he works as a talent and model with Extreme Reach, participating in photo shoots, voice-over work, and commercials. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Bradley Finnigan is a financial advisor at RBC Capital Markets in Beverly Hills, CA, holding a Series 66 credential with 23 years of industry experience. His prior positions include roles at Morgan Stanley and Morgan Stanley Private Bank. He serves on the board of the Burbank Youth Basketball Foundation, assisting with fundraising and organization to support the local high school basketball program. RBC Wealth Management serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering multiple advisory programs with customized portfolio management and financial planning solutions. The firm utilizes both in-house and third-party investment managers and emphasizes a tailored approach based on each client’s risk profile.

Thomas Maltese is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank National Association. 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 both brokerage and advisory solutions.

Jonathan Luis is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at UBS Financial Services, Inc. from 2022 to 2025 and has experience in technology-related roles, including positions at Nuro AI, Inc. and The Coding School-Quantum Computing. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach relies on structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations within standalone planning programs.

Kelly Drinan is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 10 years before joining Wells Fargo in 2024. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Devon Baranski is a Series 66-licensed financial advisor with Morgan Stanley in Los Angeles, CA, and has 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved as a manager in private investment activities through entities based in California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a broad range of advisory programs.

John Choi is a financial advisor with Merrill in Hollywood, CA, holding Series 66 and Series 63 credentials. He has eight years of prior experience at USBancorp and has been associated with Merrill and Bank of America since 2025. Outside of his advisory roles, he is a co-owner of a rental property in Garden Grove, California. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.

Susan Colletta is a financial advisor at Morgan Stanley in Valencia, CA, holding Series 63 and Series 65 licenses with 3 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held roles at DAUM Commercial Real Estate Service and SCV Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and modeling techniques.

Andreanna Crawford is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and Traveler's Insurance. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tracy Gallagher is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services and Silber Bennett Financial. In addition to her advisory role, she is involved in life insurance and annuity sales through TruChoice Financial. OSAIC serves a diverse range of clients, including retail and institutional investors, offering integrated brokerage and advisory services supported by various investment platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Craig Vassell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2015 and focuses on helping clients pursue their wealth management goals through tailored strategies aimed at achieving both short- and long-term objectives. Craig works closely with clients to understand their specific situations, including their time horizon, risk tolerance, and investment personality, in order to develop and implement appropriate financial plans. He offers personalized advice and access to specialized investment services designed for sophisticated investors. He holds a Bachelor of Science degree in Psychology from the University of Florida and has completed executive education in Sustainable Finance & Investment at Yale School of Management, as well as a Senior Executive Program in Venture Capital & Private Equity at Columbia Business School. Craig holds the CERTIFIED FINANCIAL PLANNER® certification, Certified Investment Management Analyst® designation, and is a Personal Investment Advisor. He is also affiliated with Alpha Phi Alpha Fraternity, Inc.

Joy Ogbunamiri is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 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 operates an in-home support services business focused on therapy and medical assistance. 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 employs an investment policy statement-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Grant Sclafani is a financial advisor with Cetera in Glendale, CA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has been associated with Cetera Financial Specialists since 2016 and operates Sclafani Wealth Advisors, a financial services DBA, since 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Maribel Cobian is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo in various capacities since 2013, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning across a broad range of areas, utilizing its research and tools, and integrates advisory services with other financial products and referral channels.

Van Schepers is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works closely with clients to understand their complete financial picture and to develop plans that support both their current life and future goals. Van views money as a tool for living with intention and purpose and is committed to partnering with clients to create financial paths aligned with their values. Prior to joining Fidelity Investments, Van gained experience in various financial services roles, including positions as a Client Service Associate at Audent Global Asset Management from 2024 to 2025, a Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2024, and a Relationship Banker at Bank of America from 2019 to 2020. He holds a California Insurance License. Outside of his professional career, Van's personal interests include cars, concerts, hiking, movies, and traveling.

Ashley King is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Vincent Wei is a Financial Consultant at Fidelity Investments, where he works with clients to develop tailored financial plans that align with their goals and objectives. He focuses on understanding each client's current financial position to implement strategies designed for their future stability. Vincent has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2023. Prior to joining Fidelity, he worked as a Premier Banker at OneWest Bank from 2016 to 2020. He holds a California Insurance License.