Vincent Macnguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Kacy Allen is a financial advisor with LPL Financial in El Segundo, CA, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2026, Allen spent 19 years at Crispigna Financial and Harbour Investments, Inc. Outside of finance, Allen has been involved with Shadian Landscaping for two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Joshua Jahnke is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, Wells Fargo Private Bank, and Banc of California. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions.

Christopher Zelaya is a financial advisor with Cetera in El Segundo, CA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at firms including The Vanguard Group, First Republic Securities, J.P. Morgan Securities, and JP Morgan Chase Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a range of investment strategies across discretionary and non-discretionary account structures.

Alicia Wong is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and models.

Steven Barrett is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Premier America Credit Union, LPL Financial, and Xceed Financial Credit Union. Barrett operates a sole proprietorship focused on financial planning, investment sales, and insurance solutions. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services using asset-allocation tools, risk-tolerance assessments, and a range of investment options managed on discretionary or non-discretionary bases.

Luis Arzate is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan in various roles since 2015. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Edgar is a financial advisor with Merrill in El Segundo, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Merrill since 2017 and is also employed by Bank of America, N.A. since 2019. Outside of his advisory role, Edgar is a consultant and independent contractor driving for Uber and serves as a board member and trustee of the Redondo Beach Moose Lodge. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Megan Cornille is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and methodologies, managing approximately $2.74 trillion in client assets.

Deana Lisee is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as a primary point of contact for multi-generational families within the Private Wealth Management sector, focusing on delivering service tailored to individual client needs and preferences. Her professional experience at Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2024 and Retirement Consultant from 1998 to 2003. Deana holds a California Insurance License, supporting her work in financial and retirement planning. Outside of her professional responsibilities, Deana engages in activities such as baseball, concerts, family activities, social events with friends, hiking, and parenthood.

Hayes Griffin is a CFP® professional with 19 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Advisors Asset Management, Capital Analysts, Lincoln Investment, Edward Jones, and Prudential Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Lynne Neuman is a financial advisor with Edward Jones in Marina Del Rey, CA, holding Series 63 and Series 66 designations and five years of industry experience. Her career includes previous roles at Wells Fargo and Bank of America. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branches.

Rafi Nazarian is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Merrill, J.P. Morgan Securities, and Amazon.com, Inc. prior to his current role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment 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.

Luis Amaya is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked previously at The Vanguard Group and One Main Financial. Outside of his advisory role, he owns and operates an online retail business through L&C Limited LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support diversified investment solutions.

Alan Rosemberg is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. In this capacity, he leads a team focused on strengthening clients' financial well-being by deeply understanding their priorities and collaborating to create personalized financial plans. His approach emphasizes building long-term relationships with clients and delivering comprehensive financial planning services. His experience at Fidelity Investments spans from 2012, holding various positions including Vice President Executive Planning Consultant, Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Planner at LPL Financial from 2010 to 2012. Alan holds a California Insurance License. Outside of his professional career, Alan engages in surfing and volunteering.

Christopher Kleinhen is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 license and five years of industry experience. His prior work includes roles at NerdWallet and Oracle, as well as a sabbatical period involving extended travel. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing structured planning tools including Monte Carlo simulations.

Stefano D'amato is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Evoke Wealth, First Republic Investment Management, Mozaic LLC, and BNY Mellon Wealth Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Robert Park is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at SVB Wealth LLC and SVB Investment Services Inc. He is currently based in El Segundo, California. 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 its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Katelyn Carter is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and has prior experience with Unishippers and Eugene Cascades and Coast. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Sandra Mcpeak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a minority ownership in McPeak Infosec Investments LLC, a private investment entity. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.