Marissa Roncancio is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Based in Long Beach, CA, she has been with Morgan Stanley since 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Patrick Dicorato is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual. He also served seven years in the US Coast Guard. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caprice Collins is a financial advisor at Cetera with 17 years of industry experience and holds a Series 66 designation. She has worked with firms including Avantax Investment Services, 1st Global Advisors, and currently serves as an attorney at Collins Law Group. Collins is also the owner of Collins Financial Group and holds a real estate broker license in California, though she has not actively used it since 2006. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, institutional, and retirement plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a range of investment strategies and maintains significant assets under management with a large network of independent advisors.

Mason Preston is a Series 66-credentialed advisor with Morgan Stanley in Long Beach, CA. He has been with Morgan Stanley since 2025 and has work experience in various service and hospitality roles. Outside of his advisory work, he is involved with Panama Joes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jonathan Glant is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Perry is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2008. In addition to his advisory work, Perry provides tax preparation services and serves as a notary to assist clients with death claims and IRA rollover documentation. LPL Financial is an SEC-registered investment adviser and broker-dealer offering financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and research from LPL Research.

Ashley Model is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services that utilize structured discovery processes and firm-approved planning tools.

Hadley Nielson is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently affiliated with OSAIC and Legacy Financial Group, and previously worked at Sagepoint Financial, Inc. Outside of financial advising, he has experience in catering through The Shady Kitchen and other entrepreneurial ventures. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services across multiple platforms. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management, with access to third-party money managers and various investment options.

Joseph Latino is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Cetera entities since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform.

Shane Schwarz is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2024. His prior experience includes roles at the Municipal Employees' Retirement System of Michigan and Palm Tree Capital. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Darren Chia is a CFP® with 17 years of experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He is also a silent investor and owner/partner in a restaurant called Our Nest. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG considerations in its recommended investment strategies.

Alan Wozniak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Jessica Sands is a financial advisor with Merrill in Redondo Beach, CA, holding a Series 66 designation and six years of industry experience. Her career includes roles at Bank of America and Ankura Consulting Group, as well as positions in academic resource centers at California Polytechnic University, Pomona and El Camino College. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Sheryl O'Donnell is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. 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 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 that incorporates firm-approved tools and market models.

Kevin Yamamoto is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms including Peak Capital Management LLC and Waddell & Reed, Inc. prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Holly Hancock is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and 12 years of industry experience. She has worked with Cetera Wealth Services, LLC since 2016 and continues with Cetera as of 2023. Outside of her advisory role, she is also an agent specializing in fixed insurance, including life and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Christina Quezada is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA, as well as seven years at Lowe's Home Centers. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and model portfolio platforms.

Justin Smith is a Series 66-licensed financial advisor with nine years of industry experience, currently with Morgan Stanley in El Segundo, CA. His career includes roles at Morgan Stanley Private Bank and Global Financial Advisors, as well as an early position at Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to assist clients in their financial decision-making.

Daniel Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience at Wells Fargo Bank, NA dating back to 2014. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Marshall is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advisory work, he is involved in property management as a co-owner and sole proprietor of several real estate holdings in Goleta, California. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing firm-approved tools and investment models and provides a wide range of advisory programs and services.