John Morley is a financial advisor with Wells Fargo Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses and with 47 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. In addition to his advisory role, he is co-trustee of a family trust and has a 50% ownership interest in Morley Investment Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including cash-flow, retirement, education, and wealth-transfer planning, and integrates advisory services with other financial products and referral channels.

Daniel Aldrich is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Linsco/Private Ledger since 2003. Outside of advisory work, he developed an arm sling designed to help individuals with paralyses engage in sports activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Yuritzi Chavez is a financial advisor with Merrill in Sun Valley, CA, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities and Wells Fargo in various roles. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm integrates into Bank of America’s broader platform, providing access to a wide set of products and services.

Bryant Scott is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Truist Financial Corporation, Wells Fargo Clearing, and Sheaff Brock Investment Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios developed by its Global Investment Committee.

Robert Kaplan is a financial advisor with LPL Financial in Encino, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Physicians Accounting Management and LPL Financial since 2001. Kaplan has also been involved in selling life, health, and disability insurance for over 18 years through his affiliated insurance service businesses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios, research from LPL and third parties, and various technology tools.

Marie Goldschmidt is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Fidelity Brokerage Services and Mid Pacific International, where she also serves as a sole proprietor and consultant. Outside of her advisory work, she is involved as CEO of a health care organization and president of a group focused on potential real estate investments. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and asset management with access to extensive resources including firm-approved planning tools and investment strategies.

Scott Sangerman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with CIty National Bank since 2016 and with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

David Stern is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Prudential. Based in Los Angeles, CA, he joined Wells Fargo Clearing in 2023. 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 supported by research from Wells Fargo Investment Institute.

Olga Gurevich is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 66 designations and bringing five years of industry experience. Her prior roles include positions at Eskulap Solutions and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Lizbeth Perez is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2011 to 2023. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Heather Chung is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and First Republic. Outside of her advisory role, she is a licensed notary public in Beverly Hills, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and serves institutional clients with tailored plan-level investment solutions.

Willard Hansen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals related to these services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure for its services.

Cheri Gregg is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2006. Outside of her advisory work, she serves as a trustee of a grantor trust involved with a community housing development group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by structured discovery processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Marianne O'Neill is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2013 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 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.

Catherine Tang is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 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 to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Mical Pyeatt is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 designations and over 43 years of industry experience. She has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of her advisory role, she is a partner in Darwin the Story LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale, employing nearly 3,700 advisors and managing approximately $15.5 billion in assets, with investment strategies delivered primarily through model portfolios managed by unaffiliated asset managers.

Dayne Comrie is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 13 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

John Youssef is a financial advisor at LPL Financial with two years of industry experience and holds a Series 66 designation. His prior work history includes roles at BMO Harris Bank, Bank of America, Merrill, Prosperity Home Mortgage, and Wells Fargo. 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 various advisory programs, financial planning, and brokerage services, with investment management supported by LPL Research and third-party subadvisors.

Dilina Isho is a Series 66 licensed financial advisor with Morgan Stanley in Sherman Oaks, CA, and has 27 years of industry experience. Since 2009, she has been with Morgan Stanley Smith Barney LLC. Outside of her advisory role, she operates as a Notary Public and Loan Signing Agent. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Parker Honey is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at S2 Capital and CohnReznick, and held roles at the University of Southern California and the American University of Paris. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services primarily in an advisory capacity.