Jason Maetani is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2012, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Rafael Robles is a financial advisor at Merrill with a Series 66 designation and over 20 years of experience, including roles at Bank of America from 2002 to 2025 before joining Merrill in 2025. He is based in Whittier, CA. 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 for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christina Li is a financial advisor at Merrill with 17 years at the firm and 4 years of industry experience. She holds a Series 66 designation and is based in Los Angeles, CA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriella Burke is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016, with a brief gap in 2017. Outside of her advisory role, Burke works as a fitness coach at Orange Theory Fitness and operates a personal training business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Kirk Sheby is a Series 66-credentialed financial advisor with 16 years of industry experience, currently with LPL Financial since 2017. He previously worked at National Planning Corporation from 2009 to 2017. Outside of his advisory role, he is involved in tax preparation through Sheby Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolios and third-party asset managers, supported by operational tools and a broad spectrum of financial products.

Kathryn Carter is a CFP® professional with over 42 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Her previous roles include positions at Sagepoint Financial, OSAIC Services, and American General Securities. In addition to her advisory work, she operates an insurance agency focused on personal and commercial property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with diverse investment strategies and operational tools, serving over 22,800 advisors and overseeing substantial discretionary assets.

Lucy Hoang is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and previously worked at City National Bank from 2012 to 2018. She is based in Los Angeles, CA. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.

Aaron Volen is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been affiliated with Bank of America and Merrill since 2002. Outside of his advisory role, he serves as an officer at Pageant Coaching & Designs Inc., a company specializing in pageant coaching and consulting. 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 for individuals, high-net-worth clients, and various institutional investors.

Norbert Chen is a financial advisor at LPL Financial with 25 years of industry experience. He has been with LPL Financial since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he provides private tutoring and financial education 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of advisors.

Kristiane Sweeney is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to performance reporting and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

Johnny Vallejo is a financial advisor with Cambridge Investment Research Advisors in Placentia, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2011. Outside of his advisory role, Vallejo owns Johnny V Distributing, a business based in Fullerton, CA. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers multiple investment implementation options through proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches tailored to client objectives.

Daniel Gracy is a financial advisor with Ameriprise in La Mirada, CA, holding CFP®, ChFC®, and Series 63 designations and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 1995. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise provides a retirement-income planning service primarily for clients with significant investable assets, delivering written recommendations on income strategies, Social Security options, and tax-efficient withdrawals. The firm combines research, modeling, and automated tools overseen by a dedicated committee to tailor retirement planning advice.

Alex Lukoff is a financial advisor with Merrill in Placentia, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill and Bank of America since 2015 and has operated The Cigar Guys, a separate business venture, since 2008. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Desiree Tuck is a Financial Consultant at Fidelity Investments, where she has been working since 2024. Prior to this role, she held positions as an Investment Consultant from 2022 to 2024, a Relationship Manager in 2022, and a Financial Representative from 2021 to 2022, all within Fidelity Investments. In her role, Desiree focuses on collaborating with individuals and families to develop financial plans and investment strategies tailored to their goals. She aims to provide clients with confidence and peace of mind through personalized financial guidance. Desiree holds a California Insurance License.

Robyn Medina is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Avantax Advisory Services and Avantax Investment Services, INC. Medina also maintains a long-term association with Comprehensive Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with access to affiliated and third-party managers across various program structures.

Nathan Pilataxi is an advisor at Fidelity with Series 63 and Series 66 designations. He has held positions at Fidelity Investments since 2024 and previously worked at US Bank and MUFG Union Bank. His background also includes experience in education at Long Beach City College and Millikan High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Stephen Blunt is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience, currently with Raymond James Financial Services Advisors Inc. since 2013. He previously worked with Maeder Wealth Group from 2013 to 2018. Outside of his advisory role, he is associated with Blunt Financial Planning and Wealth Group, a support company for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs tailored non-discretionary planning and consulting using risk profiling and modeling tools and maintains unique affiliations supporting municipal and public-finance work.

Kristen Keckeisen is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Barca & Barca Financial Network since 2020, providing administrative support, and also serves as a procurement consultant for Toyota Motor North America. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with discretionary and non-discretionary program options.

Simran Singh is a financial advisor with J.P. Morgan Securities in Torrance, CA, holding a Series 66 designation and 11 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2017, Singh worked at Principal Financial Group and Principal Securities, Inc. from 2016 to 2017. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis through a centralized due-diligence framework.

Doohee Lee is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Commonwealth Business Bank. Lee has been with J.P. Morgan since 2018, serving in various capacities across J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors while maintaining client decision-making authority.