Chase Marion is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Before joining UBS, he held positions at Genoa Partners and One Source Industries. His background also includes involvement with the Newport Beach Tennis Club and TOCA Football. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lawrence Cane is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in property management as the sole proprietor of a rental real estate business. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations, to support client goals.

Lee Dover is a financial advisor at Ameriprise with 37 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005 and holds Series 63 and Series 65 credentials. Outside of his advisory role, Dover is involved in business ownership and management activities, including tax preparation and independent insurance brokering. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. Its Premier Retirement Income service provides tailored retirement-income planning through written recommendation reports and ongoing advice, utilizing investment research and algorithmic tools with a focus on dependable income and tax-aware withdrawal strategies.

John Dellaporta is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and no prior industry experience. His work history includes roles at MassMutual Life Insurance Co and City of Torrance Department of Recreations, and he has been involved with Miceli's Hollywood since 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements and a range of specialized planning programs.

Michael Ashburn is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Smith Barney in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and models.

Robert Perez is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise, he worked for seven years at American Dream Homes. He holds a Series 66 designation and maintains a real estate license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kelsey Esswein is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 12 years of industry experience. She has been with Thrivent and its affiliated entities since 2014. Outside of her advisory role, Esswein is an independent consultant for Arbonne International, focusing on nutritional and skincare products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and broad financial planning without portfolio management for institutional clients.

Dwight Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior firms include Infinex Investments, Woodbury Financial Services, Questar Asset Management, and CUNA Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Huy Dang is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at several firms including MassMutual Life Insurance Co and Lenox Advisors. Outside of his advisory role, he owns an e-commerce business specializing in unique pillow designs sold through Etsy. 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 affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Edgar Arango is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Daniel Lind is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at Ameriprise in multiple periods since 2021 and spent four years at Wells Fargo Clearing and seven years at Unionbanc Investment Services. Lind serves as a neutral arbitrator for FINRA disputes and cases and is a member of the Board of Directors for the Financial Planning Association Silicon Valley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a centralized team that collaborates with advisors. The firm uses proprietary research and algorithmic tools to provide recommendations within an investment universe influenced by its affiliated products and distribution arrangements.

Jonathan Morris is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2018, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Jonathan worked at PlanMember Financial Corporation and New England Financial in various capacities related to financial services and new business analysis. Jonathan holds a California Insurance License, supporting his work in financial consulting. He emphasizes personalized financial planning, aiming to understand clients' families and goals to create tailored financial plans using Fidelity's technologies and resources. Outside of his professional work, Jonathan has interests in beach activities, cooking and baking, food, hiking, surfing, and traveling.

Akihiko Mogi is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at PCE International, Inc, PFS Investments Inc, and Primerica Financial Services. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Frank Picarelli is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns a rental property business in Long Beach, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions grounded in an IPS-driven process and modern portfolio theory.

Sandeep Singh is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at J.P. Morgan since 2015 and is also an officer and investor in Singh & Singh Investment Inc., which operates Ambala Sweets and Snacks, an Indian sweets and snacks restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment recommendations.

Eric Pagel is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 66 licenses and having one year of industry experience. He has been with Wells Fargo Bank since 2013. 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.

Mai Vu is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2011, Mai worked at Mass Mutual Investors Services for four years. Outside of advisory work, Mai is involved in the restaurant business through MJ Phuket Thai F&B LLC in Redondo Beach, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives utilizing various investment strategies.

Chelsea Rojas is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Massachusetts Mutual Life Insurance Co and Northwestern Mutual. Outside of her advisory role, she is involved with Blue Water Girls, a beauty company she personally invests in and occasionally assists with order fulfillment. J.P. Morgan Securities provides institutional consulting services to clients such as corporations and foundations, offering asset allocation advice and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christopher Johnson is a financial advisor with Wells Fargo Clearing based in El Segundo, CA, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at J.P. Morgan Securities and Bank of America. 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 supported by research and analytics.

Reinhard Behrens is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.